Allegion PLC vs Arm Holdings plc — how do they compare? Allegion PLC trades at $164.83 (market cap $14.32B), while Arm Holdings plc trades at $267.48 (market cap $287.22B). The key difference: Arm Holdings plc is far larger — about 20.1× Allegion PLC's market cap, and Allegion PLC pays a 1.26% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ALLE | ARM | |
|---|---|---|
Market Cap | $14.32B | $287.22B |
Sector | Industrials | Technology |
52-Week High | $179.77 | $439.46 |
52-Week Low | $125.65 | $104.55 |
Enterprise Value | $16.03B | $283.79B |
Dividend Yield | 1.26% | — |
Signals from Pluang's Aura AI — not financial advice
Allegion (ALLE) trades at $165.53, down 2.02% today, near its consensus price target of $156. The stock shows bullish technical momentum with strong moving averages, though RSI levels suggest potential overbought conditions. Fundamentally, the company reported robust Q2 2026 results with EPS of $2.40 beating estimates and revenue growth of nearly 13% year-over-year, driven by strength in its Americas segment. It maintains solid profitability with a net income margin of 15.36% and ROE of 33.73%.
The outlook is positive, supported by raised full-year guidance and institutional buying, but risks include high valuation multiples and reliance on Americas market growth. Analyst sentiment is mixed with a 'Hold' consensus, indicating cautious optimism amid strong operational performance.
ARM Holdings trades at $272.10, up 1.59% today, with a bullish technical signal from moving averages and recent earnings beats. The company reported robust revenue growth, with fiscal 2025 revenue of $4.01 billion and net income of $792 million, and strong profitability margins. Analyst consensus is bullish with a 70.37% buy rating and a $329.80 price target, though valuation multiples remain elevated.
The outlook is positive given ARM's leadership in AI chip architecture and projected revenue growth to $5.2 billion in 2026. Key risks include high valuation multiples, smartphone market headwinds, and execution challenges in custom chip development. Upside potential exists if AI-driven demand continues, but investors should weigh growth prospects against premium pricing.
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Latest headlines on both assets
Allegion is a global security products company with a portfolio of leading brands, such as Schlage, von Duprin, and LCN. The Ireland-domiciled company was created via a spinoff transaction from Ingersoll-Rand in December 2013. In fiscal 2021, Allegion generated 68% of sales in the United States. The company mainly competes with Swedish-based Assa Abloy AB and Switzerland-based Dormakaba.
Read more on ALLE →Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →