Allegion PLC vs Packaging Corporation of America — how do they compare? Allegion PLC trades at $168.15 (market cap $14.08B), while Packaging Corporation of America trades at $257.2 (market cap $22.70B). The key difference: Packaging Corporation of America is the larger of the two by market cap, and Packaging Corporation of America pays the higher dividend (2.36%). Which is the better fit depends on your goals.
| ALLE | PKG | |
|---|---|---|
Market Cap | $14.08B | $22.70B |
Sector | Industrials | Technology |
52-Week High | $179.77 | $256.04 |
52-Week Low | $125.65 | $191.68 |
Enterprise Value | $15.79B | $26.51B |
Dividend Yield | 1.28% | 2.36% |
Signals from Pluang's Aura AI — not financial advice
ALLE trades at $168.94, up 0.14% today, near its consensus price target of $156. The stock shows bullish technical signals with strong moving averages, though RSI indicates overbought conditions. Recent Q2 2026 earnings beat expectations with EPS of $2.40 and revenue growth of 13% year-over-year, driven by Americas segment strength. The company raised full-year guidance, reflecting robust demand in residential and non-residential markets.
Outlook remains positive due to earnings momentum and raised guidance, but risks include high valuation multiples and reliance on Americas growth. Analysts are mixed with 30% buy ratings; institutional buying supports confidence. Key resistance is at $171, with support at $167.
Packaging Corporation of America (PKG) trades at $256.04, up 1.3% on the day, with a bullish technical trend supported by moving averages and strong support at $252. The company reported Q2 2026 EPS of $2.35, beating estimates, driven by record corrugated shipments and contributions from the Greif acquisition, though net income margins face pressure from rising costs. A $1.50 dividend for H1-2026 reflects management's confidence, with a consensus price target of $269.33 suggesting modest upside.
Outlook: PKG benefits from robust demand and strategic acquisitions, but cost headwinds and a high P/E of 33.08 pose valuation risks. Analyst sentiment is mixed with 34.6% buy ratings, indicating cautious optimism amid margin compression and economic uncertainties. Key risks include freight and input cost inflation, competitive pricing pressure, and execution of integration synergies.
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 →Packaging Corporation of America is a leading producer of containerboard and corrugated packaging products in North America. The company also produces white papers, which include printing and writing papers. PKG operates as an integrated manufacturer, with a strong focus on high-quality and sustainable packaging solutions for e-commerce, food and beverage, and other industrial and consumer markets.
Read more on PKG →