ADP vs CRM

Automatic Data Processing and Salesforce, both Technology

Salesforce is the larger company at $124B against $87B. On trailing earnings ADP is the cheaper of the two at a P/E of 25.7 against 27.1, a gap that is only a bargain if the two are growing at similar rates. Over the past year ADP returned -4.1% against -5.3% for CRM. Ryufin's sector-relative Smart Score puts ADP ahead, 9/10 against 7/10.

Automatic Data Processing and Salesforcecompared on valuation, return and Ryufin’s Smart Score
FigureADPCRM
Last close$281$234
Market cap$87B$124B
Trailing P/Elower is cheaper for the same earnings, not automatically better25.727.1
Dividend yield2.1%n/a
1-year return-4.1%-5.3%
5-year return+50%-1.6%
Ryufin Smart Scoresector-relative, 1–109/107/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Automatic Data Processing

Salesforce

Revenue of $11B in Q2 2027, net income $3.5B. Its largest reported line is Agentforce Apps, 62% of the disclosed total.

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