COMPARE · Reviewed August 3, 2026
ADT vs ALLE
Verdict: Side-by-side breakdown using the Bull Rankings model. ADT scored 54.9, ALLE scored 69.9 — ALLE leads.
Compare another set
ADT
ADT Inc.
54.9
$7.77 · $5.7B
fundamentals as of
Score gap
15.0
ALLE leads
ALLE
Allegion plc
69.9
$164.64 · $14.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
ADT
stronger →← stronger
ALLE
69
Qualityreturns · margins · balance sheet
83
52
Growthrevenue & earnings expansion
82
46
Valuevaluation vs sector peers
51
ALLE is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ADT
ALLE
$2.0bC+
FCF
$671mC+
+2.1%C
Rev
+10.6%B
2.21D
D/E
1.05C+
10.8xA
P/E
21.6xB+
2.33C
PEG
2.25C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADT
ALLE
81% below
Price vs fair valuelower is cheaper
10% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
+409%
1-yr DCF upside
-15%
+430%
5-yr DCF upside
-9%
+460%
10-yr DCF upside
+1%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADT
Why this score
- Diluting shareholders
ALLE
Why this score
- Raising its dividend
- Durable high returns
The companies
ADTADT Inc.
Why now
Security & Protection Services · market cap $5.7b. 13% off the 52-week high of $8.94. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $8.23 (implying +6% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.21 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
ALLEAllegion plc
Why now
Security & Protection Services · market cap $14.0b. 10% off the 52-week high of $183.11. Revenue growing +11%, comfortably above the S&P median. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $173.00 (implying +5% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 102% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.