How Does Allegion Stock Stack Up Against Its Peers?
Allegion (ALLE) stock has delivered strong past year returns, yet investors wonder how it truly measures up against peers in the evolving security and access solutions market. A closer look reveals superior profitability and robust free cash flow generation, highlighted by its industry-leading operating and FCF margins. While its revenue growth is moderate, trailing some rivals, its valuation appears fair. This suggests Allegion may offer stable, quality returns, though perhaps without the outsized gains seen from faster-growing competitors.
- ALLE’s 21.0% operating margin, highest among peers, signals strong operational discipline and accretive M&A in security solutions.
- ALLE’s 6.9% revenue growth, propelled by electronics & non-residential demand, outpaces some peers, yet lags REZI’s smart home surge and HON’s diversified markets.
- ALLE stock gained 31.0% (PE 21.8), yet trailed REZI’s AI-driven smart home surge and JCI’s HVAC and smart building momentum.
Here’s how Allegion stacks up across size, valuation, and profitability versus key peers.
| ALLE | SWK | FBIN | REZI | JCI | HON | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 14.0 | 13.6 | 6.5 | 5.5 | 85.2 | 153.2 |
| Revenue ($ Bil) | 4.0 | 15.2 | 4.5 | 7.4 | 24.0 | 40.7 |
| PE Ratio | 21.8 | 31.0 | 19.7 | -8.6 | 25.1 | 25.0 |
| LTM Revenue Growth | 6.9% | -1.4% | -3.8% | 15.5% | 3.4% | 7.5% |
| LTM Operating Margin | 21.0% | 7.4% | 14.8% | 8.4% | 13.2% | 18.9% |
| LTM FCF Margin | 17.1% | 2.4% | 8.8% | -17.9% | 5.4% | 15.2% |
| 12M Market Return | 31.0% | 8.0% | -19.7% | 68.0% | 56.3% | 25.6% |
For more details on Allegion, read Buy or Sell ALLE Stock. Below we compare ALLE’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ALLE | 6.9% | – | 3.3% | 11.6% | 14.1% |
| SWK | -1.4% | – | -2.6% | -6.9% | 10.9% |
| FBIN | -3.8% | – | -0.4% | -2.0% | -1.6% |
| REZI | 15.5% | – | 8.3% | -2.0% | 9.0% |
| JCI | 3.4% | 2.8% | 2.8% | 8.2% | |
| HON | 7.5% | – | 5.0% | 3.4% | 3.1% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ALLE | 21.0% | – | 20.7% | 19.6% | 17.9% |
| SWK | 7.4% | – | 7.7% | 4.1% | 5.4% |
| FBIN | 14.8% | – | 16.1% | 14.8% | 17.3% |
| REZI | 8.4% | – | 8.5% | 9.4% | 10.1% |
| JCI | 13.2% | 12.0% | 10.5% | 10.8% | |
| HON | 18.9% | – | 19.9% | 19.3% | 18.1% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ALLE | 21.8 | – | 23.2 | 21.3 | 24.3 |
| SWK | 31.0 | – | 38.0 | -38.7 | 13.7 |
| FBIN | 19.7 | – | 13.2 | 21.4 | 14.4 |
| REZI | -8.6 | – | 44.2 | 16.1 | 9.7 |
| JCI | 25.1 | 23.7 | 31.2 | 21.3 | |
| HON | 25.0 | – | 22.3 | 26.5 | 28.6 |
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