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...
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.
Sea Limited's stock defies Q3 earnings miss with surprise rally on explosive growth and AI bets.
- Shopee GMV jumped 28% to $32.2 billion, fueled by YouTube partnerships and Meta collaboration, boosting order volumes over 30% quarter-on-quarter.
- SeaMoney loan book expanded 70% to $7.9 billion while Garena bookings soared 51% to $841 million, highlighting strength in fintech and gaming.
- Guidance targets over 25% Shopee GMV growth in 2025 with 2-3% EBITDA margins, plus AI integration and Argentina expansion on the horizon.
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.
Sea Limited's stock defies Q3 earnings miss with surprise rally on explosive growth and AI bets.
- Shopee GMV jumped 28% to $32.2 billion, fueled by YouTube partnerships and Meta collaboration, boosting order volumes over 30% quarter-on-quarter.
- SeaMoney loan book expanded 70% to $7.9 billion while Garena bookings soared 51% to $841 million, highlighting strength in fintech and gaming.
- Guidance targets over 25% Shopee GMV growth in 2025 with 2-3% EBITDA margins, plus AI integration and Argentina expansion on the horizon.
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Explore BasketInvestment Analysis
ADP
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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