S&P 500 comparison · Industrials

Allegion vs A. O. Smith

Prices at close . Model readings .

Allegion

$180.66+0.06%
Month: positiveLong run: negative

A. O. Smith

$60.86−1.93%
Month: positiveLong run: positive
Price change

Price change, with the S&P 500 as a benchmark

Percent change in each close since the start of the chosen range, for both companies and the S&P 500 (SPY). Daily closes over the last year, weekly before that and monthly before five years.

In short

How the two compare

On the latest closes (28 Oct 2026), Allegion is the larger company by market value ($15.39B against $8.39B). Over the past year Allegion returned +6.5% and A. O. Smith −9.3%, while the S&P 500 returned +12.7%. The latest filed P/E is 19.4 for Allegion and 16.7 for A. O. Smith, and the operating margin 24.3% against 16.5%. Over the next 21 sessions the model expects +0.09% for Allegion, with a 62% chance of a rise, and +0.26% for A. O. Smith, with a 87% chance. Allegion's long-run fair value is $154.50, a gap of −14.5% to its price; the long-run model view is negative. A. O. Smith's long-run fair value is $67.02, a gap of +10.1% to its price; the long-run model view is positive.

Model view

What the model expects

Expected returns and the chance of a rise from our forecasting models, and the long-run fair value against the price. Readings, not advice.

Model readings:
Expected returnnext 21 sessions
ALLE+0.09%
AOS+0.26%
Chance of a risenext 21 sessions
ALLE62%
AOS87%
Expected returnnext 63 sessions
ALLE+1.69%
AOS+2.29%
Range of outcomes63 sessions, 80% band
ALLE−20.3% to +23.7%
AOS−16.1% to +20.7%
Chance of a risenext 63 sessionsMembers only · see plans
Long-run fair valueintrinsic value model
ALLE$154.5028 Oct 2026
AOS$67.0228 Oct 2026
Gap to pricefair value against the close
ALLE−14.5%
AOS+10.1%
Past readings that matchedsign of the 21-session outcome
ALLE47.2%of 269
AOS46.6%of 269
Price performance

How the prices moved

Price change over each period, with the S&P 500 (SPY) for comparison.

Closes to
1 monthS&P 500: +1.1%
ALLE+16.2%
AOS+4.9%
6 monthsS&P 500: +8.5%
ALLE+32.1%
AOS−3.3%
Year to dateS&P 500: +13.3%
ALLE+14.4%
AOS−7.5%
1 yearS&P 500: +12.7%
ALLE+6.5%
AOS−9.3%
5 yearsS&P 500: +70.7%
ALLE+40.9%
AOS+0.3%
1 year against the S&P 500percentage points
ALLE−6.2 pts
AOS−22.0 pts
Position in the 52-week range0% low, 100% high
ALLE97%close $180.66 in $124.49 to $182.66
AOS26%close $60.86 in $53.83 to $80.92
Against the 200-day average
ALLE+20.6%
AOS−3.5%
Valuation

What the market pays

Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.

Filings: quarter to (ALLE), (AOS)
Market value
ALLE$15.39B28 Oct 2026
AOS$8.39B28 Oct 2026
Enterprise valueat the last filing
ALLE$15.13B30 Sep 2026
AOS$9.06B30 Jun 2026
P/Elatest filed
ALLE19.4
AOS16.7
Price to book
ALLE6.03
AOS4.69
EV / EBITDA
ALLE14.51
AOS11.65
Free cash flow yield
ALLE5.65%
AOS7.15%
Dividend yield
ALLE1.41%
AOS2.29%
Questions

Allegion or A. O. Smith: common questions

Which is larger by market value, Allegion or A. O. Smith?

Allegion, at $15.39B against $8.39B for A. O. Smith, on the latest closes (28 Oct 2026).

Which has the higher P/E ratio, Allegion or A. O. Smith?

Allegion has the higher latest filed P/E, 19.4; A. O. Smith's is 16.7. Filings: quarter to 30 Sep 2026 and 30 Jun 2026.

How did Allegion and A. O. Smith move over the past year against the S&P 500?

Over the past year Allegion returned +6.5% and A. O. Smith −9.3%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.

What does the model expect for Allegion and A. O. Smith over the next month?

+0.09% for Allegion with a 62% chance of a rise, and +0.26% for A. O. Smith with a 87% chance, over the next 21 sessions. Model readings 28 Oct 2026. These are model readings, not advice.

How do the operating margins of Allegion and A. O. Smith compare?

The operating margin is 24.3% for Allegion and 16.5% for A. O. Smith, and the gross margin 46.8% against 38.6%. Filings: quarter to 30 Sep 2026 and 30 Jun 2026.

Do Allegion and A. O. Smith shares move together?

Over the past year the correlation of their daily returns was 0.64 (often together); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.

In the consoleCompare up to four companies with every model readingMembers see the 63-session chance of a rise and all four horizons, side by side in Research › Compare.
Open in the console
The two company pagesAllegion (ALLE) forecast and analysisA. O. Smith (AOS) forecast and analysis
More comparisonsAllegion vs Builders FirstSourceAllegion vs Carrier GlobalA. O. Smith vs Johnson ControlsA. O. Smith vs Masco
BrowseAll Industrials companiesAll comparisonsHow the model readings are made

Model readings are research estimates, not investment advice. Prices: daily closes. Fundamentals: the latest SEC filings. Short interest: FINRA, settlement 30 Sep 2026. A dash means the figure is not in our data; it is never shown as zero. The model view follows a published rule: next month by the sign of the expected return, the long run positive at a fair value 10% or more above the price and negative at 10% or more below it.