WallStSmart

ADT Inc (ADT)vsBridger Aerospace Group Holdings, Inc. Common Stock (BAER)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ADT Inc generates 4075% more annual revenue ($5.13B vs $122.83M). ADT leads profitability with a 11.6% profit margin vs 3.4%. ADT earns a higher WallStSmart Score of 56/100 (C).

ADT

Buy

56

out of 100

Grade: C

Growth: 2.7Profit: 7.5Value: 5.7Quality: 4.3
Piotroski: 7/9Altman Z: 0.46

BAER

Avoid

35

out of 100

Grade: F

Growth: 6.7Profit: 4.0Value: 5.0Quality: 5.5
Piotroski: 7/9Altman Z: -1.17
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADTSignificantly Overvalued (-69.0%)

Margin of Safety

-69.0%

Fair Value

$4.62

Current Price

$6.61

$1.99 premium

UndervaluedFair: $4.62Overvalued

Intrinsic value data unavailable for BAER.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADT3 strengths · Avg: 9.3/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
26.1%8/10

Strong operational efficiency at 26.1%

BAER1 strengths · Avg: 8.0/10
EPS GrowthGrowth
20.5%8/10

Earnings expanding 20.5% YoY

Areas to Watch

ADT3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

EPS GrowthGrowth
-17.0%2/10

Earnings declined 17.0%

Altman Z-ScoreHealth
0.462/10

Distress zone — elevated risk

BAER4 concerns · Avg: 2.8/10
Market CapQuality
$107.93M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Profit MarginProfitability
3.4%3/10

3.4% margin — thin

Revenue GrowthGrowth
-45.2%2/10

Revenue declined 45.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : ADT

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

Bull Case : BAER

The strongest argument for BAER centers on EPS Growth.

Bear Case : ADT

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

Bear Case : BAER

The primary concerns for BAER are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 2.71 is elevated, increasing financial risk. Thin 3.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

ADT carries more volatility with a beta of 0.99 — expect wider price swings.

ADT is growing revenue faster at 1.2% — sustainability is the question.

ADT generates stronger free cash flow (235M), providing more financial flexibility.

Monitor SECURITY & PROTECTION SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ADT scores higher overall (56/100 vs 35/100). Both earn "Buy" and "Avoid" 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.

Bridger Aerospace Group Holdings, Inc. Common Stock

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

Bridger Aerospace Group Holdings, Inc. provides aerial wildfire management, relief and suppression, and firefighting services in the United States. The company is headquartered in Belgrade, Montana.

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