COMPARE · Data as of August 21, 2026
ALLE vs MSA
Verdict: Side-by-side breakdown using the Bull Rankings model. ALLE scored 67.8, MSA scored 76.5 — MSA leads.
Compare another set
ALLE
Allegion plc
67.8
$162.31 · $13.8B
fundamentals as of
Score gap
8.7
MSA leads
MSA
MSA Safety Incorporated
76.5
$189.43 · $7.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestALLE21.3x
- Fastest growthALLE+10.6%
- Strongest balance sheetMSA0.46
- Highest qualityALLE83 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ALLE
stronger →← stronger
MSA
83
Qualityreturns · margins · balance sheet
81
82
Growthrevenue & earnings expansion
73
46
Valuevaluation vs sector peers
76
ALLE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ALLE
MSA
$671mC+
FCF
$354mC
+10.6%B
Rev
+6.5%C+
1.05C+
D/E
0.46B+
21.3xB+
P/E
23.6xB+
2.33C
PEG
0.99B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ALLE
MSA
7% above
Price vs fair valuelower is cheaper
17% above
~8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
-14%
1-yr DCF upside
-21%
-7%
5-yr DCF upside
-14%
+4%
10-yr DCF upside
-4%
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
MSA
No notable signals flagged.
The companies
ALLEAllegion plc
Why now
Security & Protection Services · market cap $13.8b. 11% 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 $174.64 (implying +8% 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.
MSAMSA Safety Incorporated
Why now
Security & Protection Services · market cap $7.3b. 9% off the 52-week high of $208.92. PEG 0.99 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $209.14 (implying +10% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 113% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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
MSA leads ALLE by 8.8 points (76.5 to 67.7), its sharpest advantage coming in PEG (grade B+). A contrarian could still prefer ALLE for its stronger Rev (grade B). Note they play different roles — ALLE screens as growth, MSA screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where ALLE and MSA diverge
On the headline score the gap is 8.7 points in favor of MSA. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueALLE 46.1 · MSA 76.1MSA +30.0
- GrowthALLE 81.7 · MSA 72.5ALLE +9.2
- QualityALLE 82.8 · MSA 81.3level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.