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Side-by-side financial comparison of ADT Inc. (ADT) and monday.com Ltd. (MNDY). Click either name above to swap in a different company.
ADT Inc. is the larger business by last-quarter revenue ($1.3B vs $704.0M, roughly 1.8× monday.com Ltd.). ADT Inc. runs the higher net margin — 11.4% vs 1.3%, a 10.1% gap on every dollar of revenue. ADT Inc. produced more free cash flow last quarter ($323.5M vs $224.6M).
ADT Inc., formerly the ADT Corporation, is an American security company that provides residential and small business electronic security, fire protection, and other related alarm monitoring services throughout the United States and Canada. The corporate head office is located in Boca Raton, Florida. In February 2016, the company was acquired by Apollo Global Management for $6.9 billion in a leveraged buyout. In January 2018, the company went public on the New York Stock Exchange.
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
ADT vs MNDY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $704.0M |
| Net Profit | $145.4M | $9.4M |
| Gross Margin | — | 89.6% |
| Operating Margin | 26.1% | -4.4% |
| Net Margin | 11.4% | 1.3% |
| Revenue YoY | 2.9% | — |
| Net Profit YoY | -23.5% | — |
| EPS (diluted) | — | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $704.0M | ||
| Q2 25 | $1.3B | $453.0M | ||
| Q1 25 | $1.3B | $216.9M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $527.1M | ||
| Q2 24 | $1.2B | $337.9M | ||
| Q1 24 | $1.2B | $162.3M |
| Q4 25 | $145.4M | — | ||
| Q3 25 | $145.1M | $9.4M | ||
| Q2 25 | $165.2M | $21.4M | ||
| Q1 25 | $140.2M | $7.1M | ||
| Q4 24 | $190.0M | — | ||
| Q3 24 | $127.2M | $-14.2M | ||
| Q2 24 | $92.4M | $-21.7M | ||
| Q1 24 | $91.6M | $-14.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | 89.6% | ||
| Q2 25 | — | 89.6% | ||
| Q1 25 | — | 89.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 89.0% | ||
| Q2 24 | — | 89.2% | ||
| Q1 24 | — | 89.5% |
| Q4 25 | 26.1% | — | ||
| Q3 25 | 24.3% | -4.4% | ||
| Q2 25 | 26.6% | -0.7% | ||
| Q1 25 | 25.2% | -2.3% | ||
| Q4 24 | 32.4% | — | ||
| Q3 24 | 26.2% | -7.1% | ||
| Q2 24 | 23.6% | -10.3% | ||
| Q1 24 | 16.2% | -14.0% |
| Q4 25 | 11.4% | — | ||
| Q3 25 | 11.2% | 1.3% | ||
| Q2 25 | 12.8% | 4.7% | ||
| Q1 25 | 11.1% | 3.3% | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 10.2% | -2.7% | ||
| Q2 24 | 7.7% | -6.4% | ||
| Q1 24 | 7.6% | -9.0% |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $80.8M | $1.4B |
| Total DebtLower is stronger | $7.4B | — |
| Stockholders' EquityBook value | $3.8B | $1.0B |
| Total Assets | $15.8B | $1.7B |
| Debt / EquityLower = less leverage | 1.95× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $80.8M | — | ||
| Q3 25 | $62.8M | $1.4B | ||
| Q2 25 | $45.2M | $1.7B | ||
| Q1 25 | $3.7M | $1.4B | ||
| Q4 24 | $96.2M | — | ||
| Q3 24 | $95.3M | $1.1B | ||
| Q2 24 | $37.9M | $1.3B | ||
| Q1 24 | $4.0M | $1.1B |
| Q4 25 | $7.4B | — | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $6.8B | — | ||
| Q1 25 | $7.6B | — | ||
| Q4 24 | $7.5B | — | ||
| Q3 24 | $7.5B | — | ||
| Q2 24 | $7.5B | — | ||
| Q1 24 | $7.6B | — |
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.7B | $1.0B | ||
| Q2 25 | $3.7B | $1.2B | ||
| Q1 25 | $3.6B | $1.0B | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.9B | $813.5M | ||
| Q2 24 | $3.8B | $910.1M | ||
| Q1 24 | $3.7B | $813.5M |
| Q4 25 | $15.8B | — | ||
| Q3 25 | $16.0B | $1.7B | ||
| Q2 25 | $16.0B | $2.0B | ||
| Q1 25 | $15.8B | $1.7B | ||
| Q4 24 | $16.1B | — | ||
| Q3 24 | $16.1B | $1.3B | ||
| Q2 24 | $16.0B | $1.5B | ||
| Q1 24 | $15.9B | $1.3B |
| Q4 25 | 1.95× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 2.10× | — | ||
| Q4 24 | 1.98× | — | ||
| Q3 24 | 1.93× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 2.03× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $373.6M | $234.4M |
| Free Cash FlowOCF − Capex | $323.5M | $224.6M |
| FCF MarginFCF / Revenue | 25.4% | 31.9% |
| Capex IntensityCapex / Revenue | 3.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 2.57× | 25.02× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | $608.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $373.6M | — | ||
| Q3 25 | $480.1M | $234.4M | ||
| Q2 25 | $563.9M | $147.7M | ||
| Q1 25 | $466.6M | $92.0M | ||
| Q4 24 | $459.7M | — | ||
| Q3 24 | $498.2M | $156.9M | ||
| Q2 24 | $563.2M | $90.3M | ||
| Q1 24 | $363.8M | $42.7M |
| Q4 25 | $323.5M | — | ||
| Q3 25 | $437.4M | $224.6M | ||
| Q2 25 | $526.3M | $141.8M | ||
| Q1 25 | $421.2M | $90.5M | ||
| Q4 24 | $426.0M | — | ||
| Q3 24 | $455.5M | $151.4M | ||
| Q2 24 | $516.5M | $85.6M | ||
| Q1 24 | $323.1M | $39.2M |
| Q4 25 | 25.4% | — | ||
| Q3 25 | 33.7% | 31.9% | ||
| Q2 25 | 40.9% | 31.3% | ||
| Q1 25 | 33.2% | 41.7% | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 36.6% | 28.7% | ||
| Q2 24 | 42.9% | 25.3% | ||
| Q1 24 | 26.7% | 24.1% |
| Q4 25 | 3.9% | — | ||
| Q3 25 | 3.3% | 1.4% | ||
| Q2 25 | 2.9% | 1.3% | ||
| Q1 25 | 3.6% | 0.7% | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 3.4% | 1.0% | ||
| Q2 24 | 3.9% | 1.4% | ||
| Q1 24 | 3.4% | 2.2% |
| Q4 25 | 2.57× | — | ||
| Q3 25 | 3.31× | 25.02× | ||
| Q2 25 | 3.41× | 6.91× | ||
| Q1 25 | 3.33× | 12.99× | ||
| Q4 24 | 2.42× | — | ||
| Q3 24 | 3.92× | — | ||
| Q2 24 | 6.10× | — | ||
| Q1 24 | 3.97× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ADT
| Recurring Monthly Revenue | $1.0B | 82% |
| Installation Revenue | $103.0M | 8% |
| Other | $89.9M | 7% |
| Other Related Services | $36.0M | 3% |
MNDY
Segment breakdown not available.
