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ADPNASDAQ/industrials

Automatic Data Processing, Inc.

$251.05Up+9,13 (+3,77%)
Research reviewed: 12 de jul. de 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Automatic Data Processing, Inc. operates in Human Resource and Employment Services within the industrials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Apertura
244,40
Máximo
251,64
Mínimo
243,78
Capitalización
100,35 mil M
Ratio PER
23.42
Máximo de 52 semanas
--
Dividendo
2.810%
Dividendo trimestral
--

3-month price context

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Investment thesis

Base case
High switching costs and mission-critical payroll workflows can support recurring revenue and durable client relationships. The base case remains conditional on employment sensitivity staying manageable.
Bull case
High switching costs and mission-critical payroll workflows can support recurring revenue and durable client relationships. Broader adoption of talent, time, benefits and compliance modules can deepen revenue per client. A larger client-funds balance and favorable reinvestment yields can complement operating growth.
Bear case
Lower employment or wage growth can reduce pays-per-control and payroll processing activity. Falling reinvestment yields can reduce client-funds interest income with a lag. A security, privacy or processing failure could disrupt payroll and damage client trust.
Thesis invalidation
Reassess the thesis if lower employment or wage growth can reduce pays-per-control and payroll processing activity.

Key catalysts

  • Client retention

    High switching costs and mission-critical payroll workflows can support recurring revenue and durable client relationships.

  • HCM cross-sell

    Broader adoption of talent, time, benefits and compliance modules can deepen revenue per client.

  • Client-funds income

    A larger client-funds balance and favorable reinvestment yields can complement operating growth.

Principal risks

  • Employment sensitivity

    Lower employment or wage growth can reduce pays-per-control and payroll processing activity.

  • Interest-rate exposure

    Falling reinvestment yields can reduce client-funds interest income with a lag.

  • Data and cyber risk

    A security, privacy or processing failure could disrupt payroll and damage client trust.

Latest earnings research

FY2026 Q3

ADP's fiscal third-quarter 2026 results reflected continued Employer Services and PEO growth, healthy client retention and resilient pays-per-control trends, alongside a revised full-year outlook.

Valuation interpretation

  • Recurring payroll revenue supports a quality premium when retention and new-business bookings remain resilient through employment cycles.
  • Client-funds income should be separated from underlying HCM operating growth when judging earnings durability.

Peer research

BACATGE

Recent news

MT Newswires · hace 11 horas

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Data and research sources

Research updated: 12 de jul. de 2026, 00:00 UTC
3 verified sources
ADP Reports Third Quarter Fiscal 2026 ResultsAutomatic Data Processing, Inc. · earningsVerified

Fetched: 12/07/2026, 0:00:00 UTC

Published: 29/04/2026, 00:00:00

Open original source
Automatic Data Processing, Inc. Investor RelationsAutomatic Data Processing, Inc. · companyVerified

Fetched: 12/07/2026, 0:00:00 UTC

Open original source
ADP SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12/07/2026, 0:00:00 UTC

Published: 29/04/2026, 00:00:00

Open original source

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