Compare Stocks › ADP vs ORCL
Automatic Data Processing, Inc. (ADP) vs Oracle Corporation (ORCL)
ADP
Automatic Data Processing, Inc.
$210.66
VS
ORCL
Oracle Corporation
$155.52
Rewards
ADP
- ★Automatic Data Processing, Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Automatic Data Processing, Inc. scores 93/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
- ★Free cash flow has grown at a 19.9% CAGR over the past 4 years, demonstrating strong earnings power growth.
ORCL
- ★Oracle Corporation has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Gross margin of 67.1% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Oracle Corporation scores 71/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
Risks
ADP
- ⚠8 insider sales totaling $1.3M with no purchases in the past 3 months — insiders are reducing their exposure.
ORCL
- ⚠Despite buyback spending, shares outstanding increased in 3 out of 4 years — stock-based compensation is offsetting repurchases.
- ⚠High leverage (4.15x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
- ⚠Net debt/EBITDA of 4.5x indicates heavy leverage — it would take over 4 years of EBITDA to pay off net debt.
Key Valuation Metrics
Learn more →ADP
ORCL
Valuation
$3.46B
Free Cash Flow
$-22.30B
4.06%
FCF Yield
-4.99%
20.24
Trailing P/E
27.92
17.61
Forward P/E
19.51
Quality & Moat
40.52%
ROIC
8.22%
63.82%
ROE
31.86%
48.35%
Gross Margin
67.08%
1.76
PEG Ratio
1.14
Balance Sheet Safety
0.70
Debt / Equity
4.15
N/A
Interest Coverage
N/A
0.33
Net Debt / EBITDA
4.48
3.23%
Dividend Yield
1.29%
ADP: 9Ties: 1ORCL: 2
ADPORCL
Historical Fundamentals
Learn more →ADP
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
ORCL
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →ADP
$1.02
created per $1 retained over 3 years
Value Creator
Σ Retained
$4.76B
Δ Market Cap
+$4.87B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
ORCL
$17.69
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$18.61B
Δ Market Cap
+$329.28B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →ADP
8.1% Margin of Safety
Price is 8.1% below estimated fair value
Current Price: $210.66
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $229.28
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
ORCL
235.9% Overvalued
Price is 235.9% above estimated fair value
Current Price: $155.52
Strongly undervalued
Strongly overvalued
Fair Value: $46.30
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →ADP
What growth rate is the market pricing in at $211?
+8.6%
Market-Implied Owner Earnings Growth
Standard FCF implies +10.9%
The market implies +8.6% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +10.9%, reflecting ongoing growth investment.
ORCL
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →ADP
93/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
ORCL
71/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by revenue predictability. Reinvestment Efficiency is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →ADP
-3.03
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
ORCL
-2.57
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →ADP
Insiders 0.2%Institutions 86.5%Retail & Other 13.3%
No. of Institutional Holders3,068
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
ORCL
Insiders 40.5%Institutions 44.3%Retail & Other 15.1%
No. of Institutional Holders4,769
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →ADP
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
ORCL
0
Buys (3M)
1
Buys (12M)
Total value (12M): $112,258
FAIRHEAD RONA ALISON
Director
$112,258
@ $233.87 · 2025-07-07
MOORMAN CHARLES W IV
Director
$947,913
@ $172.35 · 2025-02-12
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →ADP
8
Sells (3M)
26
Sells (12M)
Total value (12M): $46.14M
D'AMBROSIO CHRISTOPHER
Officer
$113,188
@ $208.45 · 2026-03-16
D'AMBROSIO CHRISTOPHER
Officer
$115,349
@ $212.43 · 2026-02-17
MICHAUD BRIAN L.
