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Side-by-side financial comparison of Allegion (ALLE) and STEWART INFORMATION SERVICES CORP (STC). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $764.6M, roughly 1.4× STEWART INFORMATION SERVICES CORP). Allegion runs the higher net margin — 13.4% vs 2.2%, a 11.1% gap on every dollar of revenue. On growth, STEWART INFORMATION SERVICES CORP posted the faster year-over-year revenue change (27.7% vs 9.7%). Over the past eight quarters, STEWART INFORMATION SERVICES CORP's revenue compounded faster (12.7% CAGR vs 3.5%).
Allegion plc manufactures and sells mechanical and electronic security products and solutions worldwide. The company offers door closers, controls, and exit devices; locks, locksets, portable locks, and key systems and services; electronic security products and access control systems; time, attendance, and workforce productivity systems; doors and door systems; and other accessories. The company sells its products and solutions to end-users in commercial, institutional, and residential facili...
Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies. Stewart Title is headquartered in Houston, Texas, and has approximately 6,350 employees.
ALLE vs STC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.0B | $764.6M |
| Net Profit | $138.1M | $17.0M |
| Gross Margin | 44.0% | — |
| Operating Margin | 18.9% | — |
| Net Margin | 13.4% | 2.2% |
| Revenue YoY | 9.7% | 27.7% |
| Net Profit YoY | -6.8% | 448.4% |
| EPS (diluted) | — | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.0B | $764.6M | ||
| Q4 25 | $1.0B | $790.6M | ||
| Q3 25 | $1.1B | $796.9M | ||
| Q2 25 | $1.0B | $722.2M | ||
| Q1 25 | $941.9M | $612.0M | ||
| Q4 24 | $945.6M | $665.9M | ||
| Q3 24 | $967.1M | $667.9M | ||
| Q2 24 | $965.6M | $602.2M |
| Q1 26 | $138.1M | $17.0M | ||
| Q4 25 | $147.5M | $36.3M | ||
| Q3 25 | $188.4M | $44.3M | ||
| Q2 25 | $159.7M | $31.9M | ||
| Q1 25 | $148.2M | $3.1M | ||
| Q4 24 | $144.1M | $22.7M | ||
| Q3 24 | $174.2M | $30.1M | ||
| Q2 24 | $155.4M | $17.3M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 44.9% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.4% | — |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | 6.5% | ||
| Q3 25 | 21.8% | 7.7% | ||
| Q2 25 | 21.5% | 6.5% | ||
| Q1 25 | 20.9% | 1.0% | ||
| Q4 24 | 19.5% | 5.3% | ||
| Q3 24 | 22.2% | 6.4% | ||
| Q2 24 | 21.6% | 4.8% |
| Q1 26 | 13.4% | 2.2% | ||
| Q4 25 | 14.3% | 4.6% | ||
| Q3 25 | 17.6% | 5.6% | ||
| Q2 25 | 15.6% | 4.4% | ||
| Q1 25 | 15.7% | 0.5% | ||
| Q4 24 | 15.2% | 3.4% | ||
| Q3 24 | 18.0% | 4.5% | ||
| Q2 24 | 16.1% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | $1.26 | ||
| Q3 25 | $2.18 | $1.55 | ||
| Q2 25 | $1.85 | $1.13 | ||
| Q1 25 | $1.71 | $0.11 | ||
| Q4 24 | $1.65 | $0.81 | ||
| Q3 24 | $1.99 | $1.07 | ||
| Q2 24 | $1.77 | $0.62 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $308.9M | $317.5M |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.1B | — |
| Total Assets | $5.3B | — |
| Debt / EquityLower = less leverage | 0.97× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | $317.5M | ||
| Q4 25 | $356.2M | $369.7M | ||
| Q3 25 | $302.7M | $233.2M | ||
| Q2 25 | $656.8M | $223.8M | ||
| Q1 25 | $494.5M | $194.2M | ||
| Q4 24 | $503.8M | $257.5M | ||
| Q3 24 | $878.9M | $228.7M | ||
| Q2 24 | $747.5M | $176.7M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $445.8M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.3B | ||
| Q3 25 | $5.2B | $2.8B | ||
| Q2 25 | $4.9B | $2.8B | ||
| Q1 25 | $4.6B | $2.7B | ||
| Q4 24 | $4.5B | $2.7B | ||
| Q3 24 | $5.0B | $2.7B | ||
| Q2 24 | $4.8B | $2.6B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.33× | 0.32× | ||
| Q3 24 | 1.53× | — | ||
| Q2 24 | 1.69× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $101.3M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 0.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | $89.5M | ||
| Q3 25 | $229.5M | $92.6M | ||
| Q2 25 | $209.7M | $53.4M | ||
| Q1 25 | $104.5M | $-29.9M | ||
| Q4 24 | $219.0M | $68.0M | ||
| Q3 24 | $231.9M | $76.1M | ||
| Q2 24 | $173.0M | $21.1M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | $62.3M | ||
| Q3 25 | $209.8M | $73.6M | ||
| Q2 25 | $192.0M | $38.7M | ||
| Q1 25 | $83.4M | $-42.2M | ||
| Q4 24 | $194.9M | $55.6M | ||
| Q3 24 | $212.0M | $67.4M | ||
| Q2 24 | $152.1M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | 7.9% | ||
| Q3 25 | 19.6% | 9.2% | ||
| Q2 25 | 18.8% | 5.4% | ||
| Q1 25 | 8.9% | -6.9% | ||
| Q4 24 | 20.6% | 8.4% | ||
| Q3 24 | 21.9% | 10.1% | ||
| Q2 24 | 15.8% | 2.0% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | 3.4% | ||
| Q3 25 | 1.8% | 2.4% | ||
| Q2 25 | 1.7% | 2.0% | ||
| Q1 25 | 2.2% | 2.0% | ||
| Q4 24 | 2.5% | 1.9% | ||
| Q3 24 | 2.1% | 1.3% | ||
| Q2 24 | 2.2% | 1.5% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | 2.47× | ||
| Q3 25 | 1.22× | 2.09× | ||
| Q2 25 | 1.31× | 1.67× | ||
| Q1 25 | 0.71× | -9.73× | ||
| Q4 24 | 1.52× | 2.99× | ||
| Q3 24 | 1.33× | 2.53× | ||
| Q2 24 | 1.11× | 1.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Allegion Americas | $809.9M | 78% |
| Allegion International | $223.7M | 22% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |