ADT Inc (ADT)vsMSA Safety (MSA)
ADT
ADT Inc
$6.61
+1.07%
INDUSTRIALS · Cap: $5.36B
MSA
MSA Safety
$176.03
+0.60%
INDUSTRIALS · Cap: $6.85B
Smart Verdict
WallStSmart Research — data-driven comparison
ADT Inc generates 174% more annual revenue ($5.13B vs $1.87B). MSA leads profitability with a 14.9% profit margin vs 11.6%. ADT trades at a lower P/E of 9.6x. MSA earns a higher WallStSmart Score of 60/100 (C+).
ADT
Buy56
out of 100
Grade: C
MSA
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.0%
Fair Value
$4.62
Current Price
$6.61
$1.99 premium
Margin of Safety
-307.5%
Fair Value
$48.28
Current Price
$176.03
$127.75 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 26.1%
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 24.1%
Areas to Watch
1.2% revenue growth
Earnings declined 17.0%
Distress zone — elevated risk
2.2% revenue growth
Earnings declined 0.4%
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. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : ADT
The primary concerns for ADT are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : MSA
The primary concerns for MSA are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
ADT carries more volatility with a beta of 0.99 — expect wider price swings.
MSA is growing revenue faster at 2.2% — 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
MSA scores higher overall (60/100 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.
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.
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