Allegion PLC vs TransMedics Group Inc — how do they compare? Allegion PLC trades at $136.02 (market cap $11.74B), while TransMedics Group Inc trades at $75.85 (market cap $2.46B). The key difference: Allegion PLC is far larger — about 4.8× TransMedics Group Inc's market cap, and Allegion PLC pays a 1.55% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| ALLE | TMDX | |
|---|---|---|
Market Cap | $11.74B | $2.46B |
Sector | Industrials | Technology |
52-Week High | $179.77 | $150.42 |
52-Week Low | $125.65 | $61.99 |
Enterprise Value | $13.46B | $2.86B |
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.
TransMedics Group (TMDX) trades at $71.23, down 1.33% on the day, with a bearish technical signal despite strong profitability metrics including a 27.04% net income margin and 45.22% ROE. Recent Q1 2026 earnings missed expectations, but the company is expanding its Organ Care System into Europe through a strategic investment in PAD Aviation. Analyst consensus remains bullish with a $108.71 price target, though margin pressure from expansion investments is a noted concern.
The outlook for TMDX is mixed; strong fundamentals and growth initiatives support long-term potential, but near-term execution risks and technical weakness pose challenges. Investors should weigh the company's competitive moat in transplant logistics against volatility from earnings misses and high valuation multiples during its expansion phase.
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →