MHK vs AYI vs ALLE Stock Comparison

Mohawk Industries, Acuity Inc. (De) and Allegion Prices as of Nov 4, 2026 Peers: Industry group
MHK Mohawk Industries Inc
$153.34 +22.7% 1M +38.6% 1Y
Market cap
$9.22B
P/E
17.8x
Revenue (TTM)
$11.21B
Div. yield
–
Building Products Industrials
3 wins
AYI Acuity Inc. (De)
$337.58 +10.5% 1M -6.5% 1Y
Market cap
$9.90B
P/E
18.6x
Revenue (TTM)
$4.64B
Div. yield
0.00%
Building Products Industrials
3 wins
ALLE Allegion plc
$192.78 +25.4% 1M +16.4% 1Y
Market cap
$16.33B
P/E
23.6x
Revenue (TTM)
$4.39B
Div. yield
0.01%
Building Products Industrials
6 wins

Head to Head

12 decided of 12

Allegion leads on 6 of the 12 questions below (Allegion 6, Mohawk Industries 3, Acuity Inc. (De) 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionMHKAYIALLELeader
Larger companyMarket capitalisation $9.22B $9.90B $16.33B ALLE
Cheaper on earningsLower P/E, profitable companies only 17.8x 18.6x 23.6x MHK
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.6x 16.9x 20.5x MHK
Faster revenue growthRevenue growth, trailing twelve months +4.5% +6.8% +10.3% ALLE
More profitableNet margin, trailing twelve months 4.6% 11.4% 15.7% ALLE
Better return on capitalReturn on invested capital 5.2% 15.4% 18.4% ALLE
Less leveragedLower net debt / EBITDA 0.7x 0.1x 1.5x AYI
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.01% ALLE
Better 1-year returnPrice return, last 12 months +38.6% -6.5% +16.4% MHK
Better 5-year returnAnnualised price return, 5 years -2.8%/yr +9.4%/yr +8.0%/yr AYI
Less volatileAnnualised volatility, 1 year 42.2% 38.5% 29.9% ALLE
Higher overall scoreMean of the five percentile scores vs peers 77/100 82/100 54/100 AYI

Percentile Scorecard

MHKAYIALLE

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

AxisMHKAYIALLE
Valuation 96 #3 of 57 80 #12 of 57 23 #44 of 57
Growth 70 #17 of 54 85 #9 of 54 60 #22 of 54
Profitability 48 #28 of 53 75 #14 of 53 100 #1 of 53
Financial Health 81 #12 of 59 88 #8 of 59 57 #26 of 59
Shareholder Returns 90 #5 of 42 83 #8 of 42 32 #29 of 42
Overall 77 82 54
  • MHK ranked among 59 companies in Construction Products
  • AYI ranked among 59 companies in Construction Products
  • ALLE ranked among 59 companies in Construction Products

Price Performance

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

Returns

PeriodMHKAYIALLESPY
1 month +22.7%+10.5%+25.4% -1.0%
3 months +13.0%-5.9%+14.3% -0.4%
6 months +46.9%+14.1%+42.5% +4.5%
Year to date +40.3%-6.2%+21.1% +12.4%
1 year +38.6%-6.5%+16.4% +13.6%
3 years +80.4%+97.9%+89.2% +76.4%
3 years, per year +21.8%+25.6%+23.7% +20.8%
5 years -13.4%+56.5%+46.7% +63.7%
5 years, per year -2.8%+9.4%+8.0% +10.4%
10 years -19.6%+49.2%+202.9% +267.7%
10 years, per year -2.2%+4.1%+11.7% +13.9%

Risk

MeasureMHKAYIALLESPY
Volatility, 1Y 42.2%38.5%29.9% 12.8%
Downside volatility, 1Y 37.0%42.2%27.6% 12.7%
Beta vs S&P 500, 1Y 1.321.390.43 1.00
Return / volatility, 1Y 0.91-0.170.55 1.06
Max drawdown, 5Y -59.3%-34.7%-34.8% -25.4%
From 52-week high 0.0%-10.4%0.0% -1.6%
52-week high $153.34$376.69$192.78 $779.14
52-week low $94.33$257.79$125.65 $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.

