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ADT Inc. (ADT) vs Allegion PLC (ALLE)

ADT Inc. and Allegion PLC are both Security & Protection Services companies. Allegion PLC is the larger, with a market value of $13.2B against $5.0B — 2.6× the size. ADT Inc. trades at the lower P/E: 8.9× against 20.5×. Allegion PLC grew revenue faster over the last twelve months: 10.6% against 2.10%. Allegion PLC has the higher net margin (15.4% vs 11.9%) and the higher return on invested capital (14.6% vs 7.23%). Both pay a dividend; ADT Inc. yields more (3.20% vs 1.38%). Across the 23 metrics below, ADT Inc. leads on 13 and Allegion PLC on 10.

Valuation

Metric ADT ALLE Security & Protection Services median
P/E 8.94 20.46 22.21
P/S 1.01 3.13 1.12
P/B 1.51 6.33 2.11
Price to free cash flow 3.24 19.99 20.05
EV/EBITDA 4.98 14.60 11.50
EV/Sales 2.50 3.53 2.08
Earnings yield 11.19% 4.89% 2.19%
Free cash flow yield 30.82% 5.00% 2.44%

Profitability

Metric ADT ALLE Security & Protection Services median
Gross margin 80.71% 44.80% 41.45%
Operating margin 24.96% 20.83% 8.06%
Net margin 11.86% 15.36% 3.11%
Free cash flow margin 31.25% 15.65% 1.45%
Return on equity 17.17% 33.73% 5.40%
Return on assets 3.86% 12.82% 1.07%
Return on invested capital 7.23% 14.58% 2.40%

Growth

Metric ADT ALLE Security & Protection Services median
Revenue growth (TTM) 2.10% 10.63% 6.22%
EPS growth (last fiscal year) 28.85% 9.09% 29.52%
Revenue growth, 5-year CAGR (0.71%) 8.38% 7.35%
Net income growth, 5-year CAGR 0.00% 15.42% 0.00%

Health

Metric ADT ALLE Security & Protection Services median
Debt to equity 2.21 0.96 0.20
Current ratio 0.69 1.93 1.93
Net debt to EBITDA 2.93 1.64 1.55

Dividend

Metric ADT ALLE Security & Protection Services median
Dividend yield 3.20% 1.38% 1.72%
Payout ratio 0.31 0.28 0.28

Size

Metric ADT ALLE Security & Protection Services median
Market cap 5.01b 13.24b 394.99m

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