ADP Share Price Performance
US$202.39
-82.46 (-28.95%)
22.5% undervalued intrinsic discount
US$261.27
Fair Value
Price US$202.39
AnalystConsensusTarget US$261.27
AnalystLowTarget US$214.00
yiannisz US$387.77
Fair ValueUS$261.27
Share Pricen/a
Automatic Data Processing, Inc. Stock Price
- 5 Narratives written by author
- 2 Comments on narratives written by author
- 218 Fair Values set on narratives written by author
ADP Community Narratives
AN
Fair Value US$261.27 22.5% undervalued intrinsic discount
Long-Term Demand For HR Outsourcing Will Overcome Near-Term Macro Weakness
1users have liked this narrative
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100users have followed this narrative
AN
Fair Value US$214 5.4% undervalued intrinsic discount
AI Payroll Demand And International Expansion Will Shape A Steady But Limited Outlook
0users have liked this narrative
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1users have followed this narrative
YI
Fair Value US$387.77 47.8% undervalued intrinsic discount
ADP Stock: Solid Fundamentals, But AI Investments Test Its Margin Resilience
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ADP Stock: Solid Fundamentals, But AI Investments Test Its Margin Resilience
Automatic Data Processing, Inc. (NASDAQ: ADP) remains one of the most reliable pillars in human capital management, blending predictable cash flows with an expanding suite of digital HR solutions.Read more
2.1k
users have viewed this narrative1users have liked this narrative
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YI
US$387.77
47.8% undervalued intrinsic discount
Fair Value
Revenue
13.68% p.a.
Profit Margin
19.84%
Future PE
27.77x
Price in 2030
US$546.8
Despite growing competition and AI-integrated competitors, ADP still hold reign on HCM.
Catalysts Robust Financial Performance : In the third quarter of fiscal year 2024, ADP reported impressive results: Revenue : Reached $5.3 billion, a 7% increase year-over-year, surpassing estimates. Net Income : Grew 14% to $1.2 billion, exceeding estimated figures.Read more
178
users have viewed this narrative1users have liked this narrative
1users have commented on this narrative
7users have followed this narrative
WA
US$259.7
22.1% undervalued intrinsic discount
Fair Value
Revenue
5.39% p.a.
Profit Margin
20.12%
Future PE
27.65x
Price in 2027
US$309.43
Cloud HCM Adoption And Global Payroll Expansion Will Transform Long Term Earnings Power
Catalysts About Automatic Data Processing Automatic Data Processing provides payroll, human capital management and outsourced HR solutions to employers of all sizes around the world. What are the underlying business or industry changes driving this perspective?Read more
36
users have viewed this narrative0users have liked this narrative
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AN
US$332
39.0% undervalued intrinsic discount
Fair Value
Revenue
6.45% p.a.
Profit Margin
21.44%
Future PE
29.53x
Price in 2029
US$412.26
Long-Term Demand For HR Outsourcing Will Overcome Near-Term Macro Weakness
Key Takeaways Enhanced AI-driven offerings and integration of acquisitions are improving margins, operational efficiency, and locking in higher per-user revenue through advanced HR solutions. Broadening partnerships and international expansion are diversifying the client base and fueling recurring and long-term revenue growth across global and small business segments.Read more
791
users have viewed this narrative1users have liked this narrative
1users have commented on this narrative
100users have followed this narrative
AN
US$261.27
22.5% undervalued intrinsic discount
Fair Value
Revenue
4.9% p.a.
Profit Margin
20.71%
Future PE
25.07x
Price in 2029
US$323.62
AI Payroll Demand And International Expansion Will Shape A Steady But Limited Outlook
Catalysts About Automatic Data Processing Automatic Data Processing provides payroll and broader human capital management services and outsourcing solutions to employers of various sizes across multiple countries. What are the underlying business or industry changes driving this perspective?Read more
47
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$214
5.4% undervalued intrinsic discount
Fair Value
Revenue
4.91% p.a.
Profit Margin
20.38%
Future PE
20.86x
Price in 2029
US$265.14
Trending Discussion
Recently Updated Narratives
YI
ADP Stock: Why Boring Payroll Is One of the Most Durable Businesses in Tech
Fair Value: US$387.77 47.8% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
WA
Despite growing competition and AI-integrated competitors, ADP still hold reign on HCM.
Fair Value: US$259.7 22.1% undervalued 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
Cloud HCM Adoption And Global Payroll Expansion Will Transform Long Term Earnings Power
Fair Value: US$332 39.0% undervalued intrinsic discount
0 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
Automatic Data Processing, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 29, 2026
- 10.52
- 48.35%
- 19.96%
- 62.9%
About ADP
- Founded
- 1949
- Employees
- 67000
- CEO
- WebsiteView website
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
