Allegion PLC vs Walt Disney Co — how do they compare? Allegion PLC trades at $165.82 (market cap $14.32B), while Walt Disney Co trades at $103.28 (market cap $178.76B). The key difference: Walt Disney Co is far larger — about 12.5× Allegion PLC's market cap, and Walt Disney Co pays the higher dividend (1.45%). Which is the better fit depends on your goals.
| ALLE | DIS | |
|---|---|---|
Market Cap | $14.32B | $178.76B |
Sector | Industrials | Media |
52-Week High | $179.77 | $118.86 |
52-Week Low | $125.65 | $92.40 |
Enterprise Value | $16.03B | $219.62B |
Dividend Yield | 1.26% | 1.45% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
ALLE trades at $166.18, up 0.39% on the day, showing strong momentum following better-than-expected Q2 2026 earnings. The stock demonstrates robust fundamentals with 15.36% net income margin and 33.73% ROE, though recent quarters show mixed earnings performance. Technical indicators suggest bullish momentum with the current price near resistance levels. Recent institutional buying and positive analyst coverage highlight growing confidence in the security products provider's growth trajectory.
Outlook remains positive with raised 2026 guidance and strong Americas segment performance driving optimism. Investment opportunity lies in continued margin expansion and market share gains, while risks include international segment weakness and rising input costs. The stock trades above consensus price target but offers potential upside to high target of $170.
Disney (DIS) trades at $103.20, down 1.62% on the day, amid a bullish technical signal and strong fundamental performance. The stock has consistently beaten earnings expectations in recent quarters, with Q2 2026 EPS of $2.06 exceeding estimates by $0.20. Revenue growth has been steady, reaching $94.43 billion in 2025, while net income surged to $12.40 billion. Analyst sentiment remains positive with a consensus price target of $126.00, representing a 22% upside. Recent news highlights advertising opportunities with major events like the Super Bowl and ongoing FCC regulatory challenges.
The outlook for Disney is favorable, driven by earnings momentum, strategic investments in parks and streaming, and a dominant position in entertainment. Key risks include regulatory disputes with the FCC, box office underperformance of recent films, and economic sensitivity. With a P/E of 21.35 and robust cash flow, the stock offers value for long-term investors despite near-term volatility.
Trailing returns across standard periods
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 →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →