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Investor Presentaiton

TSR Benchmarking: Gartner Cloud HCM MQ (1) (2) Assumes Market Capitalization Weighting as of 7/26/17 TSR ADP vs. Comparable TSR (Assumes 7/26/17 Close Price) Market Cap ($M) Weighting Beta (3) Since Carlos 5 Year 3 Year 1 Year Since Carlos 5 Year 3 Year 1 Year ADP (7/26/17 close price as "unaffected") $47,384 1.0 175% 142% 57% 13% ADP+CDK (7/27/17 intraday $49,896 1.0 203% 166% 73% 19% price as "unaffected") (4)(5) Oracle 217,370 58% 1.1 75% 83% 33% 27% 101% 59% 24% (14%) SAP 129,312 34% 0.8 95% 80% 36% 24% 80% 62% 21% (11%) Ultimate Software 7,007 2% 1.0 258% 149% 73% 3% (83%) (8%) (16%) 10% Workday 21,442 6% 1.6 29% 31% 28% (18%) Market Cap Weighted (6) $375,131 100% 86% 83% 35% 26% 89% 59% 22% (13%) Median 1.1 95% 83% 35% 26% 80% 59% 22% (12%) Mean 1.2 143% 104% 43% 21% 33% 38% 14% (8%) Sources: Bloomberg, Capital IQ Notes: 1. Publically traded companies in the Gartner "Magic Quadrant" for Cloud HCM for Midmarket and Large Enterprises. 2. Based on respective USD closing prices adjusted for corporate actions. 3. Betas are forward-looking and benchmarked on the S&P 500 with a weekly periodicity and 2-year lookback period. 4. Assumes ADP's 7/27/17 intraday price of $111.65 as of 12:00PM, which is the assumed ADP "unaffected" price; see Additional Materials page 61 for additional detail. 5. See page 9 for additional detail. 6. Re-weights current market capitalizations in time periods where not entire comparable company set is public. Copyright 2017 ADP, LLC. 65 ADP A more human resource.
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