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ERIE vs ALLE

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

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

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

ERIE vs ALLE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

ERIE vs ALLE - Historical Returns

Returns include dividend reinvestment.

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

ERIE vs ALLE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

ERIE vs ALLE Drawdown Comparison

The maximum drawdown for ERIE was -60.21%, occurring on May 4, 2026. 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 ERIE drawdown is -59.83%. The current ALLE drawdown is -27.05%.

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

Correlation

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

0.83
-101

Dividend Comparison (2000 - 2026)

ERIE vs ALLE dividend yield comparison.

YearERIEALLE
20261.38%0.42%
20251.90%1.28%
20241.24%1.47%
20231.42%1.42%
20221.79%1.56%
20212.15%1.09%
20202.39%1.10%
20192.17%0.87%
20182.52%1.05%
20172.57%0.80%
20161.95%0.75%
20153.61%0.61%
20142.80%0.58%
20132.43%0.00%
20126.94%0.00%
20112.64%0.00%
20102.20%0.00%
20094.69%0.00%
20085.87%0.00%
20073.08%0.00%
20062.48%0.00%
20052.44%0.00%
20041.23%0.00%
20032.30%0.00%
20021.88%0.00%
20011.58%0.00%
20001.81%0.00%

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