COMPARE · Data as of August 21, 2026
ADT vs ALLE
Verdict: Side-by-side breakdown using the Bull Rankings model. ADT scored 59.3, ALLE scored 67.8 — ALLE leads.
Compare another set
ADT
ADT Inc.
59.3
$7.38 · $5.4B
fundamentals as of
Score gap
8.5
ALLE leads
ALLE
Allegion plc
67.8
$162.31 · $13.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestADT10.3x
- Fastest growthALLE+10.6%
- Strongest balance sheetALLE1.05
- Highest qualityALLE83 / 100
- Largest discount to fair valueADT-82%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ADT
stronger →← stronger
ALLE
69
Qualityreturns · margins · balance sheet
83
52
Growthrevenue & earnings expansion
82
58
Valuevaluation vs sector peers
46
ALLE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADT
ALLE
$2.0bC+
FCF
$671mC+
+2.1%C
Rev
+10.6%B
2.24D
D/E
1.05C+
10.3xA
P/E
21.3xB+
1.50B
PEG
2.33C
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADT
ALLE
82% below
Price vs fair valuelower is cheaper
7% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
+440%
1-yr DCF upside
-14%
+467%
5-yr DCF upside
-7%
+508%
10-yr DCF upside
+4%
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 $5.4b. 17% 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 +12% 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 2.24 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
ALLEAllegion plc
Why now
Security & Protection Services · market cap $13.8b. 11% 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 $174.64 (implying +8% 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.
Where ADT and ALLE diverge
On the headline score the gap is 8.5 points in favor of ALLE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthADT 51.8 · ALLE 81.7ALLE +29.9
- QualityADT 68.7 · ALLE 82.8ALLE +14.1
- ValueADT 58.5 · ALLE 46.1ADT +12.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.