Automatic Data Processing Inc (ADP)vsDigital Turbine Inc (APPS)
ADP
Automatic Data Processing Inc
$286.08
+0.25%
TECHNOLOGY · Cap: $113.74B
APPS
Digital Turbine Inc
$10.57
+6.66%
TECHNOLOGY · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Automatic Data Processing Inc generates 3556% more annual revenue ($21.95B vs $600.31M). ADP leads profitability with a 20.1% profit margin vs -5.8%. APPS appears more attractively valued with a PEG of 0.69. ADP earns a higher WallStSmart Score of 62/100 (C+).
ADP
Buy62
out of 100
Grade: C+
APPS
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.1%
Fair Value
$165.18
Current Price
$286.08
$120.90 premium
Intrinsic value data unavailable for APPS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 73 in profit
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 23.5%
Generating 1.4B in free cash flow
Growing faster than its price suggests
Revenue surging 26.8% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 18.9x book value
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
ROE of -19.6% — below average capital efficiency
Earnings declined 42.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : ADP
The strongest argument for ADP centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 20.1% and operating margin at 23.5%.
Bull Case : APPS
The strongest argument for APPS centers on PEG Ratio, Revenue Growth. Revenue growth of 26.8% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : ADP
The primary concerns for ADP are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : APPS
The primary concerns for APPS are Market Cap, Debt/Equity, Return on Equity. Debt-to-equity of 1.85 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADP profiles as a mature stock while APPS is a growth play — different risk/reward profiles.
APPS carries more volatility with a beta of 3.03 — expect wider price swings.
APPS is growing revenue faster at 26.8% — sustainability is the question.
ADP generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
ADP scores higher overall (62/100 vs 44/100), backed by strong 20.1% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Automatic Data Processing Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Automatic Data Processing, Inc. (ADP) is an American provider of human resources management software and services.
Digital Turbine Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Digital Turbine, Inc. provides mobile and media communication products and solutions for mobile operators, application advertisers, publishers, original equipment manufacturers (OEMs), and other third parties. The company is headquartered in Austin, Texas.
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