Both in Cloud & Data Processing

Workday vs Automatic Data Processing

Over the past year WDAY returned −17.5% and ADP returned +12.9%; their daily moves had a correlation of 0.64.

WDAY −17.5% ADP +12.9%Growth of $1, one year, split-adjusted
MetricWDAYADP
Price$197.82$293.84
Market cap$47.67B$116.24B
Today+1.21%+2.71%
1 month+5.9%+11.3%
6 months+55.8%+37.2%
Year to date−7.9%+14.2%
1 year−14.5%+12.5%
Revenue growth (YoY)+12.8%+6.1%
Gross margin75.4%100.0%
Net margin23.9%20.5%
P/E (TTM)38.1×25.7×
Price / sales4.7×5.2×
Net cash$414.0M-$1.69B
Dividend yield—2.31%
Volatility (60d)53.0%24.9%
Short % of float6.6%2.6%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).