Adt Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Adt Inc (ADT) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Adt Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 5,701M vs 92,167M combined for its competitors (5.8% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-5.3% annualized vs trailing 12 months), vs decelerating (-5.2%) for its tracked peer group.
- Growth: Adt Inc generated -12.9% revenue growth year over year in Q3 2026, vs -12.6% for its competitors combined.
- Profitability: Its 11.2% net margin compares with 11.0% for the peer group.
- Scale: Adt Inc ranks #2 of 5 companies by market capitalization in the Security & Armored Car Services industry, holding 33.7% of industry market cap.
- Peer revenue share: Adt Inc accounted for 5.8% of combined revenue among its tracked peer group, down from 5.8% a year earlier.
- Peer differentiation: Revenue per employee of $0.40M compares with $0.27M for the peer group (1.5x).
- Structure: Adt Inc operates in the following segments: Reportable.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ADT Sales vs. its Competitors, Q3 2026
Adt Inc reported revenue contraction of 12.89 % year on year in Q3 2026, below its competitors' combined revenue change of -12.57 %.
With a net margin of 11.16 %, Adt Inc achieved higher profitability than its competitors (11.04 %).
Adt Inc generated 5.82 % of the combined sales of its peer group, down from 5.84 % a year earlier.
API endpoints for this dataset
Adt Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Adt Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Adt Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Adt Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (8) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Adt Inc's competitor groups requires a Commercial License.
For context: the Security & Armored Car Services industry grew revenue -1.8% year over year, combined, vs -12.9% for Adt Inc. Adt Inc's share of combined industry revenue moved from 49.43% to 43.86%, a loss of 5.57 percentage points.
Adt Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Adt Inc | Yes | No | No | No |
| Competitors combined (18) | ||||
| High-Confidence Competitors (15) | ||||
| Similar-Size Competitors (3) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 62.50 % (5 of 8) | 37.50 % (3 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ADT Stock Performance relative to its Competitors
ADT Stock Performance relative to High-Confidence Competitors
ADT Stock Performance relative to Similar-Size Competitors
ADT Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Stanley Black and Decker Inc | 282.9% | Outperformed |
| 2 | Allison Transmission Holdings Inc | 282.9% | Outperformed |
| 3 | Cass Information Systems Inc | 282.9% | Outperformed |
| 4 | Johnson Controls International Plc | 282.9% | Outperformed |
| 5 | Honeywell International Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Adt Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Adt Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Adt Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Adt Inc |
- | 5,700.73 |
 Trane Technologies Plc |
88,949.66 | 23,227.10 |
 Johnson Controls International Plc |
82,908.42 | 24,433.00 |
 Honeywell International Inc |
70,239.96 | 30,716.00 |
 Emcor Group Inc |
26,921.30 | 19,838.55 |
 Stanley Black and Decker Inc |
17,301.92 | 15,247.70 |
| SUBTOTAL | 321,970.07 | 147,923.02 |
Sign in to see all competitors of Adt Inc .
