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 $15.8B against $3.3B — 4.8× the size. Geo Group Inc (The) trades at the lower P/E: 11.8× against 23.2×. Geo Group Inc (The) grew revenue faster over the last twelve months: 15.4% against 10.3%. Allegion PLC has the higher net margin (15.7% vs 10.3%) and the higher return on invested capital (15.5% 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 23.25 11.85 22.53
P/S 3.62 1.17 1.17
P/B 7.31 2.19 2.09
Price to free cash flow 21.48 9.51 19.49
EV/EBITDA 16.14 10.44 11.17
EV/Sales 3.99 1.69 1.97
Earnings yield 4.30% 8.44% 3.26%
Free cash flow yield 4.66% 10.51% 1.46%

Profitability

Metric ALLE GEO Security & Protection Services median
Gross margin 45.09% 26.04% 38.10%
Operating margin 21.50% 11.16% 9.80%
Net margin 15.74% 10.31% 2.88%
Free cash flow margin 16.85% 12.31% 0.00%
Return on equity 33.56% 20.13% 8.74%
Return on assets 12.93% 7.88% 1.21%
Return on invested capital 15.46% 6.64% 1.98%

Growth

Metric ALLE GEO Security & Protection Services median
Revenue growth (TTM) 10.33% 15.35% 7.23%
EPS growth (last fiscal year) 9.09% 727.27% 35.69%
Revenue growth, 5-year CAGR 8.38% 2.29% 7.09%
Net income growth, 5-year CAGR 15.42% 17.61% 0.00%

Health

Metric ALLE GEO Security & Protection Services median
Debt to equity 0.94 1.00 0.20
Current ratio 1.90 1.65 1.92
Net debt to EBITDA 1.64 3.99 1.55

Dividend

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

Size

Metric ALLE GEO Security & Protection Services median
Market cap 15.78b 3.31b 408.73m

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