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

$104.42B

Market Cap

$74.55B

11.98%

Potential Profit

50.81%

Hold

Analyst Rating

Buy

Why It's Moving

ADP Gears Up for Pivotal Q2 Earnings as $6B Buyback Signals Board Confidence

Board authorized $6B share repurchase on January 14, allowing buyback of 5.8% of shares to capitalize on perceived undervaluation.
Q2 earnings set for pre-market January 28, with FY2026 guidance of $10.81–$11.01 EPS amid consensus hold rating.
Earned 20th straight spot on Fortune’s Most Admired Companies list, highlighting sustained leadership in payroll and HR solutions.

Sentiment:

🐃Bullish

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.

Sentiment:

🐃Bullish

ADP Gears Up for Pivotal Q2 Earnings as $6B Buyback Signals Board Confidence

Board authorized $6B share repurchase on January 14, allowing buyback of 5.8% of shares to capitalize on perceived undervaluation.
Q2 earnings set for pre-market January 28, with FY2026 guidance of $10.81–$11.01 EPS amid consensus hold rating.
Earned 20th straight spot on Fortune’s Most Admired Companies list, highlighting sustained leadership in payroll and HR solutions.

Sentiment:

🐃Bullish

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.

Sentiment:

🐃Bullish

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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