COMP <GO>
ADP vs GOOG // OPERATING MARGIN
Automatic Data Processing Inc. (NASDAQ) VS. Alphabet Inc. (NASDAQ) • 15-METRIC TALLY: ADP 5
— GOOG 9
▲ OPERATING MARGIN LEADER: GOOG
LAST: $293.84 (+2.71%) • MKT CAP: $113.36B
operating-margins
24.20%
LAST: $278.22 (-1.45%) • MKT CAP: $3.47T
operating-margins
32.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ADP VS. GOOG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ADP | GOOG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 46.00% | 59.70% | -13.70 | GOOG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 43.40% | 23.60% | +19.80 | ADP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.9x | 16.9x | +3.00 | GOOG | /valuation <GO> |
| Free Cash Flow Yield | 3.54% | 2.11% | +1.43 | ADP | /fcf-yield <GO> |
| Operating Margin ACTIVE | 24.20% | 32.00% | -7.80 | GOOG | /operating-margins <GO> |
| Net Profit Margin | 19.80% | 32.80% | -13.00 | GOOG | /net-margins <GO> |
| Revenue Growth (YoY) | 7.10% | 15.10% | -8.00 | GOOG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.12% | 0.29% | +1.83 | ADP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.77 | 13.93 | -12.16 | GOOG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.10% | 7.40% | +0.70 | GOOG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 21.1 | +38.11 | ADP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.35 | 1.16 | +0.19 | ADP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.9x | 22.1x | +3.80 | GOOG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $113.36B | $3.47T | -$3.36T | GOOG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ADP REV | GOOG REV | ADP GROSS % | GOOG GROSS % | ADP FCF | GOOG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $20.56B | $402.84B | 46.0% | 59.7% | $4.01B | $73.27B |
| FY 2024 | $19.20B | $350.02B | 45.4% | 58.2% | $3.29B | $72.76B |
| FY 2023 | $18.01B | $307.39B | 44.0% | 44.0% | $3.40B | $87.91B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ADP // BETA 1.35
GOOG // BETA 1.16