Vivint Smart Home, Inc. (VVNT)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Vivint Smart Home, Inc. (VVNT) trades at $12.00 with AI Score 52/100 (Grade B). Vivint Smart Home, Inc. provides smart home and security systems in the United States and Canada. Market cap: $2.58B, Sector: Industrials.
Price live · AI analysis from May 9, 2026Analyst Coverage for VVNT: VVNT does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates VVNT against Industrials peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
VVNT: 2/7 perspectives are bullish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Vivint Smart Home, Inc. (VVNT) Industrial Operations Profile
Vivint Smart Home, Inc. delivers integrated smart home solutions, combining security, automation, and energy management. Its direct-to-home and inside sales model targets residential customers in the US and Canada, differentiating itself through a comprehensive, managed smart home experience and a large subscriber base.
What Is the Investment Thesis for VVNT?
Vivint Smart Home, Inc. presents a compelling investment case based on the growing demand for smart home solutions and the company's established market position. With approximately 1.9 million subscribers as of March 2021, Vivint has a substantial recurring revenue base. The company's focus on direct-to-home sales and professional installation provides a higher level of service compared to DIY solutions, potentially leading to higher customer retention rates. Key catalysts include the expansion of its product offerings and the increasing adoption of smart home technology. However, investors may want to evaluate the company's negative profit margin of -3.1% and the competitive landscape. The company's beta of 1.11 suggests a slightly higher volatility than the market.
Based on FMP financials and quantitative analysis
VVNT Key Highlights
- Vivint Smart Home has approximately 1.9 million subscribers as of March 31, 2021, demonstrating a significant customer base.
- The company manages approximately 26 million in-home devices, highlighting the scale of its smart home platform.
- Vivint's gross margin is reported at 100.0%, indicating efficient cost management in its service delivery.
- The company markets its products through direct-to-home and inside sales channels, allowing for personalized customer engagement.
- Vivint's smart home platform includes cloud-enabled smart home operating systems and AI-driven automation software, showcasing technological innovation.
Who Are VVNT's Competitors?
VVNT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FTAI FTAI Aviation Ltd. | $245.65 | -0.97% | $25.20B | 40 |
| ARNC Arconic Corporation | $29.99 | +0.03% | $3.01B | 42 |
| UUU UUU | $3.70 | -4.39% | $8.87M | 58 |
| ASAZF ASSA ABLOY AB (publ) | $34.43 | +0.00% | $36.26B | 56 |
| BAER Bridger Aerospace Group Holdings, LLC | $1.95 | -0.77% | $112.11M | 55 |
| GEO The GEO Group, Inc. | $29.79 | -1.52% | $3.98B | 55 |
| NL NL Industries, Inc. | $6.05 | -3.66% | $295.62M | 52 |
| SNT Senstar Technologies Ltd. | $1.94 | +2.11% | $45.26M | 52 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VVNT's Key Strengths?
- Strong brand recognition in the smart home market.
- Comprehensive and integrated smart home platform.
- Direct-to-home sales model for personalized customer service.
- Large subscriber base providing recurring revenue.
What Are VVNT's Weaknesses?
- Negative profit margin.
- High customer acquisition costs.
- Dependence on recurring monthly revenue.
- Exposure to economic downturns affecting consumer spending.
What Could Drive VVNT Stock Higher?
- Launch of new smart home devices and services to expand product offerings.
- Expansion of the subscriber base through direct-to-home and inside sales channels.
- Strategic partnerships with insurance and real estate companies to drive customer acquisition.
- Continued investment in AI and machine learning to enhance automation capabilities.
What Are the Key Risks for VVNT?
- Financial-distress signal — its Altman Z-Score of -0.53 sits in the distress zone (elevated bankruptcy risk).
- Increased competition from other smart home providers.
- Technological obsolescence requiring continuous innovation.
- Cybersecurity risks and data privacy concerns.
- Economic downturns affecting consumer spending on smart home technology.
- High customer acquisition costs impacting profitability.
What Are the Growth Opportunities for VVNT?
- Expansion of Smart Home Ecosystem: Vivint can grow by expanding its range of integrated smart home devices and services. This includes adding more energy management solutions, entertainment integrations, and health monitoring features. The smart home market is projected to reach $157 billion by 2027, offering a substantial growth opportunity for Vivint to capture additional market share through innovation and partnerships.
- Geographic Expansion: Vivint primarily operates in the United States and Canada. Expanding into new geographic markets, such as Europe or Latin America, could significantly increase its subscriber base. These regions present untapped potential as smart home adoption grows globally, driven by increasing urbanization and disposable incomes. A phased approach, starting with pilot programs, could mitigate risks associated with entering new markets.
- Strategic Partnerships: Collaborating with other companies in the technology, insurance, or real estate sectors can create new avenues for customer acquisition and service integration. For example, partnering with insurance companies to offer discounts on home insurance for Vivint customers can incentivize adoption. These partnerships can also lead to bundled service offerings and expanded distribution channels, enhancing Vivint's market reach.
- Enhancement of AI and Automation Capabilities: Investing in AI and machine learning technologies can improve the functionality and user experience of Vivint's smart home platform. This includes developing more personalized automation routines, predictive maintenance for devices, and enhanced security features. As AI technology advances, Vivint can leverage these advancements to create a more intelligent and responsive smart home environment, differentiating itself from competitors.
- Focus on Recurring Revenue Streams: Vivint's business model relies on recurring monthly revenue from its subscribers. The company can enhance this revenue stream by offering premium service packages, add-on features, and extended warranties. Focusing on customer retention and upselling existing subscribers can lead to higher lifetime customer value and improved profitability. This strategy aligns with the industry trend of prioritizing subscription-based services and long-term customer relationships.
What Opportunities Does VVNT Have?
- Expansion into new geographic markets.
- Development of new smart home products and services.
- Strategic partnerships with insurance and real estate companies.
- Leveraging AI and machine learning for enhanced automation.
What Threats Does VVNT Face?
- Intense competition from other smart home providers.
- Technological obsolescence requiring continuous innovation.
- Cybersecurity risks and data privacy concerns.
- Changes in consumer preferences and adoption rates.
What Are VVNT's Competitive Advantages?
- Established Brand Recognition: Vivint has built a strong brand presence in the smart home market.
- Proprietary Technology: The company's integrated platform and AI-driven software provide a competitive edge.
- Direct-to-Home Sales Model: This allows for personalized customer service and higher conversion rates.
- Large Subscriber Base: A substantial recurring revenue stream and economies of scale.
What Does VVNT Do?
Founded in 1999 and headquartered in Provo, Utah, Vivint Smart Home, Inc. has evolved into a leading provider of smart home solutions in North America. The company offers a comprehensive suite of products and services, including the sale, installation, servicing, and 24/7 monitoring of smart home and security systems. Vivint's platform is built around a cloud-enabled smart home operating system, AI-driven automation software, and a wide array of proprietary smart home devices. These devices include control panels, door and window sensors, security cameras, smoke alarms, door locks, motion sensors, and various environmental sensors. Vivint's solutions enable subscribers to remotely interact with their homes via mobile devices or voice commands. This includes features such as live video monitoring, remote door locking/unlocking, and control of thermostats and lighting. As of March 31, 2021, Vivint served approximately 1.9 million subscribers and managed around 26 million in-home devices. The company primarily markets its products through direct-to-home and inside sales channels, focusing on a high-touch customer experience. Vivint competes with other security and home automation companies by offering a fully integrated and professionally monitored smart home solution.
What Products and Services Does VVNT Offer?
- Sells and installs smart home and security systems.
- Provides 24/7 professional monitoring services.
- Offers a range of smart home devices, including cameras, sensors, and locks.
- Develops and maintains a cloud-enabled smart home platform.
- Uses AI-driven software for home automation and assistance.
- Provides tech-enabled services to support and manage smart homes.
- Markets products through direct-to-home and inside sales channels.
How Does VVNT Make Money?
- Generates revenue through the sale of smart home systems and equipment.
- Earns recurring monthly revenue (RMR) from subscription-based monitoring and service plans.
- Utilizes direct-to-home and inside sales channels to acquire customers.
- Focuses on long-term customer relationships and high retention rates.
What Industry Does VVNT Operate In?
Vivint Smart Home, Inc. operates within the expanding security and protection services industry, driven by increasing consumer demand for smart home automation and security. The market is characterized by technological advancements, including AI and IoT, which enable more sophisticated and integrated home solutions. Vivint competes with companies offering DIY security systems and broader home automation platforms. The industry is projected to continue growing as consumers prioritize safety, convenience, and energy efficiency in their homes.
Who Are VVNT's Key Customers?
- Homeowners in the United States and Canada.
- Residential customers seeking security and automation solutions.
- Tech-savvy individuals interested in smart home technology.
- Families looking for enhanced safety and convenience.
Company Profile
Vivint Smart Home, Inc. operates in the Security & Protection Services industry within the Industrials sector. It is headquartered in Provo, US. The company is led by CEO David H. Bywater. VVNT has traded publicly since 2017.
