COMPARE · Reviewed August 3, 2026
ADT vs BCO
Verdict: Side-by-side breakdown using the Bull Rankings model. ADT scored 54.9, BCO scored 67.5 — BCO leads.
Compare another set
Different reporting periods. ADT's fundamentals are as of June 2026, but BCO's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ADT
ADT Inc.
54.9
$7.77 · $5.7B
fundamentals as of
Score gap
12.6
BCO leads
BCO
The Brink's Company
67.5
$117.28 · $4.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
ADT
stronger →← stronger
BCO
69
Qualityreturns · margins · balance sheet
68
52
Growthrevenue & earnings expansion
61
46
Valuevaluation vs sector peers
74
BCO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADT
BCO
$2.0bC+
FCF
$296mC
+2.1%C
Rev
+7.3%B
2.21D
D/E
—
10.8xA
P/E
27.4xB
2.33C
PEG
1.16B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADT
BCO
81% below
Price vs fair valuelower is cheaper
13% below
decline
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
+409%
1-yr DCF upside
-1%
+430%
5-yr DCF upside
+15%
+460%
10-yr DCF upside
+44%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADT
Why this score
- Diluting shareholders
BCO
No notable signals flagged.
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.
BCOThe Brink's Company
Why now
Security & Protection Services · market cap $4.8b. 14% off the 52-week high of $136.37.
Moat
ROE 69% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 164% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 3.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.