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 $13.0B against $4.4B — 3.0× the size. Allegion PLC trades at the lower P/E: 20.2× against 24.8×. Allegion PLC grew revenue faster over the last twelve months: 10.6% against 8.12%. Allegion PLC has the higher net margin (15.4% vs 3.30%) and the lower return on invested capital (14.6% vs 15.7%). Both pay a dividend; Allegion PLC yields more (1.38% vs 1.25%). Across the 23 metrics below, Allegion PLC leads on 14 and Brink's Company (The) on 9.

Valuation

Metric ALLE BCO Security & Protection Services median
P/E 20.24 24.81 21.88
P/S 3.09 0.81 1.21
P/B 6.26 10.03 2.21
Price to free cash flow 19.78 10.88 20.62
EV/EBITDA 14.46 7.02 12.37
EV/Sales 3.49 1.15 1.86
Earnings yield 4.94% 4.03% 3.67%
Free cash flow yield 5.06% 9.19% 1.13%

Profitability

Metric ALLE BCO Security & Protection Services median
Gross margin 44.80% 26.43% 41.45%
Operating margin 20.83% 10.51% 8.06%
Net margin 15.36% 3.30% 3.72%
Free cash flow margin 15.65% 7.44% 1.45%
Return on equity 33.73% 43.72% 9.87%
Return on assets 12.82% 2.51% 2.54%
Return on invested capital 14.58% 15.73% 3.11%

Growth

Metric ALLE BCO Security & Protection Services median
Revenue growth (TTM) 10.63% 8.12% 5.96%
EPS growth (last fiscal year) 9.09% 30.19% —
Revenue growth, 5-year CAGR 8.38% 7.35% 7.35%
Net income growth, 5-year CAGR 15.42% 65.67% 0.00%

Health

Metric ALLE BCO Security & Protection Services median
Debt to equity 0.96 9.03 0.20
Current ratio 1.93 1.62 1.93
Net debt to EBITDA 1.64 1.95 1.55

Dividend

Metric ALLE BCO Security & Protection Services median
Dividend yield 1.38% 1.25% 1.53%
Payout ratio 0.29 0.34 0.00

Size

Metric ALLE BCO Security & Protection Services median
Market cap 12.97b 4.36b 395.79m

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