ADP vs Comcast

ADP vs Comcast: This page compares business models, financial performance, and market context for ADP and Comcast. It explains the key differences and market dynamics in clear, accessible terms, helping readers form an informed view while avoiding speculation. Educational content, not financial advice.

ADP vs Comcast: This page compares business models, financial performance, and market context for ADP and Comcast. It explains the key differences and market dynamics in clear, accessible terms, helpi...

Comparison Snapshot

Key Financial Metrics

ADP

Metric

CMCSA

$99.68B

Market Cap

$107.82B

15.12%

Potential Profit

17.55%

Hold

Analyst Rating

Hold

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

Comcast Beats Q4 Earnings on Peacock and Theme Parks Surge Amid Broadband Woes

Peacock hit ~44M subscribers, fueling content revenue growth and countering studio headwinds.
Theme Parks, boosted by Epic Universe hype, drove consumer spending upside as key growth engine.
Broadband shed 181K customers—worse than expected—due to wireless rivals, prompting price freezes and bundles.

Sentiment:

⚖️Neutral

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

Comcast Beats Q4 Earnings on Peacock and Theme Parks Surge Amid Broadband Woes

Peacock hit ~44M subscribers, fueling content revenue growth and countering studio headwinds.
Theme Parks, boosted by Epic Universe hype, drove consumer spending upside as key growth engine.
Broadband shed 181K customers—worse than expected—due to wireless rivals, prompting price freezes and bundles.

Sentiment:

⚖️Neutral

Investment Analysis

ADP

Pros

ADP maintains a strong balance sheet with consistent profitability and a history of dividend growth.
The company has delivered solid revenue and earnings growth, supported by its leading position in payroll and HR technology.
ADP benefits from recurring revenue streams and a large, diversified client base across business sizes.

Considerations

ADP's stock has underperformed recently, with a notable decline in share price over the past year.
Valuation metrics are relatively high compared to historical averages, potentially limiting near-term upside.
The company faces increasing competition in the HR tech sector, which could pressure margins and growth.

Comcast

CMCSA

Pros

Comcast has a diversified business model spanning broadband, media, and theme parks, providing multiple revenue streams.
The company maintains a strong cash flow profile, supporting its dividend and capital return initiatives.
Comcast's broadband segment continues to grow, driven by increasing demand for high-speed internet services.

Considerations

Comcast's media and entertainment divisions face challenges from cord-cutting and streaming competition.
The company's stock has been pressured by macroeconomic headwinds and regulatory scrutiny.
Comcast's debt levels are elevated, which could constrain flexibility in a rising interest rate environment.

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