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ALLE

ALLE

Industrials · Security & Protection Services

$135.37+1.25%
Mkt Cap: $11.63BDY: 1.59%

Performance

ALLE (ALLE) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

ALLE (ALLE) operates in the Security & Protection Services space within the Industrials sector. With a market cap of $11.6B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case5
  • Forward P/E (14.2×) is lower than trailing P/E (18.5×) — analysts expect earnings to improve
  • Revenue growth of 10% YoY shows solid business momentum
  • Healthy profit margin of 15.2%
  • ROE of 34.2% shows management efficiently converts equity into profit
  • Price is near its 52-week low — potential entry point with asymmetric upside
Bear Case2
  • Earnings fell 7% YoY — profitability is under pressure
  • High debt-to-equity of 105.86× increases financial risk, especially with elevated interest rates

Verdict

Strong Buy

Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

1.59%

5Y Avg Annual

$1.4960

Last Payment

$0.5500

Ex-Date

06/15/2026

Annual dividends paid per share

2014
2020
2026
Ex-DatePaymentAmountEst. DY
Latest06/15/2026
06/30/2026$0.55001.63%
03/13/2026
03/28/2026$0.55001.63%
06/13/2025
06/28/2025$0.51001.51%
03/14/2025
03/29/2025$0.51001.51%
12/17/2024
01/01/2025$0.48001.42%
09/20/2024
10/05/2024$0.48001.42%
06/14/2024
06/29/2024$0.48001.42%
03/14/2024
03/29/2024$0.48001.42%

Magic Number

Shares needed to self-fund your next purchase

$135.37

Price

÷

$0.5500

Last div. (semesterly)

=

247

shares

Own 247 ALLE shares ($33,435.16) and each semesterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$33,435.16

New shares / year

+2 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 23, 2026

37

days

EPS (TTM)

$7.31

P/E (TTM)

18.5

Fwd P/E

14.2

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$11.63B
P/E Ratio18.52
Forward P/E14.18
P/B Ratio
PEG Ratio2.06
EPS (TTM)$7.31

Trading

Open
Day High
Day Low
52W High$183.11
52W Low$125.00
Volume
Avg Volume (3M)990,206
Beta0.88

Dividends

Dividend Yield1.59%
Annual Rate$2.12
Ex-Div Date2026-06-15
Payout Ratio28.42%

Profitability

Profit Margin15.24%
Operating Margin18.88%
ROE34.18%
ROA11.03%
Revenue Growth9.70%
Earnings Growth-7.00%

Balance Sheet

Total Revenue$4.16B
Total Debt$2.22B
Debt / Equity105.86
Current Ratio1.91
Free Cash Flow$494.36M

Fair Value Estimates

Current price: $135.37

Graham Number

√(22.5 × EPS × Book Value)

$63.42

-53.2% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$26.07

-80.7% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

8/10

80% score

Pays dividends

12Y hist.

12+ years of dividend history

Dividend consistency (5Y+)

12 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

34.2%

Return on equity — measures how efficiently capital is used

Positive profit margin

15.2%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+9.7%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

-7.0%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

105.86×

Low financial leverage reduces risk of distress

Current ratio above 1

1.91×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$134M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

1.59%

Stock must distribute income to shareholders

Related Assets

Industrials

About ALLE

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.

Sector

Industrials

Industry

Security & Protection Services

Location

Dublin, Ireland

Employees

13,300