Sector Alpha Week of 2026-07-28
20-quarter listed-company comparison

Security & Protection Services Stocks

Security & Protection Services: ADT Inc. owns the largest revenue base; Evolv Technologies Holdings, Inc. has the fastest current growth.

The industry itself · before any single company

How has Security & Protection Services moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 19% ahead of S&P 500. Earnings across its companies grew 13% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 5 weeks running.

BREAKING OUT · ahead 5wPrice and the fundamentals both up6 of 12 companies ahead of S&P 500 by 5% or more over three months

RS ↑5w · 8/12 >200d (+1) · 6/12 lead (+4) · EPS 10/12↑

200202620252024202320222021 384348 TRAILING 12-MONTH EPS · 100 AT THE START0100160Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingJun 2022 · trailing 12-month earnings per share at 108, against 100 at the start · no comparable year yet · 9 reportingSep 2022 · trailing 12-month earnings per share at 109, against 100 at the start · no comparable year yet · 9 reportingDec 2022 · trailing 12-month earnings per share at 115, against 100 at the start · no comparable year yet · 9 reportingMar 2023 · trailing 12-month earnings per share at 129, against 100 at the start · up 28.6% on a year ago · 9 reportingJun 2023 · trailing 12-month earnings per share at 119, against 100 at the start · up 10.6% on a year ago · 9 reportingSep 2023 · trailing 12-month earnings per share at 121, against 100 at the start · down 4.3% on a year ago · 9 reportingDec 2023 · trailing 12-month earnings per share at 118, against 100 at the start · down 38.5% on a year ago · 9 reportingMar 2024 · trailing 12-month earnings per share at 118, against 100 at the start · up 6.1% on a year ago · 9 reportingJun 2024 · trailing 12-month earnings per share at 90, against 100 at the start · up 12.8% on a year ago · 9 reportingSep 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 16.0% on a year ago · 9 reportingDec 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 11.4% on a year ago · 9 reportingMar 2025 · trailing 12-month earnings per share at 112, against 100 at the start · up 5.9% on a year ago · 9 reportingJun 2025 · trailing 12-month earnings per share at 138, against 100 at the start · up 19.2% on a year ago · 9 reportingSep 2025 · trailing 12-month earnings per share at 142, against 100 at the start · up 13.5% on a year ago · 9 reportingDec 2025 · trailing 12-month earnings per share at 143, against 100 at the start · up 6.3% on a year ago · 9 reportingMar 2026 · trailing 12-month earnings per share at 160, against 100 at the start · up 12.3% on a year ago · 9 reportingNot reported yet — earnings trail price by a quarter or two160 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
200202620252024202320222021 384348 TRAILING 12-MONTH EPS · 100 AT THE START0100160Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingJun 2022 · trailing 12-month earnings per share at 108, against 100 at the start · no comparable year yet · 9 reportingSep 2022 · trailing 12-month earnings per share at 109, against 100 at the start · no comparable year yet · 9 reportingDec 2022 · trailing 12-month earnings per share at 115, against 100 at the start · no comparable year yet · 9 reportingMar 2023 · trailing 12-month earnings per share at 129, against 100 at the start · up 28.6% on a year ago · 9 reportingJun 2023 · trailing 12-month earnings per share at 119, against 100 at the start · up 10.6% on a year ago · 9 reportingSep 2023 · trailing 12-month earnings per share at 121, against 100 at the start · down 4.3% on a year ago · 9 reportingDec 2023 · trailing 12-month earnings per share at 118, against 100 at the start · down 38.5% on a year ago · 9 reportingMar 2024 · trailing 12-month earnings per share at 118, against 100 at the start · up 6.1% on a year ago · 9 reportingJun 2024 · trailing 12-month earnings per share at 90, against 100 at the start · up 12.8% on a year ago · 9 reportingSep 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 16.0% on a year ago · 9 reportingDec 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 11.4% on a year ago · 9 reportingMar 2025 · trailing 12-month earnings per share at 112, against 100 at the start · up 5.9% on a year ago · 9 reportingJun 2025 · trailing 12-month earnings per share at 138, against 100 at the start · up 19.2% on a year ago · 9 reportingSep 2025 · trailing 12-month earnings per share at 142, against 100 at the start · up 13.5% on a year ago · 9 reportingDec 2025 · trailing 12-month earnings per share at 143, against 100 at the start · up 6.3% on a year ago · 9 reportingMar 2026 · trailing 12-month earnings per share at 160, against 100 at the start · up 12.3% on a year ago · 9 reportingNot reported yet — earnings trail price by a quarter or two160No earnings on file this far back — the price series reaches further than the filings do
Security & Protection Services, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Strength anatomy Broad, early and backedHow much of the industry is participating, how recently, and whether the movers score well.
Together6 of 12 stocks moving
Fresh4 crossed in the last 4 weeks
Backed by scoresmovers score +9 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 1/3+1
Mid 4/4+2
Small 1/5+1

Participation is spreading downward — the mid and small companies added more this month than the large ones did.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 12 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Security & Protection Services outperforming S&P 500?

Security & Protection Services has outperformed S&P 500 by 7.2% over the last 52 weeks. Over 13 weeks the gap is a lead of 1.2%. 5 of 14 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. The GEO Group, Inc. is the strongest against the sector itself at +41.1%.

+1.2%Sector vs S&P 500 · 13 weeks
+7.2%Sector vs S&P 500 · 52 weeks
5/14Stocks leading S&P 500
5/14Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Security & Protection Services has outperformed S&P 500 by 7.2% over 52 weeks and 1.2% over 13 weeks. 5 of 14 covered companies beat the S&P 500 on Mansfield relative strength, while 5 of 14 beat the sector itself. ADT Inc. leads with revenue of $10,279 million, based on 12 of 14 comparable companies through Mar 2026.

Is the Security & Protection Services sector outperforming S&P 500?

Security & Protection Services has outperformed S&P 500 by 7.2% over 52 weeks and 1.2% over 13 weeks. 5 of 14 covered companies beat the S&P 500 on Mansfield relative strength, while 5 of 14 beat the sector itself.

Which Security & Protection Services company is largest by revenue?

ADT Inc. leads with revenue of $10,279 million, based on 12 of 14 comparable companies through Mar 2026.

Which Security & Protection Services company is growing fastest?

Evolv Technologies Holdings, Inc. has the fastest current revenue growth at 42.5%, across 12 of 14 comparable companies.

Which Security & Protection Services company has the strongest 4-Factor Sector Score?

The GEO Group, Inc. ranks first at 73.1/100 with 82% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Security & Protection Services company reports the most CAPEX?

ADT Inc. reports the largest latest CAPEX at $140 million, with 14 of 14 companies comparable.

Which Security & Protection Services company has the least gross debt?

CompX International Inc. has the lowest comparable gross debt at $1 million. ADT Inc. has the highest at $7,669 million.

Which Security & Protection Services company has the lowest comparable PEG?

The GEO Group, Inc. has the lowest comparable Guarded PEG at 0.4, among 9 of 14 companies that pass the metric’s comparability rules.

How much history does this Security & Protection Services comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies
14
complete canonical membership
Combined market value
$46.2B
Allegion plc
Revenue growing
12/12
positive TTM year-on-year growth
Beating S&P 500
5/14
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
The GEO Group, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 82% evidence confidence.
ADT Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Brady Corporation has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. The GEO Group, Inc. · GEO

73.1/100 · Favorable setup · 82% evidence

Exact sum: 25.9 + 11 + 16.2 + 20 = 73.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

25.9/35Growth & earnings

Revenue 12.7% · PAT 100% · OPM change 2.6 pp

83% evidence

11.0/25Capital efficiency

ROCE 2.7% · debt/equity 1.11×

80% evidence

16.2/20Valuation

P/E 8.5× · PEG 0.4

65% evidence

20.0/20Relative strength

RS sector 41.1% · RS bench 44% · 1Y 23%

100% evidence

2. CoreCivic, Inc. · CXW

70.7/100 · Favorable setup · 82% evidence

Exact sum: 25.7 + 11.6 + 14.7 + 18.7 = 70.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

25.7/35Growth & earnings

Revenue 19.9% · PAT 54.8% · OPM change 1.7 pp

83% evidence

11.6/25Capital efficiency

ROCE 2.4% · debt/equity 1×

80% evidence

14.7/20Valuation

P/E 15.4× · PEG 0.43

65% evidence

18.7/20Relative strength

RS sector 33.1% · RS bench 35.5% · 1Y 56.2%

100% evidence

3. CompX International Inc. · CIX

67.7/100 · Favorable setup · 76% evidence

Exact sum: 23 + 17.5 + 12.3 + 14.9 = 67.7

Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.

23.0/35Growth & earnings

Revenue 7.4% · PAT 11.1% · OPM change 2.8 pp

83% evidence

17.5/25Capital efficiency

ROCE 4.9% · debt/equity 0.01×

80% evidence

12.3/20Valuation

P/E 14.2× · PEG 1.16

65% evidence

14.9/20Relative strength

RS sector 6.7% · RS bench 8.4% · 1Y 26.1%

70% evidence

4. Brady Corporation · BRC

57.0/100 · Mixed-positive evidence · 86% evidence

Exact sum: 15.7 + 17 + 7.6 + 16.7 = 57

Decision use: Price leads the evidence: RS versus the benchmark is 10.3%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

15.7/35Growth & earnings

Revenue 11% · PAT 8.3% · OPM change -0.8 pp

95% evidence

17.0/25Capital efficiency

ROCE 5.1% · debt/equity 0.07×

80% evidence

7.6/20Valuation

P/E 18.6× · PEG 2.15

65% evidence

16.7/20Relative strength

RS sector 8.6% · RS bench 10.3% · 1Y 39.1%

100% evidence

5. Mistras Group, Inc. · MG

54.2/100 · Mixed-positive evidence · 69% evidence

Exact sum: 18.9 + 8.2 + 13.8 + 13.3 = 54.2

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

18.9/35Growth & earnings

Revenue 3.3% · PAT 57.1% · OPM change 3.4 pp

62% evidence

8.2/25Capital efficiency

ROCE 1.1% · debt/equity 0.88×

80% evidence

13.8/20Valuation

P/E 21.1× · PEG 0.43

65% evidence

13.3/20Relative strength

RS sector 2.4% · RS bench 4.5% · 1Y 96.6%

70% evidence

6. Allegion plc · ALLE

51.0/100 · Thin evidence · provisional · 59% evidence

Exact sum: 16.1 + 15.8 + 10.1 + 9 = 51

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.1/35Growth & earnings

Revenue — · PAT — · OPM change -2 pp

45% evidence

15.8/25Capital efficiency

ROCE 5.8% · debt/equity 0.96×

80% evidence

10.1/20Valuation

P/E 18.4× · PEG —

15% evidence

9.0/20Relative strength

RS sector -5.5% · RS bench -4.3% · 1Y -2.4%

100% evidence

7. Evolv Technologies Holdings, Inc. · EVLV

46.3/100 · Thin evidence · provisional · 56% evidence

Exact sum: 25.3 + 7.3 + 10 + 3.7 = 46.3

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

25.3/35Growth & earnings

Revenue 42.5% · PAT — · OPM change 26.7 pp

62% evidence

7.3/25Capital efficiency

ROCE -5% · debt/equity 0.35×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

