Automatic Data Processing Inc (ADP)vsFastly, Inc. Class A Common Stock (FSLY)
ADP
Automatic Data Processing Inc
$286.08
+0.25%
TECHNOLOGY · Cap: $113.74B
FSLY
Fastly, Inc. Class A Common Stock
$27.03
-1.24%
TECHNOLOGY · Cap: $3.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Automatic Data Processing Inc generates 3094% more annual revenue ($21.95B vs $687.17M). ADP leads profitability with a 20.1% profit margin vs -11.8%. ADP earns a higher WallStSmart Score of 62/100 (C+).
ADP
Buy62
out of 100
Grade: C+
FSLY
Avoid33
out of 100
Grade: F
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
+74.1%
Fair Value
$36.00
Current Price
$27.03
$8.97 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
Revenue surging 23.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 18.9x book value
Weak financial health signals
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : FSLY
The strongest argument for FSLY centers on Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : ADP
The primary concerns for ADP are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
ADP profiles as a mature stock while FSLY is a growth play — different risk/reward profiles.
ADP carries more volatility with a beta of 0.84 — expect wider price swings.
FSLY is growing revenue faster at 23.3% — 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 33/100), backed by strong 20.1% margins. FSLY offers better value entry with a 74.1% margin of safety. Both earn "Buy" and "Avoid" 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.
Fastly, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Fastly, Inc. operates an edge cloud platform to process, serve, and protect its customers' applications in the United States, Asia Pacific, Europe, and internationally. The company is headquartered in San Francisco, California.
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