Automatic Data Processing Inc (ADP)vsServiceTitan, Inc. Class A Common Stock (TTAN)
ADP
Automatic Data Processing Inc
$263.87
-3.48%
TECHNOLOGY · Cap: $97.18B
TTAN
ServiceTitan, Inc. Class A Common Stock
$78.39
+4.63%
TECHNOLOGY · Cap: $7.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Automatic Data Processing Inc generates 2030% more annual revenue ($21.60B vs $1.01B). ADP leads profitability with a 20.1% profit margin vs -13.4%. ADP earns a higher WallStSmart Score of 66/100 (B-).
ADP
Strong Buy66
out of 100
Grade: B-
TTAN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.5%
Fair Value
$158.82
Current Price
$263.87
$105.05 premium
Intrinsic value data unavailable for TTAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 68 in profit
Strong operational efficiency at 30.2%
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Generating 2.0B in free cash flow
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 16.6x book value
Distress zone — elevated risk
0.0% earnings growth
ROE of -10.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : ADP
The strongest argument for ADP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 20.1% and operating margin at 30.2%.
Bull Case : TTAN
The strongest argument for TTAN centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : ADP
The primary concerns for ADP are PEG Ratio, Price/Book, Altman Z-Score.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
ADP profiles as a mature stock while TTAN is a growth play — different risk/reward profiles.
TTAN is growing revenue faster at 24.6% — sustainability is the question.
ADP generates stronger free cash flow (2.0B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADP scores higher overall (66/100 vs 33/100), backed by strong 20.1% margins. Both earn "Strong 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.
ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a leading software platform designed to empower residential and commercial service contractors in the plumbing, HVAC, and electrical industries. By offering advanced tools for scheduling, invoicing, and customer relationship management, the company leverages data analytics and automation to significantly enhance operational efficiency and profitability. With a commitment to innovation and market expansion, ServiceTitan positions itself as a vital partner for contractors navigating today's dynamic competitive landscape, making it an attractive investment opportunity for institutional investors seeking to capitalize on the growing demand for technological solutions in the service sector.
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