ADT Inc (ADT)vsMSA Safety (MSA)
ADT
ADT Inc
$6.87
-0.43%
INDUSTRIALS · Cap: $5.45B
MSA
MSA Safety
$169.94
-1.14%
INDUSTRIALS · Cap: $6.72B
Smart Verdict
WallStSmart Research — data-driven comparison
ADT Inc generates 168% more annual revenue ($5.14B vs $1.92B). MSA leads profitability with a 15.2% profit margin vs 12.1%. ADT trades at a lower P/E of 9.1x. MSA earns a higher WallStSmart Score of 74/100 (B).
ADT
Buy64
out of 100
Grade: C+
MSA
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.8%
Fair Value
$10.52
Current Price
$6.87
$3.65 discount
Margin of Safety
-84.7%
Fair Value
$106.53
Current Price
$169.94
$63.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.5%
Earnings expanding 26.4% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.6%
Earnings expanding 21.2% YoY
Areas to Watch
0.9% revenue growth
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ADT
The strongest argument for ADT centers on P/E Ratio, Price/Book, Operating Margin.
Bull Case : MSA
The strongest argument for MSA centers on Altman Z-Score, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.2% and operating margin at 20.6%. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : ADT
The primary concerns for ADT are Revenue Growth, Altman Z-Score.
Bear Case : MSA
No major red flags identified for MSA, but monitor valuation.
Key Dynamics to Monitor
ADT profiles as a value stock while MSA is a mature play — different risk/reward profiles.
ADT carries more volatility with a beta of 1.07 — expect wider price swings.
MSA is growing revenue faster at 10.0% — sustainability is the question.
ADT generates stronger free cash flow (589M), providing more financial flexibility.
Bottom Line
MSA scores higher overall (74/100 vs 64/100), backed by strong 15.2% margins. ADT offers better value entry with a 25.8% margin of safety. Both earn "Strong 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.
MSA Safety
INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA
MSA Safety Incorporated develops, manufactures, and supplies safety products that protect people and facility infrastructure in the oil, gas, petrochemical, fire, construction, industrial manufacturing, utility, military, and mining industries in America. North, Latin America and internationally. . The company is headquartered in Cranberry Township, Pennsylvania.
Visit Website →Compare with Other SECURITY & PROTECTION SERVICES Stocks
Want to dig deeper into these stocks?