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PCTY vs. ISRG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PCTY vs. ISRG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Paylocity Holding Corporation (PCTY) and Intuitive Surgical, Inc. (ISRG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PCTY achieves a -9.58% return, which is significantly higher than ISRG's -37.61% return. Over the past 10 years, PCTY has underperformed ISRG with an annualized return of 11.97%, while ISRG has yielded a comparatively higher 16.50% annualized return.


PCTY

1D
0.87%
1M
23.86%
6M
2.16%
YTD
-9.58%
1Y
-25.41%
3Y*
-15.25%
5Y*
-7.84%
10Y*
11.97%
ALL TIME*
12.83%

ISRG

1D
0.10%
1M
-12.19%
6M
-29.93%
YTD
-37.61%
1Y
-26.56%
3Y*
2.94%
5Y*
1.35%
10Y*
16.50%
ALL TIME*
21.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.43B$1.49B$1.19B
$87.48M$88.57M$88.49M

PCTY vs. ISRG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PCTY
Paylocity Holding Corporation
-9.58%-23.55%21.00%-15.14%-17.74%14.69%70.43%100.66%27.67%57.15%
ISRG
Intuitive Surgical, Inc.
-37.61%8.51%54.72%27.14%-26.15%31.76%38.39%23.43%31.23%72.64%

Correlation

The correlation between PCTY and ISRG is 0.29, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.29

Correlation (3Y)
Balances recent behavior with more history.

0.29

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.43

Correlation (10Y)
Provides a long-term view across more market conditions.

0.45

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2014

0.42

The correlation between PCTY and ISRG shifts across timeframes, from 0.28 (3 years) to 0.45 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PCTY:

$7.38B

ISRG:

$124.82B

EPS

PCTY:

$4.66

ISRG:

$8.72

PE Ratio

PCTY:

29.61

ISRG:

40.54

PEG Ratio

PCTY:

0.87

ISRG:

2.48

PS Ratio

PCTY:

4.42

ISRG:

11.53

PB Ratio

PCTY:

6.43

ISRG:

6.92

Total Revenue (TTM)

PCTY:

$1.73B

ISRG:

$11.03B

Gross Profit (TTM)

PCTY:

$1.20B

ISRG:

$7.36B

EBITDA (TTM)

PCTY:

$394.81M

ISRG:

$4.18B

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Return for Risk

PCTY vs. ISRG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PCTY
PCTY Risk / Return Rank: 2121
Overall Rank
PCTY Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
PCTY Sortino Ratio Rank: 1717
Sortino Ratio Rank
PCTY Omega Ratio Rank: 1818
Omega Ratio Rank
PCTY Calmar Ratio Rank: 2525
Calmar Ratio Rank
PCTY Martin Ratio Rank: 2828
Martin Ratio Rank

ISRG
ISRG Risk / Return Rank: 1414
Overall Rank
ISRG Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
ISRG Sortino Ratio Rank: 1313
Sortino Ratio Rank
ISRG Omega Ratio Rank: 1313
Omega Ratio Rank
ISRG Calmar Ratio Rank: 2222
Calmar Ratio Rank
ISRG Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PCTY vs. ISRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Paylocity Holding Corporation (PCTY) and Intuitive Surgical, Inc. (ISRG). 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.


PCTYISRGDifference
Sharpe ratioReturn per unit of total volatility

+0.12

Sortino ratioReturn per unit of downside risk

+0.21

Omega ratioGain probability vs. loss probability

0.91

0.88

+0.04

Calmar ratioReturn relative to maximum drawdown

-0.52

-0.61

+0.09

Martin ratioReturn relative to average drawdown

-0.81

-1.40

+0.58

PCTY vs. ISRG - Sharpe Ratio Comparison

The current PCTY Sharpe Ratio is -0.63, which is comparable to the ISRG Sharpe Ratio of -0.75. The chart below compares the historical Sharpe Ratios of PCTY and ISRG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PCTY vs. ISRG - Drawdown Comparison

The maximum PCTY drawdown since its inception was -68.90%, smaller than the maximum ISRG drawdown of -82.26%. Use the drawdown chart below to compare losses from any high point for PCTY and ISRG.


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Drawdown Indicators


PCTYISRGDifference

Max Drawdown

Largest peak-to-trough decline

-68.90%

-82.26%

+13.36%

Max Drawdown (1Y)

Largest decline over 1 year

-49.10%

-44.00%

-5.10%

Max Drawdown (3Y)

Largest decline over 3 years

-56.35%

-45.61%

-10.74%

Max Drawdown (5Y)

Largest decline over 5 years

-68.90%

-49.90%

-19.00%

Max Drawdown (10Y)

Largest decline over 10 years

-68.90%

-49.90%

-19.00%

Current Drawdown

Current decline from peak

-54.90%

-42.12%

-12.78%

Average Drawdown

Average peak-to-trough decline

-23.88%

-21.36%

-2.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

31.26%

19.01%

+12.25%

Volatility

PCTY vs. ISRG - Volatility Comparison

The current volatility for Paylocity Holding Corporation (PCTY) is 14.31%, while Intuitive Surgical, Inc. (ISRG) has a volatility of 20.49%. This indicates that PCTY experiences smaller price fluctuations and is considered to be less risky than ISRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PCTYISRGDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.31%

20.49%

-6.18%

Volatility (6M)

Calculated over the trailing 6-month period

34.87%

28.02%

+6.85%

Volatility (1Y)

Calculated over the trailing 1-year period

40.54%

35.93%

+4.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.28%

34.29%

+6.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.00%

32.94%

+9.06%

Dividends

PCTY vs. ISRG - Dividend Comparison

Neither PCTY nor ISRG has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

PCTY vs. ISRG - Financials Comparison

This section allows you to compare key financial metrics between Paylocity Holding Corporation and Intuitive Surgical, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

PCTY vs. ISRG - Profitability Comparison

The chart below illustrates the profitability comparison between Paylocity Holding Corporation and Intuitive Surgical, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

PCTY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.

ISRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Intuitive Surgical, Inc. reported a gross profit of 1.96B and revenue of 2.89B. Therefore, the gross margin over that period was 67.8%.

PCTY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Paylocity Holding Corporation reported an operating income of 156.76M and revenue of 502.29M, resulting in an operating margin of 31.2%.

ISRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Intuitive Surgical, Inc. reported an operating income of 971.90M and revenue of 2.89B, resulting in an operating margin of 33.6%.

PCTY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Paylocity Holding Corporation reported a net income of 111.25M and revenue of 502.29M, resulting in a net margin of 22.2%.

ISRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Intuitive Surgical, Inc. reported a net income of 818.10M and revenue of 2.89B, resulting in a net margin of 28.3%.


Frequently Asked Questions


PCTY and ISRG have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ISRG has higher volatility (20.49%) compared to PCTY (14.31%). In terms of maximum drawdown, PCTY dropped -68.90% vs ISRG's -82.26%.

PCTY currently has the higher Sharpe Ratio (-0.63 vs -0.75), 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.

Portfolio Optimizer

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