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Side-by-side financial comparison of Paylocity Holding Corp (PCTY) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $387.0M, roughly 1.2× Paylocity Holding Corp). RBC Bearings INC runs the higher net margin — 14.6% vs 13.0%, a 1.6% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 11.3%). Paylocity Holding Corp produced more free cash flow last quarter ($113.6M vs $99.1M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% CAGR vs 2.7%).
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
PCTY vs RBC — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $387.0M | $461.6M |
| Net Profit | $50.2M | $67.4M |
| Gross Margin | 72.9% | 44.3% |
| Operating Margin | 18.2% | 22.3% |
| Net Margin | 13.0% | 14.6% |
| Revenue YoY | 11.3% | 17.0% |
| Net Profit YoY | 34.0% | 16.4% |
| EPS (diluted) | $0.92 | $2.13 |
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 | $387.0M | $461.6M | ||
| Q3 25 | $378.9M | $455.3M | ||
| Q2 25 | $369.9M | $436.0M | ||
| Q1 25 | $421.1M | $437.7M | ||
| Q4 24 | $347.7M | $394.4M | ||
| Q3 24 | $333.1M | $397.9M | ||
| Q2 24 | $324.7M | $406.3M | ||
| Q1 24 | $366.8M | $413.7M |
| Q4 25 | $50.2M | $67.4M | ||
| Q3 25 | $48.0M | $60.0M | ||
| Q2 25 | $48.6M | $68.5M | ||
| Q1 25 | $91.5M | $72.7M | ||
| Q4 24 | $37.5M | $57.9M | ||
| Q3 24 | $49.6M | $54.2M | ||
| Q2 24 | $48.8M | $61.4M | ||
| Q1 24 | $85.3M | — |
| Q4 25 | 72.9% | 44.3% | ||
| Q3 25 | 73.9% | 44.1% | ||
| Q2 25 | 73.5% | 44.8% | ||
| Q1 25 | 77.1% | 44.2% | ||
| Q4 24 | 72.6% | 44.3% | ||
| Q3 24 | 74.4% | 43.7% | ||
| Q2 24 | 74.0% | 45.3% | ||
| Q1 24 | 77.8% | 43.1% |
| Q4 25 | 18.2% | 22.3% | ||
| Q3 25 | 19.6% | 21.5% | ||
| Q2 25 | 17.9% | 23.2% | ||
| Q1 25 | 30.2% | 23.0% | ||
| Q4 24 | 13.4% | 21.7% | ||
| Q3 24 | 19.3% | 21.6% | ||
| Q2 24 | 19.4% | 24.0% | ||
| Q1 24 | 29.0% | 22.8% |
| Q4 25 | 13.0% | 14.6% | ||
| Q3 25 | 12.7% | 13.2% | ||
| Q2 25 | 13.1% | 15.7% | ||
| Q1 25 | 21.7% | 16.6% | ||
| Q4 24 | 10.8% | 14.7% | ||
| Q3 24 | 14.9% | 13.6% | ||
| Q2 24 | 15.0% | 15.1% | ||
| Q1 24 | 23.3% | — |
| Q4 25 | $0.92 | $2.13 | ||
| Q3 25 | $0.86 | $1.90 | ||
| Q2 25 | $0.87 | $2.17 | ||
| Q1 25 | $1.61 | $2.33 | ||
| Q4 24 | $0.66 | $1.82 | ||
| Q3 24 | $0.88 | $1.65 | ||
| Q2 24 | $0.85 | $1.90 | ||
| Q1 24 | $1.50 | $1.92 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $162.5M | $107.6M |
| Total DebtLower is stronger | $81.3M | $990.2M |
| Stockholders' EquityBook value | $1.1B | $3.3B |
| Total Assets | $7.0B | $5.1B |
| Debt / EquityLower = less leverage | 0.07× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $162.5M | $107.6M | ||
| Q3 25 | $165.2M | $91.2M | ||
