Allegion PLC vs VF Corp — how do they compare? Allegion PLC trades at $137.63 (market cap $11.74B), while VF Corp trades at $17.24 (market cap $6.58B). The key difference: Allegion PLC is the larger of the two by market cap, and VF Corp pays the higher dividend (2.15%). Which is the better fit depends on your goals.
| ALLE | VFC | |
|---|---|---|
Market Cap | $11.74B | $6.58B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $179.77 | $21.55 |
52-Week Low | $125.65 | $11.66 |
Enterprise Value | $13.46B | $10.73B |
Dividend Yield | 1.55% | 2.15% |
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.
VFC trades at $16.77, up 1.45% on the day, amid a mixed technical and fundamental backdrop. The stock is bearish on moving averages but shows neutral oscillators, with key support at $16. Recent earnings have been volatile, with a Q1 2026 miss after previous beats, while revenue has declined from $11.8B in 2022 to $9.5B in 2025. The company maintains a solid gross margin of 54.78% but reported a net loss of $189.72M for 2025. Analyst sentiment is mixed with a consensus price target of $20.00.
The outlook for VFC hinges on a successful turnaround, with projected net income turning positive in 2026. Near-term risks include weak consumer confidence and brand-specific challenges at Vans. The current valuation, with a P/S of 0.69, may appeal to value investors if operational improvements continue, but execution risks and high debt levels warrant caution.
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 →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →