Security & Protection Services
Compare Stocks
5 / 10Stock Comparison
ADT vs ALLE vs NSSC vs CSGP vs REZI
Revenue, margins, valuation, and 5-year total return — side by side.
Security & Protection Services
Security & Protection Services
Real Estate - Services
Security & Protection Services
ADT vs ALLE vs NSSC vs CSGP vs REZI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Security & Protection Services | Security & Protection Services | Security & Protection Services | Real Estate - Services | Security & Protection Services |
| Market Cap | $5.18B | $11.76B | $1.48B | $14.83B | $6.04B |
| Revenue (TTM) | $5.14B | $4.16B | $197M | $3.41B | $7.47B |
| Net Income (TTM) | $623M | $634M | $37M | $25M | $-527M |
| Gross Margin | 50.4% | 45.0% | 57.0% | 77.4% | 29.4% |
| Operating Margin | 25.6% | 20.6% | 19.9% | -0.8% | 8.1% |
| Forward P/E | 7.5x | 15.6x | 29.0x | 25.8x | 13.1x |
| Total Debt | $7.69B | $2.28B | $5M | $1.14B | $3.17B |
| Cash & Equiv. | $81M | $356M | $83M | $1.73B | $661M |
ADT vs ALLE vs NSSC vs CSGP vs REZI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ADT Inc. (ADT) | 100 | 97.3 | -2.7% |
| Allegion plc (ALLE) | 100 | 137.2 | +37.2% |
| Napco Security Tech… (NSSC) | 100 | 366.0 | +266.0% |
| CoStar Group, Inc. (CSGP) | 100 | 53.3 | -46.7% |
| Resideo Technologie… (REZI) | 100 | 570.4 | +470.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ADT vs ALLE vs NSSC vs CSGP vs REZI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ADT has the current edge in this matchup, primarily because of its strength in value and dividends.
- Lower P/E (7.5x vs 13.1x)
- 3.0% yield, 3-year raise streak, vs ALLE's 1.5%, (1 stock pays no dividend)
ALLE ranks third and is worth considering specifically for income & stability and defensive.
- Dividend streak 12 yrs, beta 0.67, yield 1.5%
- Beta 0.67, yield 1.5%, current ratio 1.84x
- Beta 0.67 vs REZI's 2.27
NSSC is the #2 pick in this set and the best alternative if long-term compounding and valuation efficiency is your priority.
- 13.7% 10Y total return vs ALLE's 127.3%
- PEG 0.74 vs ALLE's 0.92
- 18.7% margin vs REZI's -7.1%
- 17.6% ROA vs REZI's -6.2%, ROIC 38.2% vs 9.0%
CSGP is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 18.7%, EPS growth -95.1%, 3Y rev CAGR 14.2%
- Lower volatility, beta 0.80, Low D/E 13.7%, current ratio 2.84x
- 18.7% FFO/revenue growth vs NSSC's -3.8%
REZI is the clearest fit if your priority is momentum.
- +111.6% vs CSGP's -53.6%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.7% FFO/revenue growth vs NSSC's -3.8% | |
| Value | Lower P/E (7.5x vs 13.1x) | |
| Quality / Margins | 18.7% margin vs REZI's -7.1% | |
| Stability / Safety | Beta 0.67 vs REZI's 2.27 | |
| Dividends | 3.0% yield, 3-year raise streak, vs ALLE's 1.5%, (1 stock pays no dividend) | |
| Momentum (1Y) | +111.6% vs CSGP's -53.6% | |
| Efficiency (ROA) | 17.6% ROA vs REZI's -6.2%, ROIC 38.2% vs 9.0% |
ADT vs ALLE vs NSSC vs CSGP vs REZI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ADT vs ALLE vs NSSC vs CSGP vs REZI — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
ADT leads in 1 of 6 categories
NSSC leads 1 • REZI leads 1 • ALLE leads 0 • CSGP leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — ADT and CSGP each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
REZI is the larger business by revenue, generating $7.5B annually — 37.9x NSSC's $197M. NSSC is the more profitable business, keeping 18.7% of every revenue dollar as net income compared to REZI's -7.1%. On growth, CSGP holds the edge at +22.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $5.1B | $4.2B | $197M | $3.4B | $7.5B |
| EBITDAEarnings before interest/tax | $2.9B | $959M | $42M | $278M | $802M |
| Net IncomeAfter-tax profit | $623M | $634M | $37M | $25M | -$527M |
| Free Cash FlowCash after capex | $1.8B | $704M | $56M | $241M | -$1.3B |
| Gross MarginGross profit ÷ Revenue | +50.4% | +45.0% | +57.0% | +77.4% | +29.4% |
| Operating MarginEBIT ÷ Revenue | +25.6% | +20.6% | +19.9% | -0.8% | +8.1% |
| Net MarginNet income ÷ Revenue | +12.1% | +15.2% | +18.7% | +0.7% | -7.1% |
| FCF MarginFCF ÷ Revenue | +34.8% | +16.9% | +28.6% | +7.1% | -16.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.9% | +9.7% | +11.8% | +22.5% | +2.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +26.7% | -7.0% | -103.6% | +127.7% | +11.4% |
Valuation Metrics
ADT leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 10.3x trailing earnings, ADT trades at a 100% valuation discount to CSGP's 2107.2x P/E. Adjusting for growth (PEG ratio), NSSC offers better value at 0.90x vs ALLE's 1.08x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $5.2B | $11.8B | $1.5B | $14.8B | $6.0B |
