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ADP vs MANH
Which Stock Would AI Choose? Automatic Data Processing (ADP) vs. Manhattan Associates (MANH) Stock Comparison
Key Takeaways
- ADP operates as a leading provider of human capital management (HCM) and payroll solutions, delivering steady performance with a market capitalization near $100 billion and lower volatility compared to peers.
- MANH specializes in supply chain and omnichannel commerce software, showing stronger year-to-date returns around 12-13% amid anticipation of its Q2 2026 earnings release.
- Both stocks trade in the software-application sector, with ADP emphasizing defensive recurring revenue streams and MANH tied to cyclical supply-chain demand and technology upgrades.
- Recent market activity reflects earnings anticipation for both companies, with ADP scheduled for Q4 results on July 29, 2026, and MANH reporting Q2 results on July 28, 2026.
- Valuation metrics indicate ADP trades at a trailing P/E near 23.3 with a dividend yield of approximately 2.7%, while MANH carries a higher trailing P/E around 42.6 and no dividend.
- Relative positioning highlights trade-offs between ADP's scale and stability versus MANH's growth potential in logistics technology.
Introduction
Automatic Data Processing (ADP) and Manhattan Associates (MANH) represent distinct segments within the technology sector, making their comparison relevant for investors seeking exposure to enterprise software. ADP focuses on human capital management and payroll services, while MANH provides specialized supply-chain and omnichannel solutions. This analysis examines recent performance, business models, and market positioning to assist traders and longer-term investors evaluating relative opportunities in a dynamic environment shaped by economic conditions and earnings cycles.
ADP Overview and Recent Performance
Automatic Data Processing, Inc. delivers cloud-based human capital management (HCM) solutions, including payroll processing, HR outsourcing, and workforce management tools through its Employer Services and Professional Employer Organization (PEO) segments. In recent market activity, the stock has traded near $250, reflecting resilience amid broader economic signals such as employment trends. Performance over recent weeks has remained relatively stable, supported by its recurring revenue model and defensive characteristics in a slowing job market. Upcoming Q4 2026 earnings, expected on July 29, feature analyst projections for revenue growth around 5.9% and EPS expansion. Sentiment has been influenced by steady demand for compliance and outsourcing services, contributing to modest year-to-date returns near 1.2% and one-year gains of approximately 16%.
MANH Overview and Recent Performance
Manhattan Associates, Inc. develops and deploys software for warehouse management, transportation, and omnichannel commerce, serving retail, logistics, and other industries with cloud-native platforms. In recent market activity, the stock has fluctuated around $150-$152, buoyed by anticipation ahead of its Q2 2026 earnings release on July 28. Year-to-date returns have reached approximately 12-13%, outpacing some broader benchmarks, with one-year gains near 26-31%. Performance has been shaped by ongoing adoption of supply-chain technologies and prior-quarter results that exceeded revenue expectations. Analyst attention remains focused on growth in logistics solutions, though higher valuation multiples reflect sensitivity to economic cycles affecting retail and distribution sectors.
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Head-to-Head Comparison
Automatic Data Processing (ADP) and Manhattan Associates (MANH) differ markedly in business models: ADP generates predictable revenue from HCM and payroll outsourcing with high client retention, whereas MANH derives growth from software licensing and implementation in supply-chain optimization. Recent momentum favors MANH on a year-to-date basis, though ADP exhibits greater stability with lower beta around 0.84 versus MANH’s 0.97. Sector exposure places both in software applications, but ADP benefits from essential services resilient to economic shifts, while MANH faces cyclical demand tied to logistics and retail activity. Risk factors include ADP’s exposure to employment trends and MANH’s higher valuation (trailing P/E near 42.6) alongside upcoming earnings volatility. Market sentiment reflects analyst targets favoring both, with ADP offering dividend support absent in MANH.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings visibility, and relative stability, Tickeron’s AI would currently assign a probabilistic edge to Automatic Data Processing (ADP) over Manhattan Associates (MANH). ADP demonstrates stronger positioning through its defensive revenue profile and lower volatility in recent market activity, supporting more consistent performance patterns. MANH offers growth potential but carries elevated valuation and sector-specific sensitivities that may introduce greater near-term uncertainty ahead of earnings. This assessment draws from comparative metrics without implying definitive outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADP is a Hold and MANH is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ADP’s FA Score shows that 2 FA rating(s) are green whileMANH’s FA Score has 1 green FA rating(s).
