ALLE vs AYI Stock Comparison

Allegion and Acuity Inc. (De) Prices as of Oct 23, 2026 Peers: Industry group
ALLE Allegion plc
$179.12 +16.2% 1M +4.6% 1Y
Market cap
$15.27B
P/E
23.2x
Revenue (TTM)
$4.29B
Div. yield
0.01%
Building Products Industrials
7 wins
AYI Acuity Inc. (De)
$318.76 +4.1% 1M -13.9% 1Y
Market cap
$9.69B
P/E
18.2x
Revenue (TTM)
$4.64B
Div. yield
0.00%
Building Products Industrials
5 wins

Head to Head

12 decided of 12

Allegion leads on 7 of the 12 questions below (Allegion 7, Acuity Inc. (De) 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionALLEAYILeader
Larger companyMarket capitalisation $15.27B $9.69B ALLE
Cheaper on earningsLower P/E, profitable companies only 23.2x 18.2x AYI
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.3x 15.9x AYI
Faster revenue growthRevenue growth, trailing twelve months +10.6% +6.8% ALLE
More profitableNet margin, trailing twelve months 15.4% 11.4% ALLE
Better return on capitalReturn on invested capital 17.9% 15.4% ALLE
Less leveragedLower net debt / EBITDA 1.7x 0.1x AYI
Higher dividend yieldTrailing dividend yield 0.01% 0.00% ALLE
Better 1-year returnPrice return, last 12 months +4.6% -13.9% ALLE
Better 5-year returnAnnualised price return, 5 years +6.1%/yr +9.3%/yr AYI
Less volatileAnnualised volatility, 1 year 29.7% 37.9% ALLE
Higher overall scoreMean of the five percentile scores vs peers 51/100 80/100 AYI

Percentile Scorecard

ALLEAYI

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

AxisALLEAYI
Valuation 22 #43 of 55 74 #15 of 55
Growth 58 #22 of 51 84 #9 of 51
Profitability 94 #4 of 51 74 #14 of 51
Financial Health 53 #28 of 59 86 #9 of 59
Shareholder Returns 25 #31 of 41 83 #8 of 41
Overall 51 80
  • ALLE ranked among 59 companies in Construction Products
  • AYI ranked among 59 companies in Construction Products

Price Performance

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

Returns

PeriodALLEAYISPY
1 month +16.2%+4.1% -1.0%
3 months +16.8%-3.5% +2.9%
6 months +22.6%+10.1% +6.4%
Year to date +12.5%-11.5% +11.4%
1 year +4.6%-13.9% +13.1%
3 years +84.5%+96.4% +79.4%
3 years, per year +22.7%+25.3% +21.5%
5 years +34.2%+55.8% +67.7%
5 years, per year +6.1%+9.3% +10.9%
10 years +166.6%+32.9% +255.2%
10 years, per year +10.3%+2.9% +13.5%

Risk

MeasureALLEAYISPY
Volatility, 1Y 29.7%37.9% 12.7%
Downside volatility, 1Y 27.7%41.4% 12.7%
Beta vs S&P 500, 1Y 0.431.39 1.00
Return / volatility, 1Y 0.16-0.37 1.03
Max drawdown, 5Y -34.8%-34.7% -25.4%
From 52-week high -0.4%-15.4% -2.5%
52-week high $179.77$376.69 $779.14
52-week low $125.65$257.79 $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.

MultipleALLEAYI
P/E now vs peer median 23.3xmedian 19.9x 18.2xmedian 19.9x
P/S now vs peer median 3.6xmedian 1.5x 2.0xmedian 1.5x
EV/EBITDA now vs peer median 16.4xmedian 12.6x 10.9xmedian 12.6x
P/FCF now vs peer median 22.7xmedian 16.1x 12.7xmedian 16.1x
P/B now vs peer median 7.2xmedian 3.0x 3.2xmedian 3.0x
PEG now vs peer median 2.46median 0.98 1.10median 0.98

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 monthsALLEAYI
Revenue $4.29B $4.64B
Gross profit $1.92B $2.35B
Operating income $893.40M $713.70M
Net income $658.60M $531.30M
Free cash flow $671.10M $747.90M
EPS (diluted) $7.66 $17.06
Cash & equivalents $320.60M $636.30M
Total debt $2.03B $697.40M
Shares (diluted) 86.00M 31.15M
Enterprise value $13.99B $7.99B

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
MetricALLEAYI
P/E 23.3x 18.2x
P/FCF 22.7x 12.7x
P/Operating cash flow 19.8x 11.5x
P/S 3.6x 2.0x
P/B 7.2x 3.2x
P/Tangible book 11.7x 4.8x
EV/EBITDA 16.4x 10.9x
EV/EBIT 19.0x 13.3x
EV/Revenue 4.0x 2.1x
EV/FCF 25.3x 12.7x
EV/Operating cash flow 22.0x 11.5x
PEG (3Y EPS CAGR) 2.46 1.10