3.7/20Relative strength

RS sector -22.3% · RS bench -21.2% · 1Y -17%

70% evidence

8. MSA Safety Incorporated · MSA

43.7/100 · Mixed-negative evidence · 82% evidence

Exact sum: 14 + 14.9 + 4.9 + 9.9 = 43.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

14.0/35Growth & earnings

Revenue 5.6% · PAT 1.4% · OPM change 1.6 pp

83% evidence

14.9/25Capital efficiency

ROCE 4.4% · debt/equity 0.49×

80% evidence

4.9/20Valuation

P/E 22.2× · PEG 2.73

65% evidence

9.9/20Relative strength

RS sector -3.7% · RS bench -2.3% · 1Y 2.6%

100% evidence

9. Bridger Aerospace Group Holdings, Inc. · BAER

42.2/100 · Thin evidence · provisional · 56% evidence

Exact sum: 17.4 + 9.7 + 10 + 5.1 = 42.2

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

17.4/35Growth & earnings

Revenue 6.4% · PAT — · OPM change 51.4 pp

62% evidence

9.7/25Capital efficiency

ROCE 3% · debt/equity 7.41×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

5.1/20Relative strength

RS sector -14.2% · RS bench -13.1% · 1Y 5.6%

70% evidence

10. NLI Holdings, Inc. · NL

40.9/100 · Mixed-negative evidence · 66% evidence

Exact sum: 14.2 + 11.4 + 8.8 + 6.5 = 40.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

14.2/35Growth & earnings

Revenue 7.4% · PAT -150% · OPM change 2.3 pp

83% evidence

11.4/25Capital efficiency

ROCE 0.9% · debt/equity 0×

80% evidence

8.8/20Valuation

P/E 30.8× · PEG —

15% evidence

6.5/20Relative strength

RS sector -9.6% · RS bench -8.1% · 1Y 5.1%

70% evidence

11. ADT Inc. · ADT

38.6/100 · Mixed-negative evidence · 82% evidence

Exact sum: 11.7 + 8.3 + 14.5 + 4.1 = 38.6

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

11.7/35Growth & earnings

Revenue 3.3% · PAT 4.2% · OPM change 0.1 pp

83% evidence

8.3/25Capital efficiency

ROCE 2.2% · debt/equity 2.02×

80% evidence

14.5/20Valuation

P/E 9.3× · PEG 0.56

65% evidence

4.1/20Relative strength

RS sector -12.9% · RS bench -11.7% · 1Y -11.6%

100% evidence

12. The Brink's Company · BCO

38.3/100 · Mixed-negative evidence · 82% evidence

Exact sum: 13.3 + 7.6 + 9.1 + 8.3 = 38.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

13.3/35Growth & earnings

Revenue 7.3% · PAT 9.7% · OPM change -1.6 pp

83% evidence

7.6/25Capital efficiency

ROCE 2.2% · debt/equity 11.37×

80% evidence

9.1/20Valuation

P/E 24.2× · PEG 1.51

65% evidence

8.3/20Relative strength

RS sector -3.9% · RS bench -2.5% · 1Y 38.8%

100% evidence

13. Napco Security Technologies, Inc. · NSSC

29.7/100 · Adverse evidence · 76% evidence

Exact sum: 9.1 + 10.7 + 5.5 + 4.4 = 29.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

9.1/35Growth & earnings

Revenue 8.8% · PAT -15.6% · OPM change -27.8 pp

83% evidence

10.7/25Capital efficiency

ROCE -0.7% · debt/equity 0.03×

80% evidence

5.5/20Valuation

P/E 37.9× · PEG 2.27

65% evidence

4.4/20Relative strength

RS sector -14.9% · RS bench -13.7% · 1Y 23.2%

70% evidence

14. Concorde International Group Ltd. · YOOV

38.6/100 · Thin evidence · provisional · 29% evidence

Exact sum: 15.9 + 8.2 + 11.5 + 3 = 38.6

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

15.9/35Growth & earnings

Revenue — · PAT — · OPM change —

9% evidence

8.2/25Capital efficiency

ROCE -92.2% · debt/equity —

34% evidence

11.5/20Valuation

P/E 5.2× · PEG —

15% evidence

3.0/20Relative strength

RS sector -68.2% · RS bench -69.7% · 1Y -84.6%

70% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

ADT Inc. has the highest Revenue among the 14 Security & Protection Services companies compared here, at $10,279 million. The Brink's Company is next at $5,390 million. Evolv Technologies Holdings, Inc. has the highest Revenue growth at 42.5%, so level and change sit with different companies. 12 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: ADT Inc. is the scale leader at $10,279 million, 90.7% ahead of The Brink's Company. Evolv Technologies Holdings, Inc.'s growth is 42.5% from a $161 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderADT Inc. · $10,279 million
Gap90.7% versus #2 · The Brink's Company
Persistence8/8 recent comparable periods
Coverage12/14 companies · 253 observations

Investor read: ADT Inc. is the scale benchmark; Evolv Technologies Holdings, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: ADT Inc.'s growth falls below Evolv Technologies Holdings, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1ADT Inc. ADT$10.3B
2The Brink's Company BCO$5.4B
3The GEO Group, Inc. GEO$2.7B
4CoreCivic, Inc. CXW$2.3B
5MSA Safety Incorporated MSA$1.9B
Revenue growthfastest growers
1Evolv Technologies Holdings, Inc. EVLV43%
2CoreCivic, Inc. CXW20%
3The GEO Group, Inc. GEO13%
4Brady Corporation BRC11%
5Napco Security Technologies, Inc. NSSC8.8%
Revenue · company comparison
12/14 level · 12/14 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
ADT Inc. ADT$2.6B0.9%Mar 2026
The Brink's Company BCO$1.4B10%Mar 2026
Allegion plc ALLE$1.0B9.8%Jun 2026
The GEO Group, Inc. GEO$705M17%Mar 2026
CoreCivic, Inc. CXW$615M26%Mar 2026
MSA Safety Incorporated MSA$464M10%Mar 2026
Brady Corporation BRC$435M14%Jun 2026
Mistras Group, Inc. MG$169M4.3%Mar 2026
Napco Security Technologies, Inc. NSSC$49M11%Mar 2026
Evolv Technologies Holdings, Inc. EVLV$46M44%Mar 2026
CompX International Inc. CIX$41M2.5%Mar 2026
NLI Holdings, Inc. NL$41M2.5%Mar 2026
Bridger Aerospace Group Holdings, Inc. BAER$9M-44%Mar 2026
Concorde International Group Ltd. YOOV$6M20%Dec 2025
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$2.6B
$1.1B
$3.1B
$3.2B
$2.6B
$1.0B
$2.6B
$2.3B
$2.4B
$2.3B
$2.4B
$2.4B
$2.5B
$2.5B
$2.5B
$2.6B
$2.6B
$2.6B
$2.6B

Allegion plc · ALLE

$717M
$709M
$724M
$773M
$914M
$862M
$923M
$913M
$918M
$897M
$894M
$966M
$967M
$946M
$942M
$1.0B
$1.1B
$1.0B
$1.0B

Brady Corporation · BRC

$306M
$321M
$318M
$339M
$324M
$323M
$326M
$337M
$346M
$332M
$323M
$343M
$343M
$377M
$357M
$383M
$397M
$405M
$384M
$435M

CompX International Inc. · CIX

$35M
$34M
$42M
$42M
$43M
$40M
$41M
$37M
$40M
$43M
$38M
$36M
$34M
$38M
$40M
$40M
$40M
$38M
$41M

CoreCivic, Inc. · CXW

$471M
$472M
$453M
$457M
$464M
$471M
$458M
$464M
$484M
$491M
$501M
$490M
$492M
$479M
$489M
$538M
$580M
$604M
$615M

Evolv Technologies Holdings, Inc. · EVLV

$8M
$7M
$9M
$9M
$17M
$21M
$19M
$20M
$20M
$21M
$22M
$25M
$27M
$29M
$32M
$33M
$43M
$39M
$46M

Mistras Group, Inc. · MG

$175M
$171M
$162M
$179M
$178M
$168M
$168M
$176M
$179M
$182M
$184M
$190M
$183M
$173M
$162M
$185M
$196M
$181M
$169M

MSA Safety Incorporated · MSA

$340M
$410M
$331M
$372M
$382M
$443M
$398M
$447M
$447M
$495M
$413M
$462M
$433M
$500M
$421M
$474M
$468M
$511M
$464M

Napco Security Technologies, Inc. · NSSC

$31M
$33M
$36M
$43M
$39M
$42M
$44M
$45M
$42M
$48M
$49M
$50M
$44M
$43M
$44M
$51M
$49M
$48M
$49M

NLI Holdings, Inc. · NL

$35M
$34M
$42M
$42M
$43M
$40M
$41M
$37M
$40M
$43M
$38M
$36M
$34M
$38M
$40M
$40M
$40M
$38M
$41M

The Brink's Company · BCO

$1.1B
$1.1B
$1.1B
$1.1B
$1.1B
$1.2B
$1.2B
$1.2B
$1.2B
$1.2B
$1.2B
$1.3B
$1.3B
$1.3B
$1.2B
$1.3B
$1.3B
$1.4B
$1.4B

The GEO Group, Inc. · GEO

$557M
$558M
$551M
$588M
$617M
$621M
$608M
$594M
$603M
$608M
$606M
$607M
$603M
$608M
$605M
$636M
$682M
$708M
$705M

Revenue growth · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

23%
-2.1%
-7.2%
-17%
-27%
-8.5%
129%
-6.9%
3.1%
5.4%
7.5%
6.6%
6.9%
4.3%
1.2%
0.9%

