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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

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GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

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» ADT's 30-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2015

ADT Guru Trades in Q3 2015

Paul Tudor Jones 84,790 sh (+412.48%)
Jim Simons 421,742 sh (+243.16%)
Wallace Weitz 1,428,624 sh (+3.30%)
Dodge & Cox 27,004,565 sh (+0.27%)
First Eagle Investment 750 sh (unchged)
Ray Dalio Sold Out
Robert Olstein Sold Out
Mario Gabelli 431,450 sh (-10.31%)
» More
Q4 2015

ADT Guru Trades in Q4 2015

Ray Dalio 25,500 sh (New)
Jim Simons 454,800 sh (+7.84%)
First Eagle Investment 750 sh (unchged)
Dodge & Cox 25,761,553 sh (-4.60%)
Wallace Weitz 1,275,483 sh (-10.72%)
Mario Gabelli 381,490 sh (-11.58%)
Paul Tudor Jones 62,367 sh (-26.45%)
» More
Q1 2016

ADT Guru Trades in Q1 2016

Prem Watsa 12,500 sh (New)
Louis Moore Bacon 16,700 sh (New)
Mario Gabelli 463,197 sh (+21.42%)
First Eagle Investment 750 sh (unchged)
Ray Dalio Sold Out
Jim Simons Sold Out
Wallace Weitz Sold Out
Dodge & Cox 20,426,715 sh (-20.71%)
Paul Tudor Jones 18,128 sh (-70.93%)
» More
Q2 2016

ADT Guru Trades in Q2 2016

First Eagle Investment Sold Out
Louis Moore Bacon Sold Out
Prem Watsa Sold Out
Dodge & Cox Sold Out
Mario Gabelli Sold Out
Paul Tudor Jones Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with ADT

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Consulting & Outsourcing » Security & Protection Services  
Compare:NYSE:BCO, NYSE:MSA, NYSE:BRC, NAS:KTOS, NYSE:MG, AMEX:CIX, NAS:NSSC, NAS:ASCMA, OTCPK:HLIX, NAS:APDN, OTCPK:DRNG, OTCPK:RSKIA, OTCPK:HDVW, NAS:NXTD, AMEX:MOC, OTCPK:MACE, NAS:DGLY, NAS:BKYI, OTCPK:SMME, OTCPK:HCGS » details
Traded in other countries:ADT.Germany,
Headquarter Location:USA
The ADT Corp is engaged in providing monitored security, interactive home and business automation and related monitoring services in the United States and Canada. Its products & services include home and business solutions and home health services.

The ADT Corp was incorporated in the state of Delaware in 2012. The Company is engaged in providing monitored security, interactive home and business automation and related monitoring services in the United States and Canada. The Company's products and services include home and business solutions, and home health services. The Company's monitored security and home/business automation offerings involve the installation and monitoring of residential and small business security and premises automation systems designed to detect intrusion, control access and react to movement, smoke, carbon monoxide, flooding, temperature, and other environmental conditions and hazards, as well as to address personal emergencies, including injuries, medical emergencies or incapacitation. The Company serves approximately 6.7 million residential and small business customers throughout the United States and Canada. The Company's brands are ADT, ADT Pulse, ADT Always There, Companion Service and Creating Customers for Life. The Company faces competition from Protection One, Inc., Monitronics International, Inc., Vivint, Inc., Comcast Corporation and AT&T, Inc. The Company's operations are subject to numerous federal, state, provincial and local laws and regulations in the United States and Canada in areas including consumer protection, occupational licensing, environmental protection, labor and employment, tax, licensing and other laws and regulations.

Guru Investment Theses on The ADT Corp

Wally Weitz Comments on ADT Corp - Nov 09, 2016

ADT Corp (NYSE:ADT) is a provider of monitored security, interactive home and business automation, and related monitoring services in the United States and Canada. After reaching a 2016 low of $24.94, ADT shares rose on February 15, 2016, in response to the announcement that private equity firm Apollo Global Management had agreed to acquire ADT for $42 per share, a slight discount to our mid-$40s estimate of business value. Apollo plans to combine ADT with its own alarm monitoring business, Protection One. We exited our roughly two year position at the end of February for a modest gain.



From Wallace Weitz (Trades, Portfolio)'s third quarter 2016 Partners Value Fund commentary.

