Allegion PLC vs Eaton Corporation plc — how do they compare? Allegion PLC trades at $137.22 (market cap $11.74B), while Eaton Corporation plc trades at $402.23 (market cap $158.15B). The key difference: Eaton Corporation plc is far larger — about 13.5× Allegion PLC's market cap, and Allegion PLC pays the higher dividend (1.55%). Which is the better fit depends on your goals.
| ALLE | ETN | |
|---|---|---|
Market Cap | $11.74B | $158.15B |
Sector | Industrials | Technology |
52-Week High | $179.77 | $435.78 |
52-Week Low | $125.65 | $315.82 |
Enterprise Value | $13.46B | $179.23B |
Dividend Yield | 1.55% | 1.08% |
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.
Eaton (ETN) trades at $407.28, up 0.36% today, with a neutral technical stance and strong analyst support. The stock shows consistent earnings beats, with Q1 2026 EPS of $2.81 surpassing the $2.73 estimate. Fundamentals remain robust with a 36.89% gross margin and 20.87% ROE, though valuation multiples like the 39.85 P/E are elevated. Recent news highlights expansion in energy infrastructure and sustainability investments.
Outlook is positive given analyst consensus targets near $449.50 and zero sell ratings, but risks include high valuation sensitivity and projected 2026 cash flow pressure from increased investing activity. The stock offers growth exposure to power management and AI infrastructure trends, balanced by execution risks in a competitive industrial sector.
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 →Eaton is a global power management company providing energy-efficient solutions for electrical, aerospace, and industrial sectors. It focuses on improving sustainability through intelligent power technology.
Read more on ETN →