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ADT vs CSGP
Revenue, margins, valuation, and 5-year total return — side by side.
Real Estate - Services
ADT vs CSGP — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Security & Protection Services | Real Estate - Services |
| Market Cap | $5.18B | $14.83B |
| Revenue (TTM) | $5.14B | $3.41B |
| Net Income (TTM) | $623M | $25M |
| Gross Margin | 50.4% | 77.4% |
| Operating Margin | 25.6% | -0.8% |
| Forward P/E | 7.5x | 25.8x |
| Total Debt | $7.69B | $1.14B |
| Cash & Equiv. | $81M | $1.73B |
ADT vs CSGP — 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% |
| CoStar Group, Inc. (CSGP) | 100 | 53.3 | -46.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ADT vs CSGP
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ADT carries the broadest edge in this set and is the clearest fit for value and quality.
- Lower P/E (7.5x vs 25.8x)
- 12.1% margin vs CSGP's 0.7%
- 3.0% yield; 3-year raise streak; the other pay no meaningful dividend
CSGP is the clearest fit if your priority is income & stability and growth exposure.
- beta 0.80
- Rev growth 18.7%, EPS growth -95.1%, 3Y rev CAGR 14.2%
- 77.5% 10Y total return vs ADT's -28.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.7% FFO/revenue growth vs ADT's 4.7% | |
| Value | Lower P/E (7.5x vs 25.8x) | |
| Quality / Margins | 12.1% margin vs CSGP's 0.7% | |
| Stability / Safety | Beta 0.80 vs ADT's 0.98, lower leverage | |
| Dividends | 3.0% yield; 3-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | -14.1% vs CSGP's -53.6% | |
| Efficiency (ROA) | 3.9% ROA vs CSGP's 0.2%, ROIC 8.8% vs -0.9% |
ADT vs CSGP — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ADT vs CSGP — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — ADT and CSGP each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ADT is the larger business by revenue, generating $5.1B annually — 1.5x CSGP's $3.4B. ADT is the more profitable business, keeping 12.1% of every revenue dollar as net income compared to CSGP's 0.7%. On growth, CSGP holds the edge at +22.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.1B | $3.4B |
| EBITDAEarnings before interest/tax | $2.9B | $278M |
| Net IncomeAfter-tax profit | $623M | $25M |
| Free Cash FlowCash after capex | $1.8B | $241M |
| Gross MarginGross profit ÷ Revenue | +50.4% | +77.4% |
| Operating MarginEBIT ÷ Revenue | +25.6% | -0.8% |
| Net MarginNet income ÷ Revenue | +12.1% | +0.7% |
| FCF MarginFCF ÷ Revenue | +34.8% | +7.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.9% | +22.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +26.7% | +127.7% |
Valuation Metrics
ADT leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 10.3x trailing earnings, ADT trades at a 100% valuation discount to CSGP's 2107.2x P/E. On an enterprise value basis, ADT's 4.3x EV/EBITDA is more attractive than CSGP's 83.7x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.2B | $14.8B |
| Enterprise ValueMkt cap + debt − cash | $12.8B | $14.2B |
| Trailing P/EPrice ÷ TTM EPS | 10.28x | 2107.23x |
| Forward P/EPrice ÷ next-FY EPS est. | 7.53x | 25.84x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 4.33x | 83.74x |
| Price / SalesMarket cap ÷ Revenue | 1.01x | 4.57x |
| Price / BookPrice ÷ Book value/share | 1.63x | 1.77x |
| Price / FCFMarket cap ÷ FCF | 3.94x | 361.59x |
Profitability & Efficiency
ADT leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
ADT delivers a 16.7% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $0 for CSGP. CSGP carries lower financial leverage with a 0.14x 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 CSGP's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.7% | +0.3% |
| ROA (TTM)Return on assets | +3.9% | +0.2% |
| ROICReturn on invested capital | +8.8% | -0.9% |
| ROCEReturn on capital employed | +9.0% | -0.8% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 2.03x | 0.14x |
| Net DebtTotal debt minus cash | $7.6B | -$589M |
| Cash & Equiv.Liquid assets | $81M | $1.7B |
| Total DebtShort + long-term debt | $7.7B | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | 3.23x | 1.58x |
Total Returns (Dividends Reinvested)
ADT leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ADT five years ago would be worth $8,019 today (with dividends reinvested), compared to $4,112 for CSGP. Over the past 12 months, ADT leads with a -14.1% total return vs CSGP's -53.6%. The 3-year compound annual growth rate (CAGR) favors ADT at 8.0% vs CSGP's -22.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -13.3% | -46.7% |
| 1-Year ReturnPast 12 months | -14.1% | -53.6% |
| 3-Year ReturnCumulative with dividends | +26.1% | -52.9% |
| 5-Year ReturnCumulative with dividends | -19.8% | -58.9% |
| 10-Year ReturnCumulative with dividends | -28.0% | +77.5% |
| CAGR (3Y)Annualised 3-year return | +8.0% | -22.2% |
Risk & Volatility
Evenly matched — ADT and CSGP each lead in 1 of 2 comparable metrics.
