Allegion plc vs MSA Safety Inc

Allegion plc (ALLE) is slightly overvalued and MSA Safety Inc (MSA) is overvalued.

Both trade above our estimate of their intrinsic value. ALLE is the closer of the two: -9%, against -23% for MSA.

Values as of the 22 Sept 2026 close.

Allegion plc (ALLE)

Discounting its cash flows at 8.8% (average of 3 methods) values the shares at $141.63; the price of $153.95 is 9% above that value, and 77% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MSA Safety Inc (MSA)

Discounting its cash flows at 9.3% (average of 3 methods) values the shares at $145.96; the price of $178.91 is 23% above that value, and 75% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricALLEMSA
VerdictSlightly overvaluedOvervalued
Price$153.95$178.91
Intrinsic value$141.63$145.96
Margin of safety-9%-23%
Leak Score59/100 (3/12)59/100 (3/12)
Market cap$13.1B$6.9B
Revenue growth, 5 years8.4%6.8%
Operating margin20.8%22.3%
Net margin15.4%16.1%
Return on equity33.7%23.7%
Debt to equity1.050.46
P/E20.2x22.3x
Forward P/E15.7x17.9x
P/B6.2x4.9x
Dividend yield1.4%1.2%

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