Allegion PLC vs First Solar, Inc. — how do they compare? Allegion PLC trades at $136.25 (market cap $11.74B), while First Solar, Inc. trades at $220.89 (market cap $24.48B). The key difference: First Solar, Inc. is far larger — about 2.1× Allegion PLC's market cap, and Allegion PLC pays a 1.55% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| ALLE | FSLR | |
|---|---|---|
Market Cap | $11.74B | $24.48B |
Sector | Industrials | Technology |
52-Week High | $179.77 | $318.30 |
52-Week Low | $125.65 | $160.84 |
Enterprise Value | $13.46B | $22.64B |
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.
First Solar (FSLR) trades at $227.83, down 0.29% on the day, with a bearish technical signal despite strong fundamentals. The stock shows robust profitability with a 30.73% net income margin and 18.44% ROE, supported by $2.06B in operating cash flow for 2025. Recent earnings beat expectations in Q1 2026 but missed in prior quarters, while a securities class action lawsuit filed in July 2026 adds near-term uncertainty. Valuation metrics appear reasonable with a P/E of 14.72 and P/S of 4.52.
The outlook is mixed: analyst consensus remains bullish with a $271.55 price target (61.64% buy ratings), but legal risks and technical weakness suggest caution. Upside hinges on execution against 2026 guidance of $1.7B net income, while downside risks include litigation outcomes and competitive pressures in solar manufacturing. Cash flow strength and low debt support resilience amid volatility.
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 →First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and a new factory under construction in India.
Read more on FSLR →