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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 $15.8B against $7.2B — 2.2× the size. ADT Inc. trades at the lower P/E: 12.4× against 22.9×. Allegion PLC grew revenue faster over the last twelve months: 10.3% against 2.02%. Allegion PLC has the higher net margin (15.7% vs 11.9%) and the higher return on invested capital (15.5% vs 7.19%). Both pay a dividend; ADT Inc. yields more (2.23% vs 1.17%). 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 12.41 22.95 22.48
P/S 1.38 3.57 1.24
P/B 1.98 7.22 2.18
Price to free cash flow 4.50 21.20 19.92
EV/EBITDA 5.72 15.95 11.67
EV/Sales 2.83 3.95 1.98
Earnings yield 8.06% 4.36% 3.26%
Free cash flow yield 22.22% 4.72% 1.33%

Profitability

Metric ADT ALLE Security & Protection Services median
Gross margin 80.09% 45.09% 38.10%
Operating margin 24.63% 21.50% 9.80%
Net margin 11.85% 15.74% 2.88%
Free cash flow margin 30.76% 16.85% 0.00%
Return on equity 16.94% 33.56% 2.02%
Return on assets 3.87% 12.93% 1.21%
Return on invested capital 7.19% 15.46% 1.98%

Growth

Metric ADT ALLE Security & Protection Services median
Revenue growth (TTM) 2.02% 10.33% 7.23%
EPS growth (last fiscal year) 28.85% 9.09% 35.69%
Revenue growth, 5-year CAGR (0.71%) 8.38% 7.09%
Net income growth, 5-year CAGR 0.00% 15.42% 0.00%

Health

Metric ADT ALLE Security & Protection Services median
Debt to equity 2.14 0.94 0.20
Current ratio 0.47 1.90 1.92
Net debt to EBITDA 2.93 1.64 1.55

Dividend

Metric ADT ALLE Security & Protection Services median
Dividend yield 2.23% 1.17% 1.64%
Payout ratio 0.30 0.27 0.28

Size

Metric ADT ALLE Security & Protection Services median
Market cap 7.23b 15.78b 399.48m

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