Allegion plc · ALLE

3.5%
27%
22%
27%
18%
0.4%
4.1%
-3.1%
5.8%
5.3%
5.5%
5.4%
5.8%
11%
9.2%
9.8%

Brady Corporation · BRC

5.9%
0.6%
2.5%
-0.6%
6.8%
2.8%
-0.9%
1.8%
-0.9%
14%
11%
12%
16%
7.4%
7.6%
14%

CompX International Inc. · CIX

17%
23%
18%
-2.4%
-12%
-7.0%
7.5%
-7.3%
-2.7%
-15%
-12%
5.3%
11%
18%
0.0%
2.5%

CoreCivic, Inc. · CXW

-1.7%
-1.5%
-0.2%
1.1%
1.5%
4.3%
4.3%
9.4%
5.6%
1.7%
-2.4%
-2.4%
9.8%
18%
26%
26%

Evolv Technologies Holdings, Inc. · EVLV

80%
113%
200%
111%
122%
18%
0.0%
16%
25%
35%
38%
45%
32%
59%
34%
44%

Mistras Group, Inc. · MG

0.6%
1.7%
-1.8%
3.7%
-1.7%
0.6%
8.3%
9.5%
8.0%
2.2%
-5.0%
-12%
-2.6%
7.1%
4.6%
4.3%

MSA Safety Incorporated · MSA

9.1%
12%
8.1%
20%
20%
17%
12%
3.8%
3.4%
-3.1%
1.0%
1.9%
2.6%
8.1%
2.2%
10%

Napco Security Technologies, Inc. · NSSC

23%
26%
27%
22%
4.7%
7.7%
14%
11%
11%
4.8%
-10%
-10%
2.0%
11%
12%
11%

NLI Holdings, Inc. · NL

17%
23%
18%
-2.4%
-12%
-7.0%
7.5%
-7.3%
-2.7%
-15%
-12%
5.3%
11%
18%
0.0%
2.5%

The Brink's Company · BCO

8.1%
5.7%
8.5%
10%
7.2%
7.9%
4.6%
4.3%
3.0%
2.6%
1.4%
0.9%
3.8%
6.0%
9.1%
10%

The GEO Group, Inc. · GEO

4.1%
11%
11%
10%
1.0%
-2.3%
-2.1%
-0.3%
2.2%
0.0%
0.0%
-0.2%
4.8%
13%
16%
17%
02 · compare level, then change

Operating Economics & Margin Trend

Bridger Aerospace Group Holdings, Inc. has the highest OPM among the 14 Security & Protection Services companies compared here, at 96.3%. MSA Safety Incorporated is next at 20.1%. The same company also holds the highest Margin change, at +51.4 percentage points. 13 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Bridger Aerospace Group Holdings, Inc. leads both opm at 96.3% and margin change at +51.4 percentage points.

LeaderBridger Aerospace Group Holdings, Inc. · 96.3%
Gap379.1% versus #2 · MSA Safety Incorporated
Persistence7/8 recent comparable periods
Coverage13/14 companies · 245 observations

Investor read: Bridger Aerospace Group Holdings, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Bridger Aerospace Group Holdings, Inc. BAER96%
2MSA Safety Incorporated MSA20%
3Allegion plc ALLE19%
4CompX International Inc. CIX17%
5Brady Corporation BRC17%
Margin changefastest expanders
1Bridger Aerospace Group Holdings, Inc. BAER+51.4 pp
2Evolv Technologies Holdings, Inc. EVLV+26.7 pp
3Mistras Group, Inc. MG+3.4 pp
4CompX International Inc. CIX+2.8 pp
5The GEO Group, Inc. GEO+2.6 pp
Operating margin · company comparison
13/14 level · 13/14 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyOPMMargin changeReported
Bridger Aerospace Group Holdings, Inc. BAER96%+51.4 ppMar 2026
MSA Safety Incorporated MSA20%+1.6 ppMar 2026
Allegion plc ALLE19%−2.0 ppJun 2026
CompX International Inc. CIX17%+2.8 ppMar 2026
Brady Corporation BRC17%−0.8 ppJun 2026
ADT Inc. ADT13%+0.1 ppMar 2026
The GEO Group, Inc. GEO13%+2.6 ppMar 2026
CoreCivic, Inc. CXW11%+1.7 ppMar 2026
NLI Holdings, Inc. NL10%+2.3 ppMar 2026
The Brink's Company BCO8.0%−1.6 ppMar 2026
Mistras Group, Inc. MG2.8%+3.4 ppMar 2026
Napco Security Technologies, Inc. NSSC-2.4%−27.8 ppMar 2026
Evolv Technologies Holdings, Inc. EVLV-18%+26.7 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

0.9%
0.9%
2.5%
6.6%
0.1%
44%
-1.0%
14%
13%
13%
12%
12%
13%
12%
13%
13%
12%
13%
13%

Allegion plc · ALLE

19%
16%
16%
19%
18%
19%
19%
20%
21%
18%
19%
22%
22%
20%
21%
22%
22%
20%
19%

Brady Corporation · BRC

13%
14%
14%
16%
16%
16%
15%
19%
18%
18%
17%
19%
19%
16%
14%
18%
15%
17%
16%
17%

CompX International Inc. · CIX

15%
11%
15%
19%
14%
14%
17%
12%
16%
17%
9.8%
14%
9.9%
13%
15%
16%
12%
15%
17%

CoreCivic, Inc. · CXW

13%
14%
10%
9.2%
6.5%
11%
8.7%
8.1%
7.7%
11%
11%
9.9%
9.0%
8.0%
9.7%
12%
8.7%
9.2%
11%

Evolv Technologies Holdings, Inc. · EVLV

-230%
-304%
-274%
-279%
-161%
-130%
-121%
-119%
-106%
-108%
-99%
-89%
-70%
-65%
-45%
-54%
-20%
-21%
-18%

Mistras Group, Inc. · MG

5.3%
1.3%
-2.9%
5.3%
5.5%
3.0%
-1.1%
2.2%
-2.6%
0.4%
3.0%
6.3%
6.5%
6.1%
-0.6%
4.5%
10%
7.0%
2.8%

MSA Safety Incorporated · MSA

9.5%
-22%
13%
17%
17%
16%
-15%
21%
21%
21%
19%
22%
21%
24%
19%
18%
20%
22%
20%

Napco Security Technologies, Inc. · NSSC

14%
3.8%
13%
19%
9.2%
10%
24%
26%
28%
29%
29%
28%
27%
26%
25%
24%
28%
31%
-2.4%

NLI Holdings, Inc. · NL

6.6%
4.0%
9.2%
10%
7.5%
6.1%
10%
3.9%
9.1%
11%
3.6%
2.2%
6.0%
88%
7.8%
6.9%
4.6%
7.6%
10%

The Brink's Company · BCO

6.9%
13%
5.8%
8.5%
5.2%
12%
6.7%
8.7%
11%
8.2%
9.8%
9.3%
8.9%
8.3%
9.6%
10%
11%
13%
8.0%

The GEO Group, Inc. · GEO

13%
14%
15%
16%
16%
18%
15%
16%
14%
14%
13%
13%
14%
11%
10%
11%
6.0%
12%
13%

Margin change · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

+6.7 pp
−0.8 pp
+43.0 pp
−3.5 pp
+7.6 pp
+12.9 pp
−30.8 pp
+13.3 pp
−2.4 pp
+0.1 pp
−1.0 pp
+0.3 pp
+1.5 pp
−1.0 pp
+0.9 pp
+0.1 pp

Allegion plc · ALLE

−0.5 pp
−1.5 pp
+2.3 pp
+2.3 pp
+1.2 pp
+3.2 pp
−0.7 pp
+0.8 pp
+1.4 pp
+1.2 pp
+1.7 pp
+1.6 pp
−0.1 pp
−0.4 pp
+0.8 pp
−2.0 pp

Brady Corporation · BRC

+3.0 pp
+2.1 pp
+1.5 pp
+3.1 pp
+1.6 pp
+2.1 pp
+1.7 pp
−0.2 pp
+1.4 pp
−2.4 pp
−2.3 pp
−0.9 pp
−4.4 pp
+1.2 pp
+1.8 pp
−0.8 pp

CompX International Inc. · CIX

+2.7 pp
−1.0 pp
+2.5 pp
+2.1 pp
−6.7 pp
+2.4 pp
+3.6 pp
−7.3 pp
+2.3 pp
−6.3 pp
−4.6 pp
+4.8 pp
+1.5 pp
+2.0 pp
+2.3 pp
+2.8 pp

CoreCivic, Inc. · CXW

−3.5 pp
−6.1 pp
−2.7 pp
−1.3 pp
−1.1 pp
+1.2 pp
−0.1 pp
+2.2 pp
+1.8 pp
+1.3 pp
−2.9 pp
−1.2 pp
+2.1 pp
−0.3 pp
+1.2 pp
+1.7 pp

Evolv Technologies Holdings, Inc. · EVLV

−130.9 pp
+68.9 pp
+173.4 pp
+153.0 pp
+159.5 pp
+54.7 pp
+22.4 pp
+22.2 pp
+30.5 pp
+36.2 pp
+43.0 pp
+53.8 pp
+34.9 pp
+49.9 pp
+44.2 pp
+26.7 pp

Mistras Group, Inc. · MG

−1.1 pp
+0.2 pp
+1.7 pp
+1.8 pp
−3.1 pp
−8.1 pp
−2.6 pp
+4.1 pp
+4.1 pp
+9.1 pp
+5.7 pp
−3.6 pp
−1.8 pp
+3.9 pp
+0.9 pp
+3.4 pp

MSA Safety Incorporated · MSA

+6.2 pp
+7.3 pp
+37.6 pp
−28.0 pp
+4.7 pp
+4.3 pp
+4.7 pp
+34.5 pp
+0.4 pp
0.0 pp
+2.9 pp
−0.9 pp
−3.5 pp
−1.0 pp
−1.2 pp
+1.6 pp

Napco Security Technologies, Inc. · NSSC

+0.4 pp
−4.3 pp
+6.4 pp
+11.4 pp
+7.4 pp
+18.5 pp
+18.8 pp
+5.2 pp
+1.3 pp
−0.8 pp
−3.0 pp
−4.0 pp
−3.9 pp
+0.8 pp
+4.6 pp
−27.8 pp

NLI Holdings, Inc. · NL

+2.1 pp
+0.9 pp
+2.1 pp
+1.0 pp
−6.2 pp
+1.6 pp
+5.1 pp
−6.6 pp
−1.7 pp
−3.1 pp
+76.5 pp
+4.2 pp
+4.7 pp
−1.4 pp
−80.1 pp
+2.3 pp

The Brink's Company · BCO

+1.5 pp
−1.7 pp
−1.2 pp
+0.9 pp
+0.2 pp
+6.0 pp
−3.8 pp
+3.1 pp
+0.6 pp
−2.3 pp
+0.1 pp
−0.2 pp
+1.0 pp
+2.5 pp
+4.8 pp
−1.6 pp

