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AEG vs ALLE

Comparison between Aegon Ltd (AEG, Company) and Allegion plc (ALLE, Company).

AEG is from the Financial Services sector, while ALLE is from the Industrials sector.

5-Year PerformanceAEG has outperformed ALLE, delivering a return of +23.0% compared to +5.7%

AEG vs ALLE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AEG
$14B
ALLE
$14B
Max Drawdown
AEG
96.01%
Winner
ALLE
43.41%
Sharpe Ratio
Winner
AEG
1.34
ALLE
0.12
5Y Beta
AEG
0.88
Winner
ALLE
0.61
Industry
AEG
Insurance - Diversified
ALLE
Security & Protection Services
P/E Ratio
Winner
AEG
6.77
ALLE
21.94
Forward P/E
Winner
AEG
10.83
ALLE
17.57
PEG Ratio
AEG
14.09
Winner
ALLE
3.76
Dividend Yield
Winner
AEG
4.26%
ALLE
1.28%
5Y Dividends CAGR
Winner
AEG
36.52%
ALLE
4.76%
5Y EPS CAGR
Winner
AEG
14.56%
ALLE
8.38%
Debt to Equity
Winner
AEG
74.42%
ALLE
95.87%
Free Cash Flow Yield
AEG
-5.04%
Winner
ALLE
5.37%
P/S Ratio
Winner
AEG
1.15
ALLE
3.34
P/B Ratio
Winner
AEG
1.29
ALLE
6.32

AEG vs ALLE - Historical Returns

Returns include dividend reinvestment.

1M
AEG
+7.74%
Winner
ALLE
+20.41%
3M
AEG
+16.08%
Winner
ALLE
+25.20%
6M
Winner
AEG
+23.59%
ALLE
-5.39%
1Y
Winner
AEG
+38.08%
ALLE
+4.03%
5Y(CAGR)
Winner
AEG
+22.96%
ALLE
+5.72%
10Y(CAGR)
Winner
AEG
+14.60%
ALLE
+10.34%
Max(CAGR)
AEG
-1.78%
Winner
ALLE
+11.53%

AEG vs ALLE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAEGALLE
2026+25.50%+5.70%
2025+39.17%+25.55%
2024+8.78%+6.73%
2023+20.84%+19.54%
2022+5.13%-17.33%
2021+31.82%+16.96%
2020-11.82%-6.03%
2019+6.23%+55.27%
2018-22.83%+0.74%
2017+17.94%+23.96%
2016+6.18%-0.10%
2015-20.99%+20.53%
2014-17.10%+27.82%
2013+51.63%-8.84%
2012+61.75%N/A
2011-35.27%N/A
2010-10.25%N/A
2009-1.38%N/A
2008-62.99%N/A
2007-4.61%N/A
2006+16.78%N/A
2005+24.34%N/A
2004-3.45%N/A
2003+13.18%N/A
2002-50.21%N/A
2001-33.63%N/A
2000-15.08%N/A
1999+6.18%N/A

AEG vs ALLE Drawdown Comparison

The maximum drawdown for AEG was -93.29%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The maximum drawdown for ALLE was -43.23%, occurring on Mar 23, 2020. Recovery took 299 trading sessions.

The current AEG drawdown is -43.38%. The current ALLE drawdown is -5.39%.

RankAEGALLE
#1-93.29%
Jan 3, 2000 - Mar 9, 2009
-43.23%
Feb 14, 2020 - Apr 23, 2021
#2-3.71%
Dec 8, 1999 - Dec 20, 1999
-38.87%
Sep 3, 2021 - Sep 16, 2024
#3-2.97%
Nov 26, 1999 - Dec 7, 1999
-29.84%
Feb 6, 2026 - May 15, 2026
#4-1.99%
Nov 8, 1999 - Nov 16, 1999
-22.13%
Oct 18, 2024 - Jul 17, 2025
#5-1.94%
Dec 27, 1999 - Jan 3, 2000
-21.68%
Jun 20, 2014 - Feb 6, 2015
#6-1.44%
Nov 17, 1999 - Nov 24, 1999
-20.84%
Dec 1, 2015 - May 24, 2016
#7-0.93%
Dec 20, 1999 - Dec 22, 1999
-18.80%
Dec 3, 2018 - Feb 12, 2019
#8-0.08%
Nov 3, 1999 - Nov 5, 1999
-16.23%
Jul 1, 2019 - Oct 24, 2019
#9N/A-16.09%
Oct 12, 2017 - Sep 5, 2018
#10N/A-16.04%
Nov 18, 2013 - Jan 22, 2014
#11N/A-13.55%
Aug 15, 2016 - Feb 16, 2017
#12N/A-13.17%
Aug 17, 2015 - Oct 28, 2015
#13N/A-12.68%
Oct 2, 2018 - Nov 28, 2018
#14N/A-12.62%
Feb 27, 2014 - Jun 6, 2014
#15N/A-12.25%
Oct 21, 2025 - Feb 6, 2026

Correlation

Correlation between AEG and ALLE is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (2000 - 2026)

AEG vs ALLE dividend yield comparison.

YearAEGALLE
20262.55%0.65%
20255.72%1.28%
20245.93%1.47%
20234.89%1.42%
20224.08%1.56%
20213.37%1.09%
20201.80%1.10%
20197.37%0.87%
20187.02%1.05%
20174.74%0.80%
20165.30%0.75%
20154.72%0.61%
20143.95%0.58%
20133.03%0.00%
20123.58%0.00%
200815.81%0.00%
20074.74%0.00%
20063.13%0.00%
20053.36%0.00%
20043.60%0.00%
20031.53%0.00%
20025.99%0.00%
20012.70%0.00%
20000.66%0.00%

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