INTU vs. PCTY
INTU (Intuit Inc.) and PCTY (Paylocity Holding Corporation) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past 10 years, INTU returned 9.85%/yr vs 10.22%/yr for PCTY. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
INTU vs. PCTY - Performance Comparison
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Returns By Period
In the year-to-date period, INTU achieves a -58.10% return, which is significantly lower than PCTY's -22.30% return. Both investments have delivered pretty close results over the past 10 years, with INTU having a 9.85% annualized return and PCTY not far ahead at 10.22%.
INTU
- 1D
- 0.58%
- 1M
- -0.26%
- 6M
- -57.18%
- YTD
- -58.10%
- 1Y
- -62.82%
- 3Y*
- -15.32%
- 5Y*
- -10.76%
- 10Y*
- 9.85%
PCTY
- 1D
- 1.61%
- 1M
- 9.49%
- 6M
- -21.20%
- YTD
- -22.30%
- 1Y
- -33.11%
- 3Y*
- -16.51%
- 5Y*
- -9.58%
- 10Y*
- 10.22%
INTU vs. PCTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INTU Intuit Inc. | -58.10% | 6.09% | 1.16% | 61.76% | -39.12% | 70.27% | 46.12% | 34.11% | 25.86% | 39.21% |
PCTY Paylocity Holding Corporation | -22.30% | -23.55% | 21.00% | -15.14% | -17.74% | 14.69% | 70.43% | 100.66% | 27.67% | 57.15% |
Correlation
The correlation between INTU and PCTY is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2014 | 0.54 |
The correlation between INTU and PCTY shifts across timeframes, from 0.48 (3 years) to 0.60 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
INTU:
$75.21B
PCTY:
$6.34B
INTU:
$16.37
PCTY:
$4.66
INTU:
16.80
PCTY:
25.44
INTU:
1.00
PCTY:
0.75
INTU:
3.68
PCTY:
3.80
INTU:
3.68
PCTY:
5.52
INTU:
$20.93B
PCTY:
$1.73B
INTU:
$16.97B
PCTY:
$1.20B
INTU:
$6.65B
PCTY:
$394.81M
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Return for Risk
INTU vs. PCTY — Risk / Return Rank
INTU
PCTY
INTU vs. PCTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) and Paylocity Holding Corporation (PCTY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INTU | PCTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 0.70 | 0.85 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.92 | -0.71 | -0.22 |
| Martin ratioReturn relative to average drawdown | -1.64 | -1.12 | -0.52 |
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Drawdowns
INTU vs. PCTY - Drawdown Comparison
The maximum INTU drawdown since its inception was -75.29%, which is greater than PCTY's maximum drawdown of -68.90%. Use the drawdown chart below to compare losses from any high point for INTU and PCTY.
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Drawdown Indicators
| INTU | PCTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.29% | -68.90% | -6.39% |
Max Drawdown (1Y)Largest decline over 1 year | -68.19% | -50.04% | -18.15% |
Max Drawdown (3Y)Largest decline over 3 years | -68.19% | -58.08% | -10.11% |
Max Drawdown (5Y)Largest decline over 5 years | -68.19% | -68.90% | +0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -68.19% | -68.90% | +0.71% |
Current DrawdownCurrent decline from peak | -65.56% | -61.24% | -4.32% |
Average DrawdownAverage peak-to-trough decline | -24.23% | -23.72% | -0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 38.28% | 31.38% | +6.90% |
Volatility
INTU vs. PCTY - Volatility Comparison
The current volatility for Intuit Inc. (INTU) is 11.58%, while Paylocity Holding Corporation (PCTY) has a volatility of 13.58%. This indicates that INTU experiences smaller price fluctuations and is considered to be less risky than PCTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INTU | PCTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.58% | 13.58% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 43.23% | 33.79% | +9.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.43% | 38.89% | +6.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.82% | 40.97% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.09% | 41.82% | -7.73% |
Dividends
INTU vs. PCTY - Dividend Comparison
INTU's dividend yield for the trailing twelve months is around 1.75%, while PCTY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTU Intuit Inc. | 1.75% | 0.65% | 0.60% | 0.52% | 0.72% | 0.38% | 0.57% | 0.74% | 0.83% | 0.89% | 1.08% | 1.09% |
PCTY Paylocity Holding Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
INTU vs. PCTY - Financials Comparison
This section allows you to compare key financial metrics between Intuit Inc. and Paylocity Holding Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
INTU vs. PCTY - Profitability Comparison
INTU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Intuit Inc. reported a gross profit of 7.24B and revenue of 8.56B. Therefore, the gross margin over that period was 84.6%.
PCTY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Paylocity Holding Corporation reported a gross profit of 363.19M and revenue of 502.29M. Therefore, the gross margin over that period was 72.3%.
INTU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Intuit Inc. reported an operating income of 4.02B and revenue of 8.56B, resulting in an operating margin of 47.0%.
PCTY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Paylocity Holding Corporation reported an operating income of 156.76M and revenue of 502.29M, resulting in an operating margin of 31.2%.
INTU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Intuit Inc. reported a net income of 3.06B and revenue of 8.56B, resulting in a net margin of 35.8%.
PCTY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Paylocity Holding Corporation reported a net income of 111.25M and revenue of 502.29M, resulting in a net margin of 22.2%.
Frequently Asked Questions
INTU and PCTY have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PCTY has higher volatility (13.58%) compared to INTU (11.58%). In terms of maximum drawdown, INTU dropped -75.29% vs PCTY's -68.90%.
PCTY currently has the higher Sharpe Ratio (-0.91 vs -1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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