Allegion PLC vs Novavax Inc — how do they compare? Allegion PLC trades at $165.82 (market cap $14.32B), while Novavax Inc trades at $7.96 (market cap $1.31B). The key difference: Allegion PLC is far larger — about 10.9× Novavax Inc's market cap, and Allegion PLC pays a 1.26% dividend while Novavax Inc pays none. Which is the better fit depends on your goals.
| ALLE | NVAX | |
|---|---|---|
Market Cap | $14.32B | $1.31B |
Sector | Industrials | Health |
52-Week High | $179.77 | $11.19 |
52-Week Low | $125.65 | $6.22 |
Enterprise Value | $16.03B | $889.30M |
Dividend Yield | 1.26% | — |
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.
NVAX trades at $7.95, up 0.76% on the day, with a bullish technical signal despite mixed indicators. The company reported a net income of $440.30M for 2025, a significant turnaround from prior losses, and has beaten earnings estimates for three consecutive quarters. Recent news highlights Q2 2026 results and a raised revenue outlook, driven by licensing milestones with Sanofi.
The outlook is cautiously optimistic given strong analyst buy ratings (73.92%) and improved financials, but risks include persistent negative cash flows, high debt, and competitive vaccine market pressures. Investment appeal hinges on execution of partnerships and cost management to sustain profitability.
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 →Novavax, Inc. is a clinical stage biotechnology company. The Company creates novel vaccines to address a broad range of infectious diseases worldwide using proprietary virus-like particle (VLP) technology.
Read more on NVAX →