The GEO Group, Inc. · GEO

+3.4 pp
+2.6 pp
+4.0 pp
+0.4 pp
−0.6 pp
−2.0 pp
−3.8 pp
−2.1 pp
−2.4 pp
−0.2 pp
−2.6 pp
−3.0 pp
−1.9 pp
−7.7 pp
+0.6 pp
+2.6 pp
03 · compare level, then change

Profit Scale & Acceleration

ADT Inc. has the highest Net profit among the 14 Security & Protection Services companies compared here, at $627 million. MSA Safety Incorporated is next at $291 million. The GEO Group, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: ADT Inc. leads with $627 million of TTM profit, 115.5% above MSA Safety Incorporated. The GEO Group, Inc. shows ≥100% on the scoring scale (841.4% uncapped) growth from a $273 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderADT Inc. · $627 million
Gap115.5% versus #2 · MSA Safety Incorporated
Persistence5/8 recent comparable periods
Coverage12/14 companies · 253 observations

Investor read: ADT Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1ADT Inc. ADT$627M
2MSA Safety Incorporated MSA$291M
3The GEO Group, Inc. GEO$273M
4Brady Corporation BRC$210M
5The Brink's Company BCO$193M
Profit growthfastest growers
1The GEO Group, Inc. GEO100%
2CoreCivic, Inc. CXW55%
3CompX International Inc. CIX11%
4The Brink's Company BCO9.7%
5Brady Corporation BRC8.3%
Net profit · company comparison
12/14 level · 9/14 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyNet profitProfit growthReported
ADT Inc. ADT$169M19%Mar 2026
Allegion plc ALLE$138M-6.8%Jun 2026
MSA Safety Incorporated MSA$71M18%Mar 2026
Brady Corporation BRC$58M12%Jun 2026
The GEO Group, Inc. GEO$38M90%Mar 2026
CoreCivic, Inc. CXW$38M52%Mar 2026
The Brink's Company BCO$35M-35%Mar 2026
CompX International Inc. CIX$6M20%Mar 2026
NLI Holdings, Inc. NL$5M400%Mar 2026
Mistras Group, Inc. MG$2M-20%Mar 2026
Napco Security Technologies, Inc. NSSC$0M-100%Mar 2026
Evolv Technologies Holdings, Inc. EVLV$-5M-1,467%Mar 2026
Concorde International Group Ltd. YOOV$-13M-8,400%Dec 2025
Bridger Aerospace Group Holdings, Inc. BAER$-31M22%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$-109M
$-56M
$52M
$92M
$-168M
$350M
$-124M
$182M
$126M
$93M
$164M
$126M
$132M
$202M
$142M
$168M
$144M
$146M
$169M

Allegion plc · ALLE

$144M
$113M
$93M
$115M
$115M
$135M
$124M
$142M
$156M
$119M
$124M
$155M
$174M
$144M
$148M
$160M
$188M
$148M
$138M

Brady Corporation · BRC

$33M
$35M
$34M
$40M
$41M
$39M
$38M
$48M
$49M
$47M
$44M
$51M
$55M
$47M
$40M
$52M
$50M
$54M
$48M
$58M

CompX International Inc. · CIX

$4M
$3M
$5M
$6M
$5M
$5M
$6M
$4M
$6M
$7M
$4M
$5M
$3M
$5M
$5M
$5M
$4M
$5M
$6M

CoreCivic, Inc. · CXW

$30M
$28M
$19M
$11M
$68M
$24M
$12M
$15M
$14M
$26M
$10M
$19M
$21M
$19M
$25M
$39M
$26M
$27M
$38M

Evolv Technologies Holdings, Inc. · EVLV

$21M
$5M
$-14M
$-26M
$-19M
$-29M
$-29M
$-67M
$5M
$-17M
$-11M
$3M
$-30M
$-16M
$-2M
$-41M
$-2M
$11M
$-5M

Mistras Group, Inc. · MG

$3M
$0M
$-5M
$5M
$4M
$3M
$-5M
$0M
$-10M
$-3M
$1M
$6M
$6M
$5M
$-3M
$3M
$13M
$4M
$2M

MSA Safety Incorporated · MSA

$21M
$-61M
$36M
$48M
$45M
$51M
$-150M
$67M
$65M
$76M
$58M
$72M
$67M
$88M
$60M
$63M
$70M
$87M
$71M

Napco Security Technologies, Inc. · NSSC

$8M
$1M
$3M
$8M
$3M
$4M
$10M
$11M
$10M
$13M
$13M
$14M
$11M
$10M
$10M
$12M
$12M
$14M
$0M

NLI Holdings, Inc. · NL

$11M
$15M
$19M
$31M
$-8M
$-5M
$-6M
$-3M
$1M
$8M
$7M
$8M
$36M
$17M
$1M
$1M
$-7M
$-30M
$5M

The Brink's Company · BCO

$23M
$50M
$74M
$38M
$23M
$50M
$18M
$35M
$50M
$-6M
$52M
$50M
$32M
$40M
$54M
$48M
$38M
$72M
$35M

The GEO Group, Inc. · GEO

$35M
$-50M
$38M
$54M
$38M
$42M
$28M
$30M
$25M
$25M
$23M
$-33M
$26M
$16M
$20M
$29M
$174M
$32M
$38M

Profit growth · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

-338%
98%
-73%
-31%
4.8%
117%
-13%
33%
9.1%
-28%
19%

Allegion plc · ALLE

-3.4%
-20%
19%
33%
23%
36%
-12%
0.0%
9.2%
12%
21%
19%
3.2%
8.1%
2.8%
-6.8%

Brady Corporation · BRC

24%
11%
12%
20%
20%
21%
16%
6.3%
12%
0.0%
-9.1%
2.0%
-9.1%
15%
20%
12%

CompX International Inc. · CIX

20%
25%
67%
20%
-33%
20%
40%
-33%
25%
-50%
-29%
25%
0.0%
33%
0.0%
20%

CoreCivic, Inc. · CXW

-31%
127%
-14%
-37%
36%
-79%
8.3%
-17%
27%
50%
-27%
150%
105%
24%
42%
52%

Evolv Technologies Holdings, Inc. · EVLV

-190%
-680%
-700%
-1,467%

Mistras Group, Inc. · MG

-17%
33%
-100%
-350%
-200%
-400%
-50%
117%
-20%

MSA Safety Incorporated · MSA

92%
114%
-517%
40%
44%
49%
7.5%
3.1%
16%
3.5%
-13%
4.5%
-1.1%
18%

Napco Security Technologies, Inc. · NSSC

33%
-63%
300%
233%
38%
233%
225%
30%
27%
10%
-23%
-23%
-14%
9.1%
40%
-100%

NLI Holdings, Inc. · NL

138%
-173%
-133%
-132%
-110%
3,500%
113%
-86%
-88%
-119%
-276%
400%

The Brink's Company · BCO

41%
0.0%
0.0%
-76%
-7.9%
117%
-112%
189%
43%
-36%
3.9%
-4.0%
19%
80%
-35%

The GEO Group, Inc. · GEO

29%
8.6%
-26%
-44%
-34%
-40%
-18%
-210%
4.0%
-36%
-13%
569%
100%
90%
04 · compare level, then change

Capacity Spending & Returns On It

ADT Inc. has the highest CAPEX among the 14 Security & Protection Services companies compared here, at $140 million. The Brink's Company is next at $40 million. Bridger Aerospace Group Holdings, Inc. has the highest CAPEX intensity at 66.7%, so level and change sit with different companies. 14 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: ADT Inc. reports $140 million of CAPEX; Bridger Aerospace Group Holdings, Inc. has the highest covered intensity at 66.7%. Coverage is only 14 of 14 companies and 253 reported observations, so this is partial evidence—not a complete sector rank.

LeaderADT Inc. · $140 million
Gap250% versus #2 · The Brink's Company
Persistence8/8 recent comparable periods
Coverage14/14 companies · 253 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1ADT Inc. ADT$140M
2The Brink's Company BCO$40M
3CoreCivic, Inc. CXW$23M
4The GEO Group, Inc. GEO$22M
5Allegion plc ALLE$18M
CAPEX intensityhighest reinvestment intensity
1Bridger Aerospace Group Holdings, Inc. BAER67%
2Evolv Technologies Holdings, Inc. EVLV8.7%
3ADT Inc. ADT5.5%
4CoreCivic, Inc. CXW3.7%
5Mistras Group, Inc. MG3.6%
Capital expenditure · company comparison
14/14 level · 14/14 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyCAPEXCAPEX intensityReported
ADT Inc. ADT$140M5.5%Mar 2026
The Brink's Company BCO$40M2.9%Mar 2026
CoreCivic, Inc. CXW$23M3.7%Mar 2026
The GEO Group, Inc. GEO$22M3.1%Mar 2026
Allegion plc ALLE$18M2.0%Jun 2026
MSA Safety Incorporated MSA$11M2.4%Mar 2026
Brady Corporation BRC$11M2.5%Jun 2026
Mistras Group, Inc. MG$6M3.6%Mar 2026
Bridger Aerospace Group Holdings, Inc. BAER$6M67%Mar 2026
Evolv Technologies Holdings, Inc. EVLV$4M8.7%Mar 2026
Napco Security Technologies, Inc. NSSC$1M2.0%Mar 2026
CompX International Inc. CIX$0M0.0%Mar 2026
NLI Holdings, Inc. NL$0M0.0%Mar 2026
Concorde International Group Ltd. YOOV$0M0.0%Dec 2025
Full 20-quarter history · every available company

CAPEX · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$222M
$217M
$220M
$246M
$242M
$203M
$219M
$191M
$202M
$195M
$181M
$190M
$165M
$150M
$151M
$141M
$141M
$139M
$140M

