ADT Inc. (ADT) vs MSA Safety Incorporporated (MSA)

ADT Inc. and MSA Safety Incorporporated are both Security & Protection Services companies. MSA Safety Incorporporated is the larger, with a market value of $7.0B against $5.0B — 1.4× the size. ADT Inc. trades at the lower P/E: 8.9× against 22.2×. MSA Safety Incorporporated grew revenue faster over the last twelve months: 6.48% against 2.10%. MSA Safety Incorporporated has the higher net margin (16.1% vs 11.9%) and the higher return on invested capital (14.4% vs 7.23%). Both pay a dividend; ADT Inc. yields more (3.20% vs 1.20%). Across the 23 metrics below, ADT Inc. leads on 13 and MSA Safety Incorporporated on 10.

Valuation

Metric ADT MSA Security & Protection Services median
P/E 8.94 22.21 22.21
P/S 1.01 3.55 1.12
P/B 1.51 4.95 2.11
Price to free cash flow 3.24 19.51 20.05
EV/EBITDA 4.98 14.97 11.50
EV/Sales 2.50 3.75 2.08
Earnings yield 11.19% 4.50% 2.19%
Free cash flow yield 30.82% 5.12% 2.44%

Profitability

Metric ADT MSA Security & Protection Services median
Gross margin 80.71% 47.57% 41.45%
Operating margin 24.96% 21.23% 8.06%
Net margin 11.86% 16.13% 3.11%
Free cash flow margin 31.25% 18.21% 1.45%
Return on equity 17.17% 23.72% 5.40%
Return on assets 3.86% 12.19% 1.07%
Return on invested capital 7.23% 14.40% 2.40%

Growth

Metric ADT MSA Security & Protection Services median
Revenue growth (TTM) 2.10% 6.48% 6.22%
EPS growth (last fiscal year) 28.85% (1.66%) 29.52%
Revenue growth, 5-year CAGR (0.71%) 6.82% 7.35%
Net income growth, 5-year CAGR 0.00% 17.60% 0.00%

Health

Metric ADT MSA Security & Protection Services median
Debt to equity 2.21 0.42 0.20
Current ratio 0.69 3.24 1.93
Net debt to EBITDA 2.93 0.92 1.55

Dividend

Metric ADT MSA Security & Protection Services median
Dividend yield 3.20% 1.20% 1.72%
Payout ratio 0.31 0.27 0.28

Size

Metric ADT MSA Security & Protection Services median
Market cap 5.01b 7.01b 394.99m

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