Automatic Data Processing Inc (ADP)vsKaltura Inc (KLTR)
ADP
Automatic Data Processing Inc
$296.01
-0.93%
TECHNOLOGY · Cap: $116.00B
KLTR
Kaltura Inc
$1.50
+3.45%
TECHNOLOGY · Cap: $219.67M
Smart Verdict
WallStSmart Research — data-driven comparison
Automatic Data Processing Inc generates 12205% more annual revenue ($22.26B vs $180.93M). ADP leads profitability with a 20.3% profit margin vs -6.9%. ADP earns a higher WallStSmart Score of 64/100 (C+).
ADP
Buy64
out of 100
Grade: C+
KLTR
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-74.7%
Fair Value
$168.19
Current Price
$296.01
$127.82 premium
Margin of Safety
+9.3%
Fair Value
$1.61
Current Price
$1.50
$0.11 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 26.7%
Generating 1.4B in free cash flow
No standout strengths identified
Areas to Watch
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Trading at 23.0x book value
0.0% earnings growth
Smaller company, higher risk/reward
Trading at 150.0x book value
ROE of -317.0% — below average capital efficiency
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 : KLTR
KLTR has a balanced fundamental profile.
Bear Case : ADP
The primary concerns for ADP are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : KLTR
The primary concerns for KLTR are EPS Growth, Market Cap, Price/Book. Debt-to-equity of 25.72 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADP profiles as a mature stock while KLTR is a turnaround play — different risk/reward profiles.
KLTR carries more volatility with a beta of 1.20 — expect wider price swings.
ADP is growing revenue faster at 6.1% — sustainability is the question.
ADP generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
ADP scores higher overall (64/100 vs 27/100), backed by strong 20.3% margins. 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.
Kaltura Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Kaltura Inc. (KLTR) is a leading provider of cloud-based video solutions, specializing in the creation, management, and distribution of video content across various sectors, including education, enterprise, and media. With a strong emphasis on open-source technology, Kaltura delivers highly customizable video experiences that enhance user engagement and foster collaboration. As digital transformation accelerates and demand for high-quality video content surges, Kaltura's innovative and scalable platform is strategically positioned for sustained growth, presenting an attractive opportunity for institutional investors seeking to tap into the burgeoning multimedia landscape.
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