NASDAQ:ADP

Automatic Data Processing (ADP)

263.96
+5.90 (2.29%)
as of Oct 1, 2026, 8:00:00 pm Market Open.
64 watching
0
DON'T BUY

A payroll and HR company. A fairly pricey stock. Trades at about a 40% premium to the market. 70% of their business comes from payroll services and 30% from Human Resources operations. Over the last 6-7 years, the US has produced 15 million private sector jobs, which is great for a company like this. This is now a little too rich, and a little too late to the cycle.

COMMENT

(Market Call Minute.) A lot of the money has already been made here.

TOP PICK
#1 in the business.
BUY
A very good company. Consistent performer and will continue to do well. A great long term story.
PAST TOP PICK
(Was a top pick on Aug 21. Down 17%.) Still likes. A very attractive free cash flow yield. Have bought more to cost average as it dropped.
DON'T BUY
Two competing companies have tied up the market, so growth possibilities could shrink. Pretty expensive.
TOP PICK
Tremendous size in scale, so competition is limited. Expanding. Good free cash flow.
PAST TOP PICK
(Was a top pick on Aug 2nd. Down 12%) Still likes. Ranks in the bottom third of their quantum database model. A lot of cash. Reasonable price.
TOP PICK
Very dtrong, sustainable business model. Good cash flow.
TOP PICK
(Was a top pick on Feb 20. Down 34%) Has $2 cash per share. Expects earnings growth.
Showing 16 to 25 of 25 entries