Vivint Smart Home, Inc. (VVNT) Valuation Context
Valued at $2.58B, VVNT is classified as a mid-cap stock. Relative to its peer group, VVNT's quantitative score of 52/100 is roughly in line with the peer average of 50/100.
ROE 3%Key Financial Metrics
Return on equity for Vivint Smart Home, Inc. stands at 3.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -1.8%, showing how much profit it generates from its asset base. Its free cash flow yield is 0.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.48 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is -2.0%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 5/9Financial Health
Vivint Smart Home, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of -0.53 places it in the distress zone, a signal of elevated financial risk.
VVNT Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Vivint's growth strategy, indicating that key stakeholders believe in the company's future.
- Community sentiment has leaned positive lately, with discussions highlighting the value of smart home technology amidst rising demand.
- Analysts are optimistic about Vivint's expansion plans, particularly in energy efficiency and home automation, which are hot topics in the market.
- The company has been actively enhancing its product offerings, positioning itself well to capture a larger market share in the smart home sector.
Bear Case
- Concerns over rising competition in the smart home market may impact Vivint's market position, as new entrants are constantly emerging.
- Some community members express skepticism regarding the company's ability to scale its operations effectively without compromising quality.
- Recent discussions have pointed to potential supply chain issues that could hinder product availability and customer satisfaction.
- Market perception is cautious, as there are lingering questions about the sustainability of growth in a rapidly evolving technology landscape.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
VVNT Latest News
No recent news available for VVNT.
VVNT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for VVNT.
Price Targets
Wall Street price target analysis for VVNT.
VVNT MoonshotScore
What does this score mean?
The MoonshotScore rates VVNT's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Security & Protection ServicesLeadership: David H. Bywater
CEO
David H. Bywater serves as the CEO of Vivint Smart Home, Inc., bringing extensive leadership experience to the company. Prior to Vivint, Bywater held key executive roles at various organizations, demonstrating his expertise in operations and strategic management. His career includes positions at Affiliated Foods, Inc., and various leadership roles showcasing his ability to drive growth and efficiency. Bywater's background reflects a strong foundation in business management and a proven track record of leading large teams.
Track Record: Under David Bywater's leadership, Vivint Smart Home, Inc. has focused on expanding its smart home platform and increasing its subscriber base. He has overseen the development of new products and services, as well as strategic initiatives to enhance customer experience and retention. His tenure has been marked by a commitment to innovation and growth in the competitive smart home market.
VVNT Industrials Stock FAQ
What does Vivint Smart Home, Inc. do?
Vivint Smart Home, Inc. is a provider of smart home solutions, offering a suite of products and services that include the sale, installation, servicing, and monitoring of smart home and security systems. The company's platform features a cloud-enabled smart home operating system, AI-driven automation software, and a range of smart home devices. Vivint's solutions enable subscribers to remotely interact with their homes, enhancing security, convenience, and energy efficiency. The company primarily serves residential customers in the United States and Canada.
What do analysts say about VVNT stock?
Analyst coverage of Vivint Smart Home, Inc. typically focuses on the company's growth prospects in the smart home market, its recurring revenue model, and its competitive positioning. Key valuation metrics include revenue growth, subscriber acquisition costs, and profitability. Analyst consensus generally reflects expectations for continued growth in the smart home market, but also acknowledges the competitive pressures and the need for ongoing innovation. Investors should review the latest analyst reports and conduct their own due diligence before making investment decisions.
What are the main risks for VVNT?
Vivint Smart Home, Inc. faces several risks, including intense competition from other smart home providers, technological obsolescence requiring continuous innovation, cybersecurity risks and data privacy concerns, and economic downturns affecting consumer spending on smart home technology. The company's reliance on recurring monthly revenue also exposes it to customer churn and the need to maintain high retention rates. Additionally, high customer acquisition costs can impact profitability, requiring efficient sales and marketing strategies.
What are the key factors to evaluate for VVNT?
Vivint Smart Home, Inc. (VVNT) holds an AI score of 52/100 (moderate). Not financial advice.
How frequently does VVNT data refresh on this page?
VVNT prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven VVNT's recent stock price performance?
Vivint Smart Home, Inc. (VVNT) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition in the smart home market. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider VVNT overvalued or undervalued right now?
Valuing Vivint Smart Home, Inc. (VVNT) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying VVNT?
Before investing in Vivint Smart Home, Inc. (VVNT), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on data available as of 2021-03-31. Current market conditions and company performance may vary.
- Financial metrics should be independently verified.