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Upturn AI SWOT - About
PCTY 
Paylocity Holdng (PCTY)
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Upturn Advisory Summary
11/13/2025: PCTY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $193.53
1 Year Target Price $193.53
| 10 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.25% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.06B USD | Price to earnings Ratio 37.08 | 1Y Target Price 193.53 |
Price to earnings Ratio 37.08 | 1Y Target Price 193.53 | ||
Volume (30-day avg) 20 | Beta 0.58 | 52 Weeks Range 135.46 - 223.80 | Updated Date 11/13/2025 |
52 Weeks Range 135.46 - 223.80 | Updated Date 11/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-04 | When After Market | Estimate 1.57 | Actual 1.75 |
Profitability
Profit Margin 13.75% | Operating Margin (TTM) 5.43% |
Management Effectiveness
Return on Assets (TTM) 4.78% | Return on Equity (TTM) 20.42% |
Valuation
Trailing PE 37.08 | Forward PE 24.88 | Enterprise Value 8018287019 | Price to Sales(TTM) 4.92 |
Enterprise Value 8018287019 | Price to Sales(TTM) 4.92 | ||
Enterprise Value to Revenue 4.89 | Enterprise Value to EBITDA 19.11 | Shares Outstanding 54381607 | Shares Floating 43799490 |
Shares Outstanding 54381607 | Shares Floating 43799490 | ||
Percent Insiders 19.43 | Percent Institutions 81.78 |
Upturn AI SWOT
Paylocity Holdng
Company Overview
History and Background
Paylocity was founded in 1997. It started as a payroll service bureau and evolved into a comprehensive cloud-based human capital management (HCM) software provider. It has grown through product innovation and strategic acquisitions.
Core Business Areas
- Payroll: Paylocity's core offering, providing automated payroll processing, tax compliance, and reporting.
- Human Resources (HR): Includes HR management tools such as employee record keeping, benefits administration, and compliance.
- Talent Management: Offers features for recruiting, onboarding, performance management, and learning management.
- Workforce Management: Provides time and attendance tracking, scheduling, and labor cost management.
- Benefits Administration: Streamlines the benefits enrollment and management process for both employers and employees.
Leadership and Structure
The CEO is Steve Beauchamp. The company has a typical corporate structure with departments for sales, marketing, technology, finance, and operations. A board of directors oversees the company's strategy.
Top Products and Market Share
Key Offerings
- Payroll: Paylocity's payroll processing services are a core offering. Competitors include ADP (ADP), Paychex (PAYX), and Ceridian (CDAY). Market share is estimated to be in the top 5, around 20-25% of the SMB (small-to-medium-sized business) market. Revenue from Payroll contributes a large part of the overall revenue.
- HR & Talent Management Suite: This includes modules for benefits administration, HR, and recruiting/onboarding. Key competitors include Workday (WDAY), Oracle (ORCL), and SAP (SAP). While specific figures vary, it is a fast-growing segment, competing for a portion of the total addressable HCM market.
Market Dynamics
Industry Overview
The HCM market is growing due to increasing complexity in HR regulations, the need for efficient workforce management, and the shift to cloud-based solutions. There's strong competition and demand for integrated platforms.
Positioning
Paylocity focuses on the small to mid-sized business (SMB) market, differentiating itself through customer service and a user-friendly platform. Its competitive advantage lies in its specialization within this niche.
Total Addressable Market (TAM)
The HCM market is estimated to be worth over $30 billion. Paylocity is well-positioned to capture a significant portion of the SMB segment, estimated in the billions.
Upturn SWOT Analysis
Strengths
- Strong focus on SMB market
- High customer satisfaction
- Integrated HCM platform
- Innovative technology
Weaknesses
- Smaller market share compared to larger competitors (ADP, Paychex)
- Reliance on the US market
- Potential price competition
Opportunities
- Expanding product offerings (e.g., benefits administration)
- Acquiring smaller companies to broaden capabilities
- Increasing penetration in existing market segment
- Growing demand for HR analytics
Threats
- Economic downturn affecting SMBs
- Increased competition from larger players
- Rapid technological changes
- Data security breaches
Competitors and Market Share
Key Competitors
- ADP (ADP)
- Paychex (PAYX)
- Ceridian (CDAY)
- Workday (WDAY)
- SAP (SAP)
- Oracle (ORCL)
Competitive Landscape
Paylocity competes effectively in the SMB market with a user-friendly platform and strong customer service. It faces competition from larger, more diversified players.
Major Acquisitions
Cloudsnap
- Year: 2021
- Acquisition Price (USD millions): 30
- Strategic Rationale: Acquired to enhance data integration capabilities within the Paylocity platform.
VidGrid
- Year: 2021
- Acquisition Price (USD millions): 10
- Strategic Rationale: Acquired to help increase communication & learning through video
Growth Trajectory and Initiatives
Historical Growth: Strong revenue growth fueled by SaaS subscriptions and expansion within the SMB market.
Future Projections: Analysts project continued revenue growth driven by increased adoption of HCM solutions and new product offerings. Growth rate expected to be >15% annually for next few years.
Recent Initiatives: Investments in AI-driven HR solutions, partnerships with benefits providers, and expansion into new markets.
Summary
Paylocity is a strong player in the SMB HCM market with consistent growth and high customer satisfaction. Its focus on the SMB segment is a key strength, although it faces competition from larger players. Continued innovation and strategic acquisitions will be important for sustained growth. Watch out for increased economic headwinds.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC filings
- Analyst reports
- Industry publications
- Third-party financial data providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Paylocity Holdng
Exchange NASDAQ | Headquaters Schaumburg, IL, United States | ||
IPO Launch date 2014-03-19 | President, CEO & Director Mr. Toby J. Williams J.D. | ||
Sector Technology | Industry Software - Application | Full time employees 6700 | Website https://www.paylocity.com |
Full time employees 6700 | Website https://www.paylocity.com | ||
Paylocity Holding Corporation provides cloud-based human capital management, payroll software, and spend management solutions for the workforce in the United States. The company offers payroll solutions comprising payroll and tax services, global payroll, on-demand payment, and garnishments; human resources (HR) solutions consisting of human resources, employee self-service, workflows and documents, HR compliance dashboard, and HR edge; time and attendance, scheduling, and time collection; time and labor solutions, including time and attendance, scheduling, and time collection; and talent solutions, such as recruiting, onboarding, market pay, learning, performance, and compensation. It also provides benefits solutions comprising benefit enrollment and updates, and third-party administrative solutions; employee experiences consisting of community, video, employee voice, recognition and rewards, modern workforce index, data insights, and reporting; and Paylocity for finance solutions, such as headcount planning, expense management, accounts payable automation, corporate cards, and guided procurement. In addition, the company offers implementation and training, client services, and tax and regulatory services. It serves for-profit and non-profit organizations across industries, including business services, financial services, healthcare, manufacturing, restaurants, retail, technology, and others. The company also sells its products through sales representatives. Paylocity Holding Corporation was founded in 1997 and is headquartered in Schaumburg, Illinois.
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