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ALLE Stock Analysis — Allegion

Sector: Industrials

AI Verdict

Allegion trades at 16.8x next year's earnings for 32.2% expected growth, which is cheap for the growth on offer, but with an RSI of 87.3, you're paying up for a stock that's likely due for a near-term pullback despite its defensible installed base.

Competitive Moat

Allegion specializes in security products like locks and access control systems, with a defensible position built on deep integration with building codes and legacy infrastructure. Its installed base and long-term service contracts create switching costs for commercial customers.

Summary

Allegion's forward P/E of 16.8x with 32.2% expected EPS growth makes it a rare value in industrials, but its RSI of 87.3 signals extreme overbought conditions.

Where It Stands

The stock is up just 3.19% over the past year, trades at 16.8x next year's earnings (below the 20x industrials median), but its RSI of 87.3 is deep into overbought territory.

Key Metrics

Analyst Consensus

11 Buy · 7 Hold · 0 Sell (18 analysts)

Bull Case

With forward EPS growth forecast at 32.2% and a forward P/E of 16.8x, you're getting high growth at a discount to the sector median.

Bear Case

If the RSI of 87.3 reverts to a neutral 60, a technical pullback could easily erase the modest 3.19% annual gain and more.

Catalyst to Watch

Watch for quarterly earnings surprises—if Allegion delivers on 32.2% EPS growth, the low forward P/E could attract buyers after any RSI-driven correction.

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