Automatic Data Processing, Inc.

ADP · NASDAQ

ADP's payroll and HCM machine still looks durable, but the more interesting read-through is the mix of recurring workflow revenue, client-funds interest, and a PEO segment that can quietly dilute margin quality.

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NASDAQ ADP Coverage Bootstrap HCM Payroll Business Services

Latest ReportMay 14, 2026ADP: The Payroll Tollbooth Hiding a $48 Billion Interest-Rate LeverView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->

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ADP: The Payroll Tollbooth Hiding a $48 Billion Interest-Rate Lever

May 14, 2026Research reportSlides available

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Automatic Data Processing, Inc.The Payroll Tollbooth Hiding a $48 Billion Interest-Rate LeverMay 14, 2026

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