Allegion (ALLE)
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-11-04
$192.69+1.76%
Close 2026-11-04 · 1-day change
NYSEIndustrialsSecurity & Protection ServicesSnapshot 2026-11-04
Research Workspace
Put ALLE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 19% growth a year, above the roughly 7% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskALLE's Americas non-residential growth must keep compounding to justify the price. Revenue grew 9.6% year over year in the latest quarter. The company beat its earnings estimate and raised its full-year outlook. ALLE trades at 22 times earnings versus a 19 times peer median. The market is pricing in more growth than we forecast. Reported profits are not well backed by cash flow. The 22 times multiple has to be earned to avoid compression. Peer multiples imply a price about 18% below where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. ALLE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering ALLE (as of Nov 2026).
Based on 4 Wall Street analysts offering 12-month price targets for ALLE in the last 4 months.
Continue this research
Compare ALLE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ALLE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put ALLE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow revenue, led by Americas non-residential
A higher 2026 forecast signals continued momentum and supports the revenue-growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $192.69
The last 12 months of price, then the range of analyst 12-month targets from today’s $192.69.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Raise and affirm adjusted EPS outlook for 2026
Higher 2026 adjusted EPS outlook and continued non-residential momentum support earnings growth.
Advances: Raise and affirm adjusted EPS outlook for 2026
Earnings-call transcript is a substantive update on results and outlook; details are not provided.
Advances: Raise and affirm adjusted EPS outlook for 2026
Official Q3 results provide a material update on earnings and company performance.
Advances: Increase revenue growth outlook for 2026
Reported Q3 slides cite double-digit growth driving a higher outlook, supporting 2026 revenue growth.
Advances: Raise and affirm adjusted EPS outlook for 2026
Reported earnings beat and positive market reaction support execution, though the headline gives no EPS outlook detail.
Advances: Increase revenue growth outlook for 2026
Acquisition supports revenue growth outlook for 2026.
Acquisition supports revenue growth and market expansion.
