ADT Inc. (ADT)
Consumer Discretionary · Monitored home security and smart home solutions
A leading provider of monitored security, interactive, and smart home solutions for residential and small business customers, transitioning toward an AI-enabled platform ecosystem.
What ADT Inc. does
ADT Inc. is a leading U.S. provider of security monitoring, installation, and smart home solutions serving approximately 6.1 million residential and small business subscribers. The company operates through professional monitoring centers and a nationwide network of sales, installation, and service offices. ADT is strategically evolving toward a platform-centric model built around its proprietary ADT+ application, which integrates professional monitoring with self-installed solutions and ambient sensing capabilities. The company recently acquired Origin AI to enhance its intelligent security and smart home offerings through AI-enabled presence detection technology.
Themes: ["Monitored home security","Smart home / home automation","AI-enabled ambient sensing","DIY and professional installation hybrid","Platform-as-a-service (security)"]
Fundamentals
- Price$6.65 as of 2026-07-09 close
- Market cap$4.5B as of 2026-07-10
- 1-year return-19.9% as of 2026-07-09 close
- P/E7.24 as of 2026-07-10
- Net margin+12.1% as of 2026-07-10
- Gross margin+80.8% as of 2026-07-10
- ROE+16.8% as of 2026-07-10
- Debt / equity2.02 as of 2026-07-10
- Revenue growth (YoY)+3.3% as of 2026-07-10
- Revenue CAGR (3y)+5.4% SEC XBRL
- Beta1.06 as of 2026-07-10
Dividend: yield +3.3%; 4-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["High leverage and debt burden ($7.4 billion in long-term debt as of Q1 2026) creates refinancing and financial flexibility risks","Customer churn and subscriber retention pressure in competitive home security market with growing DIY and tech-enabled alternatives","Dependence on Google commercial partnership and technology integration, including integration of Google products and reliance on Google Success Funds"]
Competitors & peers
- Vivint Smart Home
- Brinks Home Security
- Moni Security
- Frontpoint Security
- Guardian Protection
- Ring (Amazon)
- Google Nest
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.