ADP vs Coinbase

ADP and Coinbase are compared on this page, which explicitly states that it compares business models, financial performance, and market context for the two firms. The content remains neutral and accessible, outlining how each company operates within its respective sectors. Educational content, not financial advice.

ADP and Coinbase are compared on this page, which explicitly states that it compares business models, financial performance, and market context for the two firms. The content remains neutral and acces...

Comparison Snapshot

Key Financial Metrics

ADP

Metric

COIN

$99.68B

Market Cap

$50.66B

15.12%

Potential Profit

94.05%

Hold

Analyst Rating

Buy

Why It's Moving

ADP Powers Ahead with Q2 Earnings Beat and AI-Driven Outlook Boost

Launched ADP Assist AI agents for payroll, HR, analytics, and tax, leveraging global data to tackle real workforce issues and win new deals.
Raised FY26 EPS guidance to $10.09-$11.01 above street expectations, ES revenue growth to 6%, and net investment impact by $10 million to $1.27-$1.29 billion.
Board approved $6 billion share buyback while PEO revenue grew 6%, highlighting solid new business bookings and margin gains from operating leverage.

Sentiment:

🐃Bullish

Wilkinson Global scoops up 23,443 Coinbase shares as recent earnings beat fuels investor interest.

Earnings smashed forecasts: $1.44 EPS beat estimates by $0.40, with revenue hitting $1.87 billion—up 55.1% year-over-year—signaling surging crypto demand.
Institutional buying signals confidence: Wilkinson Global's new stake highlights growing faith in Coinbase's market position despite sector volatility.
Q4 results spotlight strength: Net margin of 41.99% and ROE of 15.70% position Coinbase for capitalizing on U.S. crypto hub ambitions ahead of Feb 12 earnings.

Sentiment:

🐃Bullish

ADP Powers Ahead with Q2 Earnings Beat and AI-Driven Outlook Boost

Launched ADP Assist AI agents for payroll, HR, analytics, and tax, leveraging global data to tackle real workforce issues and win new deals.
Raised FY26 EPS guidance to $10.09-$11.01 above street expectations, ES revenue growth to 6%, and net investment impact by $10 million to $1.27-$1.29 billion.
Board approved $6 billion share buyback while PEO revenue grew 6%, highlighting solid new business bookings and margin gains from operating leverage.

Sentiment:

🐃Bullish

Wilkinson Global scoops up 23,443 Coinbase shares as recent earnings beat fuels investor interest.

Earnings smashed forecasts: $1.44 EPS beat estimates by $0.40, with revenue hitting $1.87 billion—up 55.1% year-over-year—signaling surging crypto demand.
Institutional buying signals confidence: Wilkinson Global's new stake highlights growing faith in Coinbase's market position despite sector volatility.
Q4 results spotlight strength: Net margin of 41.99% and ROE of 15.70% position Coinbase for capitalizing on U.S. crypto hub ambitions ahead of Feb 12 earnings.

Sentiment:

🐃Bullish

Investment Analysis

ADP

Pros

ADP demonstrated revenue growth of 7.07% in 2025, achieving $20.56 billion, reflecting solid operational performance.
The company maintains a strong balance sheet with a consistent dividend payer profile and a current dividend yield around 2.37%.
ADP benefits from scale as the largest US payroll software provider, positioning it to gain from rising interest rates through customer deposit float.

Considerations

ADP’s share price declined about 10% year-to-date in 2025, reflecting broader tech volatility and sector rotation headwinds.
Recent stock performance underperformed the S&P 500 despite beating sales and profit targets, suggesting market skepticism.
The payout ratio at 0.6 indicates a relatively high dividend distribution which may constrain reinvestment capacity for growth initiatives.

Coinbase

COIN

Pros

Coinbase remains a leading regulated cryptocurrency exchange in the US, offering strong brand recognition and liquidity in crypto trading.
The company has diversified revenue streams beyond trading fees, including subscription services and institutional products.
Coinbase continues to innovate with new product launches and partnerships expanding its ecosystem in a growing digital asset market.

Considerations

Coinbase's financial performance is highly sensitive to cryptocurrency market volatility, impacting revenues and profitability materially.
Regulatory scrutiny and evolving compliance requirements in key markets pose ongoing risks to Coinbase’s business model.
Competition intensifies from both traditional financial firms entering crypto and emerging decentralized finance platforms, challenging Coinbase’s market share.

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