ADT
ADT · Specialized Consumer Services
$6.90
1.3%DoorDash
DASH · Specialized Consumer Services
$179.38
3.5%The short version
- DoorDash is the larger business, with $13.7B of revenue in fiscal 2025 against $5.1B for ADT, about 2.7 times as much.
- DoorDash grew revenue faster (27.9%, against 4.7%).
- ADT kept more of each dollar of sales as operating profit (25.5% operating margin, against 5.3% operating margin).
- ADT turned more of its sales into free cash flow (33.3% FCF margin, against 15.9% FCF margin).
- DoorDash earned a higher return on the capital invested in it (14.8%, against 8.2%).
| Latest fiscal year | ADT · FY25 | DASH · FY25 |
|---|---|---|
| Size | ||
| Market cap | — | $78.8B |
| Revenue | $5.1B | $13.7B |
| Free cash flow | $1.7B | $2.2B |
| Net income | $596M | $935M |
| Growth | ||
| Revenue growth | 4.7% | 27.9% |
| 5-year growth | −0.7% | 36.6% |
| Share count change | — | 2.2% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 25.5% | 5.3% |
| Net margin | 11.6% | 6.8% |
| FCF margin | 33.3% | 15.9% |
| Return on capital | 8.2% | 14.8% |
| Return on equity | 15.7% | 10.5% |
| Balance sheet | ||
| Net debt | $7.8B | −$2.8B |
| Net debt / EBITDA | 2.9x | −1.9x |
| Dividends and buybacks | $794M | $0.0M |
| Valuation & quality | ||
| P/E | — | 93.9x |
| Piotroski F-score | — | 5 |
FY16
ADT $2.9B
DASH —
FY17
ADT $4.3B
DASH —
FY18
ADT $4.6B
DASH $291M
FY19
ADT $5.1B
DASH $885M
FY20
ADT $5.3B
DASH $2.9B
FY21
ADT $4.2B
DASH $4.9B
FY22
ADT $4.4B
DASH $6.6B
FY23
ADT $4.7B
DASH $8.6B
FY24
ADT $4.9B
DASH $10.7B
FY25
ADT $5.1B
DASH $13.7B
ADT
DASH
FY16
ADT −7.8%
DASH —
FY17
ADT 6.5%
DASH —
FY18
ADT 6.1%
DASH −72.2%
FY19
ADT 3.8%
DASH −69.6%
FY20
ADT 0.8%
DASH −15.1%
FY21
ADT 0.2%
DASH −9.3%
FY22
ADT 16.6%
DASH −17.1%
FY23
ADT 25.3%
DASH −6.7%
FY24
ADT 24.7%
DASH −0.4%
FY25
ADT 25.5%
DASH 5.3%
ADT
DASH
FY16
ADT $539M
DASH —
FY17
ADT $1.5B
DASH —
FY18
ADT $1.7B
DASH −$172M
FY19
ADT $1.7B
DASH −$545M
FY20
ADT $1.2B
DASH $146M
FY21
ADT $1.5B
DASH $563M
FY22
ADT $1.7B
DASH $191M
FY23
ADT $1.5B
DASH $1.6B
FY24
ADT $1.7B
DASH $2.0B
FY25
ADT $1.7B
DASH $2.2B
ADT
DASH
FY16
ADT —
DASH —
FY17
ADT —
DASH —
FY18
ADT 1.6%
DASH —
FY19
ADT 1.2%
DASH —
FY20
ADT 0.3%
DASH —
FY21
ADT 0.1%
DASH —
FY22
ADT 4.3%
DASH −42.9%
FY23
ADT 7.0%
DASH −15.4%
FY24
ADT 7.9%
DASH −1.1%
FY25
ADT 8.2%
DASH 14.8%
ADT
DASH
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.