Contrarian Corpus
activist full deck proxy fight
2017-08-17 · 168 pages

Automatic Data Processing, Inc. ADP

N 5 Narrative
V 4 Visual
C 4 Craft
Original source ↗

The three reasons

  1. 1

    Employer Services margins are 1,500-2,000 bps below potential vs. Paychex and peers

  2. 2

    ADP is a lethargic sleeping giant losing share in Mid-Market and Enterprise to cloud HCM rivals

  3. 3

    Optimal management drives EPS from $5.90 to $8.70 and shares to $221-$255 by 2021 (101-132% return)

Primary demands

  • Elect three new directors to the ADP board (William Ackman, Veronica Hagen, V. Paul Unruh)
  • Form a Board Committee to oversee a transformation plan
  • Redesign management incentives and compensation to align with transformation objectives
  • Fix corporate structure, business unit silos, matrix structure, and corporate bloat
  • Accelerate investments in best-in-class enterprise HCM product and back-end systems
  • Improve sub-segment disclosure (revenue, clients, retention, bookings, profitability by segment)

KPIs cited

Employer Services operating margin expansion
1,500 to 2,000 bps potential by FY 2022 (ex-float)
Consolidated EBIT margin
From 20% in FY2017 to ~32% by FY2022
FY2022 EPS uplift
$5.90 status quo vs. $8.70 optimized (~47% improvement)
Net operational revenue per employee
ADP $161k vs. Paychex $214k (+1.3x, 4.4% CAGR gap since 2011)
Adjusted gross profit margin
ADP 60% vs. Paychex 74% (+1,500bps gap)
Adjusted operational EBIT margin (ex-float)
ADP 22% vs. Paychex 41% (+1,900bps gap)
Enterprise client count CAGR 2009-2017
-8% (declined from 5,000 to ~2,500 clients)
Mid-Market client count CAGR 2009-2017
0% (flat at ~63-65k)
Bookings CAGR FY2011-2018E
~7% gross, but only ~4% in Employer Services ex-PEO pass-throughs
Sales force growth
~8% CAGR in quota-carrying reps vs. only ~7% bookings CAGR — productivity declining
Client revenue retention
ADP 90% vs. Ultimate ~97%, Cornerstone 95%, Workday >95%
SMB structural margin potential
~41% (Paychex benchmark) vs. ADP's ~19% ES margin
Mid-Market structural margin potential
35-45% based on Paycom/Paylocity gross margins of 73-85%

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Notable slides (9)

Notes

Signature Pershing Square proxy-fight deck (168 pages) for 2017 ADP annual meeting, seeking three board seats (Ackman, Hagen, Unruh). Core argument is a margin-gap / operational-underperformance thesis rather than a sum-of-parts: ES should earn 35%+ margins based on Paychex and sub-scale peer benchmarking. Heavy use of CEO-quote juxtaposition (Rodriguez claims 'balanced' competition while Ultimate's Scherr says 45-50% of new units come from ADP). 'Sleeping giant' framing on p.7 and 'The Time is Now' cover set the SCQA. Closing ask on p.143 is explicit proxy vote solicitation ahead of Sept 8 record date. Pershing ultimately lost the vote in Nov 2017. Visual style is clean but classic McKinsey-lite rather than Canadian Pacific 2012 tier — no editorial typography, limited custom data-viz.