Automatic Data Processing vs Toast
ADP and TOST side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ADP and TOST compare
Automatic Data Processing is the larger company, worth 6.4 times as much as Toast ($117B against $18.3B).
On earnings, Automatic Data Processing is cheaper: it trades at 26.0× trailing earnings, against 40.1× for Toast.
Toast grew revenue faster over the last twelve months (23.0% versus 6.5% for Automatic Data Processing).
Automatic Data Processing keeps more of each dollar of sales as profit, with a net margin of 20.3% compared with 7.1% at Toast.
Automatic Data Processing pays a dividend yielding 2.3%; Toast does not pay one.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ADP | TOST |
|---|---|---|
| Size and price | ||
| Market cap | $117B | $18.3B |
| Share price | $293.84 | $31.68 |
| Change, 1 year | 12.5% | −11.4% |
| Change, 5 years | 28.0% | −46.3% |
| Beta (5Y) | 0.73 | 1.69 |
| Employees | 67K | 6,500 |
| StockData Score | ||
| Total score | 14 | 14 |
| Valuation score | 2 (better) | 0 |
| Growth score | 2 | 4 (better) |
| Performance score | 5 (better) | 4 |
| Health score | 2 | 6 (better) |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 26.0× (better) | 40.1× |
| P/S | 5.2× | 2.7× (better) |
| P/B | 22.9× | 9.0× (better) |
| EV/EBITDA | 17.0× (better) | 35.9× |
| P/FCF | – | 31.8× |
| PEG | 2.59 | – |
| FCF yield | – | 3.1% |
| Fair value | $287.82 | $18.83 |
| Margin of safety | −2.1% (better) | −68.2% |
| Growth | ||
| Revenue growth (TTM) | 6.5% | 23.0% (better) |
| Revenue growth, 5Y average | 7.9% | 49.5% (better) |
| Net income growth (TTM) | 9.4% | 117% (better) |
| EPS growth (TTM) | 11.4% | 132% (better) |
| EPS growth, 5Y average | 12.5% | – |
| Profitability | ||
| Gross margin | 46.6% (better) | 26.7% |
| Operating margin | – | 6.3% |
| Net margin | 20.3% (better) | 7.1% |
| FCF margin | – | 8.5% |
| Return on equity | 78.9% (better) | 25.2% |
| Return on invested capital | – | 50.9% |
| Financial health | ||
| Debt / equity | 0.98 (better) | 0.00 |
| Net debt / EBITDA | 0.24 | – |
| Current ratio | 1.03 | 2.40 (better) |
| Altman Z-score | 2.18 | 12.41 (better) |
| Piotroski F-score | 7 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.3% | – |
| Payout ratio | 59.1% | – |
| Years of dividend growth | 17 | – |
| Dividend growth, 5Y average | 12.4% | – |
| Buyback yield | 2.1% | 2.8% (better) |
| Shareholder yield | 4.4% (better) | 2.8% |
| Ownership | ||
| Held by institutions | 90.6% | 83.0% |
| Held by insiders | 0.18% | 11.1% |
| Insider net buying, 12 months | −$13.1M (better) | −$26.5M |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 2.8% | 6.7% |
Go deeper
- ADP stock overview
- ADP income statement
- ADP valuation and score
- TOST stock overview
- TOST income statement
- TOST valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.