Allegion PLC (ALLE) vs Geo Group Inc (The) (GEO)

Allegion PLC and Geo Group Inc (The) are both Security & Protection Services companies. Allegion PLC is the larger, with a market value of $13.0B against $4.2B — 3.1× the size. Geo Group Inc (The) trades at the lower P/E: 14.6× against 20.2×. Geo Group Inc (The) grew revenue faster over the last twelve months: 15.4% against 10.6%. Allegion PLC has the higher net margin (15.4% vs 10.3%) and the higher return on invested capital (14.6% vs 6.64%). Across the 22 metrics below, Allegion PLC leads on 11 and Geo Group Inc (The) on 11.

Valuation

Metric ALLE GEO Security & Protection Services median
P/E 20.24 14.59 21.88
P/S 3.09 1.44 1.21
P/B 6.26 2.69 2.21
Price to free cash flow 19.78 11.72 20.62
EV/EBITDA 14.46 12.12 12.37
EV/Sales 3.49 1.96 1.86
Earnings yield 4.94% 6.85% 3.67%
Free cash flow yield 5.06% 8.54% 1.13%

Profitability

Metric ALLE GEO Security & Protection Services median
Gross margin 44.80% 26.04% 41.45%
Operating margin 20.83% 11.16% 8.06%
Net margin 15.36% 10.31% 3.72%
Free cash flow margin 15.65% 12.31% 1.45%
Return on equity 33.73% 20.13% 9.87%
Return on assets 12.82% 7.88% 2.54%
Return on invested capital 14.58% 6.64% 3.11%

Growth

Metric ALLE GEO Security & Protection Services median
Revenue growth (TTM) 10.63% 15.35% 5.96%
EPS growth (last fiscal year) 9.09% 727.27% —
Revenue growth, 5-year CAGR 8.38% 2.29% 7.35%
Net income growth, 5-year CAGR 15.42% 17.61% 0.00%

Health

Metric ALLE GEO Security & Protection Services median
Debt to equity 0.96 1.00 0.20
Current ratio 1.93 1.65 1.93
Net debt to EBITDA 1.64 3.99 1.55

Dividend

Metric ALLE GEO Security & Protection Services median
Dividend yield 1.38% — 1.53%
Payout ratio 0.29 0.00 0.00

Size

Metric ALLE GEO Security & Protection Services median
Market cap 12.97b 4.21b 395.79m

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