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Is Now The Time To Put Paylocity Holding (NASDAQ:PCTY) On Your Watchlist?

Is Now The Time To Put Paylocity Holding (NASDAQ:PCTY) On Your Watchlist?

现在是把Paylocity Holding(纳斯达克:PCTY)加入自选的时机吗?
Simply Wall St ·  12/14 07:59

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should.

投资者常常受制于寻找“下一个大事件”的想法,即使这意味着购买没有任何营业收入,更别提利润的“故事股票”。有时,这些故事会蒙蔽投资者的思维,使他们在投资时依赖情感而非良好的公司基本面。亏损的公司总是在与时间赛跑,以实现财务可持续性,因此投资这些公司的投资者可能承担了过多的风险。

If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in Paylocity Holding (NASDAQ:PCTY). Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide Paylocity Holding with the means to add long-term value to shareholders.

如果这种类型的公司不适合你,而你喜欢产生营业收入,甚至获得利润的公司,那么你可能会对Paylocity Holding(纳斯达克:PCTY)感兴趣。即使市场对这家公司估值合理,投资者也会同意,持续产生利润将继续为Paylocity Holding提供增加长期价值给股东的手段。

How Fast Is Paylocity Holding Growing?

Paylocity Holding增长得有多快?

If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. That means EPS growth is considered a real positive by most successful long-term investors. Shareholders will be happy to know that Paylocity Holding's EPS has grown 34% each year, compound, over three years. This has no doubt fuelled the optimism that sees the stock trading on a high multiple of earnings.

如果你相信市场即使有点有效,那么从长远来看,你会期望一家公司的股票价格跟随其每股收益(EPS)的结果。这意味着EPS增长被大多数成功的长期投资者视为真正的积极信号。股东们会高兴地知道,Paylocity Holding的每股收益在三年间每年增长34%。这无疑增强了乐观情绪,导致该股票以高于收益的倍数交易。

Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. Our analysis has highlighted that Paylocity Holding's revenue from operations did not account for all of their revenue in the previous 12 months, so our analysis of its margins might not accurately reflect the underlying business. Paylocity Holding shareholders can take confidence from the fact that EBIT margins are up from 15% to 19%, and revenue is growing. Both of which are great metrics to check off for potential growth.

仔细考虑营业收入增长和息税前利润(EBIT)利润率可以帮助我们对近期利润增长的可持续性形成观点。我们的分析强调,Paylocity Holding的运营收入并未占其在过去12个月内的所有营业收入,所以我们对其利润率的分析可能未能准确反映其基本业务。Paylocity Holding的股东可以放心,因为EBIT利润率已从15%上涨至19%,而营业收入也在增长。这两个指标都是潜在增长的重要指标。

In the chart below, you can see how the company has grown earnings and revenue, over time. To see the actual numbers, click on the chart.

在下面的图表中,您可以看到公司随时间的盈利和收入增长情况。要查看实际数字,请点击图表。

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NasdaqGS:PCTY Earnings and Revenue History December 14th 2024
纳斯达克GS:PCTY 每股收益和营业收入历史 2024年12月14日

You don't drive with your eyes on the rear-view mirror, so you might be more interested in this free report showing analyst forecasts for Paylocity Holding's future profits.

你在开车时不会盯着后视镜,所以你可能更感兴趣这份免费的报告,展示了分析师对Paylocity Holdings未来利润的预测。

Are Paylocity Holding Insiders Aligned With All Shareholders?

Paylocity Holdings的内部人士与所有板块股东的利益一致吗?

Since Paylocity Holding has a market capitalisation of US$11b, we wouldn't expect insiders to hold a large percentage of shares. But thanks to their investment in the company, it's pleasing to see that there are still incentives to align their actions with the shareholders. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$2.3b. Coming in at 20% of the business, that holding gives insiders a lot of influence, and plenty of reason to generate value for shareholders. Looking very optimistic for investors.

由于Paylocity Holdings的市值为110亿美元,我们并不期望内部人士持有很大比例的股份。但由于他们在公司的投资,因此看到他们仍然有激励措施与股东的行动对齐,这令人感到欣慰。事实上,他们投入了可观的财富,目前估值为23亿美元。占公司20%的持股,让内部人士拥有很大的影响力,也有充分的理由为股东创造价值。这对投资者来说非常乐观。

Should You Add Paylocity Holding To Your Watchlist?

你应该将Paylocity Holdings加入你的自选吗?

If you believe that share price follows earnings per share you should definitely be delving further into Paylocity Holding's strong EPS growth. This EPS growth rate is something the company should be proud of, and so it's no surprise that insiders are holding on to a considerable chunk of shares. On the balance of its merits, solid EPS growth and company insiders who are aligned with the shareholders would indicate a business that is worthy of further research. However, before you get too excited we've discovered 1 warning sign for Paylocity Holding that you should be aware of.

如果您相信股票价格会跟随每股收益,那么您应该深入研究Paylocity Holding强劲的每股收益增长。这一每股收益增长率是公司值得骄傲的,因此内部人士持有相当一部分股份也就不足为奇了。综合其优点,稳定的每股收益增长和与股东保持一致的公司内部人士表明这是一个值得进一步研究的业务。不过,在您感到过于兴奋之前,我们发现Paylocity Holding有一个需要注意的警告信号。

There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of companies which have demonstrated growth backed by significant insider holdings.

总是有可能通过购买未能增长收益且没有内部人士购买股份的股票而获得良好回报。但对于那些认为这些指标重要的人,我们鼓励你关注那些具有这些特征的公司。你可以访问一份定制的公司列表,这些公司已经展示出由重要内部持股支持的增长。

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

请注意,本文讨论的内部交易是指在相关管辖区内可报告的交易。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

对本文有反馈?对内容有疑虑?请直接与我们联系。或者,发送电子邮件至 editorial-team (at) simplywallst.com。
这篇来自Simply Wall St的文章是一般性的。我们根据历史数据和分析师预测提供评论,采用无偏见的方法,我们的文章并不旨在提供财务建议。它不构成对任何股票的买入或卖出建议,也未考虑到您的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。请注意,我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St在提到的任何股票中均没有持仓。

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