Automatic Data Processing Inc (ADP)vsBlackbaud Inc (BLKB)
ADP
Automatic Data Processing Inc
$286.08
+0.25%
TECHNOLOGY · Cap: $113.74B
BLKB
Blackbaud Inc
$52.51
-2.22%
TECHNOLOGY · Cap: $2.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Automatic Data Processing Inc generates 1812% more annual revenue ($21.95B vs $1.15B). ADP leads profitability with a 20.1% profit margin vs 13.1%. BLKB appears more attractively valued with a PEG of 0.57. BLKB earns a higher WallStSmart Score of 69/100 (B-).
ADP
Buy62
out of 100
Grade: C+
BLKB
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.1%
Fair Value
$165.18
Current Price
$286.08
$120.90 premium
Margin of Safety
+36.8%
Fair Value
$79.66
Current Price
$52.51
$27.15 discount
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
Every $100 of equity generates 42 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 21.7%
Earnings expanding 43.6% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 18.9x book value
Weak financial health signals
3.0% revenue growth
Trading at 28.4x book value
Distress zone — elevated risk
Elevated debt levels
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 : BLKB
The strongest argument for BLKB centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.57 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 : BLKB
The primary concerns for BLKB are Revenue Growth, Price/Book, Altman Z-Score. Debt-to-equity of 17.16 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADP profiles as a mature stock while BLKB is a value play — different risk/reward profiles.
BLKB carries more volatility with a beta of 1.04 — expect wider price swings.
ADP is growing revenue faster at 6.8% — sustainability is the question.
ADP generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
BLKB scores higher overall (69/100 vs 62/100). Both earn "Strong Buy" and "Buy" 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.
Blackbaud Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, businesses, educational institutions, healthcare organizations, and other social concern entities in the United States and internationally. The company is headquartered in Charleston, South Carolina.
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