Automatic Data Processing Inc. (ADP)$225.31
Market Cap: 123.38 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Automatic Data Processing Inc. (ADP).
TECHNOLOGY
SOFTWARE - APPLICATION
DCF ready
Valuation
24.3x
EV/FCF, 4.1% FCF yield
Quality
65.9%
ROIC, 24.0% FCF margin
Growth
7.1%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.0x current ratio
Superinvestors
6
Top: Terry Smith (6.1%)
Strengths to research
- Free cash flow compounded at 10.3% over five years.
- Return on equity is strong at 65.9%.
- Free cash flow margin is healthy at 24.0%.
- Debt/equity looks manageable at 0.0x.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for ADP.
Grade B
67
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| ADP Target | Automatic Data Processing Inc. | $123.4B | 22.6x | 24.3x | 65.9% | 7.1% | 24.0% | N/A | N/A | N/A |
| SHOP | Shopify Inc. | $127.0B | 109.6x | 62.5x | 9.1% | 31.6% | 17.4% | 48.1% | -1.0x | N/A |
| MSTR | MicroStrategy Inc. | $105.7B | -10.5x | -1478.6x | -7.4% | -0.1% | -15.8% | 68.7% | N/A | N/A |
| APP | Applovin Corp. | $102.1B | 49.4x | 26.0x | 59.0% | 30.4% | 72.5% | N/A | 0.2x | N/A |
| ADBE | Adobe Inc. | $162.4B | 14.7x | 16.6x | 40.0% | 13.1% | 41.4% | 89.3% | 0.1x | N/A |
| INTU | Intuit Inc. | $176.7B | 23.4x | 29.4x | 15.1% | 19.7% | 32.5% | N/A | 0.6x | N/A |
| UBER | Uber Technologies Inc. | $178.7B | 15.2x | 18.7x | 26.7% | 36.1% | 18.8% | N/A | 0.6x | N/A |
| CDNS | Cadence Design Systems | $84.7B | 92.0x | 51.5x | 20.3% | 14.6% | 30.0% | N/A | -1.7x | N/A |
| CNSWF | Constellation Software Inc. | $76.6B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Financial Charts
No financial data available for ADP (annual).
6 superinvestors own ADP
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Terry Smith Fundsmith | 3,855,105 | $783M | 6.11% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 2,849,784 | $579M | 0.98% | 0.0% |
| Francois Rochon Giverny Capital | 419,090 | $85M | 3.12% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 124,436 | $25M | 0.26% | 0.0% |
| Jensen Investment Management Jensen Investment Management | 104,897 | $21M | 0.42% | 0.0% |
| David Katz Matrix Asset Advisors | 13,591 | $3M | 0.25% | 0.0% |