Growth

14 metrics
MetricALLEAYI
Revenue growth (1Y) 10.6% 6.8%
Revenue CAGR (3Y) 5.9% 5.5%
Gross profit growth (1Y) 10.6% 13.1%
Gross profit CAGR (3Y) 8.3% 11.1%
Operating income growth (1Y) 9.5% 26.6%
Operating income CAGR (3Y) 9.6% 14.7%
Net income growth (1Y) 5.2% 34.0%
Net income CAGR (3Y) 8.5% 15.4%
EPS growth (1Y) 5.7% 36.1%
EPS CAGR (3Y) 9.5% 16.6%
Operating cash flow growth (1Y) 0.5% 37.3%
Operating cash flow CAGR (3Y) 9.8% 12.6%
Free cash flow growth (1Y) -1.6% 40.3%
Free cash flow CAGR (3Y) 10.2% 13.5%

Profitability

14 metrics
MetricALLEAYI
Gross margin 44.8% 50.6%
EBITDA margin 24.2% 18.7%
Operating margin 20.8% 15.4%
Pretax margin 18.5% 14.7%
Net margin 15.4% 11.4%
FCF margin 15.6% 16.1%
Operating cash flow margin 17.9% 17.8%
Return on equity 31.2% 18.2%
Return on assets 12.3% 11.2%
Return on invested capital 17.9% 15.4%
Return on capital employed 19.6% 19.5%
Asset turnover 0.8x 1.0x
Cash conversion (OCF / net income) 1.2x 1.6x
Stock comp / revenue – 1.1%

Financial Health

11 metrics
MetricALLEAYI
Debt / assets 37.9% 14.3%
Debt / equity 1.0x 0.2x
Net debt / EBITDA 1.7x 0.1x
Debt / FCF 3.0x 0.9x
Liabilities / assets 60.5% 39.0%
Equity / assets 39.5% 61.0%
Interest coverage 8.9x –
Current ratio 1.9x 1.7x
Quick ratio 1.1x 1.2x
Cash ratio 0.4x 0.6x
Altman Z-score 4.95 5.99

Shareholder Returns

7 metrics
MetricALLEAYI
Dividend yield 1.2% 0.3%
Net buyback yield 1.1% 3.0%
Shareholder yield 2.3% 3.2%
Payout ratio (earnings) 27.6% 4.5%
Payout ratio (FCF) 27.0% 3.2%
Dividend growth (1Y) 6.1% 15.5%
Dividend CAGR (3Y) 6.2% 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.

ConsensusALLEAYI
Forward P/E 19.3xFY2026 15.9xFY2027
EPS, next fiscal year $9.26FY2026 $20.03FY2027
EPS growth, next FY +13.8%FY2026 +0.7%FY2027
EPS growth, the year after +0.5% +21.6%
Revenue, next fiscal year $4.60BFY2026 $4.67BFY2027
Revenue growth, next FY +13.1%FY2026 +0.7%FY2027
Revenue growth, the year after +7.1% +14.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersALLEAYI
Held by institutions 100.0% 99.2%
Institutions holding 730 631
Change in shares held, QoQ +3.0% +4.1%
Institutions buying 336 330
Institutions selling 271 190
Buyers to sellers 1.24 1.74

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.

ALLEAYI
ALLE 1.00 0.28
AYI 0.28 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ALLE and AYI?

Allegion (ALLE) is the largest by market capitalisation: Allegion (ALLE) $15.27B, Acuity Inc. (De) (AYI) $9.69B.

Which stock is cheaper, ALLE and AYI?

Acuity Inc. (De) (AYI) trades on the lowest price-to-earnings ratio (Allegion (ALLE) 23.2x, Acuity Inc. (De) (AYI) 18.2x). On next year's consensus earnings, Acuity Inc. (De) (AYI) is cheapest (Allegion (ALLE) 19.3x, Acuity Inc. (De) (AYI) 15.9x). 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) +10.6%, Acuity Inc. (De) (AYI) +6.8%.

Which company is more profitable?

Allegion (ALLE) has the highest net margin (Allegion (ALLE) 15.4%, Acuity Inc. (De) (AYI) 11.4%). On return on invested capital, Allegion (ALLE) leads (Allegion (ALLE) 17.9%, Acuity Inc. (De) (AYI) 15.4%).

Which stock has performed better?

Over the past year Allegion (ALLE) returned the most: Allegion (ALLE) +4.6%, Acuity Inc. (De) (AYI) -13.9%. Over five years, Acuity Inc. (De) (AYI) compounded fastest (Allegion (ALLE) +6.1%/yr, Acuity Inc. (De) (AYI) +9.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Allegion (ALLE) has the highest dividend yield: Allegion (ALLE) 0.01%, Acuity Inc. (De) (AYI) 0.00%.

Which stock is riskier?

By one-year price volatility, Allegion (ALLE) has been the steadiest (Allegion (ALLE) 29.7%, Acuity Inc. (De) (AYI) 37.9%). Volatility measures how widely the price swings, not the risk of the business.

Do ALLE and AYI move together?

Their daily returns over the past year have a correlation of 0.28, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, ALLE and AYI?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Allegion (ALLE) 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.