WallStSmart

ADT Inc (ADT)vsEvolv Technologies Holdings Inc (EVLV)

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Smart Verdict

WallStSmart Research — data-driven comparison

ADT Inc generates 2913% more annual revenue ($5.16B vs $171.44M). ADT leads profitability with a 11.9% profit margin vs -3.0%. ADT earns a higher WallStSmart Score of 60/100 (C+).

ADT

Buy

60

out of 100

Grade: C+

Growth: 3.3Profit: 7.0Value: 5.7Quality: 3.5
Piotroski: 6/9Altman Z: 0.51

EVLV

Avoid

31

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 6.7Quality: 4.5
Piotroski: 3/9Altman Z: -1.15
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADTSignificantly Overvalued (-33.5%)

Margin of Safety

-33.5%

Fair Value

$5.85

Current Price

$6.40

$0.55 premium

UndervaluedFair: $5.85Overvalued
EVLVUndervalued (+83.0%)

Margin of Safety

+83.0%

Fair Value

$33.62

Current Price

$4.79

$28.83 discount

UndervaluedFair: $33.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADT3 strengths · Avg: 9.3/10
P/E RatioValuation
9.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
24.1%8/10

Strong operational efficiency at 24.1%

EVLV1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.4%10/10

Revenue surging 34.4% year-over-year

Areas to Watch

ADT4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

EPS GrowthGrowth
1.7%4/10

1.7% earnings growth

Altman Z-ScoreHealth
0.512/10

Distress zone — elevated risk

Debt/EquityHealth
2.211/10

Elevated debt levels

EVLV4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$883.17M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-4.4%2/10

ROE of -4.4% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : ADT

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

Bull Case : EVLV

The strongest argument for EVLV centers on Revenue Growth. Revenue growth of 34.4% demonstrates continued momentum.

Bear Case : ADT

The primary concerns for ADT are Revenue Growth, EPS Growth, Altman Z-Score. Debt-to-equity of 2.21 is elevated, increasing financial risk.

Bear Case : EVLV

The primary concerns for EVLV are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

ADT profiles as a value stock while EVLV is a hypergrowth play — different risk/reward profiles.

EVLV carries more volatility with a beta of 1.80 — expect wider price swings.

EVLV is growing revenue faster at 34.4% — sustainability is the question.

ADT generates stronger free cash flow (620M), providing more financial flexibility.

Bottom Line

ADT scores higher overall (60/100 vs 31/100). EVLV offers better value entry with a 83.0% margin of safety. 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.

Evolv Technologies Holdings Inc

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

Evolv Technologies Holdings, Inc. provides AI-based contactless security screening systems. The company is headquartered in Waltham, Massachusetts.

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