ADP vs TOST
Automatic Data Processing Inc. and Toast, Inc., side by side — 7 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | ADP | TOST |
|---|---|---|
| Revenue | $21.9B | $6.2B |
| Net income | $4.4B | $342.0M |
| Gross margin | 46.4% | 25.9% |
| Net margin | 20.1% | 5.6% |
| Return on equity | 72.2% | 18.6% |
| Diluted EPS | $10.94 | $0.56 |
| Dividend / share | $6.64 | · |
| Payout ratio | 59.5% | · |
| Free cash flow | · | $608.0M |
| Equity | $6.0B | $2.1B |
| Net debt / equity | 0.12× | · |
| Current ratio | 1.05× | 2.75× |
| Revenue CAGR 5y | 7.9% | 49.5% |
| Profit CAGR 5y | 11.2% | · |
ADP bills 3.6× the revenue of TOST, and keeps more of each dollar of revenue as profit (20.1% against 5.6%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
7 years side by side
| Fiscal year | ADP | TOST |
|---|---|---|
| FY2025 | $21.9B | $6.2B |
| FY2024 | $20.6B | $5.0B |
| FY2023 | $19.2B | $3.9B |
| FY2022 | $18.0B | $2.7B |
| FY2021 | $16.5B | $1.7B |
| FY2020 | $15.0B | $823.0M |
| FY2019 | $14.6B | $665.0M |
Bottom line
| Fiscal year | ADP | TOST |
|---|---|---|
| FY2025 | $4.4B | $342.0M |
| FY2024 | $4.1B | $19.0M |
| FY2023 | $3.8B | $-246.0M |
| FY2022 | $3.4B | $-275.0M |
| FY2021 | $2.9B | $-487.0M |
| FY2020 | $2.6B | $-248.0M |
| FY2019 | $2.5B | $-209.0M |
7 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$15,794,400,000 | ADP |
| FY2024 | +$15,600,900,000 | ADP |
| FY2023 | +$15,337,600,000 | ADP |
| FY2022 | +$15,281,200,000 | ADP |
| FY2021 | +$14,793,300,000 | ADP |
| FY2020 | +$14,182,400,000 | ADP |
| FY2019 | +$13,924,800,000 | ADP |
ADP has reported the higher revenue in every one of these 7 fiscal years. The gap has widened since the earliest year compared.
7 of 19 comparable fiscal years — a year missing data on either side is not counted.
7 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +14.6 pp | ADP |
| FY2024 | +19.5 pp | ADP |
| FY2023 | +25.9 pp | ADP |
| FY2022 | +29.0 pp | ADP |
| FY2021 | +46.4 pp | ADP |
| FY2020 | +47.5 pp | ADP |
| FY2019 | +48.3 pp | ADP |
ADP has kept the higher net margin in every one of these 7 fiscal years.
7 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
TOST's net margin has been more volatile than ADP's over the 7 comparable fiscal years — 14.3 percentage points of standard deviation against 1.2.
7 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ADP led in net margin in every one of the 7 comparable fiscal years — a structural lead, not a recent swing.
7 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
TOST's return on equity has been more volatile than ADP's over the 4 comparable fiscal years — 17.8 percentage points of standard deviation against 12.0.
4 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ADP led in return on equity in every one of the 4 comparable fiscal years — a structural lead, not a recent swing.
4 of 18 comparable fiscal years — a year missing data on either side is not counted.