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Side-by-side financial comparison of Paylocity Holding Corp (PCTY) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Paylocity Holding Corp is the larger business by last-quarter revenue ($387.0M vs $200.5M, roughly 1.9× ROGERS CORP). Paylocity Holding Corp runs the higher net margin — 13.0% vs 2.2%, a 10.7% gap on every dollar of revenue. On growth, Paylocity Holding Corp posted the faster year-over-year revenue change (11.3% vs 5.2%). Paylocity Holding Corp produced more free cash flow last quarter ($113.6M vs $1.1M). Over the past eight quarters, Paylocity Holding Corp's revenue compounded faster (2.7% CAGR vs -3.3%).
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
PCTY vs ROG — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $387.0M | $200.5M |
| Net Profit | $50.2M | $4.5M |
| Gross Margin | 72.9% | 32.2% |
| Operating Margin | 18.2% | — |
| Net Margin | 13.0% | 2.2% |
| Revenue YoY | 11.3% | 5.2% |
| Net Profit YoY | 34.0% | 421.4% |
| EPS (diluted) | $0.92 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $387.0M | $201.5M | ||
| Q3 25 | $378.9M | $216.0M | ||
| Q2 25 | $369.9M | $202.8M | ||
| Q1 25 | $421.1M | $190.5M | ||
| Q4 24 | $347.7M | $192.2M | ||
| Q3 24 | $333.1M | $210.3M | ||
| Q2 24 | $324.7M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $50.2M | $4.6M | ||
| Q3 25 | $48.0M | $8.6M | ||
| Q2 25 | $48.6M | $-73.6M | ||
| Q1 25 | $91.5M | $-1.4M | ||
| Q4 24 | $37.5M | $-500.0K | ||
| Q3 24 | $49.6M | $10.7M | ||
| Q2 24 | $48.8M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 72.9% | 31.5% | ||
| Q3 25 | 73.9% | 33.5% | ||
| Q2 25 | 73.5% | 31.6% | ||
| Q1 25 | 77.1% | 29.9% | ||
| Q4 24 | 72.6% | 32.1% | ||
| Q3 24 | 74.4% | 35.2% | ||
| Q2 24 | 74.0% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 3.5% | ||
| Q3 25 | 19.6% | 7.3% | ||
| Q2 25 | 17.9% | -33.3% | ||
| Q1 25 | 30.2% | -0.2% | ||
| Q4 24 | 13.4% | -6.6% | ||
| Q3 24 | 19.3% | 6.9% | ||
| Q2 24 | 19.4% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 13.0% | 2.3% | ||
| Q3 25 | 12.7% | 4.0% | ||
| Q2 25 | 13.1% | -36.3% | ||
| Q1 25 | 21.7% | -0.7% | ||
| Q4 24 | 10.8% | -0.3% | ||
| Q3 24 | 14.9% | 5.1% | ||
| Q2 24 | 15.0% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.92 | $0.20 | ||
| Q3 25 | $0.86 | $0.48 | ||
| Q2 25 | $0.87 | $-4.00 | ||
| Q1 25 | $1.61 | $-0.08 | ||
| Q4 24 | $0.66 | $-0.04 | ||
| Q3 24 | $0.88 | $0.58 | ||
| Q2 24 | $0.85 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $81.3M | — |
| Stockholders' EquityBook value | $1.1B | $1.2B |
| Total Assets | $7.0B | $1.4B |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $162.5M | $197.0M | ||
| Q3 25 | $165.2M | $167.8M | ||
| Q2 25 | $398.1M | $157.2M | ||
| Q1 25 | $477.8M | $175.6M | ||
| Q4 24 | $482.4M | $159.8M | ||
| Q3 24 | $778.5M | $146.4M | ||
| Q2 24 | $401.8M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | $81.3M | — | ||
| Q3 25 | $81.3M | — | ||
| Q2 25 | $162.5M | — | ||
| Q1 25 | $243.8M | — | ||
| Q4 24 | $325.0M | — | ||
| Q3 24 | $325.0M | — | ||
| Q2 24 | $0 | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.0B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $7.0B | $1.4B | ||
| Q3 25 | $4.2B | $1.4B | ||
| Q2 25 | $4.4B | $1.5B | ||
| Q1 25 | $5.2B | $1.5B | ||
| Q4 24 | $5.3B | $1.5B | ||
| Q3 24 | $4.0B | $1.5B | ||
| Q2 24 | $4.2B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.07× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 0.28× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.00× | — |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $113.6M | $1.1M |
| FCF MarginFCF / Revenue | 29.4% | 0.5% |
| Capex IntensityCapex / Revenue | 0.9% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.33× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $461.1M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $117.0M | $46.9M | ||
| Q3 25 | $86.5M | $28.9M | ||
| Q2 25 | $86.6M | $13.7M | ||
| Q1 25 | $186.0M | $11.7M | ||
| Q4 24 | $54.2M | $33.7M | ||
| Q3 24 | $91.5M | $42.4M | ||
| Q2 24 | $79.9M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $113.6M | $42.2M | ||
| Q3 25 | $82.7M | $21.2M | ||
| Q2 25 | $81.1M | $5.6M | ||
| Q1 25 | $183.7M | $2.1M | ||
| Q4 24 | $51.2M | $18.3M | ||
| Q3 24 | $89.1M | $25.2M | ||
| Q2 24 | $73.6M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 29.4% | 20.9% | ||
| Q3 25 | 21.8% | 9.8% | ||
| Q2 25 | 21.9% | 2.8% | ||
| Q1 25 | 43.6% | 1.1% | ||
| Q4 24 | 14.7% | 9.5% | ||
| Q3 24 | 26.8% | 12.0% | ||
| Q2 24 | 22.7% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 1.0% | 3.6% | ||
| Q2 25 | 1.5% | 4.0% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | 0.9% | 8.0% | ||
| Q3 24 | 0.7% | 8.2% | ||
| Q2 24 | 1.9% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.33× | 10.20× | ||
| Q3 25 | 1.80× | 3.36× | ||
| Q2 25 | 1.78× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 1.84× | 3.96× | ||
| Q2 24 | 1.64× | 2.83× |
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% |
ROG
Segment breakdown not available.