Allegion plc · ALLE

$11M
$17M
$9M
$16M
$17M
$23M
$22M
$18M
$21M
$24M
$27M
$21M
$20M
$24M
$21M
$18M
$20M
$40M
$21M
$18M

Brady Corporation · BRC

$6M
$11M
$5M
$6M
$21M
$4M
$4M
$5M
$6M
$11M
$50M
$8M
$11M
$7M
$7M
$4M
$9M
$11M
$11M
$11M

CompX International Inc. · CIX

$1M
$2M
$2M
$0M
$1M
$1M
$0M
$0M
$0M
$1M
$0M
$0M
$0M
$0M
$1M
$1M
$1M
$1M
$0M

CoreCivic, Inc. · CXW

$20M
$28M
$12M
$22M
$17M
$30M
$9M
$17M
$18M
$26M
$12M
$19M
$18M
$22M
$26M
$35M
$38M
$42M
$23M

Evolv Technologies Holdings, Inc. · EVLV

$6M
$7M
$5M
$6M
$4M
$13M
$20M
$18M
$17M
$20M
$2M
$3M
$29M
$13M
$3M
$13M
$29M
$4M

Mistras Group, Inc. · MG

$5M
$3M
$3M
$4M
$2M
$4M
$4M
$5M
$5M
$6M
$5M
$5M
$5M
$4M
$5M
$5M
$9M
$6M
$6M

MSA Safety Incorporated · MSA

$11M
$13M
$8M
$12M
$9M
$14M
$8M
$10M
$13M
$12M
$11M
$14M
$14M
$14M
$11M
$29M
$12M
$16M
$11M

Napco Security Technologies, Inc. · NSSC

$1M
$0M
$0M
$0M
$0M
$0M
$2M
$0M
$0M
$0M
$0M
$1M
$1M
$1M
$0M
$0M
$0M
$1M
$1M

NLI Holdings, Inc. · NL

$1M
$2M
$2M
$0M
$1M
$1M
$0M
$0M
$0M
$1M
$0M
$0M
$0M
$0M
$1M
$1M
$1M
$1M
$0M

The Brink's Company · BCO

$41M
$54M
$37M
$46M
$48M
$51M
$45M
$44M
$44M
$70M
$52M
$57M
$51M
$63M
$59M
$52M
$45M
$48M
$40M

The GEO Group, Inc. · GEO

$13M
$12M
$14M
$22M
$36M
$18M
$14M
$18M
$22M
$19M
$15M
$24M
$19M
$21M
$31M
$37M
$94M
$36M
$22M

CAPEX intensity · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

8.4%
20%
7.1%
7.7%
9.4%
20%
8.6%
8.2%
8.6%
8.3%
7.6%
7.9%
6.6%
6.0%
6.0%
5.5%
5.4%
5.4%
5.5%

Allegion plc · ALLE

1.5%
2.4%
1.2%
2.1%
1.9%
2.7%
2.4%
2.0%
2.3%
2.7%
3.0%
2.2%
2.1%
2.5%
2.2%
1.8%
1.9%
3.9%
2.0%

Brady Corporation · BRC

2.0%
3.4%
1.6%
1.8%
6.5%
1.2%
1.2%
1.5%
1.7%
3.3%
16%
2.3%
3.2%
1.9%
2.0%
1.0%
2.3%
2.7%
2.9%
2.5%

CompX International Inc. · CIX

2.9%
5.9%
4.8%
0.0%
2.3%
2.5%
0.0%
0.0%
0.0%
2.3%
0.0%
0.0%
0.0%
0.0%
2.5%
2.5%
2.5%
2.6%
0.0%

CoreCivic, Inc. · CXW

4.2%
5.9%
2.6%
4.8%
3.7%
6.4%
2.0%
3.7%
3.7%
5.3%
2.4%
3.9%
3.7%
4.6%
5.3%
6.5%
6.6%
7.0%
3.7%

Evolv Technologies Holdings, Inc. · EVLV

86%
78%
56%
35%
19%
68%
100%
90%
81%
91%
8.0%
11%
100%
41%
9.1%
30%
74%
8.7%

Mistras Group, Inc. · MG

2.9%
1.8%
1.9%
2.2%
1.1%
2.4%
2.4%
2.8%
2.8%
3.3%
2.7%
2.6%
2.7%
2.3%
3.1%
2.7%
4.6%
3.3%
3.6%

MSA Safety Incorporated · MSA

3.2%
3.2%
2.4%
3.2%
2.4%
3.2%
2.0%
2.2%
2.9%
2.4%
2.7%
3.0%
3.2%
2.8%
2.6%
6.1%
2.6%
3.1%
2.4%

Napco Security Technologies, Inc. · NSSC

3.2%
0.0%
0.0%
0.0%
0.0%
0.0%
4.5%
0.0%
0.0%
0.0%
0.0%
2.0%
2.3%
2.3%
0.0%
0.0%
0.0%
2.1%
2.0%

NLI Holdings, Inc. · NL

2.9%
5.9%
4.8%
0.0%
2.3%
2.5%
0.0%
0.0%
0.0%
2.3%
0.0%
0.0%
0.0%
0.0%
2.5%
2.5%
2.5%
2.6%
0.0%

The Brink's Company · BCO

3.8%
4.9%
3.4%
4.1%
4.2%
4.3%
3.8%
3.6%
3.6%
5.6%
4.2%
4.5%
4.1%
5.0%
4.7%
4.0%
3.4%
3.5%
2.9%

The GEO Group, Inc. · GEO

2.3%
2.2%
2.5%
3.7%
5.8%
2.9%
2.3%
3.0%
3.6%
3.1%
2.5%
4.0%
3.2%
3.5%
5.1%
5.8%
14%
5.1%
3.1%
Annual capital allocation · 6-year view
14/14 capacity base · 14/14 OCF · 14/14 CAPEX · 14/14 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$3.2B
$3.2B
$3.3B
$3.2B
$3.0B

Allegion plc · ALLE

$284M
$309M
$358M
$385M
$445M

Brady Corporation · BRC

$164M
$171M
$172M
$234M
$284M

CoreCivic, Inc. · CXW

$219M
$208M
$202M
$193M
$182M

Mistras Group, Inc. · MG

$87M
$78M
$81M
$81M
$93M

NLI Holdings, Inc. · NL

$29M
$29M
$26M
$24M
$24M

The Brink's Company · BCO

$1.2B
$1.3B
$1.4B
$1.3B
$1.5B

The GEO Group, Inc. · GEO

$2.2B
$2.2B
$2.1B
$2.0B
$2.0B

Operating cash flow · fiscal-year history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$1.7B
$1.9B
$1.7B
$1.9B
$1.9B

Allegion plc · ALLE

$489M
$460M
$601M
$675M
$784M

Brady Corporation · BRC

$206M
$118M
$209M
$255M
$181M

CoreCivic, Inc. · CXW

$263M
$154M
$232M
$269M
$195M

Mistras Group, Inc. · MG

$42M
$26M
$27M
$50M
$33M

NLI Holdings, Inc. · NL

$18M
$27M
$37M
$26M
$-36M

The Brink's Company · BCO

$478M
$480M
$702M
$426M
$640M

The GEO Group, Inc. · GEO

$283M
$288M
$278M
$242M
$73M

CAPEX · reported cash flow · fiscal-year history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$863M
$911M
$807M
$687M
$572M

Allegion plc · ALLE

$45M
$64M
$84M
$92M
$98M

Brady Corporation · BRC

$27M
$43M
$19M
$80M
$28M

CoreCivic, Inc. · CXW

$81M
$81M
$70M
$71M
$141M

Mistras Group, Inc. · MG

$18M
$13M
$21M
$18M
$25M

NLI Holdings, Inc. · NL

$4M
$4M
$1M
$1M
$4M

The Brink's Company · BCO

$168M
$183M
$203M
$223M
$203M

The GEO Group, Inc. · GEO

$69M
$90M
$73M
$79M
$198M

Free cash flow · fiscal-year history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$787M
$977M
$851M
$1.2B
$1.3B

Allegion plc · ALLE

$443M
$396M
$516M
$583M
$686M

Brady Corporation · BRC

$178M
$75M
$190M
$175M
$154M

CoreCivic, Inc. · CXW

$182M
$72M
$162M
$198M
$54M

NLI Holdings, Inc. · NL

$14M
$23M
$36M
$24M
$-40M

The Brink's Company · BCO

$310M
$297M
$500M
$204M
$436M

The GEO Group, Inc. · GEO

$213M
$198M
$205M
$164M
$-125M
05 · compare level, then change

Debt Load & Balance-Sheet Headroom

CompX International Inc. has the lowest Gross debt among the 14 Security & Protection Services companies compared here, at $1 million. Napco Security Technologies, Inc. has the lowest Net debt at $120 million net cash, so level and change sit with different companies. 13 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Napco Security Technologies, Inc. has the clearest covered balance-sheet capacity with $120 million net cash and gross debt of $5 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderCompX International Inc. · $1 million
Gap0% versus #2 · NLI Holdings, Inc.
Persistence8/8 recent comparable periods
Coverage13/14 companies · 246 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1CompX International Inc. CIX$1M
2NLI Holdings, Inc. NL$1M
3Napco Security Technologies, Inc. NSSC$5M
4Evolv Technologies Holdings, Inc. EVLV$42M
5Brady Corporation BRC$89M
Net debtlowest net debt
1Napco Security Technologies, Inc. NSSC$-120M
2NLI Holdings, Inc. NL$-104M
3Brady Corporation BRC$-86M
4CompX International Inc. CIX$-48M
5Evolv Technologies Holdings, Inc. EVLV$-19M
Debt and balance-sheet capacity · company comparison
13/14 level · 13/14 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGross debtNet debtReported
ADT Inc. ADT$7.7B$7.6BMar 2026
The Brink's Company BCO$4.5B$2.9BMar 2026
Allegion plc ALLE$2.0B$1.7BJun 2026
The GEO Group, Inc. GEO$1.7B$1.6BMar 2026
CoreCivic, Inc. CXW$1.4B$1.2BMar 2026
MSA Safety Incorporated MSA$658M$478MMar 2026
Bridger Aerospace Group Holdings, Inc. BAER$252M$243MMar 2026
Mistras Group, Inc. MG$206M$181MMar 2026
Brady Corporation BRC$89M$-86MJun 2026
Evolv Technologies Holdings, Inc. EVLV$42M$-19MMar 2026
Napco Security Technologies, Inc. NSSC$5M$-120MMar 2026
CompX International Inc. CIX$1M$-48MMar 2026
NLI Holdings, Inc. NL$1M$-104MMar 2026
Full 20-quarter history · every available company

Gross debt · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$9.6B
$9.7B
$9.9B
$9.8B
$9.8B
$9.8B
$9.8B
$9.7B
$9.7B
$7.8B
$7.9B
$7.7B
$7.7B
$7.7B
$7.8B
$7.8B
$7.8B
$7.7B
$7.7B

Allegion plc · ALLE

$1.7B
$1.5B
$1.5B
$2.0B
$2.2B
$2.1B
$2.1B
$2.1B
$2.0B
$2.4B
$2.4B
$2.8B
$2.8B
$2.0B
$2.0B
$2.1B
$2.1B
$2.0B
$2.0B
$2.0B

Brady Corporation · BRC

$84M
$108M
$120M
$110M
$129M
$129M
$111M
$80M
$81M
$80M
$73M
$92M
$130M
$159M
$130M
$162M
$159M
$177M
$145M
$89M

CompX International Inc. · CIX

$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$0M
$1M

CoreCivic, Inc. · CXW

$1.6B
$1.5B
$1.5B
$1.3B
$1.3B
$1.3B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B
$1.0B
$992M
$985M
$983M
$1.0B
$1.0B
$1.2B
$1.4B