Risk & Volatility
CSGP is the less volatile stock with a 0.80 beta — it tends to amplify market swings less than ADT's 0.98 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ADT currently trades 77.1% 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 | 0.80x |
| 52-Week HighHighest price in past year | $8.94 | $97.43 |
| 52-Week LowLowest price in past year | $6.25 | $33.31 |
| % of 52W HighCurrent price vs 52-week peak | +77.1% | +35.9% |
| RSI (14)Momentum oscillator 0–100 | 46.4 | 30.4 |
| Avg Volume (50D)Average daily shares traded | 10.7M | 5.9M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates ADT as "Buy" and CSGP as "Buy". Consensus price targets imply 77.0% upside for CSGP (target: $62) vs 30.2% for ADT (target: $9). ADT is the only dividend payer here at 3.03% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $8.97 | $61.91 |
| # AnalystsCovering analysts | 17 | 25 |
| Dividend YieldAnnual dividend ÷ price | +3.0% | — |
| Dividend StreakConsecutive years of raises | 3 | — |
| Dividend / ShareAnnual DPS | $0.21 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +11.7% | +3.9% |
ADT leads in 3 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 2 categories are tied.
ADT vs CSGP: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ADT or CSGP 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 4. 7% for ADT Inc. (ADT). 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 CSGP?
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.
03Which is the better long-term investment — ADT or CSGP?
Over the past 5 years, ADT Inc.
(ADT) delivered a total return of -19. 8%, compared to -58. 9% for CoStar Group, Inc. (CSGP). Over 10 years, the gap is even starker: CSGP returned +77. 5% 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 CSGP?
By beta (market sensitivity over 5 years), CoStar Group, Inc.
(CSGP) is the lower-risk stock at 0. 80β versus ADT Inc. 's 0. 98β — meaning ADT is approximately 23% more volatile than CSGP relative to the S&P 500. On balance sheet safety, CoStar Group, Inc. (CSGP) carries a lower debt/equity ratio of 14% versus 2% for ADT Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ADT or CSGP?
By revenue growth (latest reported year), CoStar Group, Inc.
(CSGP) is pulling ahead at 18. 7% versus 4. 7% for ADT Inc. (ADT). On earnings-per-share growth, the picture is similar: ADT Inc. grew EPS 28. 8% year-over-year, compared to -95. 1% for CoStar Group, 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 CSGP?
ADT Inc.
(ADT) is the more profitable company, earning 11. 6% net margin versus 0. 2% for CoStar Group, Inc. — meaning it keeps 11. 6% 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 CSGP more undervalued right now?
On forward earnings alone, ADT Inc.
(ADT) trades at 7. 5x forward P/E versus 25. 8x for CoStar Group, Inc. — 18. 3x 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 CSGP?
In this comparison, ADT (3.
0% yield) pays a dividend. CSGP does not pay a meaningful dividend and should not be held primarily for income.
09Is ADT or CSGP better for a retirement portfolio?
For long-horizon retirement investors, ADT Inc.
(ADT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 98), 3. 0% yield). Both have compounded well over 10 years (ADT: -28. 0%, CSGP: +77. 5%), 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 CSGP?
These companies operate in different sectors (ADT (Industrials) and CSGP (Real Estate)), 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; CSGP is a mid-cap high-growth stock. ADT pays 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.
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