ADP vs Cloudflare
ADP vs Cloudflare: this page compares business models, financial performance, and market context to help readers understand how these organisations operate within their sectors. The comparison is presented in a neutral, accessible way, highlighting similarities and differences without judgement or guidance. Educational content, not financial advice.
ADP vs Cloudflare: this page compares business models, financial performance, and market context to help readers understand how these organisations operate within their sectors. The comparison is pres...
Why It's Moving
ADP boosts dividend for 51st straight year, embedding new healthcare tools for small businesses.
- Dividend jumps 10% from $1.54, yielding 2.6% annualized with a sustainable 60.81% payout ratio, backed by 12% average EPS growth over five years.
- Seamless Thatch integration automates ICHRA quoting, enrollment, and payroll deductions in RUN, easing healthcare access for small firms.
- Recent employment data shows 32,000 private jobs shed in November, with small businesses hit hardest, yet ADP's platforms position it to support clients navigating labor slowdowns.
Cloudflare surges on analyst upgrades and AI edge amid insider sales and outage hiccups.
- Citizens maintained Market Outperform rating on Dec 8 with $270 target, citing Cloudflare's key role in Google's data visibility edge for AI model training[3][2].
- Director Michelle Zatlyn sold 71,441 shares for $15.8M from Dec 9-11 under Rule 10b5-1 plan, near current prices around $208, signaling routine profit-taking[2][6].
- Recent network outage and Workers script errors investigated, yet analysts like TD Cowen hold Buy at $265, betting on AI platform acquisition of Replicate[2].
ADP boosts dividend for 51st straight year, embedding new healthcare tools for small businesses.
- Dividend jumps 10% from $1.54, yielding 2.6% annualized with a sustainable 60.81% payout ratio, backed by 12% average EPS growth over five years.
- Seamless Thatch integration automates ICHRA quoting, enrollment, and payroll deductions in RUN, easing healthcare access for small firms.
- Recent employment data shows 32,000 private jobs shed in November, with small businesses hit hardest, yet ADP's platforms position it to support clients navigating labor slowdowns.
Cloudflare surges on analyst upgrades and AI edge amid insider sales and outage hiccups.
- Citizens maintained Market Outperform rating on Dec 8 with $270 target, citing Cloudflare's key role in Google's data visibility edge for AI model training[3][2].
- Director Michelle Zatlyn sold 71,441 shares for $15.8M from Dec 9-11 under Rule 10b5-1 plan, near current prices around $208, signaling routine profit-taking[2][6].
- Recent network outage and Workers script errors investigated, yet analysts like TD Cowen hold Buy at $265, betting on AI platform acquisition of Replicate[2].
Which Baskets Do They Appear In?
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Published: August 19, 2025
Explore BasketThe HR Tech Takeover: AI-Driven Consolidation
SAP's acquisition of SmartRecruiters highlights a major consolidation trend in the HR technology sector, driven by the demand for AI-powered talent management. This creates an investment opportunity focused on other specialized HR tech companies that are potential acquisition targets or key partners for large enterprise software vendors.
Published: August 4, 2025
Explore BasketWhich Baskets Do They Appear In?
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Amazon's lawsuit against a new New York labor law highlights a trend of increasing regulatory complexity for employers. This creates an investment opportunity in companies that provide essential HR compliance, consulting, and legal services to help businesses manage the growing web of state and federal labor regulations.
Published: September 23, 2025
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Australian airline Qantas received a historic $58 million fine for unlawfully dismissing workers, setting a new precedent for corporate accountability in labor practices. This ruling creates an investment opportunity in companies that provide the essential HR, legal, and compliance technologies businesses now need to navigate stricter labor law enforcement.
Published: August 19, 2025
Explore BasketThe HR Tech Takeover: AI-Driven Consolidation
SAP's acquisition of SmartRecruiters highlights a major consolidation trend in the HR technology sector, driven by the demand for AI-powered talent management. This creates an investment opportunity focused on other specialized HR tech companies that are potential acquisition targets or key partners for large enterprise software vendors.
Published: August 4, 2025
Explore BasketWorkforce Optimization In A Slowdown
Recent data indicates a significant slowdown in U.S. job growth, falling short of expectations and signaling potential economic headwinds. This could create opportunities for companies that help businesses optimize their workforce and improve productivity in an uncertain environment.
Published: August 3, 2025
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Explore BasketHuman Productivity Portfolio
Discover companies at the forefront of amplifying our most valuable resource—human ingenuity. These carefully selected stocks represent businesses creating significant economic value by helping people achieve more with less effort, from AI-powered software to advanced robotics.
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Explore BasketInvestment Analysis
ADP
ADP
Pros
- ADP demonstrated solid revenue growth of 7.07% in 2025, reaching $20.56 billion compared to the prior year.
- The company achieved an 8.73% increase in earnings in 2025 with a 12.6% average annual EPS growth over the past decade.
- ADP holds a strong market position serving over 1.1 million clients and processing payroll for 42 million workers in 140 countries.
Considerations
- ADP's stock has declined by approximately 9% year-to-date and 10.7% over the past month amid broader sector rotation and tech volatility.
- The valuation is relatively high with a P/B ratio of 20.92 times, a significant premium over peers, potentially limiting upside.
- Competitive pressure from an increasing number of payroll and human capital management software providers could constrain pricing power.
Cloudflare
NET
Pros
- Cloudflare operates a rapidly growing global platform with increasing adoption across internet infrastructure and security services.
- The company has capitalised on increasing enterprise reliance on cloud-based web performance and cybersecurity solutions.
- Cloudflare's innovative product portfolio and expanding customer base position it well to benefit from ongoing digital transformation trends.
Considerations
- Cloudflare faces intense competition from large cloud providers and specialised security firms, leading to margin pressure risks.
- Its revenue growth has shown volatility influenced by macroeconomic trends and variability in enterprise IT spending.
- Cloudflare's profitability is still developing, with occasional quarter-to-quarter fluctuations impacting investor confidence.
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