| Enterprise ValueMkt cap + debt − cash | $12.8B | $13.7B | $1.4B | $14.2B | $8.5B |
| Trailing P/EPrice ÷ TTM EPS | 10.28x | 18.39x | 34.94x | 2107.23x | -10.68x |
| Forward P/EPrice ÷ next-FY EPS est. | 7.53x | 15.60x | 28.98x | 25.84x | 13.07x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.08x | 0.90x | — | — |
| EV / EBITDAEnterprise value multiple | 4.33x | 13.83x | 28.95x | 83.74x | 10.65x |
| Price / SalesMarket cap ÷ Revenue | 1.01x | 2.89x | 8.16x | 4.57x | 0.81x |
| Price / BookPrice ÷ Book value/share | 1.63x | 5.72x | 9.00x | 1.77x | 2.06x |
| Price / FCFMarket cap ÷ FCF | 3.94x | 17.14x | 28.84x | 361.59x | — |
Profitability & Efficiency
NSSC leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
ALLE delivers a 32.1% return on equity — every $100 of shareholder capital generates $32 in annual profit, vs $-18 for REZI. NSSC carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to ADT's 2.03x. On the Piotroski fundamental quality scale (0–9), ADT scores 8/9 vs REZI's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +16.7% | +32.1% | +20.9% | +0.3% | -18.1% |
| ROA (TTM)Return on assets | +3.9% | +12.3% | +17.6% | +0.2% | -6.2% |
| ROICReturn on invested capital | +8.8% | +18.1% | +38.2% | -0.9% | +9.0% |
| ROCEReturn on capital employed | +9.0% | +20.8% | +26.6% | -0.8% | +9.3% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 6 | 5 | 5 | 4 |
| Debt / EquityFinancial leverage | 2.03x | 1.10x | 0.03x | 0.14x | 1.09x |
| Net DebtTotal debt minus cash | $7.6B | $1.9B | -$78M | -$589M | $2.5B |
| Cash & Equiv.Liquid assets | $81M | $356M | $83M | $1.7B | $661M |
| Total DebtShort + long-term debt | $7.7B | $2.3B | $5M | $1.1B | $3.2B |
| Interest CoverageEBIT ÷ Interest expense | 3.23x | 8.61x | — | 1.58x | -2.36x |
Total Returns (Dividends Reinvested)
REZI leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NSSC five years ago would be worth $25,160 today (with dividends reinvested), compared to $4,112 for CSGP. Over the past 12 months, REZI leads with a +111.6% total return vs CSGP's -53.6%. The 3-year compound annual growth rate (CAGR) favors REZI at 34.9% vs CSGP's -22.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -13.3% | -14.6% | +0.8% | -46.7% | +14.5% |
| 1-Year ReturnPast 12 months | -14.1% | -1.0% | +69.1% | -53.6% | +111.6% |
| 3-Year ReturnCumulative with dividends | +26.1% | +32.6% | +26.9% | -52.9% | +145.5% |
| 5-Year ReturnCumulative with dividends | -19.8% | +3.2% | +151.6% | -58.9% | +33.0% |
| 10-Year ReturnCumulative with dividends | -28.0% | +127.3% | +1365.8% | +77.5% | +38.9% |
| CAGR (3Y)Annualised 3-year return | +8.0% | +9.9% | +8.3% | -22.2% | +34.9% |
Risk & Volatility
Evenly matched — ALLE and REZI each lead in 1 of 2 comparable metrics.
Risk & Volatility
ALLE is the less volatile stock with a 0.67 beta — it tends to amplify market swings less than REZI's 2.27 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. REZI currently trades 88.9% from its 52-week high vs CSGP's 35.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.98x | 0.67x | 1.25x | 0.80x | 2.27x |
| 52-Week HighHighest price in past year | $8.94 | $183.11 | $48.12 | $97.43 | $45.29 |
| 52-Week LowLowest price in past year | $6.25 | $131.25 | $24.60 | $33.31 | $18.88 |
| % of 52W HighCurrent price vs 52-week peak | +77.1% | +74.7% | +86.4% | +35.9% | +88.9% |
| RSI (14)Momentum oscillator 0–100 | 46.4 | 38.5 | 42.0 | 30.4 | 61.4 |
| Avg Volume (50D)Average daily shares traded | 10.7M | 887K | 598K | 5.9M | 1.1M |
Analyst Outlook
Evenly matched — ADT and ALLE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ADT as "Buy", ALLE as "Hold", NSSC as "Buy", CSGP as "Buy", REZI as "Buy". Consensus price targets imply 77.0% upside for CSGP (target: $62) vs -0.7% for REZI (target: $40). For income investors, ADT offers the higher dividend yield at 3.03% vs REZI's 0.58%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $8.97 | $172.50 | $49.00 | $61.91 | $40.00 |
| # AnalystsCovering analysts | 17 | 23 | 11 | 25 | 7 |
| Dividend YieldAnnual dividend ÷ price | +3.0% | +1.5% | +0.9% | — | +0.6% |
| Dividend StreakConsecutive years of raises | 3 | 12 | 3 | — | 2 |
| Dividend / ShareAnnual DPS | $0.21 | $2.03 | $0.37 | — | $0.23 |
| Buyback YieldShare repurchases ÷ mkt cap | +11.7% | +0.7% | +2.5% | +3.9% | 0.0% |
ADT leads in 1 of 6 categories (Valuation Metrics). NSSC leads in 1 (Profitability & Efficiency). 3 tied.
