Allegion PLC vs Jabil Inc — how do they compare? Allegion PLC trades at $136.06 (market cap $11.74B), while Jabil Inc trades at $321.96 (market cap $34.61B). The key difference: Jabil Inc is far larger — about 2.9× Allegion PLC's market cap, and Allegion PLC pays the higher dividend (1.55%). Which is the better fit depends on your goals.
| ALLE | JBL | |
|---|---|---|
Market Cap | $11.74B | $34.61B |
Sector | Industrials | Technology |
52-Week High | $179.77 | $385.50 |
52-Week Low | $125.65 | $192.49 |
Enterprise Value | $13.46B | $37.14B |
Dividend Yield | 1.55% | 0.1% |
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.
JBL trades at $330.29, down 0.67% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with revenue growth from $29.8B in 2025 to $33.6B projected for 2026, and net income rising from $657M to $862M. Analyst consensus is split evenly between Buy and Hold ratings with a $436.50 price target, representing 32% upside potential. Recent news highlights JBL's expansion in AI infrastructure manufacturing and healthcare technologies.
JBL presents a compelling growth story driven by AI infrastructure demand and manufacturing expansion, though valuation metrics appear elevated with a P/E of 41.34. The primary risk involves execution of growth initiatives amid competitive pressures. Technical indicators suggest near-term consolidation near support levels, while fundamental strength supports long-term bullish thesis.
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 →Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →