Premium Under Pressure as Growth Falters
ADP’s premium is fragile despite outstanding operational quality. The market reacts to every slowdown, not treating ADP as a safe compounder. ROIC is 59.0%, but growth momentum is weak. Strong company, but the premium stands on shaky ground.
Published by AssetNext · 2026-07-21
| Date | Signal | Peer score | Drawdown | 21d vs sector |
|---|---|---|---|---|
| 2026-07-20 | Quality confirmed | 66 | -15.6% | +19.2% |
| 2026-07-20 | Quality confirmed | 67 | -15.6% | +18.3% |
| 2026-07-20 | Quality confirmed | 73 | -15.6% | +14.3% |
| 2026-07-15 | Quality confirmed | 73 | -18.2% | +12.8% |
| 2026-07-14 | Quality confirmed | 69 | -18.5% | +10.8% |
| 2026-07-13 | Quality confirmed | 70 | -17.0% | +13.2% |
| 2026-07-07 | Quality confirmed | 70 | -18.8% | +20.0% |
| 2026-07-07 | Quality confirmed | 70 | -18.8% | +15.4% |
| 2026-07-06 | Quality confirmed | 73 | -20.8% | +11.9% |
| 2026-07-02 | Quality confirmed | 73 | -19.9% | +15.3% |
Break down ADP's structural position across all peer dimensions with the interactive app.