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Side-by-side financial comparison of Paylocity Holding Corp (PCTY) and SM Energy Co (SM). Click either name above to swap in a different company.
SM Energy Co is the larger business by last-quarter revenue ($704.9M vs $387.0M, roughly 1.8× Paylocity Holding Corp). On growth, Paylocity Holding Corp posted the faster year-over-year revenue change (11.3% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% CAGR vs 2.7%).
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
PCTY vs SM — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $387.0M | $704.9M |
| Net Profit | $50.2M | — |
| Gross Margin | 72.9% | — |
| Operating Margin | 18.2% | 25.9% |
| Net Margin | 13.0% | — |
| Revenue YoY | 11.3% | -17.3% |
| Net Profit YoY | 34.0% | — |
| EPS (diluted) | $0.92 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $378.9M | $811.6M | ||
| Q2 25 | $369.9M | $792.9M | ||
| Q1 25 | $421.1M | $844.5M | ||
| Q4 24 | $347.7M | $852.0M | ||
| Q3 24 | $333.1M | $643.6M | ||
| Q2 24 | $324.7M | $634.6M | ||
| Q1 24 | $366.8M | $559.9M |
| Q4 25 | $50.2M | — | ||
| Q3 25 | $48.0M | $155.1M | ||
| Q2 25 | $48.6M | $201.7M | ||
| Q1 25 | $91.5M | $182.3M | ||
| Q4 24 | $37.5M | — | ||
| Q3 24 | $49.6M | $240.5M | ||
| Q2 24 | $48.8M | $210.3M | ||
| Q1 24 | $85.3M | $131.2M |
| 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 | 18.2% | 25.9% | ||
| Q3 25 | 19.6% | 30.4% | ||
| Q2 25 | 17.9% | 37.2% | ||
| Q1 25 | 30.2% | 32.7% | ||
| Q4 24 | 13.4% | 33.7% | ||
| Q3 24 | 19.3% | 51.4% | ||
| Q2 24 | 19.4% | 44.0% | ||
| Q1 24 | 29.0% | 31.9% |
| Q4 25 | 13.0% | — | ||
| Q3 25 | 12.7% | 19.1% | ||
| Q2 25 | 13.1% | 25.4% | ||
| Q1 25 | 21.7% | 21.6% | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 14.9% | 37.4% | ||
| Q2 24 | 15.0% | 33.1% | ||
| Q1 24 | 23.3% | 23.4% |
| Q4 25 | $0.92 | $0.94 | ||
| Q3 25 | $0.86 | $1.35 | ||
| Q2 25 | $0.87 | $1.76 | ||
| Q1 25 | $1.61 | $1.59 | ||
| Q4 24 | $0.66 | $1.63 | ||
| Q3 24 | $0.88 | $2.09 | ||
| Q2 24 | $0.85 | $1.82 | ||
| Q1 24 | $1.50 | $1.13 |
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 | $368.0M |
| Total DebtLower is stronger | $81.3M | — |
| Stockholders' EquityBook value | $1.1B | $4.8B |
| Total Assets | $7.0B | $9.3B |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $162.5M | $368.0M | ||
| Q3 25 | $165.2M | $162.3M | ||
| Q2 25 | $398.1M | $101.9M | ||
| Q1 25 | $477.8M | $54.0K | ||
| Q4 24 | $482.4M | — | ||
| Q3 24 | $778.5M | $1.7B | ||
| Q2 24 | $401.8M | $487.9M | ||
| Q1 24 | $492.7M | $506.3M |
| 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 | $4.8B | ||
| Q3 25 | $1.1B | $4.7B | ||
| Q2 25 | $1.2B | $4.6B | ||
| Q1 25 | $1.2B | $4.4B | ||
| Q4 24 | $1.2B | $4.2B | ||
| Q3 24 | $1.1B | $4.1B | ||
| Q2 24 | $1.0B | $3.8B | ||
| Q1 24 | $1.1B | $3.7B |
| Q4 25 | $7.0B | $9.3B | ||
| Q3 25 | $4.2B | $9.1B | ||
| Q2 25 | $4.4B | $9.0B | ||
| Q1 25 | $5.2B | $8.8B | ||
| Q4 24 | $5.3B | $8.6B | ||
| Q3 24 | $4.0B | $8.0B | ||
| Q2 24 | $4.2B | $6.7B | ||
| Q1 24 | $5.0B | $6.4B |
| 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 | $451.9M |
| Free Cash FlowOCF − Capex | $113.6M | — |
| FCF MarginFCF / Revenue | 29.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 2.33× | — |
| TTM Free Cash FlowTrailing 4 quarters | $461.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $117.0M | $451.9M | ||
| Q3 25 | $86.5M | $505.0M | ||
| Q2 25 | $86.6M | $571.1M | ||
| Q1 25 | $186.0M | $483.0M | ||
| Q4 24 | $54.2M | $578.4M | ||
| Q3 24 | $91.5M | $452.3M | ||
| Q2 24 | $79.9M | $476.4M | ||
| Q1 24 | $167.5M | $276.0M |
| Q4 25 | $113.6M | — | ||
| Q3 25 | $82.7M | — | ||
| Q2 25 | $81.1M | — | ||
| Q1 25 | $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 | 43.6% | — | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 26.8% | — | ||
| Q2 24 | 22.7% | — | ||
| Q1 24 | 44.2% | — |
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 1.5% | — |
| Q4 25 | 2.33× | — | ||
| Q3 25 | 1.80× | 3.26× | ||
| Q2 25 | 1.78× | 2.83× | ||
| Q1 25 | 2.03× | 2.65× | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 1.84× | 1.88× | ||
| Q2 24 | 1.64× | 2.27× | ||
| Q1 24 | 1.96× | 2.10× |
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% |
SM
Segment breakdown not available.
