ALLE vs AYI vs BLDR Stock Comparison

Allegion, Acuity Inc. (De) and Builders FirstSource Prices as of Oct 29, 2026 Peers: Industry group
ALLE Allegion plc
$187.09 +20.4% 1M +13.0% 1Y
Market cap
$15.95B
P/E
20.2x
Revenue (TTM)
$4.39B
Div. yield
–
Building Products Industrials
4 wins
AYI Acuity Inc. (De)
$327.36 +6.1% 1M -9.4% 1Y
Market cap
$9.59B
P/E
18.1x
Revenue (TTM)
$4.64B
Div. yield
0.00%
Building Products Industrials
7 wins

Head to Head

11 decided of 12

Acuity Inc. (De) leads on 7 of the 12 questions below (Acuity Inc. (De) 7, Allegion 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionALLEAYIBLDRLeader
Larger companyMarket capitalisation $15.95B $9.59B $6.90B ALLE
Cheaper on earningsLower P/E, profitable companies only 20.2x 18.1x 170.1x AYI
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.9x 16.4x 20.3x AYI
Faster revenue growthRevenue growth, trailing twelve months +10.3% +6.8% -8.3% ALLE
More profitableNet margin, trailing twelve months — 11.4% 0.3% AYI
Better return on capitalReturn on invested capital — 15.4% 3.5% AYI
Less leveragedLower net debt / EBITDA — 0.1x 5.0x AYI
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +13.0% -9.4% -45.3% ALLE
Better 5-year returnAnnualised price return, 5 years +7.8%/yr +9.8%/yr +1.6%/yr AYI
Less volatileAnnualised volatility, 1 year 29.7% 38.1% 51.5% ALLE
Higher overall scoreMean of the five percentile scores vs peers 47/100 81/100 41/100 AYI

Percentile Scorecard

ALLEAYIBLDR

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisALLEAYIBLDR
Valuation 20 #44 of 55 76 #14 of 55 57 #24 of 55
Growth 66 #18 of 51 84 #9 of 51 2 #50 of 51
Profitability 71 #15 of 49 77 #12 of 49 35 #32 of 49
Financial Health – 87 #8 of 55 19 #45 of 55
Shareholder Returns 31 #28 of 40 82 #8 of 40 92 #4 of 40
Overall 47 81 41
  • ALLE ranked among 59 companies in Construction Products
  • AYI ranked among 59 companies in Construction Products
  • BLDR ranked among 59 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodALLEAYIBLDRSPY
1 month +20.4%+6.1%+9.6% +0.7%
3 months +19.1%-3.0%-4.5% +3.7%
6 months +36.1%+13.0%-20.2% +7.1%
Year to date +17.5%-9.1%-38.7% +12.8%
1 year +13.0%-9.4%-45.3% +11.9%
3 years +91.5%+105.6%-41.2% +85.2%
3 years, per year +24.2%+27.2%-16.2% +22.8%
5 years +45.8%+59.4%+8.3% +67.6%
5 years, per year +7.8%+9.8%+1.6% +10.9%
10 years +194.2%+46.7%+559.1% +262.0%
10 years, per year +11.4%+3.9%+20.8% +13.7%

Risk

MeasureALLEAYIBLDRSPY
Volatility, 1Y 29.7%38.1%51.5% 12.7%
Downside volatility, 1Y 27.6%41.7%44.3% 12.6%
Beta vs S&P 500, 1Y 0.421.391.58 1.00
Return / volatility, 1Y 0.44-0.25-0.88 0.94
Max drawdown, 5Y -34.8%-34.7%-76.1% -25.4%
From 52-week high 0.0%-13.1%-51.1% -1.2%
52-week high $187.09$376.69$128.96 $779.14
52-week low $125.65$257.79$50.53 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleALLEAYIBLDR
P/E now vs peer median 20.2xmedian 20.3x 18.7xmedian 20.3x 167.3xmedian 20.3x
P/S now vs peer median 3.6xmedian 1.6x 2.1xmedian 1.6x 0.5xmedian 1.6x
EV/EBITDA now vs peer median —median 12.6x 11.2xmedian 12.6x 12.6xmedian 12.6x
P/FCF now vs peer median 19.7xmedian 16.9x 13.0xmedian 16.9x 27.0xmedian 16.9x
P/B now vs peer median 7.3xmedian 3.0x 3.3xmedian 3.0x 1.7xmedian 3.0x
PEG now vs peer median —median 1.13 1.13median 1.13 -2.43median 1.13

