WallStSmart

Allegion PLC (ALLE)vsHowmet Aerospace Inc (HWM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Howmet Aerospace Inc generates 107% more annual revenue ($8.62B vs $4.16B). HWM leads profitability with a 20.2% profit margin vs 15.2%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).

ALLE

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 8.5Value: 4.7Quality: 6.0
Piotroski: 3/9Altman Z: 2.46

HWM

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 5.0Quality: 7.5
Piotroski: 6/9Altman Z: 2.61
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALLESignificantly Overvalued (-42.5%)

Margin of Safety

-42.5%

Fair Value

$125.85

Current Price

$130.16

$4.31 premium

UndervaluedFair: $125.85Overvalued

Intrinsic value data unavailable for HWM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALLE2 strengths · Avg: 9.0/10
Return on EquityProfitability
30.2%10/10

Every $100 of equity generates 30 in profit

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

HWM6 strengths · Avg: 9.0/10
Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

EPS GrowthGrowth
71.4%10/10

Earnings expanding 71.4% YoY

Market CapQuality
$100.31B9/10

Large-cap with strong market position

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

Areas to Watch

ALLE3 concerns · Avg: 3.0/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-7.0%2/10

Earnings declined 7.0%

HWM2 concerns · Avg: 3.0/10
Price/BookValuation
18.2x4/10

Trading at 18.2x book value

P/E RatioValuation
58.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ALLE

The strongest argument for ALLE centers on Return on Equity, P/E Ratio. Profitability is solid with margins at 15.2% and operating margin at 18.9%.

Bull Case : HWM

The strongest argument for HWM centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 20.2% and operating margin at 28.2%. Revenue growth of 19.1% demonstrates continued momentum.

Bear Case : ALLE

The primary concerns for ALLE are PEG Ratio, Piotroski F-Score, EPS Growth.

Bear Case : HWM

The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 58.2x leaves little room for execution misses.

Key Dynamics to Monitor

ALLE profiles as a mature stock while HWM is a growth play — different risk/reward profiles.

HWM carries more volatility with a beta of 1.19 — expect wider price swings.

HWM is growing revenue faster at 19.1% — sustainability is the question.

HWM generates stronger free cash flow (359M), providing more financial flexibility.

Bottom Line

HWM scores higher overall (73/100 vs 56/100), backed by strong 20.2% margins and 19.1% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Allegion PLC

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

Allegion plc is an American-Irish provider based in Dublin of security products, for homes and businesses. It comprises thirty one global brands, including CISA, Interflex, LCN, Schlage and Von Duprin.

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Howmet Aerospace Inc

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Howmet Aerospace Inc. is an American aerospace company based in Pittsburgh, Pennsylvania. The company manufactures components for jet engines, fasteners and titanium structures for aerospace applications, and forged aluminum wheels for heavy trucks.

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