Does Allegion Stock Lead the Pack?
Allegion‘s stock has outperformed some peers over the past year, recently surging on robust guidance in the evolving security and access solutions market. A closer look reveals strong profitability, steady growth, and moderate valuation support. However, with residential market softness expected to persist through 2026 and amidst competition from tech entrants, its upside potential warrants closer scrutiny.
- ALLE’s 21.0% operating margin, highest among peers, highlights superior efficiency and pricing power.
- ALLE’s 6.9% revenue growth, outpacing SWK, FBIN, JCI but lagging REZI, HON, suggests varied market exposure.
- ALLE’s 23.6% stock gain and 21.8 PE, though less than REZI, JCI, HON, suggests investor caution on future growth.
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 | 13.8 | 6.3 | 5.4 | 86.9 | 154.2 |
| Revenue ($ Bil) | 4.0 | 15.2 | 4.5 | 7.4 | 24.0 | 40.7 |
| PE Ratio | 21.8 | 31.4 | 19.3 | -8.5 | 25.6 | 25.2 |
| 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 | 23.6% | 9.2% | -22.3% | 66.4% | 60.8% | 29.7% |
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 | 31.4 | – | 38.0 | -38.7 | 13.7 |
| FBIN | 19.3 | – | 13.2 | 21.4 | 14.4 |
| REZI | -8.5 | – | 44.2 | 16.1 | 9.7 |
| JCI | 25.6 | 23.7 | 31.2 | 21.3 | |
| HON | 25.2 | – | 22.3 | 26.5 | 28.6 |
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