COMPARE · Reviewed July 9, 2026
ALLE vs EME
Verdict: Side-by-side breakdown using the Bull Rankings model. ALLE scored 73.1, EME scored 73.6 — EME leads.
Compare another set
ALLE
Allegion plc
73.1
$135.07 · $11.6B
Score gap
0.5
EME leads
EME
EMCOR Group, Inc.
73.6
$783.41 · $34.9B
The model, pillar by pillar (0–100 each)
ALLE
stronger →← stronger
EME
82
Qualityreturns · margins · balance sheet
82
77
Growthrevenue & earnings expansion
84
62
Valuevaluation vs sector peers
58
ALLE and EME split the three pillars evenly.
Fundamentals, head-to-head
ALLE
EME
$683mC+
FCF
$1.1bC+
+7.8%B
Rev
+16.6%B+
1.06C+
D/E
0.13A-
18.5xA-
P/E
26.3xB
2.15C
PEG
0.42A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ALLE
EME
10% below
Price vs fair valuelower is cheaper
100% above
+3%
1-yr DCF upside
-55%
+11%
5-yr DCF upside
-50%
+25%
10-yr DCF upside
-42%
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
EME
Why this score
- Durable high returns
The companies
ALLEAllegion plc
Why now
Security & Protection Services · market cap $11.6b. Down 26% from 52-week high of $183.11 — deep drawdown territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $165.18 (implying +22% 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 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 108% 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.
EMEEMCOR Group, Inc.
Why now
Engineering & Construction · market cap $34.9b. 18% off the 52-week high of $951.96. Revenue growing +17%, comfortably above the S&P median. PEG 0.42 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $1,000 (implying +28% upside).
Moat
ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.