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Side-by-side financial comparison of Paylocity Holding Corp (PCTY) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
Paylocity Holding Corp is the larger business by last-quarter revenue ($387.0M vs $205.2M, roughly 1.9× STONERIDGE INC). On growth, Paylocity Holding Corp posted the faster year-over-year revenue change (11.3% vs -6.0%). Paylocity Holding Corp produced more free cash flow last quarter ($113.6M vs $2.6M). Over the past eight quarters, Paylocity Holding Corp's revenue compounded faster (2.7% CAGR vs -7.4%).
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
PCTY vs SRI — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $387.0M | $205.2M |
| Net Profit | $50.2M | — |
| Gross Margin | 72.9% | 16.2% |
| Operating Margin | 18.2% | -14.4% |
| Net Margin | 13.0% | — |
| Revenue YoY | 11.3% | -6.0% |
| Net Profit YoY | 34.0% | — |
| EPS (diluted) | $0.92 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $378.9M | $210.3M | ||
| Q2 25 | $369.9M | $228.0M | ||
| Q1 25 | $421.1M | $217.9M | ||
| Q4 24 | $347.7M | $218.2M | ||
| Q3 24 | $333.1M | $213.8M | ||
| Q2 24 | $324.7M | $237.1M | ||
| Q1 24 | $366.8M | $239.2M |
| Q4 25 | $50.2M | — | ||
| Q3 25 | $48.0M | $-9.4M | ||
| Q2 25 | $48.6M | $-9.4M | ||
| Q1 25 | $91.5M | $-7.2M | ||
| Q4 24 | $37.5M | — | ||
| Q3 24 | $49.6M | $-7.1M | ||
| Q2 24 | $48.8M | $2.8M | ||
| Q1 24 | $85.3M | $-6.1M |
| Q4 25 | 72.9% | 16.2% | ||
| Q3 25 | 73.9% | 20.3% | ||
| Q2 25 | 73.5% | 21.5% | ||
| Q1 25 | 77.1% | 21.2% | ||
| Q4 24 | 72.6% | 19.5% | ||
| Q3 24 | 74.4% | 20.8% | ||
| Q2 24 | 74.0% | 22.7% | ||
| Q1 24 | 77.8% | 20.2% |
| Q4 25 | 18.2% | -14.4% | ||
| Q3 25 | 19.6% | -1.6% | ||
| Q2 25 | 17.9% | -1.1% | ||
| Q1 25 | 30.2% | -1.5% | ||
| Q4 24 | 13.4% | -2.0% | ||
| Q3 24 | 19.3% | 0.1% | ||
| Q2 24 | 19.4% | 1.4% | ||
| Q1 24 | 29.0% | 0.1% |
| Q4 25 | 13.0% | — | ||
| Q3 25 | 12.7% | -4.5% | ||
| Q2 25 | 13.1% | -4.1% | ||
| Q1 25 | 21.7% | -3.3% | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 14.9% | -3.3% | ||
| Q2 24 | 15.0% | 1.2% | ||
| Q1 24 | 23.3% | -2.6% |
| Q4 25 | $0.92 | $-2.76 | ||
| Q3 25 | $0.86 | $-0.34 | ||
| Q2 25 | $0.87 | $-0.34 | ||
| Q1 25 | $1.61 | $-0.26 | ||
| Q4 24 | $0.66 | $-0.22 | ||
| Q3 24 | $0.88 | $-0.26 | ||
| Q2 24 | $0.85 | $0.10 | ||
| Q1 24 | $1.50 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | $81.3M | $180.9M |
| Stockholders' EquityBook value | $1.1B | $179.8M |
| Total Assets | $7.0B | $551.2M |
| Debt / EquityLower = less leverage | 0.07× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $162.5M | $66.3M | ||
