Added to YB: 2026-07-20
Pitch date: 2026-07-17
ALLE [bullish]
Allegion plc
Author Info
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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
$12.0B
Pitch Price
N/A
Price Target
N/A
Dividend
1.58%
EV/EBITDA
12.83
P/E
19.05
EV/Sales
3.34
Sector
Building Products
Category
value
Show full summary:
Long $ALLE (Allegion)
ALLE: Spec'd-in security hardware compounder (Schlage, Von Duprin) at decade-low ~15.9x FY26 EPS / 13x EV/EBITDA / 5.7% FCF yield vs ASSA ABLOY 32x. ~19% ROIC, 45% GM, $690M FCF, 1.6x net debt. De-rated on transitory non-res construction fears + Intl ERP hiccup. CEO bought ~$5M. Risk: construction rollover.
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