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Allegion

ALLE Industrials Unknown Updated August 01, 2026
$157.48
52W $125.00 – $183.11
57/100
$13.38B
20.5
0.86
AI Committee Verdict
Buy
Conviction: Contested · 43% agreement · 7 analysts
+14.4%
-0.2%
68.52:1
Contested

Is ALLE Bullish or Bearish?

Bullish. Innellis AI committee rates Allegion (ALLE) Buy with a composite score of 57/100 , based on 7 analysts with 43% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +17.87 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -2.13 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 27.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 32.0% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.27 across 40 articles, 14d) — News
Bear Case
  • Price-to-book of 6.6x prices in significant intangible value — Value
  • RSI at 72 is in overbought territory — Technical
  • Bollinger bandwidth of 27.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
57/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 39%
of 158 Industrials peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 32.0% shows genuine earnings power backing the valuation
− Price-to-book of 6.6x prices in significant intangible value
Growth Analyst bullish
75 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 72 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 27.3% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 40 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score moved marginally from 55.4 to 57.1.

Analyst-level changes:
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
71.6
Overbought
MACD Histogram
1.752
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$157.16
Resistance
$180.14
Bollinger %B
0.83
Inside Bands
Price vs Moving Averages
EMA 9
$153.47 Above
EMA 21
$146.92 Above
EMA 50
$141.73 Above
EMA 200
$146.75 Above

Fundamental Analysis

Valuation
34
Growth
75
Profitability
1
Financial Health
86
Cash Flow
37
Valuation
P/E Ratio 20.5×
P/B Ratio 6.37×
PEG Ratio 3.54
Dividend Yield 0.01%
52W High $183.11
52W Low $125.00
Quality & Growth
ROE 31.1%
ROA 12.3%
Gross Margin 44.8%
Operating Margin 20.8%
Revenue Growth YoY
Debt / Equity 0.96
AI Fundamental Assessment
P/E ratio of 20.5 (inexpensive relative to a 15-40x range); Price-to-book of 6.4x; PEG ratio of 3.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 0.4%; Current ratio of 1.93 (healthy short-term liquidity); Debt-to-equity of 0.96; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (7.96); Most recent quarter beat estimates by 6.2%; EPS growth accelerating (-7.2% -> +33.3% QoQ); Average YoY EPS growth of 17.6%; Analyst estimates rising over recent quarters
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Explore ALLE Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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