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Adt Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Adt Inc's Competitors Named by the Company
Competitive relationships identified from Adt Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Arlo Technologies, Inc. | Company report | 85% |
| Roku Inc. | Company report | 85% |
| SimpliSafe Home Security Systems | Company report | 85% |
| Wyze Home Monitoring | Company report | 85% |
| Brinks Home Security | Company report | 85% |
| Ring Smart Security System by Amazon | Company report | 85% |
| Vivint Smart Home, Inc (a subsidiary of NRG) | Company report | 85% |
| Xfinity Home Security (a division of Comcast Corporation) | Company report | 85% |
| State Farm | Company report | 85% |
| NRG | Company report | 85% |
| Xfinity Home Security | Company report | 85% |
| Company report | 85% | |
| Comcast Corporation | Company report | 85% |
| Monitronics International, Inc. | Company report | 85% |
| HomeKit by Apple | Company report | 85% |
| Best Buy’s Geek Squad | Company report | 85% |
| Securitas Technology | Company report | 85% |
| Convergint Technologies | Company report | 85% |
| Angi | Company report | 85% |
| Johnson Controls | Company report | 85% |
| OnTech | Company report | 85% |
| SunPower Inc. | Company report | 85% |
| Amazon’s Ring Smart Security System | Company report | 85% |
| Power Home Solar, LLC | Company report | 85% |
| Trinity Solar, Inc. | Company report | 85% |
| Apple’s HomeKit | Company report | 85% |
| Securitas AB | Company report | 85% |
| Stanley Black & Decker, Inc. | Company report | 85% |
| Sunrun, Inc. | Company report | 85% |
| Sunnova Energy International, Inc. | Company report | 85% |
| Securitas Electronic Security | Company report | 85% |
| STANLEY Security | Company report | 85% |
| Titan Solar Power | Company report | 85% |
| SimpliSafe | Company report | 85% |
| Amazon Ring | Company report | 85% |
| Apple HomeKit | Company report | 85% |
| Honeywell International Inc | Company report | 85% |
| Logicmark Inc | Company report | 85% |
| Federal Signal Corporation | Company report | 85% |
Company report basis, confidence, active dates and source counts for Adt Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Adt Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Adt Inc | Reportable 100.00 % |
| Johnson Controls International Plc | Americas 66.79 % |
| Honeywell International Inc | Building Automation 40.45 % |
| Stanley Black and Decker Inc | Tools and Outdoor 89.40 % |
| Borgwarner Inc | Turbos & Thermal Technologies 39.35 % |
| Allison Transmission Holdings Inc | Allison Transmission 57.43 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Adt Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Adt Inc | - | 398,652 | 43,230 |
| Trane Technologies Plc | 88,950 | 527,889 | 72,055 |
| Johnson Controls International Plc | 82,908 | 108,591 | 16,342 |
| Honeywell International Inc | 70,240 | 304,119 | 69,525 |
| Emcor Group Inc | 26,921 | 450,876 | 35,084 |
| Stanley Black and Decker Inc | 17,302 | 350,522 | 14,264 |
| PEERS TOTAL | 321,970 | 271,332 | 33,626 |
Adt Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Trane Technologies Plc | Americas 83.55 % |
| Emcor Group Inc | UNITED STATES 100.00 % |
| Stanley Black and Decker Inc | United States 61.43 % |
| Borgwarner Inc | Europe 34.76 % |
| Federal Signal Corporation | United States 82.43 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Adt Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 4 companies in Adt Inc's industry classification, broader than the peer set above. Market cap in millions of $.Adt Inc ranks #2 of 4 companies by market capitalization in its industry, holding 33.69 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 5,529, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Allegion Plc | 15,944 | 66.29 % |
| 2 | Adt Inc | 8,104 | 33.69 % |
| 3 | Guardforce Ai Co Limited | 1,234 | 5.2% |
| 4 | Su Group Holdings Limited | 1,234 | 5.2% |
| 0 | AMERIGUARD SECURITY SERVICES, INC. | 1,234 | 5.2% |
Market cap and industry share for the rest of Adt Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Adt Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Allegion Plc | 15,944 | 11.75 % |
| 2 | Adt Inc | 8,104 | 21.61 % |
| 3 | Guardforce Ai Co Limited | 1,234 | 12.3% |
| 4 | Su Group Holdings Limited | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Adt Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Adt Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Security & Armored Car Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (10 companies). See the full Security & Armored Car Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 24.69 % (avg) | -24.7 pp |
| Operating Margin | 22.53 % | industry median | +0.5 pp |
| EBITDA Margin | 54.34 % | 11.01 % (avg) | +43.3 pp |
| Capital Intensity (Capex / Revenue) | 11.62 % | 5.64 % (avg) | +6.0 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Adt Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 4.65 % | 15.88 % | 4.84 % | 0.38 % | 23.01 % | -18.20 % | -16.73 % | 6.37 % |
| Operating Margin | 4.94 % | 3.01 % | 0.59 % | 0.22 % | 5.42 % | 17.09 % | 21.03 % | 21.42 % |
| Return on Invested Capital | 1.34 % | 1.03 % | 0.50 % | 0.09 % | 2.48 % | 6.40 % | 6.52 % | 6.29 % |
| P/E | - | - | - | - | 108.5x | 11.3x | 13.7x | 12.2x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Adt Inc's Strategic Group Map
Adt Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Adt Inc's trailing-12-month revenue growth of -5.4% and operating margin of 22.5% compares with an average of -0.7% growth and 14.2% margin across its 8 closest peers by combined growth, margin and ROIC -- Adt Inc sits below that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Adt Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Adt Inc falls in the Dog quadrant: relative market share of 0.51x vs its largest competitor, in an industry growing revenue 5.5% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Allegion Plc alone holds 66% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Adt Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 5,529 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 11.62 % vs industry average 5.64 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Adt Inc's dedicated Suppliers and Customers pages, not here.
