Comparison

ADT Inc. (ADT) vs RESIDEO TECHNOLOGIES, INC. (REZI)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

ADT

ADT Inc.

Security & Protection Services

Revenue, FY25: $5.13B
Net income: $596M
Operating cash flow: $1.88B
Free cash flow: $1.71B
Net margin: 11.62%
Operating margin: 25.52%
Gross margin: -

REZI

RESIDEO TECHNOLOGIES, INC.

Security & Protection Services

Revenue, FY25: $7.47B
Net income: −$527M
Operating cash flow: −$1.14B
Free cash flow: −$1.25B
Net margin: −7.05%
Operating margin: 8.12%
Gross margin: 29.39%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	ADT	REZI
Revenue growth, latest filed year	+4.70%	+10.52%
Piotroski F-score	7 of 7	4 of 9
P/E against its own history	-	59.32% below

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

ADT

Litigation
Debt covenants
Tariffs
Goodwill impairment
Cybersecurity
Labour

And 16 more.

REZI

Tariffs
Litigation
Cybersecurity
Data privacy
Currency moves
Product recalls

And 19 more.

Tracked managers holding both

John Rogers Ariel Investments 1.16% · 1.90%

Updated Aug 31, 2026 · the newer of the two companies' filings