COMPARE · Reviewed August 3, 2026
ADT vs BRC
Verdict: Side-by-side breakdown using the Bull Rankings model. ADT scored 54.9, BRC scored 63.1 — BRC leads.
Compare another set
ADT
ADT Inc.
54.9
$7.77 · $5.7B
fundamentals as of
Score gap
8.2
BRC leads
BRC
Brady Corporation
63.1
$98.54 · $4.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
ADT
stronger →← stronger
BRC
69
Qualityreturns · margins · balance sheet
78
52
Growthrevenue & earnings expansion
81
46
Valuevaluation vs sector peers
40
BRC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADT
BRC
$2.0bC+
FCF
$181mC
+2.1%C
Rev
+11.1%B
2.21D
D/E
0.07A
10.8xA
P/E
22.4xB+
2.33C
PEG
1.67C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADT
BRC
81% below
Price vs fair valuelower is cheaper
10% below
decline
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
+409%
1-yr DCF upside
-5%
+430%
5-yr DCF upside
+12%
+460%
10-yr DCF upside
+43%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADT
Why this score
- Diluting shareholders
BRC
Why this score
- 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.
BRCBrady Corporation
Why now
Security & Protection Services · market cap $4.5b. Trading near 52-week high of $99.29 — momentum setup, limited technical margin of safety. Revenue growing +11%, comfortably above the S&P median.
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
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.