Evolv Technologies Holdings, Inc. · EVLV

$15M
$10M
$13M
$12M
$11M
$32M
$2M
$1M
$2M
$1M
$3M
$2M
$15M
$15M
$14M
$14M
$42M
$42M
$42M

Mistras Group, Inc. · MG

$230M
$216M
$222M
$214M
$215M
$205M
$205M
$201M
$211M
$207M
$214M
$215M
$205M
$190M
$193M
$211M
$223M
$202M
$206M

MSA Safety Incorporated · MSA

$654M
$638M
$640M
$661M
$640M
$608M
$904M
$848M
$783M
$646M
$641M
$635M
$604M
$554M
$548M
$726M
$674M
$627M
$658M

Napco Security Technologies, Inc. · NSSC

$7M
$7M
$7M
$7M
$6M
$6M
$6M
$6M
$6M
$6M
$6M
$6M
$5M
$5M
$5M
$5M
$5M
$5M
$5M

NLI Holdings, Inc. · NL

$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M
$1M

The Brink's Company · BCO

$3.1B
$3.2B
$3.4B
$3.4B
$3.6B
$3.7B
$3.6B
$3.7B
$3.7B
$3.8B
$3.9B
$4.0B
$4.1B
$4.2B
$4.2B
$4.4B
$4.3B
$4.5B
$4.5B

The GEO Group, Inc. · GEO

$3.1B
$3.1B
$3.1B
$3.0B
$2.1B
$2.1B
$2.0B
$2.0B
$2.0B
$1.9B
$1.9B
$1.9B
$1.8B
$1.8B
$1.8B
$1.6B
$1.7B
$1.7B

Net debt · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$9.5B
$9.7B
$9.8B
$9.8B
$9.8B
$9.5B
$9.7B
$9.5B
$9.4B
$7.8B
$7.9B
$7.7B
$7.6B
$7.6B
$7.8B
$7.8B
$7.7B
$7.6B
$7.6B

Allegion plc · ALLE

$1.2B
$1.1B
$1.1B
$1.1B
$2.0B
$1.8B
$1.8B
$1.7B
$1.7B
$2.0B
$2.0B
$2.1B
$1.9B
$1.5B
$1.5B
$1.4B
$1.8B
$1.6B
$1.7B
$1.7B

Brady Corporation · BRC

$-63M
$-50M
$-27M
$7M
$15M
$15M
$3M
$-55M
$-71M
$-95M
$-71M
$-68M
$-120M
$13M
$-8M
$10M
$-15M
$-6M
$-31M
$-86M

CompX International Inc. · CIX

$-76M
$-77M
$-70M
$-70M
$-53M
$-60M
$-61M
$-65M
$-64M
$-77M
$-76M
$-82M
$-59M
$-61M
$-56M
$-56M
$-46M
$-54M
$-48M

CoreCivic, Inc. · CXW

$1.2B
$1.2B
$1.1B
$1.2B
$1.1B
$1.1B
$1.1B
$1.0B
$966M
$973M
$984M
$959M
$884M
$878M
$909M
$889M
$986M
$1.1B
$1.2B

Evolv Technologies Holdings, Inc. · EVLV

$-319M
$-297M
$-258M
$-231M
$-207M
$-198M
$-179M
$-155M
$-137M
$-117M
$-78M
$-54M
$-41M
$-37M
$-21M
$-23M
$-14M
$-27M
$-19M

Mistras Group, Inc. · MG

$207M
$192M
$202M
$195M
$197M
$185M
$188M
$183M
$198M
$189M
$197M
$198M
$185M
$172M
$174M
$191M
$195M
$174M
$181M

MSA Safety Incorporated · MSA

$488M
$448M
$453M
$492M
$455M
$435M
$765M
$701M
$619M
$500M
$493M
$488M
$450M
$389M
$377M
$579M
$504M
$462M
$478M

Napco Security Technologies, Inc. · NSSC

$-36M
$-40M
$-40M
$-40M
$-38M
$-41M
$-51M
$-61M
$-69M
$-73M
$-82M
$-92M
$-97M
$-94M
$-84M
$-94M
$-101M
$-110M
$-120M

NLI Holdings, Inc. · NL

$-144M
$-149M
$-147M
$-153M
$-130M
$-141M
$-146M
$-156M
$-148M
$-167M
$-170M
$-181M
$-175M
$-183M
$-130M
$-131M
$-122M
$-113M
$-104M

The Brink's Company · BCO

$2.4B
$2.5B
$2.6B
$2.7B
$2.6B
$2.7B
$2.8B
$2.8B
$2.8B
$2.6B
$2.7B
$2.8B
$2.9B
$2.8B
$2.9B
$3.1B
$3.0B
$2.8B
$2.9B

The GEO Group, Inc. · GEO

$2.5B
$2.6B
$2.5B
$2.4B
$2.0B
$2.0B
$1.9B
$1.9B
$1.8B
$1.8B
$1.7B
$1.8B
$1.7B
$1.7B
$1.7B
$1.4B
$1.7B
$1.6B
06 · compare level, then change

Return On Capital Employed

Allegion plc has the highest ROCE among the 14 Security & Protection Services companies compared here, at 5.8%. Brady Corporation is next at 5.1%. Evolv Technologies Holdings, Inc. has the highest ROCE change at +2.9 percentage points, so level and change sit with different companies. 14 of 14 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Allegion plc leads ROCE at 5.8%, 0.7 percentage points above Brady Corporation. Evolv Technologies Holdings, Inc. has the strongest latest improvement at +2.9 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderAllegion plc · 5.8%
Gap13.7% versus #2 · Brady Corporation
Persistence4/8 recent comparable periods
Coverage14/14 companies · 258 observations

Investor read: Allegion plc sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Allegion plc ALLE5.8%
2Brady Corporation BRC5.1%
3CompX International Inc. CIX4.9%
4MSA Safety Incorporated MSA4.4%
5Bridger Aerospace Group Holdings, Inc. BAER3.0%
ROCE changefastest improvers
1Evolv Technologies Holdings, Inc. EVLV+2.9 pp
2Mistras Group, Inc. MG+1.3 pp
3CompX International Inc. CIX+1.2 pp
4The GEO Group, Inc. GEO+0.8 pp
5CoreCivic, Inc. CXW+0.6 pp
Return on capital · company comparison
14/14 level · 14/14 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyROCEROCE changeReported
Allegion plc ALLE5.8%+0.3 ppJun 2026
Brady Corporation BRC5.1%−0.2 ppJun 2026
CompX International Inc. CIX4.9%+1.2 ppMar 2026
MSA Safety Incorporated MSA4.4%+0.3 ppMar 2026
Bridger Aerospace Group Holdings, Inc. BAER3.0%+0.1 ppMar 2026
The GEO Group, Inc. GEO2.7%+0.8 ppMar 2026
CoreCivic, Inc. CXW2.4%+0.6 ppMar 2026
ADT Inc. ADT2.2%0.0 ppMar 2026
The Brink's Company BCO2.2%−0.3 ppMar 2026
Mistras Group, Inc. MG1.1%+1.3 ppMar 2026
NLI Holdings, Inc. NL0.9%+0.3 ppMar 2026
Napco Security Technologies, Inc. NSSC-0.7%−7.2 ppMar 2026
Evolv Technologies Holdings, Inc. EVLV-5.0%+2.9 ppMar 2026
Concorde International Group Ltd. YOOV-92%−98.2 ppDec 2025
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

0.2%
0.1%
0.5%
1.4%
0.0%
3.0%
-0.2%
2.2%
2.0%
2.1%
1.9%
1.9%
2.2%
2.1%
2.2%
2.4%
2.1%
2.2%
2.2%

Allegion plc · ALLE

5.7%
4.6%
4.8%
5.3%
5.8%
5.6%
5.8%
5.6%
5.7%
4.9%
5.1%
5.8%
5.8%
5.3%
5.5%
5.5%
5.6%
5.1%
4.6%
5.8%

Brady Corporation · BRC

4.2%
4.0%
4.9%
4.7%
4.6%
4.2%
5.6%
5.5%
5.3%
4.7%
5.5%
5.6%
4.8%
4.1%
5.3%
4.5%
4.9%
4.4%
5.1%

CompX International Inc. · CIX

3.0%
2.2%
3.6%
4.4%
3.5%
3.2%
4.1%
2.5%
4.0%
4.5%
2.2%
3.0%
2.1%
3.1%
3.7%
3.9%
3.3%
3.9%
4.9%

CoreCivic, Inc. · CXW

1.7%
2.0%
1.4%
1.4%
1.0%
1.7%
1.3%
1.3%
1.3%
1.9%
2.0%
1.8%
1.6%
1.4%
1.8%
2.4%
1.9%
2.0%
2.4%

Evolv Technologies Holdings, Inc. · EVLV

-10%
-12%
-9.7%
-11%
-8.2%
-8.7%
-7.8%
-8.8%
-8.3%
-8.8%
-9.6%
-10%
-9.2%
-9.8%
-7.9%
-11%
-4.6%
-4.5%
-5.0%

Mistras Group, Inc. · MG

2.0%
0.5%
-1.0%
2.2%
2.2%
1.2%
-0.4%
0.9%
-1.1%
0.2%
1.3%
2.8%
2.8%
2.5%
-0.2%
1.9%
4.5%
3.0%
1.1%

MSA Safety Incorporated · MSA

1.9%
-4.8%
2.3%
3.3%
3.2%
3.4%
-3.0%
4.8%
4.8%
5.3%
4.3%
5.3%
4.8%
6.3%
4.1%
4.1%
4.5%
5.4%
4.4%

Napco Security Technologies, Inc. · NSSC

4.1%
1.2%
4.3%
7.3%
3.1%
3.6%
8.3%
8.8%
8.3%
9.4%
9.3%
8.4%
7.0%
6.5%
6.5%
6.7%
7.4%
8.0%
-0.7%

NLI Holdings, Inc. · NL

0.4%
0.2%
0.7%
0.7%
0.6%
0.4%
0.7%
0.2%
0.7%
0.9%
0.2%
0.1%
0.4%
6.5%
0.6%
0.5%
0.4%
0.6%
0.9%

The Brink's Company · BCO

1.9%
3.7%
1.5%
2.2%
1.4%
3.2%
1.8%
2.3%
3.0%
2.2%
2.6%
2.4%
2.3%
2.2%
2.5%
2.7%
3.1%
3.7%
2.2%

The GEO Group, Inc. · GEO

1.9%
1.9%
2.0%
2.3%
2.6%
2.9%
2.5%
2.5%
2.5%
2.5%
2.4%
2.4%
2.5%
4.2%
1.9%
2.3%
1.2%
4.8%
2.7%

