Automatic Data Processing Inc (ADP)vsKlaviyo, Inc. (KVYO)
ADP
Automatic Data Processing Inc
$285.37
-2.64%
TECHNOLOGY · Cap: $113.74B
KVYO
Klaviyo, Inc.
$20.55
+1.83%
TECHNOLOGY · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Automatic Data Processing Inc generates 1479% more annual revenue ($21.95B vs $1.39B). ADP leads profitability with a 20.1% profit margin vs 0.5%. ADP trades at a lower P/E of 26.2x. ADP earns a higher WallStSmart Score of 62/100 (C+).
ADP
Buy62
out of 100
Grade: C+
KVYO
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
$285.37
$120.19 premium
Margin of Safety
+28.2%
Fair Value
$28.34
Current Price
$20.55
$7.79 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
Conservative balance sheet, low leverage
Revenue surging 26.4% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 18.8x book value
Weak financial health signals
0.0% earnings growth
0.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : KVYO
The strongest argument for KVYO centers on Debt/Equity, Revenue Growth. Revenue growth of 26.4% demonstrates continued momentum.
Bear Case : ADP
The primary concerns for ADP are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : KVYO
The primary concerns for KVYO are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 672.7x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ADP profiles as a mature stock while KVYO is a growth play — different risk/reward profiles.
ADP carries more volatility with a beta of 0.84 — expect wider price swings.
KVYO is growing revenue faster at 26.4% — 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. KVYO offers better value entry with a 28.2% 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.
Klaviyo, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Klaviyo, Inc., a technology company that provides a software-as-a-service platform to enable its customers to send the right messages at the right time across email, short message service (SMS), and push notifications. The company is headquartered in Boston, Massachusetts.
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