ADT vs ALLE vs NSSC vs CSGP vs REZI: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ADT or ALLE or NSSC or CSGP or REZI a better buy right now?
For growth investors, CoStar Group, Inc.
(CSGP) is the stronger pick with 18. 7% revenue growth year-over-year, versus -3. 8% for Napco Security Technologies, Inc. (NSSC). ADT Inc. (ADT) offers the better valuation at 10. 3x trailing P/E (7. 5x forward), making it the more compelling value choice. Analysts rate ADT Inc. (ADT) a "Buy" — based on 17 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ADT or ALLE or NSSC or CSGP or REZI?
On trailing P/E, ADT Inc.
(ADT) is the cheapest at 10. 3x versus CoStar Group, Inc. at 2107. 2x. On forward P/E, ADT Inc. is actually cheaper at 7. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Napco Security Technologies, Inc. wins at 0. 74x versus Allegion plc's 0. 92x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — ADT or ALLE or NSSC or CSGP or REZI?
Over the past 5 years, Napco Security Technologies, Inc.
(NSSC) delivered a total return of +151. 6%, compared to -58. 9% for CoStar Group, Inc. (CSGP). Over 10 years, the gap is even starker: NSSC returned +1366% versus ADT's -28. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ADT or ALLE or NSSC or CSGP or REZI?
By beta (market sensitivity over 5 years), Allegion plc (ALLE) is the lower-risk stock at 0.
67β versus Resideo Technologies, Inc. 's 2. 27β — meaning REZI is approximately 242% more volatile than ALLE relative to the S&P 500. On balance sheet safety, Napco Security Technologies, Inc. (NSSC) carries a lower debt/equity ratio of 3% versus 2% for ADT Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ADT or ALLE or NSSC or CSGP or REZI?
By revenue growth (latest reported year), CoStar Group, Inc.
(CSGP) is pulling ahead at 18. 7% versus -3. 8% for Napco Security Technologies, Inc. (NSSC). On earnings-per-share growth, the picture is similar: ADT Inc. grew EPS 28. 8% year-over-year, compared to -718. 0% for Resideo Technologies, Inc.. Over a 3-year CAGR, CSGP leads at 14. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ADT or ALLE or NSSC or CSGP or REZI?
Napco Security Technologies, Inc.
(NSSC) is the more profitable company, earning 23. 9% net margin versus -7. 1% for Resideo Technologies, Inc. — meaning it keeps 23. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ADT leads at 26. 0% versus -2. 2% for CSGP. At the gross margin level — before operating expenses — CSGP leads at 75. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ADT or ALLE or NSSC or CSGP or REZI more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Napco Security Technologies, Inc. (NSSC) is the more undervalued stock at a PEG of 0. 74x versus Allegion plc's 0. 92x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ADT Inc. (ADT) trades at 7. 5x forward P/E versus 29. 0x for Napco Security Technologies, Inc. — 21. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CSGP: 77. 0% to $61. 91.
08Which pays a better dividend — ADT or ALLE or NSSC or CSGP or REZI?
In this comparison, ADT (3.
0% yield), ALLE (1. 5% yield), NSSC (0. 9% yield), REZI (0. 6% yield) pay a dividend. CSGP does not pay a meaningful dividend and should not be held primarily for income.
09Is ADT or ALLE or NSSC or CSGP or REZI better for a retirement portfolio?
For long-horizon retirement investors, Napco Security Technologies, Inc.
(NSSC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 25), 0. 9% yield, +1366% 10Y return). Resideo Technologies, Inc. (REZI) carries a higher beta of 2. 27 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NSSC: +1366%, REZI: +38. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ADT and ALLE and NSSC and CSGP and REZI?
These companies operate in different sectors (ADT (Industrials) and ALLE (Industrials) and NSSC (Industrials) and CSGP (Real Estate) and REZI (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: ADT is a small-cap deep-value stock; ALLE is a mid-cap quality compounder stock; NSSC is a small-cap quality compounder stock; CSGP is a mid-cap high-growth stock; REZI is a small-cap quality compounder stock. ADT, ALLE, NSSC, REZI pay a dividend while CSGP does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.