ADT vs Corpay
ADT and CPAY side by side, both in miscellaneous business services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ADT and CPAY compare
Corpay is the larger company, worth 3.7 times as much as ADT ($26.3B against $7.2B).
Corpay grew revenue faster over the last twelve months (20.4% versus 2.1% for ADT).
Corpay keeps more of each dollar of sales as profit, with a net margin of 22.7% compared with 11.9% at ADT.
ADT pays a dividend yielding 2.2%; Corpay does not pay one.
ADT scores higher on the StockData Score (12 against 11 for Corpay), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ADT | CPAY |
|---|---|---|
| Size and price | ||
| Market cap | $7.2B | $26.3B |
| Share price | $9.86 | $400.94 |
| Change, 1 year | 14.8% | 49.5% |
| Change, 5 years | 9.1% | 63.8% |
| Beta (5Y) | 1.00 | 1.17 |
| Employees | 12K | 12K |
| StockData Score | ||
| Total score | 12 (better) | 11 |
| Valuation score | 3 (better) | 2 |
| Growth score | 1 | 2 (better) |
| Performance score | 3 | 5 (better) |
| Health score | 2 | 2 |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | – | 24.4× |
| P/S | 1.4× (better) | 5.2× |
| P/B | 2.1× (better) | 7.4× |
| EV/EBITDA | 5.6× (better) | 10.5× |
| P/FCF | 3.7× (better) | 16.1× |
| PEG | – | 3.71 |
| FCF yield | 27.4% (better) | 6.2% |
| Fair value | $34.32 | $405.01 |
| Margin of safety | 71.3% (better) | 1.0% |
| Growth | ||
| Revenue growth (TTM) | 2.1% | 20.4% (better) |
| Revenue growth, 5Y average | −0.71% | 13.6% (better) |
| Net income growth (TTM) | −1.6% | 8.7% (better) |
| EPS growth (TTM) | – | 11.8% |
| EPS growth, 5Y average | – | 13.1% |
| Profitability | ||
| Operating margin | 25.0% | 43.7% (better) |
| Net margin | 11.9% | 22.7% (better) |
| FCF margin | 38.1% (better) | 32.6% |
| Return on equity | 17.2% | 30.5% (better) |
| Return on invested capital | 8.2% | 34.0% (better) |
| Financial health | ||
| Debt / equity | 2.21 | 1.28 (better) |
| Net debt / EBITDA | 2.88 | 0.52 (better) |
| Interest coverage | – | 5.0× |
| Current ratio | 0.69 | 0.97 (better) |
| Altman Z-score | 0.69 | 1.59 (better) |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 2.2% | – |
| Payout ratio | 29.5% | – |
| Years of dividend growth | 0 | – |
| Buyback yield | 9.9% (better) | 6.5% |
| Shareholder yield | 12.1% (better) | 6.5% |
| Ownership | ||
| Held by institutions | 98.5% | 97.8% |
| Held by insiders | 20.0% | 5.3% |
| Insider net buying, 12 months | $526K (better) | −$146M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 4.1% | 5.6% |
Go deeper
- ADT stock overview
- ADT income statement
- ADT valuation and score
- CPAY stock overview
- CPAY income statement
- CPAY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.