Automatic Data Processing Inc (ADP)vsViant Technology Inc (DSP)
ADP
Automatic Data Processing Inc
$307.92
+0.51%
TECHNOLOGY · Cap: $116.00B
DSP
Viant Technology Inc
$11.59
-3.22%
TECHNOLOGY · Cap: $846.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Automatic Data Processing Inc generates 5631% more annual revenue ($22.26B vs $388.50M). ADP leads profitability with a 20.3% profit margin vs 2.2%. DSP appears more attractively valued with a PEG of 0.96. ADP earns a higher WallStSmart Score of 64/100 (C+).
ADP
Buy64
out of 100
Grade: C+
DSP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.9%
Fair Value
$168.59
Current Price
$307.92
$139.33 premium
Margin of Safety
+37.5%
Fair Value
$15.74
Current Price
$11.59
$4.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 89 in profit
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 26.7%
Revenue surging 33.9% year-over-year
Earnings expanding 255.1% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 7.7% — below average capital efficiency
2.2% margin — thin
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 20.3% and operating margin at 26.7%.
Bull Case : DSP
The strongest argument for DSP centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 33.9% demonstrates continued momentum. PEG of 0.96 suggests the stock is reasonably priced for its growth.
Bear Case : ADP
The primary concerns for ADP are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : DSP
The primary concerns for DSP are P/E Ratio, Market Cap, Return on Equity. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
ADP profiles as a mature stock while DSP is a hypergrowth play — different risk/reward profiles.
DSP carries more volatility with a beta of 1.13 — expect wider price swings.
DSP is growing revenue faster at 33.9% — sustainability is the question.
ADP generates stronger free cash flow (598M), providing more financial flexibility.
Bottom Line
ADP scores higher overall (64/100 vs 60/100), backed by strong 20.3% margins. DSP offers better value entry with a 37.5% margin of safety. Both earn "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.
Viant Technology Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Viant Technology Inc. is an adware company. The company is headquartered in Irvine, California.
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