ADT vs CSGP vs ALLE vs Z

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.

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.

Over the past 5 years, Allegion plc (ALLE) delivered a total return of +3.

2%, compared to -63. 2% for Zillow Group, Inc. Class C (Z). Over 10 years, the gap is even starker: ALLE returned +127. 3% 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.

By beta (market sensitivity over 5 years), Allegion plc (ALLE) is the lower-risk stock at 0.

67β versus Zillow Group, Inc. Class C's 1. 32β — meaning Z is approximately 98% more volatile than ALLE relative to the S&P 500. On balance sheet safety, Zillow Group, Inc. Class C (Z) carries a lower debt/equity ratio of 11% versus 2% for ADT Inc. — giving it more financial flexibility in a downturn.

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: Zillow Group, Inc. Class C grew EPS 118. 9% 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.

Allegion plc (ALLE) is the more profitable company, earning 15.

8% net margin versus 0. 2% for CoStar Group, Inc. — meaning it keeps 15. 8% 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.

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 Z: 83. 2% to $80. 00.

In this comparison, ADT (3.

0% yield), ALLE (1. 5% yield) pay a dividend. CSGP, Z do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Allegion plc (ALLE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

67), 1. 5% yield, +127. 3% 10Y return). Both have compounded well over 10 years (ALLE: +127. 3%, Z: +64. 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.

These companies operate in different sectors (ADT (Industrials) and CSGP (Real Estate) and ALLE (Industrials) and Z (Communication Services)), 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; ALLE is a mid-cap quality compounder stock; Z is a mid-cap high-growth stock. ADT, ALLE pay a dividend while CSGP, Z do 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.