ADT Inc (ADT) is undervalued and Brady Corp (BRC) is fairly valued.
Against our estimates of intrinsic value, ADT trades at the wider discount: a margin of safety of +52%, against +3% for BRC.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.2% (average of 3 methods) values the shares at $13.73; the price of $6.54 is 52% below that value, and 82% of that value comes from beyond year five.
Leak Score 54/100 on 3 of 12 signals
Discounting its cash flows at 8.5% (average of 3 methods) values the shares at $85.65; the price of $83.39 is 3% below that value, and 78% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | ADT | BRC |
|---|---|---|
| Verdict | Undervalued | Fairly valued |
| Price | $6.54 | $83.39 |
| Intrinsic value | $13.73 | $85.65 |
| Margin of safety | +52% | +3% |
| Leak Score | 54/100 (3/12) | 59/100 (3/12) |
| Market cap | $4.8B | $3.9B |
| Revenue growth, 5 years | -0.7% | 7.7% |
| Operating margin | 25.2% | 15.8% |
| Net margin | 11.9% | 12.4% |
| Return on equity | 17.2% | 16.1% |
| Debt to equity | 2.24 | 0.06 |
| P/E | 9.1x | 19.4x |
| Forward P/E | 6.6x | 11.6x |
| P/B | 1.4x | 2.9x |
| Dividend yield | 3.4% | 1.2% |