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Side-by-side financial comparison of Paylocity Holding Corp (PCTY) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Paylocity Holding Corp is the larger business by last-quarter revenue ($387.0M vs $324.4M, roughly 1.2× Revolve Group, Inc.). Paylocity Holding Corp runs the higher net margin — 13.0% vs 5.7%, a 7.3% gap on every dollar of revenue. On growth, Paylocity Holding Corp posted the faster year-over-year revenue change (11.3% vs 10.4%). Paylocity Holding Corp produced more free cash flow last quarter ($113.6M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% CAGR vs 2.7%).
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
PCTY vs RVLV — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $387.0M | $324.4M |
| Net Profit | $50.2M | $18.6M |
| Gross Margin | 72.9% | 53.3% |
| Operating Margin | 18.2% | 6.3% |
| Net Margin | 13.0% | 5.7% |
| Revenue YoY | 11.3% | 10.4% |
| Net Profit YoY | 34.0% | 50.4% |
| EPS (diluted) | $0.92 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $378.9M | $295.6M | ||
| Q2 25 | $369.9M | $309.0M | ||
| Q1 25 | $421.1M | $296.7M | ||
| Q4 24 | $347.7M | $293.7M | ||
| Q3 24 | $333.1M | $283.1M | ||
| Q2 24 | $324.7M | $282.5M | ||
| Q1 24 | $366.8M | $270.6M |
| Q4 25 | $50.2M | $18.6M | ||
| Q3 25 | $48.0M | $21.2M | ||
| Q2 25 | $48.6M | $10.2M | ||
| Q1 25 | $91.5M | $11.8M | ||
| Q4 24 | $37.5M | $12.3M | ||
| Q3 24 | $49.6M | $11.0M | ||
| Q2 24 | $48.8M | $15.4M | ||
| Q1 24 | $85.3M | $10.9M |
| Q4 25 | 72.9% | 53.3% | ||
| Q3 25 | 73.9% | 54.6% | ||
| Q2 25 | 73.5% | 54.1% | ||
| Q1 25 | 77.1% | 52.0% | ||
| Q4 24 | 72.6% | 52.5% | ||
| Q3 24 | 74.4% | 51.2% | ||
| Q2 24 | 74.0% | 54.0% | ||
| Q1 24 | 77.8% | 52.3% |
| Q4 25 | 18.2% | 6.3% | ||
| Q3 25 | 19.6% | 7.1% | ||
| Q2 25 | 17.9% | 5.8% | ||
| Q1 25 | 30.2% | 5.0% | ||
| Q4 24 | 13.4% | 3.9% | ||
| Q3 24 | 19.3% | 5.0% | ||
| Q2 24 | 19.4% | 5.8% | ||
| Q1 24 | 29.0% | 3.4% |
| Q4 25 | 13.0% | 5.7% | ||
| Q3 25 | 12.7% | 7.2% | ||
| Q2 25 | 13.1% | 3.3% | ||
| Q1 25 | 21.7% | 4.0% | ||
| Q4 24 | 10.8% | 4.2% | ||
| Q3 24 | 14.9% | 3.9% | ||
| Q2 24 | 15.0% | 5.4% | ||
| Q1 24 | 23.3% | 4.0% |
| Q4 25 | $0.92 | $0.27 | ||
| Q3 25 | $0.86 | $0.29 | ||
| Q2 25 | $0.87 | $0.14 | ||
| Q1 25 | $1.61 | $0.16 | ||
| Q4 24 | $0.66 | $0.18 | ||
| Q3 24 | $0.88 | $0.15 | ||
| Q2 24 | $0.85 | $0.21 | ||
| Q1 24 | $1.50 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | $81.3M | — |
| Stockholders' EquityBook value | $1.1B | $512.5M |
| Total Assets | $7.0B | $765.0M |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $162.5M | $292.3M | ||
| Q3 25 | $165.2M | $315.4M | ||
| Q2 25 | $398.1M | $310.7M | ||
| Q1 25 | $477.8M | $300.8M | ||
| Q4 24 | $482.4M | $256.6M | ||
| Q3 24 | $778.5M | $252.8M | ||
| Q2 24 | $401.8M | $244.7M | ||
| Q1 24 | $492.7M | $273.4M |
| 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 24 | — | — |
| Q4 25 | $1.1B | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $1.2B | $468.6M | ||
| Q1 25 | $1.2B | $453.4M | ||
| Q4 24 | $1.2B | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | $1.0B | $405.8M | ||
| Q1 24 | $1.1B | $389.9M |
| Q4 25 | $7.0B | $765.0M | ||
| Q3 25 | $4.2B | $751.3M | ||
| Q2 25 | $4.4B | $722.9M | ||
| Q1 25 | $5.2B | $713.9M | ||
| Q4 24 | $5.3B | $665.5M | ||
| Q3 24 | $4.0B | $670.9M | ||
| Q2 24 | $4.2B | $657.8M | ||
| Q1 24 | $5.0B | $650.0M |
| 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× | — | ||
| 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 | $117.0M | $-10.2M |
| Free Cash FlowOCF − Capex | $113.6M | $-13.3M |
| FCF MarginFCF / Revenue | 29.4% | -4.1% |
| Capex IntensityCapex / Revenue | 0.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.33× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $461.1M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $117.0M | $-10.2M | ||
| Q3 25 | $86.5M | $11.8M | ||
| Q2 25 | $86.6M | $12.6M | ||
| Q1 25 | $186.0M | $45.1M | ||
| Q4 24 | $54.2M | $3.9M | ||
| Q3 24 | $91.5M | $9.1M | ||
| Q2 24 | $79.9M | $-24.7M | ||
| Q1 24 | $167.5M | $38.4M |
| Q4 25 | $113.6M | $-13.3M | ||
| Q3 25 | $82.7M | $7.5M | ||
| Q2 25 | $81.1M | $10.4M | ||
| Q1 25 | $183.7M | $43.4M | ||
| Q4 24 | $51.2M | $2.1M | ||
| Q3 24 | $89.1M | $8.0M | ||
| Q2 24 | $73.6M | $-25.7M | ||
| Q1 24 | $162.0M | $36.7M |
| Q4 25 | 29.4% | -4.1% | ||
| Q3 25 | 21.8% | 2.5% | ||
| Q2 25 | 21.9% | 3.4% | ||
| Q1 25 | 43.6% | 14.6% | ||
| Q4 24 | 14.7% | 0.7% | ||
| Q3 24 | 26.8% | 2.8% | ||
| Q2 24 | 22.7% | -9.1% | ||
| Q1 24 | 44.2% | 13.5% |
| Q4 25 | 0.9% | 1.0% | ||
| Q3 25 | 1.0% | 1.5% | ||
| Q2 25 | 1.5% | 0.7% | ||
| Q1 25 | 0.5% | 0.6% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 0.7% | 0.4% | ||
| Q2 24 | 1.9% | 0.4% | ||
| Q1 24 | 1.5% | 0.6% |
| Q4 25 | 2.33× | -0.55× | ||
| Q3 25 | 1.80× | 0.56× | ||
| Q2 25 | 1.78× | 1.24× | ||
| Q1 25 | 2.03× | 3.82× | ||
| Q4 24 | 1.45× | 0.32× | ||
| Q3 24 | 1.84× | 0.83× | ||
| Q2 24 | 1.64× | -1.60× | ||
| Q1 24 | 1.96× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
