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Side-by-side financial comparison of Automatic Data Processing (ADP) and Fidelity National Information Services (FIS). Click either name above to swap in a different company.
Automatic Data Processing is the larger business by last-quarter revenue ($5.9B vs $2.8B, roughly 2.1× Fidelity National Information Services). Automatic Data Processing runs the higher net margin — 22.9% vs 18.2%, a 4.7% gap on every dollar of revenue. On growth, Fidelity National Information Services posted the faster year-over-year revenue change (8.1% vs 7.0%). Over the past eight quarters, Automatic Data Processing's revenue compounded faster (11.6% CAGR vs 6.8%).
Automatic Data Processing, Inc. (ADP) is an American multinational provider of cloud-based human resources management, payroll processing, and professional employer organization (PEO) services, headquartered in Roseland, New Jersey.
Fidelity National Information Services, Inc. (FIS) is an American multinational corporation which offers a wide range of financial products and services. FIS is most known for its development of Financial Technology, or FinTech. Annually, FIS facilitates the movement of roughly US$9 trillion through the processing of approximately 75 billion transactions in service to more than 20,000 clients around the globe.
ADP vs FIS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.9B | $2.8B |
| Net Profit | $1.4B | $511.0M |
| Gross Margin | — | 38.3% |
| Operating Margin | — | 18.8% |
| Net Margin | 22.9% | 18.2% |
| Revenue YoY | 7.0% | 8.1% |
| Net Profit YoY | 8.4% | 97.3% |
| EPS (diluted) | $10.01 | $0.98 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.4B | $2.8B | ||
| Q3 25 | $5.2B | $2.7B | ||
| Q2 25 | $5.1B | $2.6B | ||
| Q1 25 | $5.6B | $2.5B | ||
| Q4 24 | $5.0B | $2.6B | ||
| Q3 24 | $4.8B | $2.6B | ||
| Q2 24 | $4.8B | $2.5B |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.1B | $511.0M | ||
| Q3 25 | $1.0B | $264.0M | ||
| Q2 25 | $910.7M | $-470.0M | ||
| Q1 25 | $1.2B | $77.0M | ||
| Q4 24 | $963.2M | $259.0M | ||
| Q3 24 | $956.3M | $224.0M | ||
| Q2 24 | $829.3M | $243.0M |
| Q1 26 | — | — | ||
| Q4 25 | 46.1% | 38.3% | ||
| Q3 25 | 45.2% | 37.8% | ||
| Q2 25 | 45.1% | 36.4% | ||
| Q1 25 | 47.7% | 34.7% | ||
| Q4 24 | 45.7% | 36.9% | ||
| Q3 24 | 45.5% | 38.0% | ||
| Q2 24 | 44.8% | 38.2% |
| Q1 26 | — | — | ||
| Q4 25 | 25.8% | 18.8% | ||
| Q3 25 | 25.3% | 16.8% | ||
| Q2 25 | 23.2% | 15.6% | ||
| Q1 25 | 29.2% | 13.7% | ||
| Q4 24 | 25.0% | 18.5% | ||
| Q3 24 | 25.6% | 19.1% | ||
| Q2 24 | 22.8% | 15.2% |
| Q1 26 | 22.9% | — | ||
| Q4 25 | 19.8% | 18.2% | ||
| Q3 25 | 19.6% | 9.7% | ||
| Q2 25 | 17.8% | -18.0% | ||
| Q1 25 | 22.5% | 3.0% | ||
| Q4 24 | 19.1% | 10.0% | ||
| Q3 24 | 19.8% | 8.7% | ||
| Q2 24 | 17.4% | 9.8% |
| Q1 26 | $10.01 | — | ||
| Q4 25 | $2.62 | $0.98 | ||
| Q3 25 | $2.49 | $0.50 | ||
| Q2 25 | $2.23 | $-0.90 | ||
| Q1 25 | $3.06 | $0.15 | ||
| Q4 24 | $2.35 | $0.51 | ||
| Q3 24 | $2.34 | $0.41 | ||
| Q2 24 | $2.01 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.2B | $599.0M |
| Total DebtLower is stronger | $4.0B | $9.1B |
| Stockholders' EquityBook value | $6.4B | $13.9B |
| Total Assets | $64.5B | $33.5B |
| Debt / EquityLower = less leverage | 0.63× | 0.65× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.2B | — | ||
| Q4 25 | $2.5B | $599.0M | ||
| Q3 25 | $7.9B | $571.0M | ||
| Q2 25 | $7.8B | $581.0M | ||
| Q1 25 | $2.7B | $805.0M | ||
| Q4 24 | $2.2B | $834.0M | ||
| Q3 24 | $7.3B | $1.3B | ||
| Q2 24 | $3.3B | $2.1B |
| Q1 26 | $4.0B | — | ||
| Q4 25 | — | $9.1B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | $9.7B | ||
| Q3 24 | — | $10.5B | ||
| Q2 24 | — | $10.6B |
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $13.9B | ||
| Q3 25 | $6.4B | $13.9B | ||
| Q2 25 | $6.2B | $14.2B | ||
| Q1 25 | $5.9B | $15.1B | ||
| Q4 24 | $5.1B | $15.7B | ||
| Q3 24 | $5.3B | $16.6B | ||
| Q2 24 | $4.5B | $17.0B |
| Q1 26 | $64.5B | — | ||
| Q4 25 | $84.6B | $33.5B | ||
| Q3 25 | $54.3B | $33.0B | ||
| Q2 25 | $53.4B | $33.4B | ||
| Q1 25 | $56.4B | $32.8B | ||
| Q4 24 | $64.1B | $33.8B | ||
| Q3 24 | $49.5B | $34.3B | ||
| Q2 24 | $54.4B | $34.6B |
| Q1 26 | 0.63× | — | ||
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.62× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $758.0M |
| Free Cash FlowOCF − Capex | — | $739.0M |
| FCF MarginFCF / Revenue | — | 26.3% |
| Capex IntensityCapex / Revenue | 2.1% | 0.7% |
| Cash ConversionOCF / Net Profit | — | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $758.0M | ||
| Q3 25 | $642.3M | $1.0B | ||
| Q2 25 | $1.4B | $382.0M | ||
| Q1 25 | $1.5B | $457.0M | ||
| Q4 24 | $1.2B | $782.0M | ||
| Q3 24 | $824.4M | $641.0M | ||
| Q2 24 | $1.3B | $546.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $739.0M | ||
| Q3 25 | — | $952.0M | ||
| Q2 25 | — | $343.0M | ||
| Q1 25 | — | $420.0M | ||
| Q4 24 | — | $764.0M | ||
| Q3 24 | — | $605.0M | ||
| Q2 24 | — | $530.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 26.3% | ||
| Q3 25 | — | 35.0% | ||
| Q2 25 | — | 13.1% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 23.5% | ||
| Q2 24 | — | 21.3% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.07× | 1.48× | ||
| Q3 25 | 0.63× | 3.83× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.22× | 5.94× | ||
| Q4 24 | 1.19× | 3.02× | ||
| Q3 24 | 0.86× | 2.86× | ||
| Q2 24 | 1.57× | 2.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ADP
| Revenues, other than interest on funds held for clients and PEO revenues | $3.6B | 61% |
| PEO revenues (A) (B) (C) | $1.9B | 32% |
| Other | $403.9M | 7% |
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
