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

ADT Inc. and MSA Safety Incorporporated are both Security & Protection Services companies. ADT Inc. is the larger, with a market value of $7.2B against $6.6B — 1.1× the size. ADT Inc. trades at the lower P/E: 12.4× against 21.8×. MSA Safety Incorporporated grew revenue faster over the last twelve months: 8.09% against 2.02%. MSA Safety Incorporporated has the higher net margin (15.0% vs 11.9%) and the higher return on invested capital (10.9% vs 7.19%). Both pay a dividend; ADT Inc. yields more (2.22% vs 1.26%). 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 12.42 21.81 22.53
P/S 1.39 3.25 1.17
P/B 1.99 4.58 2.09
Price to free cash flow 4.50 20.35 19.49
EV/EBITDA 5.72 15.33 11.17
EV/Sales 2.83 3.70 1.97
Earnings yield 8.05% 4.59% 3.26%
Free cash flow yield 22.20% 4.91% 1.46%

Profitability

Metric ADT MSA Security & Protection Services median
Gross margin 80.09% 47.29% 38.10%
Operating margin 24.63% 20.21% 9.80%
Net margin 11.85% 15.03% 2.88%
Free cash flow margin 30.76% 15.99% 0.00%
Return on equity 16.94% 22.18% 8.74%
Return on assets 3.87% 10.38% 1.21%
Return on invested capital 7.19% 10.90% 1.98%

Growth

Metric ADT MSA Security & Protection Services median
Revenue growth (TTM) 2.02% 8.09% 7.23%
EPS growth (last fiscal year) 28.85% (1.66%) 35.69%
Revenue growth, 5-year CAGR (0.71%) 6.82% 7.09%
Net income growth, 5-year CAGR 0.00% 17.60% 0.00%

Health

Metric ADT MSA Security & Protection Services median
Debt to equity 2.14 0.76 0.20
Current ratio 0.47 2.65 1.92
Net debt to EBITDA 2.93 0.92 1.55

Dividend

Metric ADT MSA Security & Protection Services median
Dividend yield 2.22% 1.26% 1.65%
Payout ratio 0.30 0.28 0.28

Size

Metric ADT MSA Security & Protection Services median
Market cap 7.23b 6.55b 408.73m

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