| Q2 25 | $398.1M | $132.9M | ||
| Q1 25 | $477.8M | $36.8M | ||
| Q4 24 | $482.4M | — | ||
| Q3 24 | $778.5M | — | ||
| Q2 24 | $401.8M | $76.8M | ||
| Q1 24 | $492.7M | $63.5M |
| Q4 25 | $81.3M | $990.2M | ||
| Q3 25 | $81.3M | $1.1B | ||
| Q2 25 | $162.5M | $915.6M | ||
| Q1 25 | $243.8M | $920.1M | ||
| Q4 24 | $325.0M | — | ||
| Q3 24 | $325.0M | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.2B | $3.1B | ||
| Q1 25 | $1.2B | $3.0B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.0B | $2.8B | ||
| Q1 24 | $1.1B | $2.8B |
| Q4 25 | $7.0B | $5.1B | ||
| Q3 25 | $4.2B | $5.1B | ||
| Q2 25 | $4.4B | $4.8B | ||
| Q1 25 | $5.2B | $4.7B | ||
| Q4 24 | $5.3B | $4.7B | ||
| Q3 24 | $4.0B | $4.7B | ||
| Q2 24 | $4.2B | $4.7B | ||
| Q1 24 | $5.0B | $4.7B |
| Q4 25 | 0.07× | 0.30× | ||
| Q3 25 | 0.07× | 0.34× | ||
| Q2 25 | 0.13× | 0.29× | ||
| Q1 25 | 0.20× | 0.30× | ||
| Q4 24 | 0.28× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | — | 0.43× |
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 | $117.0M | $122.1M |
| Free Cash FlowOCF − Capex | $113.6M | $99.1M |
| FCF MarginFCF / Revenue | 29.4% | 21.5% |
| Capex IntensityCapex / Revenue | 0.9% | 5.0% |
| Cash ConversionOCF / Net Profit | 2.33× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $461.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $117.0M | $122.1M | ||
| Q3 25 | $86.5M | $88.4M | ||
| Q2 25 | $86.6M | $120.0M | ||
| Q1 25 | $186.0M | — | ||
| Q4 24 | $54.2M | $84.0M | ||
| Q3 24 | $91.5M | — | ||
| Q2 24 | $79.9M | $97.4M | ||
| Q1 24 | $167.5M | — |
| Q4 25 | $113.6M | $99.1M | ||
| Q3 25 | $82.7M | $71.7M | ||
| Q2 25 | $81.1M | $104.3M | ||
| Q1 25 | $183.7M | — | ||
| Q4 24 | $51.2M | $73.6M | ||
| Q3 24 | $89.1M | — | ||
| Q2 24 | $73.6M | $88.4M | ||
| Q1 24 | $162.0M | — |
| Q4 25 | 29.4% | 21.5% | ||
| Q3 25 | 21.8% | 15.7% | ||
| Q2 25 | 21.9% | 23.9% | ||
| Q1 25 | 43.6% | — | ||
| Q4 24 | 14.7% | 18.7% | ||
| Q3 24 | 26.8% | — | ||
| Q2 24 | 22.7% | 21.8% | ||
| Q1 24 | 44.2% | — |
| Q4 25 | 0.9% | 5.0% | ||
| Q3 25 | 1.0% | 3.7% | ||
| Q2 25 | 1.5% | 3.6% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | 0.9% | 2.6% | ||
| Q3 24 | 0.7% | 4.1% | ||
| Q2 24 | 1.9% | 2.2% | ||
| Q1 24 | 1.5% | — |
| Q4 25 | 2.33× | 1.81× | ||
| Q3 25 | 1.80× | 1.47× | ||
| Q2 25 | 1.78× | 1.75× | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.45× | 1.45× | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 1.64× | 1.59× | ||
| Q1 24 | 1.96× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PCTY
| Recurring Fees | $370.1M | 96% |
| Implementation Services And Other | $16.9M | 4% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