| Q3 25 | $165.2M | $54.0M | ||
| Q2 25 | $398.1M | $49.8M | ||
| Q1 25 | $477.8M | $79.1M | ||
| Q4 24 | $482.4M | $71.8M | ||
| Q3 24 | $778.5M | $54.1M | ||
| Q2 24 | $401.8M | $42.1M | ||
| Q1 24 | $492.7M | $48.4M |
| Q4 25 | $81.3M | $180.9M | ||
| Q3 25 | $81.3M | — | ||
| Q2 25 | $162.5M | — | ||
| Q1 25 | $243.8M | — | ||
| Q4 24 | $325.0M | $201.6M | ||
| Q3 24 | $325.0M | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.1B | $179.8M | ||
| Q3 25 | $1.1B | $251.2M | ||
| Q2 25 | $1.2B | $260.5M | ||
| Q1 25 | $1.2B | $253.1M | ||
| Q4 24 | $1.2B | $245.3M | ||
| Q3 24 | $1.1B | $271.4M | ||
| Q2 24 | $1.0B | $270.5M | ||
| Q1 24 | $1.1B | $277.3M |
| Q4 25 | $7.0B | $551.2M | ||
| Q3 25 | $4.2B | $632.1M | ||
| Q2 25 | $4.4B | $639.4M | ||
| Q1 25 | $5.2B | $657.4M | ||
| Q4 24 | $5.3B | $621.6M | ||
| Q3 24 | $4.0B | $662.5M | ||
| Q2 24 | $4.2B | $666.7M | ||
| Q1 24 | $5.0B | $675.4M |
| Q4 25 | 0.07× | 1.01× | ||
| Q3 25 | 0.07× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 0.28× | 0.82× | ||
| 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 | $8.8M |
| Free Cash FlowOCF − Capex | $113.6M | $2.6M |
| FCF MarginFCF / Revenue | 29.4% | 1.3% |
| Capex IntensityCapex / Revenue | 0.9% | 3.0% |
| Cash ConversionOCF / Net Profit | 2.33× | — |
| TTM Free Cash FlowTrailing 4 quarters | $461.1M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $117.0M | $8.8M | ||
| Q3 25 | $86.5M | $3.6M | ||
| Q2 25 | $86.6M | $10.7M | ||
| Q1 25 | $186.0M | $10.9M | ||
| Q4 24 | $54.2M | $19.2M | ||
| Q3 24 | $91.5M | $10.8M | ||
| Q2 24 | $79.9M | $8.7M | ||
| Q1 24 | $167.5M | $9.1M |
| Q4 25 | $113.6M | $2.6M | ||
| Q3 25 | $82.7M | $-2.7M | ||
| Q2 25 | $81.1M | $7.4M | ||
| Q1 25 | $183.7M | $4.8M | ||
| Q4 24 | $51.2M | $14.0M | ||
| Q3 24 | $89.1M | $4.6M | ||
| Q2 24 | $73.6M | $1.5M | ||
| Q1 24 | $162.0M | $3.3M |
| Q4 25 | 29.4% | 1.3% | ||
| Q3 25 | 21.8% | -1.3% | ||
| Q2 25 | 21.9% | 3.3% | ||
| Q1 25 | 43.6% | 2.2% | ||
| Q4 24 | 14.7% | 6.4% | ||
| Q3 24 | 26.8% | 2.2% | ||
| Q2 24 | 22.7% | 0.6% | ||
| Q1 24 | 44.2% | 1.4% |
| Q4 25 | 0.9% | 3.0% | ||
| Q3 25 | 1.0% | 3.0% | ||
| Q2 25 | 1.5% | 1.4% | ||
| Q1 25 | 0.5% | 2.8% | ||
| Q4 24 | 0.9% | 2.4% | ||
| Q3 24 | 0.7% | 2.9% | ||
| Q2 24 | 1.9% | 3.0% | ||
| Q1 24 | 1.5% | 2.4% |
| Q4 25 | 2.33× | — | ||
| Q3 25 | 1.80× | — | ||
| Q2 25 | 1.78× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 1.64× | 3.11× | ||
| 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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
