ALLE
Allegion
Industrials · Building Products · US
$134.37
Close 2025-12-31
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$11.5B
Trailing P/E
18.40
Forward P/E
14.10
Rev Growth
+9.7%
Profit Margin
15.2%
ROE
34.2%
Analyst Target
$167.58
Recommendation
BUY
About Allegion

Allegion plc engages in the provision of security products and solutions worldwide. It is operating through two segments: Allegion Americas and Allegion International. The company offers door controls, door control system, and exit devices; doors, glass and door systems, and accessories; electronic security products and access control systems, including time, attendance, and workforce productivity; and locks, locksets, portable locks, and key systems. It also provides services and software, such as inspection, maintenance, and repair services for its automatic entrance solutions; software as a service, including access control, platform integration, and workforce management solutions; and ongoing aftermarket services, and design and installation offerings. In addition, the company sells its products and solutions to end-users in commercial, institutional, and residential facilities, including education, healthcare, government, hospitality, retail, commercial office, and single and multi-family residential markets under the CISA, Interflex, LCN, Schlage, SimonsVoss, and Von Duprin brands. It sells its products and solutions through distribution and retail channels, such as specialty distribution, e-commerce, and wholesalers, as well as through various retail channels comprising do-it-yourself home improvement centers, online and e-commerce platforms, and small specialty showroom outlets. Allegion plc was incorporated in 2013 and is based in Dublin, Ireland.

Opportunity Summary
Trading at $134 against a fair value of $191, a 30% discount. Moderate competitive position. Fails ethical screen (Debt ratio). Ranks better than 73% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.38%)FAIL
Cash Ratio (0.00%)PASS
Receivables Ratio (0.15%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 88.0
Score Quality: 57.0
Score Combined: 48.8
Fair Value Est: $191.00 · Margin of Safety: +42.1% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality58.4
Cash Flow53.8
Moat50.0
Balance Sheet62.6
Debt Purity0.0
Liquid Purity100.0
Rev Purity94.1
Compliance57.1
Tier: GOLD · Score: 76.7 · Rank: #126
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-232.21Pending--
2026-04-281.731.59-8.3%
2026-02-171.981.94-2.0%
2025-10-232.242.30+2.5%
2025-07-241.992.04+2.7%
2025-04-241.671.86+11.2%
2025-02-181.751.86+6.3%
2024-10-241.982.16+9.0%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$1.0B$138.1M$231.3M$454.5M$195.3M1.60
2025-12-31$1.0B$147.5M$243.6M$459.5M$209.6M1.71
2025-09-30$1.1B$188.4M$272.2M$489.8M$233.8M2.19
2025-06-30$1.0B$159.7M$256.9M$466.5M$219.7M1.86
2025-03-31$941.9M$148.2M$229.9M$422.5M$196.4M1.72
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-07MARTENS ROBERT COfficer3,993$547.6K
2026-03-11MAIN SUSAN LDirector2,000$299.2K
2026-02-19ECKERSLEY TIMOTHY POfficer1,691--
2026-02-19KEMP TRACY LChief Technology Officer923--
2026-02-19ILARDI DAVID S.Officer1,691--
2026-02-19MUSIAL NICKOLAS A.Officer923--
2026-02-19WAGNES MICHAEL J.Chief Financial Officer2,460--
2026-02-19HAWES -PRECZEWSKI JENNIFER LOfficer1,076--
2026-02-19BLASKO JOSEPHGeneral Counsel1,384--
2026-02-19WENOS VINCENTChief Technology Officer999--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.6.6M$863.2M0.1%
Vanguard Capital Management LLC5.6M$731.0M0.1%
Vanguard Portfolio Management LLC4.6M$598.9M0.1%
Boston Partners4.4M$580.1M0.1%
State Street Corporation4.3M$557.0M0.0%
Kayne Anderson Rudnick Investment Management LLC3.6M$474.1M0.0%
Geode Capital Management, LLC2.8M$363.6M0.0%
Massachusetts Financial Services Co.2.5M$327.9M0.0%
Invesco Ltd.2.0M$255.0M0.0%
Brown Advisory Inc.1.9M$253.4M0.0%
Analyst Recommendations
3 Months Ago
2
3
8
13 analysts
2 Months Ago
2
2
8
12 analysts
Last Month
1
2
9
12 analysts
Current
1
3
9
13 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$13.1B
Price/Book
5.33
Beta
0.903
Analysts
12
Total Revenue (TTM)
$4.2B
Total Debt
$2.2B
Earnings Growth
-7.0%
Dividend Yield
158.0%
Rec. Mean
2.46
Short Ratio
3.49
Short % Float
0.0%
Employees
13,300

Elite Intelligence

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Trade Consideration
The Opportunity
Score 48.8 (P71 — top 29.1% of scored tickers). Moderate Moat. Ethical FAIL. 12 analysts at Buy.
Price: $134.37 | Target: $165.92 (+23%) | Fair Value: $191.00 (+42%)
Score
49
Moat
MODERATE
Conviction
Standard
Upside
+23%
The Fundamentals
Revenue Growth+9.7%
Profit Margin0.0%
ROE34.2%
Forward P/E14.1
Market Cap$11.5B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-23$2.21Pending
2026-04-28$1.73$1.59-8.3%
2026-02-17$1.98$1.94-2.0%
2025-10-23$2.24$2.30+2.5%
2025-07-24$1.99$2.04+2.7%
2025-04-24$1.67$1.86+11.2%
Position Sizing Scenarios
Stop: $114.21 (-15%) | Entry: $134.37
SharesCostProfit to TargetR:R
To Consensus ($165.92, 12 analysts)
10$1,343.70+$315.50 (23%)1.6R
50$6,718.50+$1,577.50 (23%)1.6R
100$13,437.00+$3,155.00 (23%)1.6R
To Fair Value ($191.00)
10$1,343.70+$566.30 (42%)2.8R
50$6,718.50+$2,831.50 (42%)2.8R
100$13,437.00+$5,663.00 (42%)2.8R
Risk Factors
  • Elevated short interest (3.49 days to cover)
The Verdict
Allegion holds a moderate competitive moat and trades at a 42.1% discount to fair value.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
45.0
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.2%
worst expected daily loss, 19 in 20 days
CVaR 95%
-3.5%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.31
above 1.0 is good
Max Drawdown
-29.8%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
1.1x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
75.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Tuesday
Best Month
Jul
Worst Month
Dec
Fri-Mon Effect
-0.15652378122643584
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+0.2%
Beat Drift Positive %
66.7%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-9.9%
3M Return
-16.8%
6M Return
-17.1%
12M Return
-6.4%
Momentum Rank
#3926
Momentum Signal
DOWN

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