ADP vs Sea

ADP vs Sea: this page compares the business models, financial performance, and market context of the two companies. It presents a neutral overview to help readers understand how ADP and Sea operate in their markets. Educational content, not financial advice.

ADP vs Sea: this page compares the business models, financial performance, and market context of the two companies. It presents a neutral overview to help readers understand how ADP and Sea operate in...

Comparison Snapshot

Key Financial Metrics

ADP

Metric

SE

$99.68B

Market Cap

$67.25B

15.12%

Potential Profit

68.76%

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

Sea Limited gears up for pivotal Q3 2025 earnings amid analyst buzz and institutional buying.

Lingohr Asset Management GmbH scooped up 8,724 Sea shares on January 31, highlighting sustained institutional interest in the Southeast Asia tech powerhouse.
Q3 2025 earnings slated for November 11, with management call at 7:30 AM ET, poised to spotlight progress in e-commerce, gaming, and fintech amid robust revenue growth forecasts.
Analysts project quarterly EPS of $0.91 (+46.8% YoY) and sales of $6.69B (+34.5% YoY), building on recent beats in revenue despite prior EPS shortfalls.

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

Sea Limited gears up for pivotal Q3 2025 earnings amid analyst buzz and institutional buying.

Lingohr Asset Management GmbH scooped up 8,724 Sea shares on January 31, highlighting sustained institutional interest in the Southeast Asia tech powerhouse.
Q3 2025 earnings slated for November 11, with management call at 7:30 AM ET, poised to spotlight progress in e-commerce, gaming, and fintech amid robust revenue growth forecasts.
Analysts project quarterly EPS of $0.91 (+46.8% YoY) and sales of $6.69B (+34.5% YoY), building on recent beats in revenue despite prior EPS shortfalls.

Sentiment:

⚖️Neutral

Investment Analysis

ADP

Pros

ADP reported 7.07% revenue growth in 2025, reaching $20.56 billion with an 8.73% increase in earnings to $4.08 billion, indicating consistent financial growth.
The company has a strong balance sheet and is an established dividend payer, offering a 2.37% dividend yield with a 10% annual dividend growth rate.
ADP is a global leader in cloud-based human capital management with over 1.1 million clients and pays 42 million workers across 140 countries, demonstrating strong market presence and scale.

Considerations

The ADP stock price has declined by approximately 10% in 2025, reflecting recent market volatility and sector rotation pressures on tech stocks.
ADP faces increasing competition in the payroll and HCM software space, which may lead to pricing pressure and impact future profitability.
Despite growth, the stock trades at a relatively high price-to-earnings ratio near 30.8, which could limit near-term valuation upside given current market conditions.

Sea

SE

Pros

Sea Limited shares have gained over 53% year-to-date in 2025, outperforming its sector peers, driven by balanced growth in e-commerce, digital entertainment, and digital financial services.
Shopee, Sea's e-commerce arm, delivered a record quarter with 33.7% revenue growth and strong GMV increase supported by rising active buyers and higher monetization.
Profitability improvements in key markets like Asia and Brazil are supported by expanded scale, marketing efficiency, and enhanced AI-powered tools, showing solid execution on growth strategies.

Considerations

Sea Limited operates in highly competitive sectors where sustaining rapid growth and profitability improvement may be challenged by intense local and global competitors.
Exposure to regulatory risks in multiple regions, particularly in digital financial services, could pose hurdles to Sea’s expansion and operational flexibility.
The company’s strong year-to-date price momentum could lead to increased investor expectations, potentially magnifying downside risk if growth targets are missed.

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