Allegion PLC vs Centene Corp — how do they compare? Allegion PLC trades at $137.63 (market cap $11.74B), while Centene Corp trades at $67.97 (market cap $33.26B). The key difference: Centene Corp is far larger — about 2.8× Allegion PLC's market cap, and Allegion PLC pays a 1.55% dividend while Centene Corp pays none. Which is the better fit depends on your goals.
| ALLE | CNC | |
|---|---|---|
Market Cap | $11.74B | $33.26B |
Sector | Industrials | Health |
52-Week High | $179.77 | $68.34 |
52-Week Low | $125.65 | $25.21 |
Enterprise Value | $13.46B | $25.89B |
Dividend Yield | 1.55% | — |
Signals from Pluang's Aura AI — not financial advice
ALLE trades at $136.63, up 1.15% today, with a bearish technical signal but strong profitability metrics including a 15.24% net income margin and 34.18% ROE. Recent earnings missed estimates in Q1 2026, but revenue growth remains steady, reaching $4.07B in 2025. The company continues innovation with new product launches like the Schlage Sense Pro smart deadbolt, supporting long-term growth in security solutions.
The stock presents a mixed outlook: analyst consensus is a $152.50 price target with a 'Hold' bias, offering potential upside, but technical weakness and recent earnings misses pose near-term risks. Investors should weigh strong fundamentals against execution challenges and macroeconomic pressures affecting margins.
Centene (CNC) trades at $67.35, down 0.37% on the day, with a bullish technical signal from moving averages. The stock shows attractive valuation ratios, including a P/E of 8.06 and P/S of 0.17, but faces profitability challenges with a negative net income margin of -3.25% for 2025. Recent positive developments include the renewal of a key Illinois Medicaid contract and consistent earnings beats in recent quarters, supporting a strong analyst consensus with 61% buy ratings.
The outlook for CNC hinges on successful margin recovery initiatives and cost management. Investment opportunities lie in its undervalued metrics and stable revenue base, but risks include persistent negative profitability, regulatory pressures in healthcare, and execution challenges in improving medical cost controls. The consensus price target of $63.36 suggests limited near-term upside from current levels.
Trailing returns across standard periods
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 →Centene is a managed-care organization focused on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 22 million medical members as of September 2021, mostly in Medicaid (68% of membership), the individual exchanges (10%), Medicare Advantage (6%), and the balance in Tricare (West region), correctional facility, and international plans. The company also serves 4 million users through the Medicare Part D pharmaceutical program.
Read more on CNC →