ADT Inc. (ADT) vs Brink's Company (The) (BCO)

ADT Inc. and Brink's Company (The) are both Security & Protection Services companies. ADT Inc. and Brink's Company (The) are of similar size ($4.7B and $4.4B). ADT Inc. trades at the lower P/E: 8.3× against 24.8×. Brink's Company (The) grew revenue faster over the last twelve months: 8.12% against 2.10%. ADT Inc. has the higher net margin (11.9% vs 3.30%) and the lower return on invested capital (7.23% vs 15.7%). Both pay a dividend; ADT Inc. yields more (2.16% vs 1.25%). Across the 23 metrics below, ADT Inc. leads on 13 and Brink's Company (The) on 10.

Valuation

Metric ADT BCO Security & Protection Services median
P/E 8.31 24.81 21.88
P/S 0.94 0.81 1.21
P/B 1.40 10.03 2.21
Price to free cash flow 3.02 10.88 20.62
EV/EBITDA 4.84 7.02 12.37
EV/Sales 2.43 1.15 1.86
Earnings yield 12.03% 4.03% 3.67%
Free cash flow yield 33.13% 9.19% 1.13%

Profitability

Metric ADT BCO Security & Protection Services median
Gross margin 80.71% 26.43% 41.45%
Operating margin 24.96% 10.51% 8.06%
Net margin 11.86% 3.30% 3.72%
Free cash flow margin 31.25% 7.44% 1.45%
Return on equity 17.17% 43.72% 9.87%
Return on assets 3.86% 2.51% 2.54%
Return on invested capital 7.23% 15.73% 3.11%

Growth

Metric ADT BCO Security & Protection Services median
Revenue growth (TTM) 2.10% 8.12% 5.96%
EPS growth (last fiscal year) 28.85% 30.19% —
Revenue growth, 5-year CAGR (0.71%) 7.35% 7.35%
Net income growth, 5-year CAGR 0.00% 65.67% 0.00%

Health

Metric ADT BCO Security & Protection Services median
Debt to equity 2.21 9.03 0.20
Current ratio 0.69 1.62 1.93
Net debt to EBITDA 2.93 1.95 1.55

Dividend

Metric ADT BCO Security & Protection Services median
Dividend yield 2.16% 1.25% 1.53%
Payout ratio — 0.34 0.00

Size

Metric ADT BCO Security & Protection Services median
Market cap 4.69b 4.36b 395.79m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack