WallStSmart

ADT Inc (ADT)vsAllegion PLC (ALLE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ADT Inc generates 24% more annual revenue ($5.14B vs $4.16B). ALLE leads profitability with a 15.2% profit margin vs 12.1%. ADT trades at a lower P/E of 9.1x. ADT earns a higher WallStSmart Score of 64/100 (C+).

ADT

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 7.5Value: 7.7Quality: 4.3
Piotroski: 6/9Altman Z: 0.47

ALLE

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 8.5Value: 4.0Quality: 5.5
Piotroski: 3/9Altman Z: 2.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADTUndervalued (+25.8%)

Margin of Safety

+25.8%

Fair Value

$10.52

Current Price

$6.87

$3.65 discount

UndervaluedFair: $10.52Overvalued
ALLESignificantly Overvalued (-24.8%)

Margin of Safety

-24.8%

Fair Value

$143.79

Current Price

$134.37

$9.42 premium

UndervaluedFair: $143.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADT4 strengths · Avg: 9.0/10
P/E RatioValuation
9.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

EPS GrowthGrowth
26.4%8/10

Earnings expanding 26.4% YoY

ALLE1 strengths · Avg: 10.0/10
Return on EquityProfitability
34.2%10/10

Every $100 of equity generates 34 in profit

Areas to Watch

ADT2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.9%4/10

0.9% revenue growth

Altman Z-ScoreHealth
0.472/10

Distress zone — elevated risk

ALLE4 concerns · Avg: 3.0/10
PEG RatioValuation
2.044/10

Expensive relative to growth rate

Debt/EquityHealth
1.103/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-7.0%2/10

Earnings declined 7.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : ADT

The strongest argument for ADT centers on P/E Ratio, Price/Book, Operating Margin.

Bull Case : ALLE

The strongest argument for ALLE centers on Return on Equity. Profitability is solid with margins at 15.2% and operating margin at 18.9%.

Bear Case : ADT

The primary concerns for ADT are Revenue Growth, Altman Z-Score.

Bear Case : ALLE

The primary concerns for ALLE are PEG Ratio, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

ADT profiles as a value stock while ALLE is a mature play — different risk/reward profiles.

ADT carries more volatility with a beta of 1.07 — expect wider price swings.

ALLE is growing revenue faster at 9.7% — sustainability is the question.

ADT generates stronger free cash flow (589M), providing more financial flexibility.

Bottom Line

ADT scores higher overall (64/100 vs 56/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ADT Inc

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

ADT Inc. provides security, automation and smart home solutions to consumers and business customers in the United States. The company is headquartered in Boca Raton, Florida.

Allegion PLC

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

Allegion plc is an American-Irish provider based in Dublin of security products, for homes and businesses. It comprises thirty one global brands, including CISA, Interflex, LCN, Schlage and Von Duprin.

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