MultipleMHKAYIALLE
P/E now vs peer median 18.0xmedian 22.2x 19.3xmedian 22.2x 23.7xmedian 22.2x
P/S now vs peer median 0.8xmedian 1.7x 2.2xmedian 1.7x 3.7xmedian 1.7x
EV/EBITDA now vs peer median 7.7xmedian 13.9x 11.6xmedian 13.9x 16.5xmedian 13.9x
P/FCF now vs peer median 10.0xmedian 18.0x 13.4xmedian 18.0x 22.0xmedian 18.0x
P/B now vs peer median 1.1xmedian 2.8x 3.4xmedian 2.8x 7.5xmedian 2.8x
PEG now vs peer median 0.41median 1.06 1.16median 1.06 2.72median 1.06

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 monthsMHKAYIALLE
Revenue $11.21B $4.64B $4.39B
Gross profit $2.77B $2.35B $1.98B
Operating income $621.50M $713.70M $944.20M
Net income $518.50M $531.30M $691.10M
Free cash flow $891.50M $747.90M $739.90M
EPS (diluted) $8.51 $17.06 $8.11
Cash & equivalents $816.80M $636.30M $388.10M
Total debt $1.78B $697.40M $2.03B
Shares (diluted) 60.90M 31.15M 85.20M
Enterprise value $5.83B $8.20B $14.96B

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
MetricMHKAYIALLE
P/E 18.0x 19.3x 23.7x
P/FCF 10.0x 13.4x 22.0x
P/Operating cash flow 6.6x 12.1x 19.3x
P/S 0.8x 2.2x 3.7x
P/B 1.1x 3.4x 7.5x
P/Tangible book 1.2x 5.1x 11.8x
EV/EBITDA 7.7x 11.6x 16.5x
EV/EBIT 15.9x 14.1x 19.0x
EV/Revenue 0.9x 2.2x 4.1x
EV/FCF 11.1x 13.5x 24.2x
EV/Operating cash flow 7.3x 12.2x 21.2x
PEG (3Y EPS CAGR) 0.41 1.16 2.72

Growth

14 metrics
MetricMHKAYIALLE
Revenue growth (1Y) 4.5% 6.8% 10.3%
Revenue CAGR (3Y) 0.1% 5.5% 6.7%
Gross profit growth (1Y) 7.6% 13.1% 10.3%
Gross profit CAGR (3Y) 1.8% 11.1% 8.6%
Operating income growth (1Y) 14.7% 26.6% 13.1%
Operating income CAGR (3Y) 52.9% 14.7% 10.1%
Net income growth (1Y) 24.0% 34.0% 7.9%
Net income CAGR (3Y) 43.4% 15.4% 7.4%
EPS growth (1Y) 26.8% 36.1% 9.6%
EPS CAGR (3Y) 44.1% 16.6% 8.7%
Operating cash flow growth (1Y) 36.6% 37.3% 10.7%
Operating cash flow CAGR (3Y) 2.1% 12.6% 13.8%
Free cash flow growth (1Y) 51.8% 40.3% 8.8%
Free cash flow CAGR (3Y) 5.9% 13.5% 14.7%

Profitability

14 metrics
MetricMHKAYIALLE
Gross margin 24.7% 50.6% 45.1%
EBITDA margin 11.5% 18.7% 24.7%
Operating margin 5.5% 15.4% 21.5%
Pretax margin 5.4% 14.7% 19.4%
Net margin 4.6% 11.4% 15.7%
FCF margin 8.0% 16.1% 16.9%
Operating cash flow margin 12.1% 17.8% 19.2%
Return on equity 6.2% 18.2% 32.2%
Return on assets 3.8% 11.2% 12.8%
Return on invested capital 5.2% 15.4% 18.4%
Return on capital employed 5.9% 19.5% 20.6%
Asset turnover 0.8x 1.0x 0.8x
Cash conversion (OCF / net income) 2.6x 1.6x 1.2x
Stock comp / revenue 0.3% 1.1% –

