Automatic Data Processing Inc vs American Homes 4 Rent Class A — how do they compare? Automatic Data Processing Inc trades at $267.59 (market cap $107.69B), while American Homes 4 Rent Class A trades at $33.78 (market cap $12.28B). The key difference: Automatic Data Processing Inc is far larger — about 8.8× American Homes 4 Rent Class A's market cap, and American Homes 4 Rent Class A pays the higher dividend (3.87%). Which is the better fit depends on your goals.
| ADP | AMH | |
|---|---|---|
Market Cap | $107.69B | $12.28B |
Sector | Industrials | Real Estate |
52-Week High | $309.03 | $35.82 |
52-Week Low | $188.79 | $27.38 |
Enterprise Value | $108.73B | $17.35B |
Dividend Yield | 2.51% | 3.87% |
Signals from Pluang's Aura AI — not financial advice
ADP trades at $268.23, down 1.99% over the past day, with a bullish technical signal from moving averages and a consensus analyst price target of $280.50. The company reported strong earnings beats in recent quarters, with Q4 2026 EPS of $2.62 beating expectations, and maintains robust profitability with a net income margin of 20.11%. Recent news highlights dividend declarations and positive earnings momentum, though valuation ratios like a P/E of 24.78 suggest a premium.
The outlook for ADP is supported by consistent earnings growth and solid cash flow, but high valuation multiples and competitive pressures in payroll processing pose risks. Upside potential exists if the company meets Q3 2026 EPS expectations of $2.78, while macroeconomic labor market trends could impact performance. Analyst sentiment is mixed, with 63.89% holding, indicating cautious optimism amid elevated pricing.
AMH trades at $33.73, down 1.17% today, with a bullish technical signal and strong fundamental performance. The company reported Q2 2026 FFO of $0.49 per share, beating estimates, and raised full-year guidance. Revenue growth is steady, with net income margin improving to 25.53% in 2026. Analysts maintain a Moderate Buy consensus with a $36.45 price target, indicating potential upside from current levels.
Outlook is positive due to consistent earnings beats and robust rental demand, but risks include high debt levels and regulatory changes affecting institutional home buying. The stock offers value with a P/E of 27.09 and dividend yield support, though investors should monitor interest rate sensitivity and housing market volatility.
Trailing returns across standard periods
Latest headlines on both assets
ADP is a provider of payroll and human capital management solutions servicing the full scope of businesses from micro to global enterprises. ADP was established in 1949 and serves over 990,000 clients primarily in the United States. ADP's employer services segment offers payroll, HCM solutions, HR outsourcing, insurance and retirement services. The smaller but faster-growing PEO segment provides HR outsourcing solutions to small and midsize businesses through a co-employment model.
Read more on ADP →American Homes 4 Rent is a real estate investment trust primarily focused on acquiring, operating, and leasing single-family homes as rental properties throughout the United States. The company's real estate portfolio is largely comprised of single-family properties in urban markets in the Southern and Midwestern regions of the U.S. American Homes 4 Rent's land holdings also represent a sizable percentage of its total assets in terms of value. The company derives the vast majority of its income in the form of rental revenue from single-family properties through short-term or annual leases. The firm's largest geographical markets include Dallas, Texas
Read more on AMH →