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ALLE vs EQH

Comparison between Allegion plc (ALLE, Company) and Equitable Holdings Inc (EQH, Company).

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

5-Year PerformanceEQH has outperformed ALLE, delivering a return of +12.5% compared to +4.5%

ALLE vs EQH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ALLE
$14B
Winner
EQH
$14B
Max Drawdown
Winner
ALLE
43.41%
EQH
61.62%
Sharpe Ratio
ALLE
-0.05
Winner
EQH
-0.04
5Y Beta
Winner
ALLE
0.61
EQH
1.34
Industry
ALLE
Security & Protection Services
EQH
Asset Management
P/E Ratio
ALLE
21.62
Winner
EQH
-16.11
Forward P/E
ALLE
18.12
Winner
EQH
4.58
PEG Ratio
ALLE
3.70
EQH
N/A
Dividend Yield
ALLE
1.31%
Winner
EQH
2.34%
5Y Dividends CAGR
ALLE
4.76%
Winner
EQH
15.36%
5Y EPS CAGR
Winner
ALLE
8.38%
EQH
-16.09%
Debt to Equity
ALLE
95.87%
Winner
EQH
-489.04%
Free Cash Flow Yield
ALLE
5.45%
Winner
EQH
9.58%
P/S Ratio
ALLE
3.27
Winner
EQH
1.36
P/B Ratio
Winner
ALLE
6.64
EQH
164.14

ALLE vs EQH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ALLE
+6.04%
EQH
+2.78%
3M
Winner
ALLE
+25.20%
EQH
+16.73%
6M
ALLE
+3.18%
Winner
EQH
+21.71%
1Y
Winner
ALLE
-2.89%
EQH
-4.82%
5Y(CAGR)
ALLE
+4.52%
Winner
EQH
+12.50%
10Y(CAGR)
ALLE
+9.87%
Winner
EQH
+14.10%
Max(CAGR)
ALLE
+11.16%
Winner
EQH
+14.10%

ALLE vs EQH - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearALLEEQH
2026+1.87%+4.31%
2025+25.55%+2.13%
2024+6.73%+45.79%
2023+19.54%+19.98%
2022-17.33%-11.54%
2021+16.96%+35.63%
2020-6.03%+6.06%
2019+55.27%+55.18%
2018+0.74%-17.22%
2017+23.96%N/A
2016-0.10%N/A
2015+20.53%N/A
2014+27.82%N/A
2013-8.84%N/A

ALLE vs EQH Drawdown Comparison

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

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current ALLE drawdown is -8.82%. The current EQH drawdown is -9.80%.

RankALLEEQH
#1-43.23%
Feb 14, 2020 - Apr 23, 2021
-61.31%
Feb 20, 2020 - Nov 24, 2020
#2-38.87%
Sep 3, 2021 - Sep 16, 2024
-35.87%
Jun 30, 2025 - Mar 27, 2026
#3-29.84%
Feb 6, 2026 - May 15, 2026
-35.10%
Feb 10, 2022 - Dec 14, 2023
#4-22.13%
Oct 18, 2024 - Jul 17, 2025
-34.83%
Sep 4, 2018 - May 3, 2019
#5-21.68%
Jun 20, 2014 - Feb 6, 2015
-20.65%
Feb 19, 2025 - Jun 26, 2025
#6-20.84%
Dec 1, 2015 - May 24, 2016
-19.60%
May 5, 2021 - Nov 4, 2021
#7-18.80%
Dec 3, 2018 - Feb 12, 2019
-15.04%
Jul 31, 2024 - Oct 11, 2024
#8-16.23%
Jul 1, 2019 - Oct 24, 2019
-13.18%
Nov 4, 2021 - Jan 7, 2022
#9-16.09%
Oct 12, 2017 - Sep 5, 2018
-13.03%
Jul 24, 2019 - Sep 27, 2019
#10-16.04%
Nov 18, 2013 - Jan 22, 2014
-12.24%
May 3, 2019 - Jul 23, 2019
#11-13.55%
Aug 15, 2016 - Feb 16, 2017
-11.55%
Nov 6, 2024 - Jan 15, 2025
#12-13.17%
Aug 17, 2015 - Oct 28, 2015
-11.29%
Jan 14, 2021 - Feb 16, 2021
#13-12.68%
Oct 2, 2018 - Nov 28, 2018
-11.09%
Jan 14, 2022 - Feb 9, 2022
#14-12.62%
Feb 27, 2014 - Jun 6, 2014
-10.91%
Sep 27, 2019 - Oct 28, 2019
#15-12.25%
Oct 21, 2025 - Feb 6, 2026
-8.85%
Dec 4, 2020 - Jan 12, 2021

Correlation

Correlation between ALLE and EQH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2014 - 2026)

ALLE vs EQH dividend yield comparison.

YearALLEEQH
20260.68%1.77%
20251.28%2.20%
20241.47%1.99%
20231.42%2.58%
20221.56%2.72%
20211.09%2.17%
20201.10%2.58%
20190.87%2.34%
20181.05%1.56%
20170.80%0.00%
20160.75%0.00%
20150.61%0.00%
20140.58%0.00%

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