ADP logo

Automatic Data Processing, Inc. Stock Price

NasdaqGS:ADP Community·US$88.0b Market Cap
  • 6 Narratives written by author
  • 2 Comments on narratives written by author
  • 226 Fair Values set on narratives written by author

ADP Share Price Performance

US$225.31
225.31 (0.00%)
US$246.73
Fair Value
US$225.31
225.31 (0.00%)
8.7% undervalued intrinsic discount
US$246.73
Fair Value
Price US$225.31
AnalystConsensusTarget US$246.73
yiannisz US$387.77
AnalystHighTarget US$332.00

ADP Community Narratives

·
Fair Value US$246.73 8.7% undervalued intrinsic discount

Long-Term Demand For HR Outsourcing Will Overcome Near-Term Macro Weakness

2users have liked this narrative
1users have commented on this narrative
103users have followed this narrative
Fair Value
·
Fair Value US$387.77 41.9% undervalued intrinsic discount

ADP Stock: Solid Fundamentals, But AI Investments Test Its Margin Resilience

1users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
·
Fair Value US$332 32.1% undervalued intrinsic discount

Cloud HCM Adoption And Global Payroll Expansion Will Transform Long Term Earnings Power

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$387.77
41.9% undervalued intrinsic discount
Fair Value
Revenue
13.68% p.a.
Profit Margin
19.84%
Future PE
27.77x
Price in 2030
US$546.8
US$259.7
13.2% undervalued intrinsic discount
Revenue
5.39% p.a.
Profit Margin
20.12%
Future PE
27.65x
Price in 2027
US$309.43
US$332
32.1% undervalued intrinsic discount
Revenue
6.45% p.a.
Profit Margin
21.44%
Future PE
29.53x
Price in 2029
US$412.26
US$214
5.3% overvalued intrinsic discount
Revenue
4.91% p.a.
Profit Margin
20.38%
Future PE
20.86x
Price in 2029
US$265.14

Trending Discussion

Updated Narratives

ADP logo

ADP Stock: Why Boring Payroll Is One of the Most Durable Businesses in Tech

Fair Value: US$387.77 41.9% undervalued intrinsic discount
16 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ADP logo

Despite growing competition and AI-integrated competitors, ADP still hold reign on HCM.

Fair Value: US$259.7 13.2% undervalued intrinsic discount
7 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
ADP logo

ADP: Dividend Strength And AI Agents Will Support Repriced Earnings Potential

Fair Value: US$246.73 8.7% undervalued intrinsic discount
103 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record with excellent balance sheet and pays a dividend.

0 Risks
4 Rewards

Automatic Data Processing, Inc. Key Details

US$21.6b

Revenue

US$11.1b

Cost of Revenue

US$10.5b

Gross Profit

US$6.1b

Other Expenses

US$4.3b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
10.87
48.50%
20.12%
62.7%
View Full Analysis

About ADP

Founded
1949
Employees
67000
CEO
Maria Black
WebsiteView website
www.adp.com

Automatic Data Processing, Inc. provides cloud-based human capital management (HCM) solutions worldwide. It operates in two segments, Employer Services and Professional Employer Organization (PEO). The Employer Services segment offers strategic, cloud-based platforms, and human resources (HR) outsourcing solutions. This segment’s offerings include RUN Powered by ADP, a software platform for small business payroll, HR, and compliance; ADP Workforce Now, a HCM solution used across mid-sized and large businesses to manage employees; and ADP Lyric HCM, a solution for HR management, payroll, workforce management, talent, and data analytics. The PEO Services segment provides HR and employment administration outsourcing solutions under ADP TotalSource name to businesses through a co-employment model. The segment also provides guidance, user-friendly technology, comprehensive employee benefits, and a risk management, safety, and workers’ compensation program. The company was founded in 1949 and is headquartered in Roseland, New Jersey.

Recent ADP News & Updates

Seeking Alpha May 18

Automatic Data Processing: Sell-Off Resolves Valuation Concerns (Rating Upgrade)

Summary Automatic Data Processing is upgraded to 'hold' after significant underperformance and reduced valuation risk but lacks a near-term buy catalyst. ADP's earnings and guidance benefit from higher client float yields and stable US labor market conditions, supporting 6-7% revenue and 10-11% EPS growth. AI poses manageable medium-term risks to ADP's business model while offering operational efficiencies; client retention remains at record highs. ADP maintains a fortress balance sheet, secured a 3.2% dividend, and disciplined capital returns but is unlikely to pursue aggressive buybacks or alter its capital structure. Read the full article on Seeking Alpha
Narrative Update May 10

ADP: Dividend Strength And AI Agents Will Support Repriced Earnings Potential

Analysts recently trimmed the implied fair value for Automatic Data Processing by about $10 to $246.73. This reflects a series of lower price targets that factor in more moderate revenue growth assumptions, slightly higher profit margins and a reduced future P/E multiple.

Recent updates

No updates