Officer
$234,180
@ $234.18 · 2026-02-06
FOSKETT DAVID
Officer
$63,042
@ $237.00 · 2026-02-05
D'AMBROSIO CHRISTOPHER
Officer
$142,423
@ $262.29 · 2026-01-13
KWON DAVID
Officer
$213,429
@ $264.80 · 2026-01-12
KWON DAVID
Officer
$234,000
@ $260.00 · 2026-01-06
BLACK MARIA
Chief Executive Officer
$183,880
@ $257.17 · 2026-01-05
RODRIGUEZ CARLOS ANTONIO
Director
$1.21M
@ $295.26 · 2025-09-12
D'AMBROSIO CHRISTOPHER
Officer
$177,249
@ $296.90 · 2025-09-10
RODRIGUEZ CARLOS ANTONIO
Director
$12.95M
@ $295.05 · 2025-09-10
BONARTI MICHAEL A
Officer
$2.60M
@ $298.43 · 2025-09-09
RODRIGUEZ CARLOS ANTONIO
Director
$3.58M
@ $297.12 · 2025-09-05
RODRIGUEZ CARLOS ANTONIO
Director
$7.00M
@ $299.31 · 2025-09-04
MCGUIRE DONALD
Officer
$4.03M
@ $296.57 · 2025-09-03
DESILVA JOSEPH
Officer
$1.37M
@ $296.57 · 2025-09-03
FOSKETT DAVID
Officer
$407,191
@ $296.57 · 2025-09-03
BLACK MARIA
Chief Executive Officer
$7.04M
@ $298.32 · 2025-09-03
DESILVA JOSEPH
Officer
$599,359
@ $301.64 · 2025-09-02
FOSKETT DAVID
Officer
$314,079
@ $301.13 · 2025-09-02
BLACK MARIA
Chief Executive Officer
$2.32M
@ $299.93 · 2025-09-02
MICHAUD BRIAN L.
Officer
$63,485
@ $308.18 · 2025-07-01
DESILVA JOSEPH
Officer
$424,064
@ $307.07 · 2025-06-13
D'AMBROSIO CHRISTOPHER
Officer
$147,179
@ $311.82 · 2025-05-12
D'AMBROSIO CHRISTOPHER
Officer
$140,121
@ $293.14 · 2025-04-10
MICHAUD BRIAN L.
Officer
$458,070
@ $305.38 · 2025-04-01
D'AMBROSIO CHRISTOPHER
Officer
$144,833
@ $306.20 · 2025-03-10
D'AMBROSIO CHRISTOPHER
Officer
$145,181
@ $308.24 · 2025-02-10
LEHBERGER JONATHAN S
Officer
$704,869
@ $303.30 · 2025-02-03
BONARTI MICHAEL A
Officer
$9.14M
@ $303.30 · 2025-02-03
MAGLIULO VIRGINIA
Officer
$1.02M
@ $285.50 · 2025-01-13
FOSKETT DAVID
Officer
$305,322
@ $286.15 · 2025-01-13
KWON DAVID
Officer
$382,127
@ $290.37 · 2025-01-06
MAGLIULO VIRGINIA
Officer
$597,095
@ $289.15 · 2025-01-06
FOSKETT DAVID
Officer
$290,443
@ $289.29 · 2025-01-06
BLACK MARIA
Chief Executive Officer
$210,233
@ $291.59 · 2025-01-03
AYALA JOHN C.
Officer
$3.12M
@ $290.73 · 2025-01-03
MCGUIRE DONALD
Officer
$2.55M
@ $293.83 · 2025-01-02
MICHAUD BRIAN L.
Officer
$106,366
@ $293.83 · 2025-01-02
DESILVA JOSEPH
Officer
$1.91M
@ $293.83 · 2025-01-02
KWON DAVID
Officer
$571,793
@ $293.83 · 2025-01-02
LEHBERGER JONATHAN S
Officer
$728,405
@ $293.83 · 2025-01-02
KUTAM SREENIVASA
Officer
$11.69M
@ $300.00 · 2024-11-06
DESILVA JOSEPH
Officer
$387,240
@ $280.00 · 2024-09-17
KWON DAVID
Officer
$28,000
@ $280.00 · 2024-09-17
RODRIGUEZ CARLOS ANTONIO
Director
$12.17M
@ $277.27 · 2024-09-13
RODRIGUEZ CARLOS ANTONIO
Director
$16.27M
@ $276.33 · 2024-09-11
AYALA JOHN C.
