Allegion PLC vs Novartis AG — how do they compare? Allegion PLC trades at $136.06 (market cap $11.74B), while Novartis AG trades at $153.65 (market cap $293.03B). The key difference: Novartis AG is far larger — about 25× Allegion PLC's market cap, and Novartis AG pays the higher dividend (3.08%). Which is the better fit depends on your goals.
| ALLE | NVS | |
|---|---|---|
Market Cap | $11.74B | $293.03B |
Sector | Industrials | Health |
52-Week High | $179.77 | $168.62 |
52-Week Low | $125.65 | $113.50 |
Enterprise Value | $13.46B | $333.05B |
Dividend Yield | 1.55% | 3.08% |
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.
Novartis (NVS) trades at $154.05, down 0.37% with a bullish technical signal supported by moving averages. The company demonstrates strong profitability with 75.38% gross margins and 35.21% ROE, though recent Q1 2026 earnings missed expectations. Recent developments include the $1.5B Myricx Bio acquisition expanding oncology capabilities and positive clinical trial results for neuromuscular and skin disorder treatments.
Investment outlook remains favorable with analyst consensus leaning hold (68%) amid solid fundamentals. Key opportunities include pipeline expansion through acquisitions, while risks involve execution of recent deals and competitive pressures in pharmaceuticals. The stock presents a balanced profile for long-term investors seeking healthcare exposure.
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 →Novartis develops and manufactures healthcare products through two segments: Innovative Medicines and Sandoz. It generates the vast majority of its revenue from Innovative Medicines segment consisting global business franchises in oncology, ophthalmology, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States representing close to one third of total revenue.
Read more on NVS →