WallStSmart

Allegion PLC (ALLE)vsNL Industries Inc (NL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Allegion PLC generates 2550% more annual revenue ($4.29B vs $161.83M). ALLE leads profitability with a 15.4% profit margin vs -15.8%. ALLE earns a higher WallStSmart Score of 66/100 (B-).

ALLE

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 8.5Value: 4.0Quality: 6.0
Piotroski: 3/9Altman Z: 2.47

NL

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 5.0Quality: 9.0
Piotroski: 5/9Altman Z: 3.50
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALLESignificantly Overvalued (-36.9%)

Margin of Safety

-36.9%

Fair Value

$131.07

Current Price

$153.35

$22.28 premium

UndervaluedFair: $131.07Overvalued

Intrinsic value data unavailable for NL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALLE2 strengths · Avg: 9.0/10
Return on EquityProfitability
31.1%10/10

Every $100 of equity generates 31 in profit

Operating MarginProfitability
22.1%8/10

Strong operational efficiency at 22.1%

NL4 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

EPS GrowthGrowth
2421.0%10/10

Earnings expanding 2421.0% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.5010/10

Safe zone — low bankruptcy risk

Areas to Watch

ALLE2 concerns · Avg: 3.5/10
PEG RatioValuation
2.084/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

NL3 concerns · Avg: 2.0/10
Market CapQuality
$322.24M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-8.0%2/10

ROE of -8.0% — below average capital efficiency

Profit MarginProfitability
-15.8%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : ALLE

The strongest argument for ALLE centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 22.1%. Revenue growth of 12.7% demonstrates continued momentum.

Bull Case : NL

The strongest argument for NL centers on Price/Book, EPS Growth, Debt/Equity.

Bear Case : ALLE

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

Bear Case : NL

The primary concerns for NL are Market Cap, Return on Equity, Profit Margin.

Key Dynamics to Monitor

ALLE profiles as a mature stock while NL is a turnaround play — different risk/reward profiles.

ALLE carries more volatility with a beta of 0.84 — expect wider price swings.

ALLE is growing revenue faster at 12.7% — sustainability is the question.

ALLE generates stronger free cash flow (181M), providing more financial flexibility.

Bottom Line

ALLE scores higher overall (66/100 vs 45/100), backed by strong 15.4% margins and 12.7% revenue growth. Both earn "Strong Buy" and "Hold" 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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NL Industries Inc

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

NL Industries, Inc., through its subsidiary, CompX International Inc., operates in the component products industry in the United States and internationally. The company is headquartered in Dallas, Texas.

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