Allegion PLC (ALLE) vs NAPCO Security Technologies, Inc. (NSSC)

Allegion PLC and NAPCO Security Technologies, Inc. are both Security & Protection Services companies. Allegion PLC is the larger, with a market value of $13.0B against $1.3B — 10.1× the size. Allegion PLC trades at the lower P/E: 20.2× against 29.5×. NAPCO Security Technologies, Inc. grew revenue faster over the last twelve months: 11.4% against 10.6%. NAPCO Security Technologies, Inc. has the higher net margin (21.3% vs 15.4%) and the higher return on invested capital (53.4% vs 14.6%). Both pay a dividend; Allegion PLC yields more (1.38% vs 0.35%). Across the 23 metrics below, NAPCO Security Technologies, Inc. leads on 12 and Allegion PLC on 11.

Valuation

Metric ALLE NSSC Security & Protection Services median
P/E 20.24 29.47 21.88
P/S 3.09 6.29 1.21
P/B 6.26 6.66 2.21
Price to free cash flow 19.78 21.49 20.62
EV/EBITDA 14.46 23.89 12.37
EV/Sales 3.49 5.65 1.86
Earnings yield 4.94% 3.39% 3.67%
Free cash flow yield 5.06% 4.65% 1.13%

Profitability

Metric ALLE NSSC Security & Protection Services median
Gross margin 44.80% 59.21% 41.45%
Operating margin 20.83% 22.56% 8.06%
Net margin 15.36% 21.27% 3.72%
Free cash flow margin 15.65% 29.27% 1.45%
Return on equity 33.73% 23.93% 9.87%
Return on assets 12.82% 19.70% 2.54%
Return on invested capital 14.58% 53.38% 3.11%

Growth

Metric ALLE NSSC Security & Protection Services median
Revenue growth (TTM) 10.63% 11.39% 5.96%
EPS growth (last fiscal year) 9.09% 0.84% —
Revenue growth, 5-year CAGR 8.38% 12.15% 7.35%
Net income growth, 5-year CAGR 15.42% 22.79% 0.00%

Health

Metric ALLE NSSC Security & Protection Services median
Debt to equity 0.96 0.00 0.20
Current ratio 1.93 4.90 1.93
Net debt to EBITDA 1.64 (2.88) 1.55

Dividend

Metric ALLE NSSC Security & Protection Services median
Dividend yield 1.38% 0.35% 1.53%
Payout ratio 0.29 0.09 0.00

Size

Metric ALLE NSSC Security & Protection Services median
Market cap 12.97b 1.28b 395.79m

Compare with another peer

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