Adt Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Adt Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Adt Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 5.8 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-5.3% annualized vs trailing 12 months).
Opportunities
No rule matched.
Threats
- Industry dominated by Allegion Plc, holding 66.29 % of industry market cap.
- Losing revenue share to the broader industry (-5.6 points over the past year).
- Tracked peer group's revenue run-rate is broadly decelerating (-5.2% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Adt Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Adt Inc | 0.13 | 0.68 | 3.26 |
| Trane Technologies Plc | 0.06 | 1.13 | 0.52 |
| Johnson Controls International Plc | 0.05 | 0.96 | 0.70 |
| Honeywell International Inc | 0.47 | 1.24 | 1.69 |
| Emcor Group Inc | 0.18 | 1.23 | - |
| Stanley Black and Decker Inc | 0.07 | 1.19 | 0.66 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Adt Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Adt Inc | Q3 2026 | -12.9 % | +3.8 % |
| Trane Technologies Plc | Q3 2026 | +17.7 % | +23.3 % |
| Johnson Controls International Plc | Q1 2026 | +8.2 % | +17.1 % |
| Honeywell International Inc | Q3 2026 | -52.0 % | -64.3 % |
| Emcor Group Inc | Q3 2026 | +28.8 % | +35.4 % |
| Stanley Black and Decker Inc | Q2 2026 | +0.4 % | +244.7 % |
| PEERS TOTAL | -5.1 % | -14.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Adt Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Adt Inc | Q3 2026 | - | -15.0 % |
| Trane Technologies Plc | Q3 2026 | +20.7 % | +58.0 % |
| Johnson Controls International Plc | Q1 2026 | +7.6 % | - |
| Honeywell International Inc | Q3 2026 | -5.7 % | - |
| Emcor Group Inc | Q3 2026 | +27.9 % | +39.4 % |
| Stanley Black and Decker Inc | Q2 2026 | -7.8 % | -18.5 % |
Adt Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Adt Inc | 3.90% | 3.17% | 16.83% |
| Trane Technologies Plc | 13.79% | 19.71% | 36.24% |
| Johnson Controls International Plc | 9.33% | 15.77% | 26.03% |
| Honeywell International Inc | 10.10% | 15.11% | 39.45% |
| Emcor Group Inc | 15.36% | 24.10% | 38.84% |
| Stanley Black and Decker Inc | 2.93% | 4.28% | 6.90% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Adt Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Adt Inc | 13.67 | - |
| Trane Technologies Plc | 37.17 | 3.83 |
| Johnson Controls International Plc | 24.51 | 3.39 |
| Honeywell International Inc | 10.46 | 2.29 |
| Emcor Group Inc | 17.60 | 1.36 |
| Stanley Black and Decker Inc | 28.01 | 1.13 |
| PEERS AVERAGE | 17.65 | 2.18 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.