Financial Health

11 metrics
MetricMHKAYIALLE
Debt / assets 13.3% 14.3% 37.2%
Debt / equity 0.2x 0.2x 0.9x
Net debt / EBITDA 0.7x 0.1x 1.5x
Debt / FCF 2.0x 0.9x 2.7x
Liabilities / assets 38.2% 39.0% 60.3%
Equity / assets 61.8% 61.0% 39.7%
Interest coverage 62.2x – 9.6x
Current ratio 1.9x 1.7x 1.9x
Quick ratio 0.9x 1.2x 1.1x
Cash ratio 0.3x 0.6x 0.5x
Altman Z-score 3.08 6.17 5.11

Shareholder Returns

7 metrics
MetricMHKAYIALLE
Dividend yield – 0.2% 1.1%
Net buyback yield 4.8% 2.8% 1.7%
Shareholder yield 4.8% 3.0% 2.8%
Payout ratio (earnings) – 4.5% 26.6%
Payout ratio (FCF) – 3.2% 24.9%
Dividend growth (1Y) – 15.5% 6.5%
Dividend CAGR (3Y) – 12.3% 5.9%

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.

ConsensusMHKAYIALLE
Forward P/E 14.6xFY2026 16.9xFY2027 20.5xFY2026
EPS, next fiscal year $10.47FY2026 $20.01FY2027 $9.41FY2026
EPS growth, next FY +16.9%FY2026 +0.6%FY2027 +15.6%FY2026
EPS growth, the year after -9.0% +21.7% +2.7%
Revenue, next fiscal year $11.73BFY2026 $4.68BFY2027 $4.67BFY2026
Revenue growth, next FY +8.7%FY2026 +0.9%FY2027 +14.7%FY2026
Revenue growth, the year after +0.4% +14.4% +8.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersMHKAYIALLE
Held by institutions 88.0% 99.2% 100.0%
Institutions holding 492 634 732
Change in shares held, QoQ -0.9% +4.1% +3.0%
Institutions buying 273 331 336
Institutions selling 155 191 273
Buyers to sellers 1.76 1.73 1.23

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.

MHKAYIALLE
MHK 1.00 0.35 0.57
AYI 0.35 1.00 0.29
ALLE 0.57 0.29 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, MHK, AYI and ALLE?

Allegion (ALLE) is the largest by market capitalisation: Mohawk Industries (MHK) $9.22B, Acuity Inc. (De) (AYI) $9.90B, Allegion (ALLE) $16.33B.

Which stock is cheaper, MHK, AYI and ALLE?

Mohawk Industries (MHK) trades on the lowest price-to-earnings ratio (Mohawk Industries (MHK) 17.8x, Acuity Inc. (De) (AYI) 18.6x, Allegion (ALLE) 23.6x). On next year's consensus earnings, Mohawk Industries (MHK) is cheapest (Mohawk Industries (MHK) 14.6x, Acuity Inc. (De) (AYI) 16.9x, Allegion (ALLE) 20.5x). 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: Mohawk Industries (MHK) +4.5%, Acuity Inc. (De) (AYI) +6.8%, Allegion (ALLE) +10.3%.

Which company is more profitable?

Allegion (ALLE) has the highest net margin (Mohawk Industries (MHK) 4.6%, Acuity Inc. (De) (AYI) 11.4%, Allegion (ALLE) 15.7%). On return on invested capital, Allegion (ALLE) leads (Mohawk Industries (MHK) 5.2%, Acuity Inc. (De) (AYI) 15.4%, Allegion (ALLE) 18.4%).

Which stock has performed better?

Over the past year Mohawk Industries (MHK) returned the most: Mohawk Industries (MHK) +38.6%, Acuity Inc. (De) (AYI) -6.5%, Allegion (ALLE) +16.4%. Over five years, Acuity Inc. (De) (AYI) compounded fastest (Mohawk Industries (MHK) -2.8%/yr, Acuity Inc. (De) (AYI) +9.4%/yr, Allegion (ALLE) +8.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Allegion (ALLE) has the highest dividend yield: Mohawk Industries (MHK) 0.00%, Acuity Inc. (De) (AYI) 0.00%, Allegion (ALLE) 0.01%. Mohawk Industries (MHK) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Allegion (ALLE) has been the steadiest (Mohawk Industries (MHK) 42.2%, Acuity Inc. (De) (AYI) 38.5%, Allegion (ALLE) 29.9%). Volatility measures how widely the price swings, not the risk of the business.

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

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 6. 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.