Added to YB: 2025-04-28
Pitch date: 2025-03-31
ADT [neutral]
ADT Inc.
+2.01%
current return
Author Info
No bio for this author
Company Info
ADT Inc. provides security, interactive, and smart home solutions in the United States. It offers burglar and life safety alarms, smart security cameras, smart home automation systems, and video surveillance systems to detect intrusion; control access; sense movement, smoke, fire, carbon monoxide, leaks, temperature, and other environmental conditions and hazards; and address personal medical emergencies, such as injuries or unanticipated falls.
Market Cap
$6.6B
Pitch Price
$8.00
Price Target
N/A
Dividend
2.84%
EV/EBITDA
5.41
P/E
12.35
EV/Sales
2.91
Sector
Diversified Consumer Services
Category
growth
Ariel Investments Appreciation Fund Portfolio Holding: ADT Inc.
ADT (holding update): Leading security provider showing pricing power, low attrition & growing FCF despite macro headwinds. Expects strong cash flow growth through 2025 with new share repurchase plan & continued debt reduction. Google/State Farm partnerships position for smart home tech growth & monitored security demand.
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