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsALLEAYIBLDR
Revenue $4.39B $4.64B $14.36B
Gross profit – $2.35B $4.09B
Operating income $944.20M $713.70M $305.89M
Net income $691.10M $531.30M $40.58M
Free cash flow – $747.90M $251.32M
EPS (diluted) – $17.06 $0.38
Cash & equivalents $388.10M $636.30M $55.01M
Total debt – $697.40M $4.62B
Shares (diluted) 86.00M 31.15M 107.64M
Enterprise value $15.95B $7.90B $6.50B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricALLEAYIBLDR
P/E 20.2x 18.7x 167.3x
P/FCF 19.7x 13.0x 27.0x
P/Operating cash flow 18.9x 11.8x 13.7x
P/S 3.6x 2.1x 0.5x
P/B 7.3x 3.3x 1.7x
P/Tangible book 11.6x 4.9x 2.2x
EV/EBITDA – 11.2x 12.6x
EV/EBIT – 13.7x 37.1x
EV/Revenue 3.6x 2.1x 0.8x
EV/FCF – 13.1x 45.2x
EV/Operating cash flow 18.9x 11.8x 22.8x
PEG (3Y EPS CAGR) – 1.13 -2.43

Growth

14 metrics
MetricALLEAYIBLDR
Revenue growth (1Y) 10.3% 6.8% -8.3%
Revenue CAGR (3Y) 6.7% 5.5% -6.0%
Gross profit growth (1Y) – 13.1% -15.6%
Gross profit CAGR (3Y) – 11.1% -12.2%
Operating income growth (1Y) 13.1% 26.6% -70.3%
Operating income CAGR (3Y) 10.1% 14.7% -48.3%
Net income growth (1Y) 7.9% 34.0% -93.2%
Net income CAGR (3Y) 7.4% 15.4% -70.5%
EPS growth (1Y) – 36.1% -93.0%
EPS CAGR (3Y) – 16.6% -68.9%
Operating cash flow growth (1Y) 10.7% 37.3% -64.4%
Operating cash flow CAGR (3Y) 13.8% 12.6% -42.9%
Free cash flow growth (1Y) – 40.3% -75.4%
Free cash flow CAGR (3Y) – 13.5% -51.1%

Profitability

14 metrics
MetricALLEAYIBLDR
Gross margin – 50.6% 28.5%
EBITDA margin – 18.7% 6.3%
Operating margin – 15.4% 2.1%
Pretax margin – 14.7% 0.1%
Net margin – 11.4% 0.3%
FCF margin – 16.1% 1.7%
Operating cash flow margin 19.2% 17.8% 3.5%
Return on equity 32.2% 18.2% 1.0%
Return on assets 12.8% 11.2% 0.4%
Return on invested capital – 15.4% 3.5%
Return on capital employed – 19.5% 3.2%
Asset turnover 0.8x 1.0x 1.3x
Cash conversion (OCF / net income) 1.2x 1.6x 12.2x
Stock comp / revenue – 1.1% 0.3%

Financial Health

11 metrics
MetricALLEAYIBLDR
Debt / assets – 14.3% 40.8%
Debt / equity – 0.2x 1.1x
Net debt / EBITDA – 0.1x 5.0x
Debt / FCF – 0.9x 18.4x
Liabilities / assets – 39.0% 64.0%
Equity / assets 39.7% 61.0% 36.0%
Interest coverage – – –
Current ratio 1.9x 1.7x 1.8x
Quick ratio – 1.2x 1.0x
Cash ratio – 0.6x 0.0x
Altman Z-score – 6.07 2.08