Officer
$7.96M
@ $269.70 · 2024-09-09
BONARTI MICHAEL A
Officer
$1.04M
@ $269.70 · 2024-09-09
RODRIGUEZ CARLOS ANTONIO
Director
$2.48M
@ $269.45 · 2024-09-06
RODRIGUEZ CARLOS ANTONIO
Director
$4.87M
@ $272.82 · 2024-09-05
MCGUIRE DONALD
Officer
$768,660
@ $276.00 · 2024-09-04
DESILVA JOSEPH
Officer
$1.16M
@ $276.00 · 2024-09-04
D'AMBROSIO CHRISTOPHER
Officer
$132,204
@ $276.00 · 2024-09-04
BLACK MARIA
Chief Executive Officer
$2.04M
@ $276.00 · 2024-09-04
MCGUIRE DONALD
Officer
$872,254
@ $274.38 · 2024-09-03
DESILVA JOSEPH
Officer
$522,694
@ $274.38 · 2024-09-03
BLACK MARIA
Chief Executive Officer
$5.25M
@ $274.38 · 2024-09-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
ORCL
4
Sells (3M)
22
Sells (12M)
Total value (12M): $1.90B
MAGOUYRK CLAYTON M
Chief Executive Officer
$1.55M
@ $155.23 · 2026-02-09
KEHRING DOUGLAS A
Officer
$6.82M
@ $194.89 · 2026-01-15
HURA MARK
Officer
$2.95M
@ $196.89 · 2025-12-24
SELIGMAN NAOMI O
Director
$437,064
@ $196.61 · 2025-12-23
MAGOUYRK CLAYTON M
Chief Executive Officer
$1.93M
@ $192.52 · 2025-12-19
SMITH MARIA
Officer
$2.80M
@ $280.31 · 2025-10-23
MAGOUYRK CLAYTON M
Chief Executive Officer
$11.07M
@ $276.64 · 2025-10-21
LEVEY STUART A
Officer
$5.93M
@ $300.00 · 2025-10-10
SELIGMAN NAOMI O
Director
$641,958
@ $288.91 · 2025-09-26
SICILIA MICHAEL D
Officer
$10.87M
@ $321.16 · 2025-09-23
SICILIA MICHAEL D
Officer
$5.12M
@ $313.60 · 2025-09-16
MAGOUYRK CLAYTON M
President
$6.31M
@ $297.11 · 2025-09-12
SICILIA MICHAEL D
Officer
$4.04M
@ $254.48 · 2025-08-05
SELIGMAN NAOMI O
Director
$770,656
@ $233.32 · 2025-07-16
SMITH MARIA
Officer
$2.33M
@ $232.99 · 2025-07-03
CATZ SAFRA A
Chief Executive Officer
$267.24M
@ $212.01 · 2025-06-27
CATZ SAFRA A
Chief Executive Officer
$794.64M
@ $212.50 · 2025-06-26
CATZ SAFRA A
Chief Executive Officer
$764.01M
@ $206.77 · 2025-06-23
CONRADES GEORGE HENRY
Director
$1.74M
@ $213.49 · 2025-06-17
MAGOUYRK CLAYTON M
Officer
$3.21M
@ $214.10 · 2025-06-17
SELIGMAN NAOMI O
Director
$428,562
@ $149.53 · 2025-05-05
SELIGMAN NAOMI O
Director
$291,620
@ $145.81 · 2025-04-02
CATZ SAFRA A
Chief Executive Officer
$705.46M
@ $185.40 · 2025-01-24
SMITH MARIA
Officer
$1.04M
@ $165.00 · 2024-09-16
ELLISON LAWRENCE JOSEPH
Chief Technology Officer
$322.05M
@ $143.13 · 2024-07-16
SCREVEN EDWARD LLOYD
Officer
$60.58M
@ $141.91 · 2024-07-10
SCREVEN EDWARD LLOYD
Officer
$5.22M
@ $140.19 · 2024-06-26
SCREVEN EDWARD LLOYD
Officer
$34.04M
@ $144.30 · 2024-06-20
BOSKIN MICHAEL J
Director
$5.30M
@ $117.74 · 2024-05-07
CONRADES GEORGE HENRY
Director
$2.32M
@ $116.00 · 2024-05-03
CONRADES GEORGE HENRY
Director
$2.90M
@ $116.13 · 2024-05-01
CATZ SAFRA A
Chief Executive Officer
$346.77M
@ $126.10 · 2024-03-27
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →ADP
😨Fear(35/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
ORCL
😨Fear(39/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →ADP
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (35)
ORCL
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (39)