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Side-by-side financial comparison of Kimco Realty (KIM) and Paylocity Holding Corp (PCTY). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($542.5M vs $387.0M, roughly 1.4× Paylocity Holding Corp). Kimco Realty runs the higher net margin — 27.9% vs 13.0%, a 14.9% gap on every dollar of revenue. On growth, Paylocity Holding Corp posted the faster year-over-year revenue change (11.3% vs 3.2%). Over the past eight quarters, Kimco Realty's revenue compounded faster (3.8% CAGR vs 2.7%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
KIM vs PCTY — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $542.5M | $387.0M |
| Net Profit | $151.2M | $50.2M |
| Gross Margin | — | 72.9% |
| Operating Margin | 36.4% | 18.2% |
| Net Margin | 27.9% | 13.0% |
| Revenue YoY | 3.2% | 11.3% |
| Net Profit YoY | -9.0% | 34.0% |
| EPS (diluted) | — | $0.92 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $542.5M | $387.0M | ||
| Q3 25 | $535.9M | $378.9M | ||
| Q2 25 | $525.2M | $369.9M | ||
| Q1 25 | $536.6M | $421.1M | ||
| Q4 24 | $525.4M | $347.7M | ||
| Q3 24 | $507.6M | $333.1M | ||
| Q2 24 | $500.2M | $324.7M | ||
| Q1 24 | $503.8M | $366.8M |
| Q4 25 | $151.2M | $50.2M | ||
| Q3 25 | $137.8M | $48.0M | ||
| Q2 25 | $163.0M | $48.6M | ||
| Q1 25 | $132.8M | $91.5M | ||
| Q4 24 | $166.0M | $37.5M | ||
| Q3 24 | $136.0M | $49.6M | ||
| Q2 24 | $119.7M | $48.8M | ||
| Q1 24 | $-11.0M | $85.3M |
| Q4 25 | — | 72.9% | ||
| Q3 25 | — | 73.9% | ||
| Q2 25 | — | 73.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 72.6% | ||
| Q3 24 | — | 74.4% | ||
| Q2 24 | — | 74.0% | ||
| Q1 24 | — | 77.8% |
| Q4 25 | 36.4% | 18.2% | ||
| Q3 25 | 34.9% | 19.6% | ||
| Q2 25 | 39.2% | 17.9% | ||
| Q1 25 | 33.6% | 30.2% | ||
| Q4 24 | 31.7% | 13.4% | ||
| Q3 24 | 33.7% | 19.3% | ||
| Q2 24 | 32.1% | 19.4% | ||
| Q1 24 | 25.9% | 29.0% |
| Q4 25 | 27.9% | 13.0% | ||
| Q3 25 | 25.7% | 12.7% | ||
| Q2 25 | 31.0% | 13.1% | ||
| Q1 25 | 24.8% | 21.7% | ||
| Q4 24 | 31.6% | 10.8% | ||
| Q3 24 | 26.8% | 14.9% | ||
| Q2 24 | 23.9% | 15.0% | ||
| Q1 24 | -2.2% | 23.3% |
| Q4 25 | — | $0.92 | ||
| Q3 25 | — | $0.86 | ||
| Q2 25 | — | $0.87 | ||
| Q1 25 | — | $1.61 | ||
| Q4 24 | — | $0.66 | ||
| Q3 24 | — | $0.88 | ||
| Q2 24 | — | $0.85 | ||
| Q1 24 | — | $1.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $211.6M | $162.5M |
| Total DebtLower is stronger | $7.7B | $81.3M |
| Stockholders' EquityBook value | $10.4B | $1.1B |
| Total Assets | $19.7B | $7.0B |
| Debt / EquityLower = less leverage | 0.74× | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $211.6M | $162.5M | ||
| Q3 25 | $159.3M | $165.2M | ||
| Q2 25 | $226.6M | $398.1M | ||
| Q1 25 | $131.3M | $477.8M | ||
| Q4 24 | $688.6M | $482.4M | ||
| Q3 24 | $789.0M | $778.5M | ||
| Q2 24 | $126.4M | $401.8M | ||
| Q1 24 | $133.4M | $492.7M |
| Q4 25 | $7.7B | $81.3M | ||
| Q3 25 | — | $81.3M | ||
| Q2 25 | — | $162.5M | ||
| Q1 25 | — | $243.8M | ||
| Q4 24 | $8.0B | $325.0M | ||
| Q3 24 | — | $325.0M | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | — |
| Q4 25 | $10.4B | $1.1B | ||
| Q3 25 | $10.5B | $1.1B | ||
| Q2 25 | $10.5B | $1.2B | ||
| Q1 25 | $10.6B | $1.2B | ||
| Q4 24 | $10.7B | $1.2B | ||
| Q3 24 | $10.5B | $1.1B | ||
| Q2 24 | $10.6B | $1.0B | ||
| Q1 24 | $10.6B | $1.1B |
| Q4 25 | $19.7B | $7.0B | ||
| Q3 25 | $19.9B | $4.2B | ||
| Q2 25 | $19.8B | $4.4B | ||
| Q1 25 | $19.7B | $5.2B | ||
| Q4 24 | $20.3B | $5.3B | ||
| Q3 24 | $20.1B | $4.0B | ||
| Q2 24 | $19.5B | $4.2B | ||
| Q1 24 | $19.5B | $5.0B |
| Q4 25 | 0.74× | 0.07× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | 0.75× | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $258.4M | $117.0M |
| Free Cash FlowOCF − Capex | — | $113.6M |
| FCF MarginFCF / Revenue | — | 29.4% |
| Capex IntensityCapex / Revenue | 0.0% | 0.9% |
| Cash ConversionOCF / Net Profit | 1.71× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $461.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $258.4M | $117.0M | ||
| Q3 25 | $332.4M | $86.5M | ||
| Q2 25 | $305.4M | $86.6M | ||
| Q1 25 | $223.8M | $186.0M | ||
| Q4 24 | $239.5M | $54.2M | ||
| Q3 24 | $295.9M | $91.5M | ||
| Q2 24 | $294.1M | $79.9M | ||
| Q1 24 | $176.1M | $167.5M |
| Q4 25 | — | $113.6M | ||
| Q3 25 | — | $82.7M | ||
| Q2 25 | — | $81.1M | ||
| Q1 25 | $205.4M | $183.7M | ||
| Q4 24 | — | $51.2M | ||
| Q3 24 | — | $89.1M | ||
| Q2 24 | — | $73.6M | ||
| Q1 24 | — | $162.0M |
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | 38.3% | 43.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 26.8% | ||
| Q2 24 | — | 22.7% | ||
| Q1 24 | — | 44.2% |
| Q4 25 | 0.0% | 0.9% | ||
| Q3 25 | 0.0% | 1.0% | ||
| Q2 25 | 0.0% | 1.5% | ||
| Q1 25 | 3.4% | 0.5% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 1.5% |
| Q4 25 | 1.71× | 2.33× | ||
| Q3 25 | 2.41× | 1.80× | ||
| Q2 25 | 1.87× | 1.78× | ||
| Q1 25 | 1.69× | 2.03× | ||
| Q4 24 | 1.44× | 1.45× | ||
| Q3 24 | 2.18× | 1.84× | ||
| Q2 24 | 2.46× | 1.64× | ||
| Q1 24 | — | 1.96× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
Segment breakdown not available.
PCTY
| Recurring Fees | $370.1M | 96% |
| Implementation Services And Other | $16.9M | 4% |
