AUTOMATIC DATA PROCESSING INC vs Meta Platforms, Inc., two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADP and META diverge most: on ev/ebitda, ADP reads 167.9 and META reads 16.0; on dividend yield, ADP reads 2.5% and META reads 0.3%. The rest of the comparable metrics sit closer together. What ADP's price implies is a bet that sits within the historical range (whole-company basis). What META's price implies is a demanding bet versus history and the cohort (segment-resolved basis). The bull and bear cases for each are in their full reports below.
| Metric | ADP | META |
|---|---|---|
| Price | $241.91 | $669.25 |
| Market cap | $97.4B | $1.72T |
| Sector | Software | Software |
| Stage | Mature | Mature |
| Implied growth (priced in) | +7.7% | — |
| P/E | 22.6 | 24.3 |
| P/B | 15.33 | 7.04 |
| P/S | 4.51 | 7.98 |
| EV/EBITDA | 167.9 | 16.0 |
| Revenue growth | +6.9% | +26.2% |
| Operating margin | — | 40.6% |
| Net margin | 20.1% | 36.9% |
| Return on equity | 68.4% | 32.6% |
| Return on assets | 6.7% | 20.1% |
| Return on invested capital | — | 23.1% |
| FCF yield | 5.6% | 2.8% |
| Dividend yield | 2.5% | 0.3% |
| Debt / equity | 0.63 | 0.24 |
| Current ratio | 1.04 | 2.35 |
| Altman Z (solvency) | 1.96 | 7.44 |
| 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.