DoorDash vs ADP
DoorDash and ADP are compared to illuminate how their business models, financial performance, and market context differ. This page presents a neutral analysis of strategies, operations, and market dynamics, aiming to be clear and accessible. Educational content, not financial advice.
DoorDash and ADP are compared to illuminate how their business models, financial performance, and market context differ. This page presents a neutral analysis of strategies, operations, and market dyn...
Why It's Moving
Goldman Sachs Boosts DoorDash with Conviction List Addition and $267 Target, Fueling Investor Optimism.
- Goldman Sachs emphasizes DoorDash's cyclical and structural strengths, driving revenue growth via loyal consumers and expanding offerings.
- Analyst consensus holds at Moderate Buy with $279.94 average target, backed by 74% Buy ratings and high institutional ownership at 86%.
- Recent insider buys by director Alfred Lin outweigh some sales, while metrics like P/E near two-year lows suggest undervaluation potential.
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.
Goldman Sachs Boosts DoorDash with Conviction List Addition and $267 Target, Fueling Investor Optimism.
- Goldman Sachs emphasizes DoorDash's cyclical and structural strengths, driving revenue growth via loyal consumers and expanding offerings.
- Analyst consensus holds at Moderate Buy with $279.94 average target, backed by 74% Buy ratings and high institutional ownership at 86%.
- Recent insider buys by director Alfred Lin outweigh some sales, while metrics like P/E near two-year lows suggest undervaluation potential.
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.
Investment Analysis
DoorDash
DASH
Pros
- DoorDash reported a strong adjusted EBITDA of $754 million in Q3 2025, a 41% increase year-over-year, indicating improving profitability.
- The company has a broad market presence with significant analyst support, reflected in a consensus 'Buy' rating from 33 analysts.
- DoorDash is investing in major technology platform upgrades and new product launches to drive international expansion in 2026.
Considerations
- DoorDash's stock recently dropped following mixed Q3 earnings and guidance, raising concerns about their aggressive spending strategy.
- Shares have fallen below the 200-day moving average, signaling potential investor caution regarding near-term price momentum.
- The current valuation reflects a high P/E ratio (~120.89), which may indicate the stock is expensive relative to its earnings.
ADP
ADP
Pros
- ADP maintains a leading position in the global payroll and human capital management market, providing steady revenue streams.
- The company has demonstrated consistent profitability and cash flow generation, supporting stable dividend payments and operational investments.
- ADP benefits from ongoing demand for workforce management solutions, driven by digital transformation trends across industries.
Considerations
- ADP faces increasing competition from innovative cloud-based HR and payroll software providers, putting pressure on growth.
- Its business is somewhat cyclical and sensitive to economic cycles, which may affect client hiring and spending patterns.
- Regulatory complexity and data security requirements in multiple jurisdictions increase compliance costs and operational risks.
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Related Market Insights
The Gig Economy's Digital Architects: Why These Platforms Are Reshaping Work Forever
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DoorDash (DASH) Next Earnings Date
DoorDash's next earnings date is scheduled for February 18, 2026, after market close, with a conference call at 5:00 PM ET. This report will cover the company's fourth quarter and full year 2025 financial results, ending December 2025. Investors should note this aligns with DoorDash's historical pattern of mid-February releases for Q4.
ADP (ADP) Next Earnings Date
Automatic Data Processing (ADP) reported its Q2 fiscal 2026 earnings on January 28, 2026, covering the quarter ended December 2025. The next earnings release, for Q3 fiscal 2026 (period ending March 2026), is expected on or around April 29, 2026, aligning with historical patterns of late April or early May reporting. Analyst estimates place this approximately four weeks after the fiscal quarter end, though ADP has not yet officially confirmed the precise date.
DoorDash (DASH) Next Earnings Date
DoorDash's next earnings date is scheduled for February 18, 2026, after market close, with a conference call at 5:00 PM ET. This report will cover the company's fourth quarter and full year 2025 financial results, ending December 2025. Investors should note this aligns with DoorDash's historical pattern of mid-February releases for Q4.
ADP (ADP) Next Earnings Date
Automatic Data Processing (ADP) reported its Q2 fiscal 2026 earnings on January 28, 2026, covering the quarter ended December 2025. The next earnings release, for Q3 fiscal 2026 (period ending March 2026), is expected on or around April 29, 2026, aligning with historical patterns of late April or early May reporting. Analyst estimates place this approximately four weeks after the fiscal quarter end, though ADP has not yet officially confirmed the precise date.
Which Baskets Do They Appear In?
Gig-Economy Orchestrators
These companies are building the future of work by connecting businesses with global talent on demand. Carefully selected by our analysts, this collection features the digital platforms transforming how work gets done in our increasingly flexible economy.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Gig-Economy Orchestrators
These companies are building the future of work by connecting businesses with global talent on demand. Carefully selected by our analysts, this collection features the digital platforms transforming how work gets done in our increasingly flexible economy.
Published: June 17, 2025
Explore BasketBuy DASH or ADP in Nemo
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