AUTOMATIC DATA PROCESSING INC vs AppLovin Corp, two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADP and APP diverge most: on revenue growth, ADP reads +6.9% and APP reads +79.8%; on ev/ebitda, ADP reads 231.2 and APP reads 26.9. The rest of the comparable metrics sit closer together. What ADP's price implies is a somewhat stretched bet versus history (whole-company basis). What APP's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ADP | APP |
|---|---|---|
| Price | $250.09 | $391.76 |
| Market cap | $100.7B | $132.7B |
| Sector | Software | Software |
| Stage | Mature | Growth |
| Implied growth (priced in) | +12.7% | — |
| P/E | 23.3 | 33.7 |
| P/B | 15.85 | 56.15 |
| P/S | 4.66 | 22.73 |
| EV/EBITDA | 231.2 | 26.9 |
| Revenue growth | +6.9% | +79.8% |
| Operating margin | — | 78.2% |
| Net margin | 20.1% | 67.9% |
| Return on equity | 68.4% | 167.7% |
| Return on assets | 6.7% | 51.4% |
| Return on invested capital | — | 70.6% |
| FCF yield | 5.4% | 3.3% |
| Dividend yield | 2.4% | — |
| Debt / equity | 0.63 | 1.49 |
| Current ratio | 1.04 | 3.24 |
| Altman Z (solvency) | 1.99 | 8.25 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.