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PCTY vs. MSFT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PCTY and MSFT is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

PCTY vs. MSFT - Performance Comparison

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

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Key characteristics

Sharpe Ratio

PCTY:

0.60

MSFT:

0.37

Sortino Ratio

PCTY:

1.15

MSFT:

0.73

Omega Ratio

PCTY:

1.14

MSFT:

1.10

Calmar Ratio

PCTY:

0.38

MSFT:

0.41

Martin Ratio

PCTY:

1.90

MSFT:

0.91

Ulcer Index

PCTY:

11.37%

MSFT:

10.69%

Daily Std Dev

PCTY:

32.40%

MSFT:

25.73%

Max Drawdown

PCTY:

-56.88%

MSFT:

-69.39%

Current Drawdown

PCTY:

-34.84%

MSFT:

-3.38%

Fundamentals

Market Cap

PCTY:

$10.98B

MSFT:

$3.34T

EPS

PCTY:

$4.01

MSFT:

$12.94

PE Ratio

PCTY:

49.57

MSFT:

34.72

PEG Ratio

PCTY:

1.37

MSFT:

2.06

PS Ratio

PCTY:

7.07

MSFT:

12.37

PB Ratio

PCTY:

8.89

MSFT:

10.13

Total Revenue (TTM)

PCTY:

$1.55B

MSFT:

$270.01B

Gross Profit (TTM)

PCTY:

$1.07B

MSFT:

$186.51B

EBITDA (TTM)

PCTY:

$348.62M

MSFT:

$150.06B

Returns By Period

In the year-to-date period, PCTY achieves a -0.12% return, which is significantly lower than MSFT's 6.77% return. Over the past 10 years, PCTY has underperformed MSFT with an annualized return of 19.70%, while MSFT has yielded a comparatively higher 26.92% annualized return.


PCTY

YTD

-0.12%

1M

6.39%

6M

-6.40%

1Y

19.34%

5Y*

12.45%

10Y*

19.70%

MSFT

YTD

6.77%

1M

15.62%

6M

6.60%

1Y

9.39%

5Y*

21.14%

10Y*

26.92%

*Annualized

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Risk-Adjusted Performance

PCTY vs. MSFT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PCTY
The Risk-Adjusted Performance Rank of PCTY is 7070
Overall Rank
The Sharpe Ratio Rank of PCTY is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of PCTY is 6969
Sortino Ratio Rank
The Omega Ratio Rank of PCTY is 6565
Omega Ratio Rank
The Calmar Ratio Rank of PCTY is 6868
Calmar Ratio Rank
The Martin Ratio Rank of PCTY is 7272
Martin Ratio Rank

MSFT
The Risk-Adjusted Performance Rank of MSFT is 6262
Overall Rank
The Sharpe Ratio Rank of MSFT is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFT is 5757
Sortino Ratio Rank
The Omega Ratio Rank of MSFT is 5757
Omega Ratio Rank
The Calmar Ratio Rank of MSFT is 6969
Calmar Ratio Rank
The Martin Ratio Rank of MSFT is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PCTY vs. MSFT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Paylocity Holding Corporation (PCTY) and Microsoft Corporation (MSFT). 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.


The current PCTY Sharpe Ratio is 0.60, which is higher than the MSFT Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of PCTY and MSFT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

PCTY vs. MSFT - Dividend Comparison

PCTY has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.70%.


TTM20242023202220212020201920182017201620152014
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%
MSFT
Microsoft Corporation
0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%

Drawdowns

PCTY vs. MSFT - Drawdown Comparison

The maximum PCTY drawdown since its inception was -56.88%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for PCTY and MSFT. For additional features, visit the drawdowns tool.


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Volatility

PCTY vs. MSFT - Volatility Comparison

The current volatility for Paylocity Holding Corporation (PCTY) is 8.61%, while Microsoft Corporation (MSFT) has a volatility of 10.23%. This indicates that PCTY experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

PCTY vs. MSFT - Financials Comparison

This section allows you to compare key financial metrics between Paylocity Holding Corporation and Microsoft 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.


Quarterly
Annual

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


0.0020.00B40.00B60.00B80.00B20212022202320242025
454.55M
70.07B
(PCTY) Total Revenue
(MSFT) Total Revenue
Values in USD except per share items

PCTY vs. MSFT - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

64.0%66.0%68.0%70.0%72.0%20212022202320242025
71.4%
68.7%
(PCTY) Gross Margin
(MSFT) Gross Margin
PCTY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Paylocity Holding Corporation reported a gross profit of 324.70M and revenue of 454.55M. Therefore, the gross margin over that period was 71.4%.

MSFT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a gross profit of 48.15B and revenue of 70.07B. Therefore, the gross margin over that period was 68.7%.

PCTY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Paylocity Holding Corporation reported an operating income of 127.03M and revenue of 454.55M, resulting in an operating margin of 28.0%.

MSFT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported an operating income of 32.00B and revenue of 70.07B, resulting in an operating margin of 45.7%.

PCTY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Paylocity Holding Corporation reported a net income of 91.48M and revenue of 454.55M, resulting in a net margin of 20.1%.

MSFT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a net income of 25.82B and revenue of 70.07B, resulting in a net margin of 36.9%.