Check out Wallace Weitz latest stock trades

Weitz Funds Comments on ADT Corp. - Mar 07, 2016

Much of our initial ADT (NYSE:ADT) thesis, as we outlined in our fourth quarter 2013 Analyst Corner, proved correct, most notably the company’s continued success in attracting customers to its more advanced Pulse home automation services and a muted impact from new competitors in an already highly-competitive market. We did, however, underestimate the pace of investments required to grow the business in the near term, and consequently, our business value estimate had declined modestly since our initial investment. Even though the predictable, subscription-based nature of its cash flows had not changed and management was making the right decisions to improve the long-term health of its business, the stock languished for much of 2013 and declined precipitously in January 2014 in response to shareholders fatigue.

At these lower prices, ADT shares still traded at a meaningful discount to what we estimated a long-term business owner would be willing to pay for the whole business. Over the next two years, ADT’s shares proved quite volatile as investors alternately cheered and jeered the company’s progress, providing opportunities to add to our holdings under $30, and trim above $40. Then on February 15, 2016, we were greeted with the news that private equity firm Apollo Management Group (owner of ADT’s much smaller competitor, Protection One) had agreed to acquire ADT for $42 per share (a 56% premium to the previous close), a slight discount to our latest business value estimate in the mid $40s and a gain over our average cost of roughly $37.

Despite initial expectations proving too high, by insisting on investing with a margin of safety, we were still able to achieve a positive outcome. Not every error of estimation has ended, or will end, as favorably, but we believe by sticking to our discipline we can minimize the impact of possible mistakes.



From Weitz Funds' Annual Overview of the Small/Mid-Cap Strategy.



Check out Meridian Funds latest stock trades

Top Ranked Articles about The ADT Corp

Wally Weitz Comments on ADT Corp Guru stock highlight
ADT Corp (NYSE:ADT) is a provider of monitored security, interactive home and business automation, and related monitoring services in the United States and Canada. After reaching a 2016 low of $24.94, ADT shares rose on February 15, 2016, in response to the announcement that private equity firm Apollo Global Management had agreed to acquire ADT for $42 per share, a slight discount to our mid-$40s estimate of business value. Apollo plans to combine ADT with its own alarm monitoring business, Protection One. We exited our roughly two year position at the end of February for a modest gain. Read more...

Ratios

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Dividend & Buy Back

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Dividend Yield % 2.02
ADT's Dividend Yield % is ranked lower than
58% of the 247 Companies
in the Global Security & Protection Services industry.

( Industry Median: 2.46 vs. ADT: 2.02 )
Ranked among companies with meaningful Dividend Yield % only.
ADT' s Dividend Yield % Range Over the Past 10 Years
Min: 0  Med: 0 Max: 2.02
Current: 2.02
0
2.02
Dividend Payout Ratio 0.50
ADT's Dividend Payout Ratio is ranked lower than
62% of the 154 Companies
in the Global Security & Protection Services industry.

( Industry Median: 0.40 vs. ADT: 0.50 )
Ranked among companies with meaningful Dividend Payout Ratio only.
ADT' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0.5
Current: 0.5
0
0.5
Forward Dividend Yield % 2.10
ADT's Forward Dividend Yield % is ranked lower than
61% of the 234 Companies
in the Global Security & Protection Services industry.

( Industry Median: 2.64 vs. ADT: 2.10 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 2.02
ADT's 5-Year Yield-on-Cost % is ranked lower than
63% of the 297 Companies
in the Global Security & Protection Services industry.

( Industry Median: 2.90 vs. ADT: 2.02 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
ADT' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0  Med: 0 Max: 2.02
Current: 2.02
0
2.02

Valuation & Return

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More Statistics

Revenue (TTM) (Mil) $3,587.00
EPS (TTM) $ 1.71
Short Percentage of Float7.61%
52-Week Range $24.22 - 41.98
Shares Outstanding (Mil)165.31

Analyst Estimate

Sep16 Sep17
Revenue (Mil $) 3,700 3,818
EPS ($) 2.04 2.23
EPS without NRI ($) 2.04 2.23
EPS Growth Rate
(Future 3Y To 5Y Estimate)
3.79%
Dividends per Share ($) 0.88

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