Automatic Data Processing Inc (ADP)vsJamf Holding (JAMF)
ADP
Automatic Data Processing Inc
$303.35
-1.23%
TECHNOLOGY · Cap: $116.00B
JAMF
Jamf Holding
$13.05
0.00%
TECHNOLOGY · Cap: $1.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Automatic Data Processing Inc generates 3124% more annual revenue ($22.26B vs $690.59M). ADP leads profitability with a 20.3% profit margin vs -0.1%. ADP earns a higher WallStSmart Score of 64/100 (C+).
ADP
Buy64
out of 100
Grade: C+
JAMF
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.9%
Fair Value
$168.59
Current Price
$303.35
$134.76 premium
Margin of Safety
+39.7%
Fair Value
$21.63
Current Price
$13.05
$8.58 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%
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
0.2% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.0%
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 : JAMF
The strongest argument for JAMF centers on Price/Book.
Bear Case : ADP
The primary concerns for ADP are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : JAMF
The primary concerns for JAMF are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
ADP profiles as a mature stock while JAMF is a turnaround play — different risk/reward profiles.
ADP carries more volatility with a beta of 0.84 — expect wider price swings.
ADP is growing revenue faster at 6.1% — sustainability is the question.
ADP generates stronger free cash flow (598M), providing more financial flexibility.
Bottom Line
ADP scores higher overall (64/100 vs 35/100), backed by strong 20.3% margins. JAMF offers better value entry with a 39.7% margin of safety. 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.
Jamf Holding
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Jamf Holding Corp. The company is headquartered in Minneapolis, Minnesota.
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