ADT Inc. vs Sea Limited, two Security Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADT and SE diverge most: on debt / equity, ADT reads 2.13 and SE reads 0.04; on altman z (solvency), ADT reads 0.38 and SE reads 3.59. The rest of the comparable metrics sit closer together. What ADT's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ADT | SE |
|---|---|---|
| Price | $6.71 | $111.17 |
| Market cap | $5.0B | $71.0B |
| Sector | Security Services | Security Services |
| Stage | Mature | Growth |
| P/B | 1.32 | — |
| P/S | 0.98 | — |
| EV/EBITDA | 4.8 | — |
| Revenue growth | +3.3% | +23.8% |
| Gross margin | — | 44.7% |
| Operating margin | 25.4% | 8.7% |
| Net margin | 12.1% | 6.9% |
| Return on equity | 16.4% | 12.5% |
| Return on assets | 3.9% | 5.4% |
| Return on invested capital | 8.2% | 11.9% |
| FCF yield | 37.4% | — |
| Dividend yield | 3.3% | — |
| Debt / equity | 2.13 | 0.04 |
| Current ratio | 0.84 | 1.58 |
| Altman Z (solvency) | 0.38 | 3.59 |
| Piotroski F (quality) | 7 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.