How Does Allegion Stock Stack Up Against Its Peers?
Allegion‘s stock delivered a solid 22% return over the past year. While some peers like REZI and JCI saw higher gains, ALLE demonstrates superior profitability with leading operating and free cash flow margins. Its moderate revenue growth and competitive PE ratio suggest a balanced profile, yet, navigating a soft residential market, its continued outperformance hinges on leveraging its strong position in growing non-residential and electronic security solutions.
- ALLE’s 21.1% operating margin, highest among peers, highlights superior pricing power from its strong brands in the Americas non-residential segment.
- ALLE’s 7.8% LTM growth, moderate, shows non-residential strength outpacing traditional industrials (SWK), but lags REZI’s smart home technology gains.
- ALLE’s 22.1% stock gain and 20.4 PE, trailing JCI’s data center demand and REZI’s smart home growth, suggests investor caution in mature markets.
Here’s how Allegion stacks up across size, valuation, and profitability versus key peers.
| ALLE | SWK | FBIN | REZI | JCI | HON | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 13.1 | 11.8 | 5.8 | 5.4 | 83.8 | 151.4 |
| Revenue ($ Bil) | 4.1 | 15.1 | 4.5 | 7.5 | 24.0 | 40.7 |
| PE Ratio | 20.4 | 29.4 | 19.4 | -10.2 | 24.7 | 24.7 |
| LTM Revenue Growth | 7.8% | -1.5% | -3.2% | 10.5% | 3.4% | 7.5% |
| LTM Operating Margin | 21.1% | 8.3% | 13.9% | 8.6% | 13.2% | 18.9% |
| LTM FCF Margin | 16.9% | 4.5% | 8.2% | -16.8% | 5.4% | 15.2% |
| 12M Market Return | 22.1% | -3.4% | -21.2% | 95.0% | 69.4% | 23.2% |
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
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ALLE | 7.8% | 7.8% | 3.3% | 11.6% | |
| SWK | -1.5% | -1.5% | -2.6% | -6.9% | |
| FBIN | -3.2% | -3.2% | -0.4% | -2.0% | |
| REZI | 10.5% | 10.5% | 8.3% | -2.0% | |
| 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 | 21.1% | 21.1% | 20.7% | 19.6% | |
| SWK | 8.3% | 8.3% | 7.7% | 4.1% | |
| FBIN | 13.9% | 13.9% | 16.1% | 14.8% | |
| REZI | 8.6% | 8.6% | 8.5% | 9.4% | |
| 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 | 20.4 | 21.3 | 19.1 | 20.6 | |
| SWK | 29.4 | 28.0 | 41.1 | -47.3 | |
| FBIN | 19.4 | 20.2 | 18.1 | 23.9 | |
| REZI | -10.2 | -9.9 | 29.0 | 13.2 | |
| JCI | 24.7 | 23.7 | 31.2 | 21.3 | |
| HON | 24.7 | – | 22.3 | 26.5 | 28.6 |
Still not sure about ALLE stock? Consider portfolio approach.
Portfolios Beat Stock Picking
Individual stocks can soar or tank but one thing matters: staying invested. The right portfolio can help you stay invested, capture upside and mitigate the downside associated with any individual stock.
Why settle for average market returns? The Trefis High Quality (HQ) Portfolio invests in a diverse group of 30 stocks that have collectively delivered stronger upside with reduced volatility compared to the broader indices. Discover the methodology behind these smoother, higher returns by checking the HQ Portfolio performance data.