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ADT

$6B cap, $10B debt, ~$16B EV incumbent

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#160Paid Communities Making $20m+ (and How to Build One), Fighting Inertia & An Interview With Dave Selinger of Deep Sentinel1×

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$10BADT debtEP 160 · 1:21:52 · DAVE SELINGER · ADT

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ADT's hidden leverage: $6B market cap, $10B debt, ~$16B EV

Dave reveals ADT's real scale: a $6B market cap masks $10B in debt, giving an enterprise value of $15-16B against ~$5B in revenue. The incumbents are debt-laden sleeping giants unlikely to reinvent themselves.

$10000M
ADT debt · USD
“They have a $6 billion market cap because they have $10 billion in debt. So they actually have an enterprise value of $15 billion, $16 billion.”
EP 160 · 1:21:52 · DAVE SELINGER
Read at 1:21:52
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