COMPARE · Reviewed July 29, 2026
ALLE vs AMTM
Verdict: Side-by-side breakdown using the Bull Rankings model. ALLE scored 70.1, AMTM scored 72.0 — AMTM leads.
Compare another set
ALLE
Allegion plc
70.1
$156.28 · $13.3B
fundamentals as of
Score gap
1.9
AMTM leads
AMTM
Amentum Holdings, Inc.
72
$21.78 · $5.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
ALLE
stronger →← stronger
AMTM
83
Qualityreturns · margins · balance sheet
43
82
Growthrevenue & earnings expansion
100
51
Valuevaluation vs sector peers
91
AMTM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ALLE
AMTM
$671mC+
FCF
$439mC
+10.6%B
Rev
+26.1%A-
1.05C+
D/E
0.83B
20.5xA-
P/E
36.3xC+
2.26C
PEG
0.51A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ALLE
AMTM
5% above
Price vs fair valuelower is cheaper
36% below
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
-12%
1-yr DCF upside
+35%
-5%
5-yr DCF upside
+56%
+6%
10-yr DCF upside
+93%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ALLE
Why this score
- Raising its dividend
- Durable high returns
AMTM
Why this score
- Short track record
The companies
ALLEAllegion plc
Why now
Security & Protection Services · market cap $13.3b. 15% off the 52-week high of $183.11. Revenue growing +11%, comfortably above the S&P median. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $169.82 (implying +9% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 102% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
AMTMAmentum Holdings, Inc.
Why now
Specialty Business Services · market cap $5.3b. Down 43% from 52-week high of $38.11 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. PEG 0.51 — paying under fair value for the growth rate. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $31.75 (implying +46% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 1.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.