ROCE change · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

−0.2 pp
+2.9 pp
−0.7 pp
+0.8 pp
+2.0 pp
−0.9 pp
+2.1 pp
−0.3 pp
+0.2 pp
0.0 pp
+0.3 pp
+0.5 pp
−0.1 pp
+0.1 pp
0.0 pp

Allegion plc · ALLE

+0.1 pp
+1.0 pp
+1.0 pp
+0.3 pp
−0.1 pp
−0.7 pp
−0.7 pp
+0.2 pp
+0.1 pp
+0.4 pp
+0.4 pp
−0.3 pp
−0.2 pp
−0.2 pp
−0.9 pp
+0.3 pp

Brady Corporation · BRC

+0.4 pp
+0.2 pp
+0.7 pp
+0.8 pp
+0.7 pp
+0.5 pp
−0.1 pp
+0.1 pp
−0.5 pp
−0.6 pp
−0.2 pp
−1.1 pp
+0.1 pp
+0.3 pp
−0.2 pp

CompX International Inc. · CIX

+0.5 pp
+1.0 pp
+0.5 pp
−1.9 pp
+0.5 pp
+1.3 pp
−1.9 pp
+0.5 pp
−1.9 pp
−1.4 pp
+1.5 pp
+0.9 pp
+1.2 pp
+0.8 pp
+1.2 pp

CoreCivic, Inc. · CXW

−0.7 pp
−0.3 pp
−0.1 pp
−0.1 pp
+0.3 pp
+0.2 pp
+0.7 pp
+0.5 pp
+0.3 pp
−0.5 pp
−0.2 pp
+0.6 pp
+0.3 pp
+0.6 pp
+0.6 pp

Evolv Technologies Holdings, Inc. · EVLV

+2.2 pp
+2.8 pp
+1.9 pp
+2.1 pp
−0.1 pp
−0.1 pp
−1.8 pp
−1.6 pp
−0.9 pp
−1.0 pp
+1.7 pp
−0.3 pp
+4.6 pp
+5.3 pp
+2.9 pp

Mistras Group, Inc. · MG

+0.2 pp
+0.7 pp
+0.6 pp
−1.3 pp
−3.3 pp
−1.0 pp
+1.7 pp
+1.9 pp
+3.9 pp
+2.3 pp
−1.5 pp
−0.9 pp
+1.7 pp
+0.5 pp
+1.3 pp

MSA Safety Incorporated · MSA

+1.3 pp
+8.2 pp
−5.3 pp
+1.5 pp
+1.6 pp
+1.9 pp
+7.3 pp
+0.5 pp
0.0 pp
+1.0 pp
−0.2 pp
−1.2 pp
−0.3 pp
−0.9 pp
+0.3 pp

Napco Security Technologies, Inc. · NSSC

−1.0 pp
+2.4 pp
+4.0 pp
+1.5 pp
+5.2 pp
+5.8 pp
+1.0 pp
−0.4 pp
−1.3 pp
−2.9 pp
−2.8 pp
−1.7 pp
+0.4 pp
+1.5 pp
−7.2 pp

NLI Holdings, Inc. · NL

+0.2 pp
+0.2 pp
0.0 pp
−0.5 pp
+0.1 pp
+0.5 pp
−0.5 pp
−0.1 pp
−0.3 pp
+5.6 pp
+0.4 pp
+0.4 pp
0.0 pp
−5.9 pp
+0.3 pp

The Brink's Company · BCO

−0.5 pp
−0.5 pp
+0.3 pp
+0.1 pp
+1.6 pp
−1.0 pp
+0.8 pp
+0.1 pp
−0.7 pp
0.0 pp
−0.1 pp
+0.3 pp
+0.8 pp
+1.5 pp
−0.3 pp

The GEO Group, Inc. · GEO

+0.7 pp
+1.0 pp
+0.5 pp
+0.2 pp
−0.1 pp
−0.4 pp
−0.1 pp
−0.1 pp
0.0 pp
+1.7 pp
−0.5 pp
−0.1 pp
−1.3 pp
+0.6 pp
+0.8 pp
07 · compare level, then change

Valuation Against Growth & Quality

The GEO Group, Inc. has the lowest Guarded PEG among the 14 Security & Protection Services companies compared here, at 0.4×. CoreCivic, Inc. is next at 0.43×. Concorde International Group Ltd. has the lowest P/E at 5.23×, so level and change sit with different companies. 9 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: The GEO Group, Inc. has the lowest comparable Guarded PEG at 0.4×, 7% below CoreCivic, Inc.. Only 9 of 14 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderThe GEO Group, Inc. · 0.4×
Gap7% versus #2 · CoreCivic, Inc.
Persistence0/8 recent comparable periods
Coverage9/14 companies · 51 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1The GEO Group, Inc. GEO0.4
2CoreCivic, Inc. CXW0.4
3Mistras Group, Inc. MG0.4
4ADT Inc. ADT0.6
5CompX International Inc. CIX1.2
P/Elowest P/E
1Concorde International Group Ltd. YOOV · older report5.2
2The GEO Group, Inc. GEO8.5
3ADT Inc. ADT9.3
4CompX International Inc. CIX14.2
5CoreCivic, Inc. CXW15.4
Valuation · company comparison
9/14 level · 12/14 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGuarded PEGP/EReported
MSA Safety Incorporated MSA2.722.2Mar 2026
Allegion plc ALLE2.418.4Jun 2026
Napco Security Technologies, Inc. NSSC2.337.9Mar 2026
Brady Corporation BRC2.218.6Jun 2026
The Brink's Company BCO1.524.2Mar 2026
CompX International Inc. CIX1.214.2Mar 2026
NLI Holdings, Inc. NL0.730.8Mar 2026
ADT Inc. ADT0.69.3Mar 2026
CoreCivic, Inc. CXW0.415.4Mar 2026
Mistras Group, Inc. MG0.421.1Mar 2026
The GEO Group, Inc. GEO8.5Mar 2026
Concorde International Group Ltd. YOOV5.2Dec 2025
Full 20-quarter history · every available company

Guarded PEG · reported quarter history

ADT Inc. · ADT

0.5
0.4
1.9
0.6

Allegion plc · ALLE

3.0
1.6
0.6
1.2
2.1
2.5
1.7
1.1
1.4
1.8
2.4

Brady Corporation · BRC

0.6
0.7
0.6
0.7
0.8
1.1
1.7
3.0
2.2

CompX International Inc. · CIX

0.3
1.5
1.3
1.7
2.3
0.9
1.2

CoreCivic, Inc. · CXW

0.3
0.2
1.1
0.8
0.4
0.4

Mistras Group, Inc. · MG

0.4

MSA Safety Incorporated · MSA

2.7

Napco Security Technologies, Inc. · NSSC

1.6
1.3
0.6
2.3

NLI Holdings, Inc. · NL

0.7

The Brink's Company · BCO

5.8
1.6
0.6
1.0
0.6
0.8
1.5

P/E · reported quarter history

ADT Inc. · ADT

27.5
603.0
18.2
14.5
11.2
14.1
13.4
10.5
13.3
12.6
12.4
11.9
9.3

Allegion plc · ALLE

26.0
24.8
21.1
18.8
18.3
20.3
19.3
20.5
16.5
20.7
22.0
18.8
22.4
19.2
18.3
20.0
24.0
21.4
19.9
18.4

Brady Corporation · BRC

20.8
20.3
17.0
16.5
15.1
17.0
15.4
14.7
14.0
15.7
15.1
17.6
17.5
18.6
17.4
17.9
18.6
20.3
18.6

CompX International Inc. · CIX

16.6
16.8
17.4
15.7
10.5
10.9
10.2
13.5
11.1
13.7
20.8
14.4
19.2
19.4
14.2
17.6
14.9
14.7
14.2

Concorde International Group Ltd. · YOOV

8.5
5.2

CoreCivic, Inc. · CXW

14.5
15.2
8.3
11.2
9.3
9.1
19.7
24.6
27.9
21.6
18.9
35.1
26.7
22.4
20.6
17.7
15.4

Mistras Group, Inc. · MG

72.6
57.2
50.9
74.3
40.6
23.5
32.3
110.3
32.5
15.1
22.5
21.7
17.0
23.9
21.1

MSA Safety Incorporated · MSA

58.8
279.6
260.2
112.1
65.1
31.6
669.1
204.7
114.1
28.7
27.3
25.6
23.0
20.2
23.9
24.3
22.6
22.2

Napco Security Technologies, Inc. · NSSC

37.8
49.0
42.8
38.9
72.7
57.3
57.8
47.5
23.9
29.5
31.9
38.8
29.8
27.4
18.9
25.0
34.9
31.4
37.9

NLI Holdings, Inc. · NL

6.9
7.1
6.2
6.5
6.8
9.9
35.7
30.5
13.1
6.2
5.6
6.3
5.8
30.8

The Brink's Company · BCO

39.6
31.8
20.6
17.1
13.5
14.8
27.0
28.0
24.4
47.0
35.3
34.6
43.8
25.6
23.4
24.1
29.9
24.9
24.2

The GEO Group, Inc. · GEO

7.2
13.4
17.4
14.4
16.0
9.4
7.2
7.7
9.9
15.0
21.1
65.3
51.4
127.2
153.7
36.9
12.1
8.9
8.5
08 · compare level, then change

Enterprise Value & Book Value

ADT Inc. has the lowest EV/EBITDA among the 14 Security & Protection Services companies compared here, at 7.56×. CoreCivic, Inc. is next at 8.16×. NLI Holdings, Inc. has the lowest P/BV at 0.79×, so level and change sit with different companies. 12 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: ADT Inc. leads ev/ebitda at 7.56×; NLI Holdings, Inc. leads p/bv at 0.79×.

