Allegion
ALLE · Building Products
$178.98
1.4%UFP Industries
UFPI · Building Products
$81.23
3.0%The short version
- UFP Industries is the larger business, with $6.3B of revenue in fiscal 2025 against $4.1B for Allegion, about 1.6 times as much.
- Allegion grew revenue faster (7.8%, against −5.0%).
- Allegion kept more of each dollar of sales as operating profit (21.1% operating margin, against 5.8% operating margin).
- Allegion turned more of its sales into free cash flow (16.9% FCF margin, against 4.4% FCF margin).
- Allegion earned a higher return on the capital invested in it (21.5%, against 11.8%).
- Investors pay more for each dollar of Allegion’s earnings: a P/E of 22.3x against 18.6x for UFP Industries.
| Latest fiscal year | ALLE · FY25 | UFPI · FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.2B | $4.4B |
| Revenue | $4.1B | $6.3B |
| Free cash flow | $686M | $276M |
| Net income | $644M | $295M |
| Growth | ||
| Revenue growth | 7.8% | −5.0% |
| 5-year growth | 8.4% | 4.2% |
| Share count change | −1.1% | −3.5% |
| Profitability | ||
| Gross margin | 45.2% | 16.8% |
| Operating margin | 21.1% | 5.8% |
| Net margin | 15.8% | 4.7% |
| FCF margin | 16.9% | 4.4% |
| Return on capital | 21.5% | 11.8% |
| Return on equity | 36.1% | 9.4% |
| Balance sheet | ||
| Net debt | $1.6B | −$719M |
| Net debt / EBITDA | 1.6x | −1.4x |
| Dividends and buybacks | $255M | $515M |
| Valuation & quality | ||
| P/E | 22.3x | 18.6x |
| Piotroski F-score | 8 | 5 |
FY16
ALLE $2.2B
UFPI $3.2B
FY17
ALLE $2.4B
UFPI $3.9B
FY18
ALLE $2.7B
UFPI $4.5B
FY19
ALLE $2.9B
UFPI $4.4B
FY20
ALLE $2.7B
UFPI $5.2B
FY21
ALLE $2.9B
UFPI $8.6B
FY22
ALLE $3.3B
UFPI $9.6B
FY23
ALLE $3.7B
UFPI $7.2B
FY24
ALLE $3.8B
UFPI $6.7B
FY25
ALLE $4.1B
UFPI $6.3B
ALLE
UFPI
FY16
ALLE 19.4%
UFPI 5.1%
FY17
ALLE 20.5%
UFPI 4.6%
FY18
ALLE 19.3%
UFPI 4.6%
FY19
ALLE 19.8%
UFPI 5.6%
FY20
ALLE 14.8%
UFPI 6.7%
FY21
ALLE 18.5%
UFPI 8.5%
FY22
ALLE 17.9%
UFPI 9.9%
FY23
ALLE 19.4%
UFPI 9.0%
FY24
ALLE 20.7%
UFPI 7.4%
FY25
ALLE 21.1%
UFPI 5.8%
ALLE
UFPI
FY16
ALLE $335M
UFPI $119M
FY17
ALLE $298M
UFPI $65.5M
FY18
ALLE $409M
UFPI $20.8M
FY19
ALLE $423M
UFPI $264M
FY20
ALLE $443M
UFPI $247M
FY21
ALLE $443M
UFPI $361M
FY22
ALLE $396M
UFPI $657M
FY23
ALLE $516M
UFPI $780M
FY24
ALLE $583M
UFPI $410M
FY25
ALLE $686M
UFPI $276M
ALLE
UFPI
FY16
ALLE 27.2%
UFPI 12.7%
FY17
ALLE 26.5%
UFPI 12.7%
FY18
ALLE 30.5%
UFPI 13.7%
FY19
ALLE 26.5%
UFPI 15.0%
FY20
ALLE 19.2%
UFPI 20.1%
FY21
ALLE 27.3%
UFPI 33.5%
FY22
ALLE 22.9%
UFPI 33.4%
FY23
ALLE 22.1%
UFPI 22.4%
FY24
ALLE 22.8%
UFPI 17.2%
FY25
ALLE 21.5%
UFPI 11.8%
ALLE
UFPI
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