Allegion PLC (ALLE) vs Brink's Company (The) (BCO)

Allegion PLC and Brink's Company (The) are both Security & Protection Services companies. Allegion PLC is the larger, with a market value of $15.8B against $4.5B — 3.5× the size. Allegion PLC trades at the lower P/E: 23.2× against 28.9×. Allegion PLC grew revenue faster over the last twelve months: 10.3% against 7.28%. Allegion PLC has the higher net margin (15.7% vs 2.88%) and the higher return on invested capital (15.5% vs 15.2%). Both pay a dividend; Allegion PLC yields more (1.15% vs 0.93%). Across the 23 metrics below, Allegion PLC leads on 15 and Brink's Company (The) on 8.

Valuation

Metric ALLE BCO Security & Protection Services median
P/E 23.25 28.85 22.53
P/S 3.62 0.82 1.17
P/B 7.31 11.85 2.09
Price to free cash flow 21.48 12.27 19.49
EV/EBITDA 16.14 7.41 11.17
EV/Sales 3.99 1.17 1.97
Earnings yield 4.30% 3.47% 3.26%
Free cash flow yield 4.66% 8.15% 1.46%

Profitability

Metric ALLE BCO Security & Protection Services median
Gross margin 45.09% 26.06% 38.10%
Operating margin 21.50% 10.05% 9.80%
Net margin 15.74% 2.88% 2.88%
Free cash flow margin 16.85% 6.72% 0.00%
Return on equity 33.56% 40.77% 8.74%
Return on assets 12.93% 2.26% 1.21%
Return on invested capital 15.46% 15.15% 1.98%

Growth

Metric ALLE BCO Security & Protection Services median
Revenue growth (TTM) 10.33% 7.28% 7.23%
EPS growth (last fiscal year) 9.09% 30.19% 35.69%
Revenue growth, 5-year CAGR 8.38% 7.35% 7.09%
Net income growth, 5-year CAGR 15.42% 65.67% 0.00%

Health

Metric ALLE BCO Security & Protection Services median
Debt to equity 0.94 10.17 0.20
Current ratio 1.90 1.55 1.92
Net debt to EBITDA 1.64 1.95 1.55

Dividend

Metric ALLE BCO Security & Protection Services median
Dividend yield 1.15% 0.93% 1.65%
Payout ratio 0.27 0.27 0.28

Size

Metric ALLE BCO Security & Protection Services median
Market cap 15.78b 4.53b 408.73m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack