Professional
Added to YB: 2025-04-30
Pitch date: 2025-03-31
ALLE [neutral]
Allegion plc
+1.84%
current return
Author Info
No bio for this author
Company Info
Allegion plc engages in the provision of security products and solutions worldwide. It is operating through two segments: Allegion Americas and Allegion International.
Market Cap
$10.8B
Pitch Price
$128.34
Price Target
N/A
Dividend
1.74%
EV/EBITDA
N/A
P/E
17.23
EV/Sales
3.07
Sector
Building Products
Category
value
Fiduciary Management Inc. Portfolio Holding: Allegion plc
ALLE (holding update): Leading global security provider (~50% aftermarket sales) with strong commercial electronic security position (70-80% market share with ASSA ABLOY & Dormakaba). Trusted brands (Schlage, Kryptonite, Stanley Access) create defensive moat. Trading below market despite high quality business; cyclical headwinds in non-residential markets.
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