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ALLE vs ERIE

Comparison between Allegion plc (ALLE, Company) and Erie Indemnity Co. - Class A (ERIE, Company).

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

5-Year PerformanceERIE has outperformed ALLE, delivering a return of +2.8% compared to +0.2%

ALLE vs ERIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ALLE
$11B
ERIE
$11B
Max Drawdown
Winner
ALLE
43.41%
ERIE
61.34%
Sharpe Ratio
Winner
ALLE
-0.36
ERIE
-1.63
5Y Beta
ALLE
0.62
Winner
ERIE
0.35
Industry
ALLE
Security & Protection Services
ERIE
Insurance Brokers
P/E Ratio
Winner
ALLE
17.72
ERIE
19.57
Forward P/E
Winner
ALLE
15.29
ERIE
26.74
PEG Ratio
ALLE
6.67
ERIE
N/A
Dividend Yield
ALLE
1.55%
Winner
ERIE
2.59%
5Y Dividends CAGR
Winner
ALLE
15.14%
ERIE
3.19%
5Y EPS CAGR
ALLE
9.82%
Winner
ERIE
13.73%
Debt to Equity
ALLE
96.64%
Winner
ERIE
0.00%
Free Cash Flow Yield
Winner
ALLE
6.95%
ERIE
4.79%

ALLE vs ERIE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ALLE
-11.26%
ERIE
-18.61%
3M
ALLE
-26.94%
Winner
ERIE
-23.36%
6M
Winner
ALLE
-20.04%
ERIE
-25.13%
1Y
Winner
ALLE
-7.29%
ERIE
-39.67%
5Y(CAGR)
ALLE
+0.18%
Winner
ERIE
+2.76%
10Y(CAGR)
ALLE
+8.37%
Winner
ERIE
+10.58%
Max(CAGR)
ALLE
+9.45%
Winner
ERIE
+10.39%

ALLE vs ERIE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearALLEERIE
2026-18.50%-22.61%
2025+25.55%-28.92%
2024+6.73%+24.67%
2023+19.54%+39.75%
2022-17.33%+31.76%
2021+16.96%-18.76%
2020-6.03%+53.13%
2019+55.27%+30.09%
2018+0.74%+14.91%
2017+23.96%+10.96%
2016-0.10%+21.90%
2015+20.53%+10.52%
2014+27.82%+29.89%
2013-8.84%+8.06%
2012N/A-4.19%
2011N/A+21.00%
2010N/A+71.55%
2009N/A+8.54%
2008N/A-23.30%
2007N/A-7.83%
2006N/A+11.45%
2005N/A+4.58%
2004N/A+27.59%
2003N/A+18.16%
2002N/A-2.49%
2001N/A+30.77%
2000N/A-1.93%
1999N/A+1.57%

ALLE vs ERIE Drawdown Comparison

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

The maximum drawdown for ERIE was -60.21%, occurring on May 4, 2026. This drawdown has not yet recovered.

The current ALLE drawdown is -27.05%. The current ERIE drawdown is -59.83%.

RankALLEERIE
#1-43.23%
Feb 14, 2020 - Apr 23, 2021
-60.21%
Sep 24, 2024 - May 4, 2026
#2-38.87%
Sep 3, 2021 - Sep 16, 2024
-50.77%
Sep 18, 2007 - Sep 1, 2010
#3-27.05%
Feb 6, 2026 - May 13, 2026
-49.12%
Jul 25, 2019 - Jan 8, 2021
#4-22.13%
Oct 18, 2024 - Jul 17, 2025
-36.75%
Feb 9, 2021 - Oct 31, 2022
#5-21.68%
Jun 20, 2014 - Feb 6, 2015
-27.64%
Nov 30, 2022 - Aug 9, 2023
#6-20.84%
Dec 1, 2015 - May 24, 2016
-27.08%
Nov 30, 1999 - May 16, 2001
#7-18.80%
Dec 3, 2018 - Feb 12, 2019
-24.03%
May 6, 2002 - Feb 9, 2004
#8-16.23%
Jul 1, 2019 - Oct 24, 2019
-20.26%
Oct 27, 2011 - Mar 15, 2013
#9-16.09%
Oct 12, 2017 - Sep 5, 2018
-17.94%
Jul 22, 2013 - Oct 17, 2014
#10-16.04%
Nov 18, 2013 - Jan 22, 2014
-17.64%
May 31, 2001 - Jul 30, 2001
#11-13.55%
Aug 15, 2016 - Feb 16, 2017
-15.91%
Mar 7, 2024 - Jul 26, 2024
#12-13.17%
Aug 17, 2015 - Oct 28, 2015
-15.67%
Jul 21, 2011 - Oct 10, 2011
#13-12.68%
Oct 2, 2018 - Nov 28, 2018
-13.29%
Feb 23, 2015 - Nov 18, 2015
#14-12.62%
Feb 27, 2014 - Jun 6, 2014
-12.66%
Jul 28, 2017 - Aug 1, 2018
#15-12.25%
Oct 21, 2025 - Feb 6, 2026
-12.36%
Oct 17, 2023 - Dec 11, 2023

Correlation

Correlation between ALLE and ERIE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2000 - 2026)

ALLE vs ERIE dividend yield comparison.

YearALLEERIE
20260.42%1.38%
20251.28%1.90%
20241.47%1.24%
20231.42%1.42%
20221.56%1.79%
20211.09%2.15%
20201.10%2.39%
20190.87%2.17%
20181.05%2.52%
20170.80%2.57%
20160.75%1.95%
20150.61%3.61%
20140.58%2.80%
20130.00%2.43%
20120.00%6.94%
20110.00%2.64%
20100.00%2.20%
20090.00%4.69%
20080.00%5.87%
20070.00%3.08%
20060.00%2.48%
20050.00%2.44%
20040.00%1.23%
20030.00%2.30%
20020.00%1.88%
20010.00%1.58%
20000.00%1.81%

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