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ADP logo

Automatic Data Processing, Inc. Stock Price

NasdaqGS:ADP Community·US$113.7b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 264 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ADP Share Price Performance

US$283.49
-16.28 (-5.43%)
​
US$387.77
Fair Value
US$283.49
-16.28 (-5.43%)
26.9% undervalued intrinsic discount
US$387.77
Fair Value
Price US$283.49
yiannisz US$387.77
AnalystConsensusTarget US$286.67
AnalystHighTarget US$322.00
Tue, 23 Dec 25
Fair ValueUS$387.77
Share Pricen/a

ADP Community Narratives

YI
yiannisz's
Fair Value
·
Fair Value US$387.77 26.9% undervalued intrinsic discount

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

2users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$286.67 1.1% undervalued intrinsic discount

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

2users have liked this narrative
3users have commented on this narrative
105users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$322 12.0% 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
2users have followed this narrative
ADP logo
Automatic Data Processing

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

ADP is leaning on artificial intelligence and analytics to keep its payroll business strong as customers get more price-sensitive, but that shift could squeeze profits in the short run. The key question is whether ADP can upgrade its HR tools fast enough to stay ahead of rivals without turning those new tech costs into a drag.Read more

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YI
US$387.77
26.9% undervalued intrinsic discount
yiannisz's
Fair Value
Revenue
13.68% p.a.
Profit Margin
19.84%
Future PE
27.77x
Price in 2030
US$546.8
View
ADP logo
Automatic Data Processing

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

ADP keeps a strong grip on payroll and HR services even as newer, AI-powered rivals move in, helped by sticky customers and steady demand from businesses. A growing need for help with changing workplace rules could keep ADP’s tools in the spotlight—but competition and security threats remain key watch-outs.Read more

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WA
US$259.7
9.2% overvalued intrinsic discount
WallStreetWontons's
Fair Value
Revenue
5.39% p.a.
Profit Margin
20.12%
Future PE
27.65x
Price in 2027
US$309.43
View
ADP logo
Automatic Data Processing

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

ADP is pushing more employers onto its newer cloud HR and payroll tools, while also expanding global payroll for big multinational customers. If this shift sticks, it could make ADP’s revenue steadier and profits stronger, but long rollouts and a drop in interest income could get in the way.Read more

View narrative
AN
AnalystHighTarget
US$322
12.0% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
6.33% p.a.
Profit Margin
21.98%
Future PE
25.94x
Price in 2029
US$399.53
View
ADP logo
Automatic Data Processing

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

As more companies face new rules, remote teams, and growing admin work, many are choosing to hand payroll and HR over to big providers like ADP. The real question is whether ADP’s new AI features, partnerships, and overseas push can keep growth steady while competition and slower hiring create bumps along the way.Read more

View narrative
AN
AnalystConsensusTarget
US$286.67
1.1% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
5.7% p.a.
Profit Margin
21.63%
Future PE
23.8x
Price in 2029
US$354.18
View
ADP logo
Automatic Data Processing

AI Payroll Demand And International Expansion Will Shape A Steady But Limited Outlook

ADP keeps landing big payroll and HR customers and is pushing new AI features, but rolling out large projects can be slow and expensive. Faster growth outside the U.S. and falling interest income could also weigh on overall results, even if sales keep rising.Read more

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AN
AnalystLowTarget
US$190.85
48.5% overvalued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
6.51% p.a.
Profit Margin
21.15%
Future PE
16.47x
Price in 2029
US$236.7
View

Trending Discussion

No trending discussion available.

Recently Updated Narratives

YI
ADP logo

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

Fair Value: US$387.77 26.9% undervalued intrinsic discount
31 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
WA
ADP logo

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

Fair Value: US$259.7 9.2% overvalued intrinsic discount
7 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ADP logo

ADP: Stable Margins And Labor Trends Will Support Earnings Power

Fair Value: US$322 12.0% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

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

0 Risks
3 Rewards
View Full Analysis

Automatic Data Processing, Inc. Key Details

US$21.9b

Revenue

US$11.3b

Cost of Revenue

US$10.7b

Gross Profit

US$6.3b

Other Expenses

US$4.4b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
11.11
48.65%
20.11%
84.6%
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. Its PEO Services segment provides HR outsourcing solutions under ADP TotalSource name to businesses through a co-employment model. This 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

User avatar
Narrative Update • Aug 20

ADP: Stable Margins And Labor Trends Will Support Earnings Power

The updated analyst price target for Automatic Data Processing is now $322, down from $332, as analysts weigh steady margin expectations and P/E assumptions against more cautious views on revenue growth and bookings, even as a series of recent Street target increases reflects ongoing interest in the stock. Analyst Commentary Recent Street research on Automatic Data Processing shows a cluster of higher price targets, even as opinions on the stock remain mixed.
Seeking Alpha • Aug 14

Automatic Data Processing: Scoop Up This Dividend Growth Gem Now

Summary Since May, Automatic Data Processing has outperformed the S&P 500 index by a wide margin. The integration of AI-powered tools like ADP Assist is reshaping client retention/operational efficiency, and the enterprise HCM offering called Lyric is gaining meaningful traction in the upmarket space. The company’s net debt to adjusted EBITDA ratio was roughly 0.1x in FY 2026, which supports its AA- S&P credit rating with a stable outlook. The stock is trading 14% below my fair value estimate. ADP could have a 17% upside ahead through FY 2027 and 13% annual total returns by the end of FY 2031. Read the full article on Seeking Alpha

Recent updates

No updates

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