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ALLE vs. IEX: Allegion vs. IDEX Stock Comparison

How do Allegion (ALLE) and IDEX (IEX) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Allegion (ALLE) and IDEX (IEX) both fall under the Capital Goods industry group, but ALLE is classified in Building Products while IEX is classified in Machinery.

Company profile comparison for Allegion (ALLE) and IDEX (IEX)
Profile ItemALLEIEX
NameAllegion plcIDEX Corporation
Country/RegionIrelandUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryBuilding ProductsMachinery
GICS Sub-IndustryBuilding ProductsIndustrial Machinery & Supplies & Components
Market Capitalization15.76 billion USD16.67 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateNovember 18, 2013June 2, 1989
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ALLE
IEX
GSPC
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Allegion (ALLE) vs. IDEX (IEX), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Allegion (ALLE) and IDEX (IEX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Allegion (ALLE) and IDEX (IEX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Allegion (ALLE) and IDEX (IEX)
MetricALLEIEX
Total Return (1Y)14.68%42.33%
Total Return (3Y, Annualized)24.89%8.92%
Total Return (5Y, Annualized)8.85%1.31%

Risk Profile

Drawdown History

ALLE
IEX
GSPC
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Allegion (ALLE) vs. IDEX (IEX), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Allegion (ALLE) and IDEX (IEX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Allegion (ALLE) and IDEX (IEX)
MetricALLEIEX
Volatility (1Y, Annualized)30.24%22.98%
Beta (5Y)0.810.95
Max Drawdown (5Y)-33.82%-34.60%
Avg. Volume (3M)1.21M666.74K

Risk-Adjusted Performance

Risk-Return Positioning

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ALLE and IEX are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Allegion (ALLE) and IDEX (IEX)
MetricALLEIEX
Sharpe Ratio (1Y)0.341.66
Sortino Ratio (1Y)0.532.64

Profitability

ROE (TTM)

Allegion (ALLE) at 33.56% sits in the top ROE quartile, while IDEX (IEX) at 13.35% is closer to the peer norm — stronger capital efficiency for ALLE.

ALLE

Capital Goods industry group

33.56%

Max
40.55%
ALLE
33.56%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%

IEX

Capital Goods industry group

13.35%

Max
40.55%
Q3
19.29%
IEX
13.35%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Allegion (ALLE) at 15.74% and IDEX (IEX) at 14.65% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

ALLE

Capital Goods industry group

15.74%

Max
27.47%
ALLE
15.74%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%

IEX

Capital Goods industry group

14.65%

Max
27.47%
IEX
14.65%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Allegion (ALLE) at 24.25% and IDEX (IEX) at 22.33% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

ALLE

Capital Goods industry group

24.25%

Max
36.60%
ALLE
24.25%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%

IEX

Capital Goods industry group

22.33%

Max
36.60%
IEX
22.33%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Allegion (ALLE) and IDEX (IEX)
MetricALLEIEX
ROE (TTM)33.56%13.35%
ROA (TTM)11.19%7.06%
Net Margin (TTM)15.74%14.65%
Operating Margin (TTM)24.25%22.33%
Gross Margin (TTM)45.09%44.91%

Growth

Revenue Growth

Both Allegion (ALLE) at 7.82% and IDEX (IEX) at 5.77% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Allegion (ALLE) vs. IDEX (IEX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Allegion (ALLE) at 9.09% and IDEX (IEX) at -3.46% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Allegion (ALLE) vs. IDEX (IEX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Allegion (ALLE) and IDEX (IEX)
MetricALLEIEX
Revenue Growth (YoY)7.82%5.77%
Revenue Growth (3Y CAGR)7.52%2.81%
EPS Growth (YoY)9.09%-3.46%
EPS Growth (3Y CAGR)12.75%-5.97%

Financial Strength

Current Ratio (MRQ)

Both Allegion (ALLE) at 1.90 and IDEX (IEX) at 2.78 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

ALLE

Capital Goods industry group

1.90

Max
5.22
Q3
2.95
Median
2.08
ALLE
1.90
Q1
1.43
Min
0.36

IEX

Capital Goods industry group

2.78

Max
5.22
Q3
2.95
IEX
2.78
Median
2.08
Q1
1.43
Min
0.36
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both Allegion (ALLE) at 1.02 and IDEX (IEX) at 0.44 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

ALLE

Capital Goods industry group

1.02

Max
2.33
Q3
1.12
ALLE
1.02
Median
0.60
Q1
0.29
Min
0.00

IEX

Capital Goods industry group

0.44

Max
2.33
Q3
1.12
Median
0.60
IEX
0.44
Q1
0.29
Min
0.00
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Allegion (ALLE) and IDEX (IEX)
MetricALLEIEX
Current Ratio (MRQ)1.902.78
Debt / Equity (MRQ)1.020.44
Net Debt / EBITDA1.671.18

Dividends

Dividend Yield (TTM)

Both Allegion (ALLE) at 1.15% and IDEX (IEX) at 1.30% offer top-quartile dividend income relative to share price within their industries.

ALLE

Capital Goods industry group

1.15%

Max
2.66%
ALLE
1.15%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%

IEX

Capital Goods industry group

1.30%

Max
2.66%
IEX
1.30%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Allegion (ALLE) at 26.87% pays out a band-typical share of earnings, while IDEX (IEX) at 50.14% distributes more than its industry norm — less retained, thinner cover.

ALLE

Capital Goods industry group

26.87%

Max
67.39%
Q3
28.02%
ALLE
26.87%
Median
6.86%
Q1
0.00%
Min
0.00%

IEX

Capital Goods industry group

50.14%

Max
67.39%
IEX
50.14%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Allegion (ALLE) and IDEX (IEX)
MetricALLEIEX
Dividend Yield (TTM)1.15%1.30%
Dividend Payout Ratio (TTM)26.87%50.14%

Valuation

P/E Ratio (TTM)

Both Allegion (ALLE) at 23.06 and IDEX (IEX) at 31.53 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

ALLE

Capital Goods industry group

23.06

Max
59.38
Q3
35.92
Median
25.41
ALLE
23.06
Q1
19.47
Min
3.03

IEX

Capital Goods industry group

31.53

Max
59.38
Q3
35.92
IEX
31.53
Median
25.41
Q1
19.47
Min
3.03
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Allegion (ALLE) at 3.59 is priced about in line with its industry on P/S ratio, while IDEX (IEX) at 4.56 sits in the pricier quartile — IEX costs more per dollar of sales.

ALLE

Capital Goods industry group

3.59

Max
7.54
Q3
3.76
ALLE
3.59
Median
2.15
Q1
1.03
Min
0.03

IEX

Capital Goods industry group

4.56

Max
7.54
IEX
4.56
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

IDEX (IEX) at 4.17 is valued about in line with its industry on P/B ratio, while Allegion (ALLE) at 7.20 carries an above-peer premium to book — ALLE is pricier on assets.

ALLE

Capital Goods industry group

7.20

Max
9.66
ALLE
7.20
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08

IEX

Capital Goods industry group

4.17

Max
9.66
Q3
5.00
IEX
4.17
Median
3.12
Q1
1.81
Min
-1.08
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Allegion (ALLE) vs. IDEX (IEX): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Allegion (ALLE) and IDEX (IEX)
MetricALLEIEX
P/E Ratio (TTM)23.0631.53
P/S Ratio (TTM)3.594.56
P/B Ratio (MRQ)7.204.17
Free Cash Flow Yield (TTM)3.69%3.50%