ADT
ADT · Specialized Consumer Services
$6.90
1.3%Frontdoor
FTDR · Specialized Consumer Services
$84.34
2.0%The short version
- ADT is the larger business, with $5.1B of revenue in fiscal 2025 against $2.1B for Frontdoor, about 2.5 times as much.
- Frontdoor grew revenue faster (13.6%, against 4.7%).
- ADT turned more of its sales into free cash flow (33.3% FCF margin, against 18.6% FCF margin).
- Frontdoor earned a higher return on the capital invested in it (33.9%, against 8.2%).
| Latest fiscal year | ADT · FY25 | FTDR · FY25 |
|---|---|---|
| Size | ||
| Market cap | — | $6.0B |
| Revenue | $5.1B | $2.1B |
| Free cash flow | $1.7B | $390M |
| Net income | $596M | $255M |
| Growth | ||
| Revenue growth | 4.7% | 13.6% |
| 5-year growth | −0.7% | 7.3% |
| Share count change | — | −4.5% |
| Profitability | ||
| Gross margin | — | 55.3% |
| Operating margin | 25.5% | — |
| Net margin | 11.6% | 12.2% |
| FCF margin | 33.3% | 18.6% |
| Return on capital | 8.2% | 33.9% |
| Return on equity | 15.7% | 106.0% |
| Balance sheet | ||
| Net debt | $7.8B | $607M |
| Net debt / EBITDA | 2.9x | 1.2x |
| Dividends and buybacks | $794M | $283M |
| Valuation & quality | ||
| P/E | — | 22.3x |
| Piotroski F-score | — | 7 |
FY16
ADT $2.9B
FTDR $1.0B
FY17
ADT $4.3B
FTDR $1.2B
FY18
ADT $4.6B
FTDR $1.3B
FY19
ADT $5.1B
FTDR $1.4B
FY20
ADT $5.3B
FTDR $1.5B
FY21
ADT $4.2B
FTDR $1.6B
FY22
ADT $4.4B
FTDR $1.7B
FY23
ADT $4.7B
FTDR $1.8B
FY24
ADT $4.9B
FTDR $1.8B
FY25
ADT $5.1B
FTDR $2.1B
ADT
FTDR
FY16
ADT −7.8%
FTDR —
FY17
ADT 6.5%
FTDR —
FY18
ADT 6.1%
FTDR —
FY19
ADT 3.8%
FTDR —
FY20
ADT 0.8%
FTDR —
FY21
ADT 0.2%
FTDR —
FY22
ADT 16.6%
FTDR —
FY23
ADT 25.3%
FTDR —
FY24
ADT 24.7%
FTDR —
FY25
ADT 25.5%
FTDR —
ADT
FTDR
FY16
ADT $539M
FTDR $144M
FY17
ADT $1.5B
FTDR $179M
FY18
ADT $1.7B
FTDR $162M
FY19
ADT $1.7B
FTDR $178M
FY20
ADT $1.2B
FTDR $175M
FY21
ADT $1.5B
FTDR $154M
FY22
ADT $1.7B
FTDR $102M
FY23
ADT $1.5B
FTDR $170M
FY24
ADT $1.7B
FTDR $231M
FY25
ADT $1.7B
FTDR $390M
ADT
FTDR
FY16
ADT —
FTDR —
FY17
ADT —
FTDR —
FY18
ADT 1.6%
FTDR —
FY19
ADT 1.2%
FTDR 56.9%
FY20
ADT 0.3%
FTDR 45.3%
FY21
ADT 0.1%
FTDR 46.6%
FY22
ADT 4.3%
FTDR 25.5%
FY23
ADT 7.0%
FTDR 51.7%
FY24
ADT 7.9%
FTDR 37.8%
FY25
ADT 8.2%
FTDR 33.9%
ADT
FTDR
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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.