Shareholder Returns

7 metrics
MetricALLEAYIBLDR
Dividend yield 1.2% 0.2% –
Net buyback yield – 2.9% 4.5%
Shareholder yield 1.2% 3.1% 4.5%
Payout ratio (earnings) – 4.5% –
Payout ratio (FCF) – 3.2% –
Dividend growth (1Y) – 15.5% –
Dividend CAGR (3Y) – 12.3% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusALLEAYIBLDR
Forward P/E 19.9xFY2026 16.4xFY2027 20.3xFY2026
EPS, next fiscal year $9.41FY2026 $20.01FY2027 $3.11FY2026
EPS growth, next FY +15.6%FY2026 +0.6%FY2027 -54.9%FY2026
EPS growth, the year after +2.7% +21.7% +30.2%
Revenue, next fiscal year $4.67BFY2026 $4.68BFY2027 $13.77BFY2026
Revenue growth, next FY +14.7%FY2026 +0.9%FY2027 -9.4%FY2026
Revenue growth, the year after +8.4% +14.4% -0.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersALLEAYIBLDR
Held by institutions 100.0% 99.2% 99.7%
Institutions holding 731 632 668
Change in shares held, QoQ +3.0% +4.1% +1.3%
Institutions buying 336 330 335
Institutions selling 272 191 259
Buyers to sellers 1.24 1.73 1.29

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ALLEAYIBLDR
ALLE 1.00 0.28 0.55
AYI 0.28 1.00 0.42
BLDR 0.55 0.42 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ALLE, AYI and BLDR?

Allegion (ALLE) is the largest by market capitalisation: Allegion (ALLE) $15.95B, Acuity Inc. (De) (AYI) $9.59B, Builders FirstSource (BLDR) $6.90B.

Which stock is cheaper, ALLE, AYI and BLDR?

Acuity Inc. (De) (AYI) trades on the lowest price-to-earnings ratio (Allegion (ALLE) 20.2x, Acuity Inc. (De) (AYI) 18.1x, Builders FirstSource (BLDR) 170.1x). On next year's consensus earnings, Acuity Inc. (De) (AYI) is cheapest (Allegion (ALLE) 19.9x, Acuity Inc. (De) (AYI) 16.4x, Builders FirstSource (BLDR) 20.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Allegion (ALLE) grew revenue fastest over the trailing twelve months: Allegion (ALLE) +10.3%, Acuity Inc. (De) (AYI) +6.8%, Builders FirstSource (BLDR) -8.3%.

Which company is more profitable?

Acuity Inc. (De) (AYI) has the highest net margin (Acuity Inc. (De) (AYI) 11.4%, Builders FirstSource (BLDR) 0.3%). On return on invested capital, Acuity Inc. (De) (AYI) leads (Acuity Inc. (De) (AYI) 15.4%, Builders FirstSource (BLDR) 3.5%).

Which stock has performed better?

Over the past year Allegion (ALLE) returned the most: Allegion (ALLE) +13.0%, Acuity Inc. (De) (AYI) -9.4%, Builders FirstSource (BLDR) -45.3%. Over five years, Acuity Inc. (De) (AYI) compounded fastest (Allegion (ALLE) +7.8%/yr, Acuity Inc. (De) (AYI) +9.8%/yr, Builders FirstSource (BLDR) +1.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Allegion (ALLE) 0.00%, Acuity Inc. (De) (AYI) 0.00%, Builders FirstSource (BLDR) 0.00%. Allegion (ALLE) and Builders FirstSource (BLDR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Allegion (ALLE) has been the steadiest (Allegion (ALLE) 29.7%, Acuity Inc. (De) (AYI) 38.1%, Builders FirstSource (BLDR) 51.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ALLE, AYI and BLDR?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Acuity Inc. (De) (AYI) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.