ADT Inc vs CoreCivic Inc

ADT Inc (ADT) is undervalued and CoreCivic Inc (CXW) is overvalued.

Against our estimates of intrinsic value, ADT trades at the wider discount: a margin of safety of +52%, against -39% for CXW.

Values as of the 22 Sept 2026 close.

ADT Inc (ADT)

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

CoreCivic Inc (CXW)

Discounting its cash flows at 7.5% (average of 3 methods) values the shares at $22.58; the price of $31.47 is 39% above that value, and 81% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

MetricADTCXW
VerdictUndervaluedOvervalued
Price$6.54$31.47
Intrinsic value$13.73$22.58
Margin of safety+52%-39%
Leak Score54/100 (3/12)14/100 (3/12)
Market cap$4.8B$3.1B
Revenue growth, 5 years-0.7%3.0%
Operating margin25.2%9.9%
Net margin11.9%5.2%
Return on equity17.2%8.8%
Debt to equity2.240.94
P/E9.1x25.1x
Forward P/E6.6x12.9x
P/B1.4x2.2x
Dividend yield3.4%

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