- ADP’s FA Score: 2 green, 3 red.
- MANH’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ADP’s TA Score shows that 4 TA indicator(s) are bullish while MANH’s TA Score has 5 bullish TA indicator(s).
- ADP’s TA Score: 4 bullish, 5 bearish.
- MANH’s TA Score: 5 bullish, 4 bearish.
Price Growth
ADP (@Packaged Software) experienced а +0.60% price change this week, while MANH (@Packaged Software) price change was +1.11% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -0.33%. For the same industry, the average monthly price growth was +3.65%, and the average quarterly price growth was +9.46%.
Reported Earning Dates
ADP is expected to report earnings on Oct 28, 2026.
MANH is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Packaged Software (-0.33% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| ADP | MANH | ADP / MANH | |
| Capitalization | 108B | 11.5B | 939% |
| EBITDA | 6.7B | 288M | 2,326% |
| Gain YTD | 7.804 | 13.894 | 56% |
| P/E Ratio | 24.95 | 56.57 | 44% |
| Revenue | 21.6B | 1.1B | 1,962% |
| Total Cash | N/A | 226M | - |
| Total Debt | 4.3B | 55.7M | 7,711% |
ADP | MANH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 14 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 10 Undervalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 62 | 81 | |
SMR RATING 1..100 | 17 | 13 | |
PRICE GROWTH RATING 1..100 | 42 | 38 | |
P/E GROWTH RATING 1..100 | 68 | 55 | |
SEASONALITY SCORE 1..100 | 65 | 49 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ADP's Valuation (10) in the Data Processing Services industry is significantly better than the same rating for MANH (92) in the Packaged Software industry. This means that ADP’s stock grew significantly faster than MANH’s over the last 12 months.
ADP's Profit vs Risk Rating (62) in the Data Processing Services industry is in the same range as MANH (81) in the Packaged Software industry. This means that ADP’s stock grew similarly to MANH’s over the last 12 months.
MANH's SMR Rating (13) in the Packaged Software industry is in the same range as ADP (17) in the Data Processing Services industry. This means that MANH’s stock grew similarly to ADP’s over the last 12 months.
MANH's Price Growth Rating (38) in the Packaged Software industry is in the same range as ADP (42) in the Data Processing Services industry. This means that MANH’s stock grew similarly to ADP’s over the last 12 months.
MANH's P/E Growth Rating (55) in the Packaged Software industry is in the same range as ADP (68) in the Data Processing Services industry. This means that MANH’s stock grew similarly to ADP’s over the last 12 months.
| ADP | MANH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 44% | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 43% | 2 days ago 61% |
| Momentum ODDS (%) | 2 days ago 46% | 2 days ago 69% |
| MACD ODDS (%) | 2 days ago 46% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 55% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 69% |
| Advances ODDS (%) | 12 days ago 51% | 11 days ago 68% |
| Declines ODDS (%) | 4 days ago 47% | 4 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 47% | 2 days ago 63% |
| Aroon ODDS (%) | 2 days ago 42% | 2 days ago 66% |
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ADP and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADP has been closely correlated with PAYX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADP jumps, then PAYX could also see price increases.
| Ticker / NAME | Correlation To ADP | 1D Price Change % | ||
|---|---|---|---|---|
| ADP | 100% | -1.18% | ||
| PAYX - ADP | 87% Closely correlated | -2.70% | ||
| PCTY - ADP | 75% Closely correlated | -2.90% | ||
| PAYC - ADP | 67% Closely correlated | -2.46% | ||
| SSNC - ADP | 64% Loosely correlated | -0.66% | ||
| MANH - ADP | 64% Loosely correlated | -1.76% | ||
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