LeaderADT Inc. · 7.56×
Gap7.4% versus #2 · CoreCivic, Inc.
Persistence0/8 recent comparable periods
Coverage12/14 companies · 220 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1ADT Inc. ADT7.6
2CoreCivic, Inc. CXW8.2
3The Brink's Company BCO8.4
4CompX International Inc. CIX8.8
5The GEO Group, Inc. GEO9.1
P/BVlowest P/BV
1NLI Holdings, Inc. NL0.8
2CoreCivic, Inc. CXW1.3
3ADT Inc. ADT1.4
4The GEO Group, Inc. GEO1.5
5Mistras Group, Inc. MG2.0
Enterprise and book valuation · company comparison
12/14 level · 13/14 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyEV/EBITDAP/BVReported
Napco Security Technologies, Inc. NSSC31.07.9Mar 2026
MSA Safety Incorporated MSA14.84.7Mar 2026
Allegion plc ALLE13.25.6Jun 2026
NLI Holdings, Inc. NL13.10.8Mar 2026
Bridger Aerospace Group Holdings, Inc. BAER12.8-0.3Mar 2026
Brady Corporation BRC12.32.9Jun 2026
Mistras Group, Inc. MG9.42.0Mar 2026
The GEO Group, Inc. GEO9.11.5Mar 2026
CompX International Inc. CIX8.82.0Mar 2026
The Brink's Company BCO8.416.3Mar 2026
CoreCivic, Inc. CXW8.21.3Mar 2026
ADT Inc. ADT7.61.4Mar 2026
Evolv Technologies Holdings, Inc. EVLV9.0Mar 2026
Concorde International Group Ltd. YOOV12.1Dec 2025
Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

ADT Inc. · ADT

6.6
9.0
8.2
7.1
8.0
7.4
7.3
6.5
5.9
5.5
5.4
5.8
5.6
5.4
8.8
8.9
5.0
4.8
7.6

Allegion plc · ALLE

21.2
20.8
18.0
16.2
15.6
16.2
15.1
15.5
13.2
15.9
16.8
14.6
16.7
14.2
13.8
14.7
17.7
15.4
14.3
13.2

Brady Corporation · BRC

13.4
12.9
10.6
10.6
9.8
11.1
9.9
9.5
9.1
10.6
10.1
12.0
12.4
12.9
11.9
11.9
12.5
13.5
12.3

Bridger Aerospace Group Holdings, Inc. · BAER

69.2
30.7
568.3
262.6
14.4
13.6
11.7
10.6
12.0
12.8

CompX International Inc. · CIX

8.0
8.3
8.9
8.1
5.3
5.7
5.4
7.6
6.0
8.0
13.3
8.3
12.9
12.6
8.7
11.2
9.5
8.9
8.8

CoreCivic, Inc. · CXW

6.7
7.5
6.7
7.2
6.8
8.2
7.1
7.2
7.7
8.8
8.7
7.4
6.9
10.4
10.2
9.7
9.6
8.7
8.2

Mistras Group, Inc. · MG

7.9
6.7
14.7
11.1
7.8
4.3
8.3
10.0
8.8
7.2
10.8
8.5
9.8
4.6
8.9
8.5
8.2
6.1
9.4

MSA Safety Incorporated · MSA

34.1
87.3
75.3
50.3
35.0
20.6
31.1
33.1
26.3
24.5
18.7
17.9
17.0
15.2
13.6
16.3
16.3
15.1
14.8

Napco Security Technologies, Inc. · NSSC

35.7
46.7
38.9
35.8
52.9
42.9
46.6
37.6
18.6
23.8
26.0
32.6
24.7
22.4
14.6
19.9
28.4
25.6
31.0

NLI Holdings, Inc. · NL

12.2
16.4
15.9
22.5
16.1
12.0
9.4
8.8
6.7
7.1
13.8
9.3
16.2
5.2
6.3
4.4
4.3
12.0
13.1

The Brink's Company · BCO

10.2
9.7
10.0
9.1
8.2
8.7
9.6
9.4
8.4
9.5
9.3
9.8
10.9
9.2
9.1
9.3
10.1
8.8
8.4

The GEO Group, Inc. · GEO

8.9
8.3
7.4
7.0
6.1
6.5
5.5
5.5
5.7
6.6
7.6
8.5
7.8
9.0
14.0
12.4
11.6
9.9
9.1

P/BV · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

2.5
2.3
2.1
1.7
2.2
2.5
2.1
1.7
1.7
1.7
1.6
1.8
1.7
1.6
1.9
1.9
2.0
1.8
1.4

Allegion plc · ALLE

13.7
15.4
13.0
11.1
10.0
9.8
9.0
9.3
7.4
8.4
8.7
7.2
8.1
7.5
7.0
6.9
7.8
6.6
5.9
5.6

Brady Corporation · BRC

2.8
2.8
2.5
2.6
2.5
2.7
2.5
2.5
2.5
2.8
2.7
3.2
3.1
3.2
2.9
2.8
2.9
3.1
2.9

CompX International Inc. · CIX

1.5
1.6
1.7
1.6
1.3
1.4
1.4
1.7
1.4
1.8
2.5
1.8
2.5
2.2
1.7
2.2
2.1
2.1
2.0

CoreCivic, Inc. · CXW

0.8
0.9
1.0
1.0
0.7
0.9
0.7
0.7
0.9
1.1
1.2
1.0
0.9
1.6
1.5
1.5
1.5
1.4
1.3

Evolv Technologies Holdings, Inc. · EVLV

3.0
2.2
1.4
1.5
1.2
1.7
2.3
6.2
4.7
5.0
4.9
2.6
5.0
5.4
4.2
11.5
12.8
10.5
9.0

Mistras Group, Inc. · MG

1.5
1.1
1.0
0.9
0.7
0.7
1.1
1.2
0.9
1.2
1.6
1.3
1.7
1.4
1.7
1.2
1.4
1.7
2.0

MSA Safety Incorporated · MSA

6.9
7.1
6.1
5.7
5.1
6.1
6.8
8.2
7.1
6.9
7.7
7.2
6.4
5.7
4.8
5.3
5.2
4.6
4.7

Napco Security Technologies, Inc. · NSSC

7.8
8.9
7.1
6.7
9.1
8.3
10.5
9.1
5.5
8.0
8.8
10.7
8.3
7.4
5.1
6.3
8.7
8.1
7.9

NLI Holdings, Inc. · NL

0.8
1.0
0.9
1.2
1.0
0.9
0.8
0.7
0.6
0.7
1.0
0.8
0.9
1.0
1.0
0.8
0.8
0.7
0.8

The Brink's Company · BCO

25.6
25.3
13.5
11.9
11.2
5.6
6.5
5.8
7.1
9.9
10.4
14.1
18.2
21.5
17.9
14.7
18.1
17.3
16.3

The GEO Group, Inc. · GEO

0.9
1.0
0.8
0.8
0.9
1.2
0.8
0.7
0.8
1.1
1.4
1.6
1.4
3.1
2.5
1.9
1.5
1.5
09 · let price answer last

Market action

Mistras Group, Inc. has the strongest one-year price move in Security & Protection Services at +96.6%. The GEO Group, Inc. leads on Mansfield relative strength against the S&P 500 at +44%. 5 of 14 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Security & Protection Services comparison names 5 specific ways its own evidence can mislead, all listed below. 1 of the 14 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.
10 · the complete set

Which companies are included?

All 14 companies in the canonical Security & Protection Services membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

CompanyMarket valuePricePriced toLatest fundamentals
Allegion plc ALLEAHEAD$13.7B$1612026-07-28Jun 2026
MSA Safety Incorporated MSA$6.9B$1802026-07-28Mar 2026
ADT Inc. ADT$5.3B$7.32026-07-28Mar 2026
The Brink's Company BCOAHEAD$4.9B$1182026-07-28Mar 2026
Brady Corporation BRCAHEAD$4.6B$97.72026-07-28Jun 2026
The GEO Group, Inc. GEOAHEAD20/26 WEEKS$4.0B$30.72026-07-28Mar 2026
CoreCivic, Inc. CXWAHEAD20/26 WEEKS$3.0B$30.62026-07-28Mar 2026
Napco Security Technologies, Inc. NSSC$1.3B$37.32026-07-28Mar 2026
Evolv Technologies Holdings, Inc. EVLV$1.0B$5.62026-07-28Mar 2026
Mistras Group, Inc. MG21/26 WEEKS$490M$15.42026-07-28Mar 2026
CompX International Inc. CIXAHEAD$346M$28.12026-07-28Mar 2026
NLI Holdings, Inc. NL$291M$6.02026-07-28Mar 2026
Bridger Aerospace Group Holdings, Inc. BAER$108M$1.92026-07-28Mar 2026
Concorde International Group Ltd. YOOV$104M$0.72026-07-10Dec 2025
Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 14 Security & Protection Services companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Questions investors ask · short, speakable answers

Security & Protection Services company comparison FAQs

These 18 answers restate the Security & Protection Services comparison above in question form. Every one is computed from the same 14 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Security & Protection Services company is the biggest?

ADT Inc. is the largest, with trailing-twelve-month revenue of $10,279 million, ahead of The Brink's Company at $5,390 million. That covers 12 of 14 companies with comparable reporting through Mar 2026.

Which Security & Protection Services company is growing fastest?

Evolv Technologies Holdings, Inc. has the fastest revenue growth at 42.5% year on year, across 12 of 14 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Security & Protection Services company has the best profit margins?

Bridger Aerospace Group Holdings, Inc. has the highest operating margin at 96.3%, from 13 of 14 comparable companies. Bridger Aerospace Group Holdings, Inc. shows the biggest recent improvement, at +51.4 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Security & Protection Services company makes the most profit?

ADT Inc. earns the most, at $627 million of trailing-twelve-month net profit, from 12 of 14 comparable companies. The GEO Group, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Security & Protection Services company earns the highest return on capital?

Allegion plc leads on return on capital employed at 5.8%, across 14 of 14 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Security & Protection Services stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — The GEO Group, Inc. screens cheapest at 0.4×. Only 9 of 14 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Security & Protection Services company has the strongest balance sheet?

CompX International Inc. carries the lowest comparable gross debt at $1 million, from 13 of 14 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Security & Protection Services company is investing most in new capacity?

ADT Inc. reports the largest capital spending at $140 million, across 14 of 14 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Security & Protection Services sector beating the market?

Security & Protection Services has outperformed S&P 500 by 7.2% over the last 52 weeks and 1.2% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 5 of 14 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Security & Protection Services stock has the strongest price momentum?

The GEO Group, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Security & Protection Services company scores highest for research priority?

The GEO Group, Inc. scores 73.1 out of 100 with 82% evidence confidence, from 25.9 points on growth and earnings, 11 on capital efficiency, 16.2 on valuation and 20 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Security & Protection Services companies does this comparison cover, and over what period?

It compares 14 listed companies over up to 20 reported quarters of fundamentals and 6 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Security & Protection Services sector?

The 14 Security & Protection Services companies on this page carry $46,182 million of combined market value. Allegion plc is the largest at $13,710 million, about 30% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Security & Protection Services sector's P/E ratio?

The median price-to-earnings ratio across the 14 Security & Protection Services companies on this page is 18.6×, measured on the 12 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Security & Protection Services sector performing?

5 of the 14 covered Security & Protection Services companies are beating S&P 500 on Mansfield relative strength. The sector itself is 7.2% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Security & Protection Services stocks are listed in the US?

This comparison covers 14 listed Security & Protection Services companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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