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 $13.2B against $3.9B — 3.4× the size. Geo Group Inc (The) trades at the lower P/E: 13.4× against 20.5×. 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 20.46 13.39 22.21
P/S 3.13 1.32 1.12
P/B 6.33 2.47 2.11
Price to free cash flow 19.99 10.76 20.05
EV/EBITDA 14.60 11.38 11.50
EV/Sales 3.53 1.84 2.08
Earnings yield 4.89% 7.47% 2.19%
Free cash flow yield 5.00% 9.30% 2.44%

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% 3.11%
Free cash flow margin 15.65% 12.31% 1.45%
Return on equity 33.73% 20.13% 5.40%
Return on assets 12.82% 7.88% 1.07%
Return on invested capital 14.58% 6.64% 2.40%

Growth

Metric ALLE GEO Security & Protection Services median
Revenue growth (TTM) 10.63% 15.35% 6.22%
EPS growth (last fiscal year) 9.09% 727.27% 29.52%
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% — 1.72%
Payout ratio 0.28 — 0.28

Size

Metric ALLE GEO Security & Protection Services median
Market cap 13.24b 3.86b 394.99m

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