ALLE vs ASGN vs MAS

For growth investors, Allegion plc (ALLE) is the stronger pick with 7.

8% revenue growth year-over-year, versus -3. 4% for Masco Corporation (MAS). ASGN Incorporated (ASGN) offers the better valuation at 8. 1x trailing P/E (5. 8x forward), making it the more compelling value choice. Analysts rate Masco Corporation (MAS) a "Buy" — based on 38 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, ASGN Incorporated (ASGN) is the cheapest at 8.

1x versus Masco Corporation at 18. 6x. On forward P/E, ASGN Incorporated is actually cheaper at 5. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Allegion plc wins at 0. 91x versus Masco Corporation's 3. 40x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Masco Corporation (MAS) delivered a total return of +17.

5%, compared to -79. 9% for ASGN Incorporated (ASGN). Over 10 years, the gap is even starker: MAS returned +152. 3% versus ASGN's -41. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Allegion plc (ALLE) is the lower-risk stock at 0.

67β versus ASGN Incorporated's 1. 34β — meaning ASGN is approximately 101% more volatile than ALLE relative to the S&P 500. On balance sheet safety, ASGN Incorporated (ASGN) carries a lower debt/equity ratio of 65% versus 46% for Masco Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Allegion plc (ALLE) is pulling ahead at 7.

8% versus -3. 4% for Masco Corporation (MAS). On earnings-per-share growth, the picture is similar: Allegion plc grew EPS 9. 1% year-over-year, compared to -32. 1% for ASGN Incorporated. Over a 3-year CAGR, ALLE leads at 7. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Allegion plc (ALLE) is the more profitable company, earning 15.

8% net margin versus 2. 9% for ASGN Incorporated — meaning it keeps 15. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ALLE leads at 21. 1% versus 6. 5% for ASGN. At the gross margin level — before operating expenses — ALLE leads at 45. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Allegion plc (ALLE) is the more undervalued stock at a PEG of 0. 91x versus Masco Corporation's 3. 40x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ASGN Incorporated (ASGN) trades at 5. 8x forward P/E versus 16. 9x for Masco Corporation — 11. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ASGN: 79. 4% to $37. 60.

In this comparison, MAS (1.

7% yield), ALLE (1. 5% yield) pay a dividend. ASGN does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Allegion plc (ALLE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

67), 1. 5% yield, +125. 6% 10Y return). Both have compounded well over 10 years (ALLE: +125. 6%, ASGN: -41. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (ALLE (Industrials) and ASGN (Technology) and MAS (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: ALLE is a mid-cap quality compounder stock; ASGN is a small-cap deep-value stock; MAS is a mid-cap quality compounder stock. ALLE, MAS pay a dividend while ASGN does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.