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

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

12 Apr 26

Updated

20 Aug 26

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Shared on 20 Aug 26

Fair value Decreased 3.01%

ADP: Stable Margins And Labor Trends Will Support Earnings Power

Analysts turn a bit more cautious on ADP as they weigh steadier profits against softer expectations for new business, even while several Wall Street targets keep climbing. The update highlights how jobs data, interest rates, and ADP’s own outlook could shape demand for payroll and HR services—and why “float” income and execution on bookings remain key swing factors.

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Fair Value vs Share Price

US$322

vs US$276.5314.1% undervalued

6.3%

Revenue growth

22%

Profit margin

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Company analysis

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

Market capUS$109.9b

PB18.2x

Estimated Growth5.3%

Dividend Yield2.5%

Full analysis

CEO & management

Maria Black

CEO

3.7yrs

CEO Tenure

Provides cloud-based human capital management (HCM) solutions worldwide.