COMPARE · Data as of August 21, 2026
ADT vs GEO
Verdict: Side-by-side breakdown using the Bull Rankings model. ADT scored 59.3, GEO scored 45.0 — ADT leads.
Compare another set
ADT
ADT Inc.
59.3
$7.38 · $5.4B
fundamentals as of
Score gap
14.3
ADT leads
GEO
Geo Group Inc (The) REIT
45
$32.71 · $4.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestADT10.3x
- Fastest growthGEO+15.3%
- Strongest balance sheetGEO1.06
- Highest qualityADT69 / 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
GEO
69
Qualityreturns · margins · balance sheet
62
52
Growthrevenue & earnings expansion
46
58
Valuevaluation vs sector peers
32
ADT is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ADT
GEO
$2.0bC+
FCF
$26mC-
+2.1%C
Rev
+15.3%B+
2.24D
D/E
1.06C+
10.3xA
P/E
15.4xA-
1.50B
PEG
1.82C+
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
GEO
82% below
Price vs fair valuelower is cheaper
471% above
decline
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
+440%
1-yr DCF upside
-87%
+467%
5-yr DCF upside
-82%
+508%
10-yr DCF upside
-73%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADT
Why this score
- Diluting shareholders
GEO
Why this score
- Buying back stock
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.
GEOGeo Group Inc (The) REIT
Why now
Security & Protection Services · market cap $4.3b. Trading near 52-week high of $32.91 — momentum setup, limited technical margin of safety. Revenue growing +15%, comfortably above the S&P median. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $37.75 (implying +15% upside).
Moat
ROE 19% 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.
Where ADT and GEO diverge
On the headline score the gap is 14.3 points in favor of ADT. The widest single difference is Value, where ADT leads by 26.7 points.
- ValueADT 58.5 · GEO 31.8ADT +26.7
- QualityADT 68.7 · GEO 62.4ADT +6.3
- GrowthADT 51.8 · GEO 46.0ADT +5.8
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.