ADT vs VLTO
ADT Inc. vs Veralto Corporation — AI-powered side-by-side comparison
VS
VLTO
Veralto Corporation
70
Buy
| Metric | ADT | VLTO |
| AI Score |
55
|
70
|
| Price |
$7.45
|
$97.87
|
| P/E Ratio |
9.68×
|
24.55×
|
| ROE |
15.8%
|
30.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
51.4%
|
60.2%
|
| Debt / Equity |
2.21×
|
1.09×
|
| Dividend Yield |
3.0%
|
0.5%
|
| RSI (14) |
49.6
|
58.8
|
| Beta |
1.041
|
0.752
|
| Expected Upside |
—
|
+5.3%
|
AI Committee View
Current Innellis committee reasoning for ADT versus VLTO.
VLTO leads by 15 points.
VLTO scores 70/100 (Buy) versus ADT at 55/100 (Watch).
ADT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 2.04) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 8.3 is inexpensive for the broad market — Value
- ROE of 16.7% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.9% pays you to wait — Value
Bear Case
- Debt-to-equity of 2.04 adds balance-sheet risk to the value case — Value
- High leverage (debt-to-equity 2.04) amplifies downside in a stress scenario — Risk
- Current ratio of 0.93 is tight -- limited short-term liquidity cushion — Risk
VLTO Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
- Bearish candlestick pattern(s) detected: Shooting Star, Evening Star.