Allegion PLC vs Davita Inc — how do they compare? Allegion PLC trades at $137.51 (market cap $11.74B), while Davita Inc trades at $238.68 (market cap $14.94B). The key difference: Davita Inc is the larger of the two by market cap, and Allegion PLC pays a 1.55% dividend while Davita Inc pays none. Which is the better fit depends on your goals.
| ALLE | DVA | |
|---|---|---|
Market Cap | $11.74B | $14.94B |
Sector | Industrials | Health |
52-Week High | $179.77 | $235.71 |
52-Week Low | $125.65 | $103.87 |
Enterprise Value | $13.46B | $27.50B |
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.
DaVita (DVA) trades at $232.80, up 1.45% on the day, with a bullish technical signal and strong institutional backing. Recent earnings show mixed quarterly beats, with Q1 2026 exceeding expectations. Revenue growth is steady, reaching $13.64B in 2025, though net income margin dipped to 5.47%. The stock is supported by positive analyst coverage and expansion in kidney care services, including AI-driven scheduling improvements. Current price sits near resistance at $233, with RSI levels indicating potential overbought conditions.
Outlook remains cautiously optimistic given DVA's market leadership and operational improvements, but high debt levels and valuation metrics pose risks. Analyst consensus suggests moderate upside to the $222.80 price target, with 39% buy ratings. Key risks include regulatory changes in healthcare and execution challenges in growth initiatives. The stock's proximity to yearly highs warrants monitoring for pullback opportunities.
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 →DaVita is the largest provider of dialysis services in the United States, boasting market share that eclipses 35% when measured by both patients and clinics. The firm operates over 3,100 facilities worldwide, mostly in the U.S., and treats over 240,000 patients globally each year. Government payers dominate U.S. dialysis reimbursement. DaVita receives approximately 69% of U.S. sales at government (primarily Medicare) reimbursement rates, with the remaining 31% coming from commercial insurers. However, while commercial insurers represented only about 10% of the U.S. patients treated, they represent nearly all of the profits generated by DaVita in the U.S. dialysis business.
Read more on DVA →