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4 / 10Stock Comparison
WHR vs ALLE vs SWK vs CARR
Revenue, margins, valuation, and 5-year total return — side by side.
Security & Protection Services
Manufacturing - Tools & Accessories
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WHR vs ALLE vs SWK vs CARR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Furnishings, Fixtures & Appliances | Security & Protection Services | Manufacturing - Tools & Accessories | Construction |
| Market Cap | $3.11B | $11.76B | $12.47B | $56.07B |
| Revenue (TTM) | $15.18B | $4.16B | $15.23B | $21.87B |
| Net Income (TTM) | $246M | $634M | $371M | $1.32B |
| Gross Margin | 14.4% | 45.0% | 30.0% | 24.8% |
| Operating Margin | 3.9% | 20.6% | 7.8% | 8.1% |
| Forward P/E | 10.0x | 15.3x | 17.8x | 23.9x |
| Total Debt | $7.86B | $2.28B | $5.86B | $12.67B |
| Cash & Equiv. | $669M | $356M | $280M | $1.55B |
WHR vs ALLE vs SWK vs CARR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Whirlpool Corporati… (WHR) | 100 | 36.9 | -63.1% |
| Allegion plc (ALLE) | 100 | 134.8 | +34.8% |
| Stanley Black & Dec… (SWK) | 100 | 64.6 | -35.4% |
| Carrier Global Corp… (CARR) | 100 | 326.5 | +226.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHR vs ALLE vs SWK vs CARR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WHR is the #2 pick in this set and the best alternative if value and dividends is your priority.
- Lower P/E (10.0x vs 23.9x)
- 11.0% yield, vs SWK's 4.1%
ALLE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 12 yrs, beta 0.67, yield 1.5%
- Rev growth 7.8%, EPS growth 9.1%, 3Y rev CAGR 7.5%
- Lower volatility, beta 0.67, current ratio 1.84x
- Beta 0.67, yield 1.5%, current ratio 1.84x
SWK is the clearest fit if your priority is momentum.
- +41.7% vs WHR's -31.2%
CARR is the clearest fit if your priority is long-term compounding.
- 493.6% 10Y total return vs ALLE's 127.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.8% revenue growth vs WHR's -6.5% | |
| Value | Lower P/E (10.0x vs 23.9x) | |
| Quality / Margins | 15.2% margin vs WHR's 1.6% | |
| Stability / Safety | Beta 0.67 vs SWK's 1.83 | |
| Dividends | 11.0% yield, vs SWK's 4.1% | |
| Momentum (1Y) | +41.7% vs WHR's -31.2% | |
| Efficiency (ROA) | 12.3% ROA vs WHR's 1.5%, ROIC 18.1% vs 5.8% |
WHR vs ALLE vs SWK vs CARR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WHR vs ALLE vs SWK vs CARR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
ALLE leads in 2 of 6 categories
WHR leads 1 • CARR leads 1 • SWK leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
ALLE leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CARR is the larger business by revenue, generating $21.9B annually — 5.3x ALLE's $4.2B. ALLE is the more profitable business, keeping 15.2% of every revenue dollar as net income compared to WHR's 1.6%. On growth, ALLE holds the edge at +9.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $15.2B | $4.2B | $15.2B | $21.9B |
| EBITDAEarnings before interest/tax | $847M | $959M | $1.7B | $3.1B |
| Net IncomeAfter-tax profit | $246M | $634M | $371M | $1.3B |
| Free Cash FlowCash after capex | -$10M | $704M | $726M | $1.7B |
| Gross MarginGross profit ÷ Revenue | +14.4% | +45.0% | +30.0% | +24.8% |
| Operating MarginEBIT ÷ Revenue | +3.9% | +20.6% | +7.8% | +8.1% |
| Net MarginNet income ÷ Revenue | +1.6% | +15.2% | +2.4% | +6.0% |
| FCF MarginFCF ÷ Revenue | -0.1% | +16.9% | +4.8% | +7.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -9.6% | +9.7% | +2.7% | +2.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.1% | -7.0% | -35.0% | -40.4% |
Valuation Metrics
WHR leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 8.5x trailing earnings, WHR trades at a 78% valuation discount to CARR's 39.5x P/E. On an enterprise value basis, WHR's 9.7x EV/EBITDA is more attractive than CARR's 21.7x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $3.1B | $11.8B | $12.5B | $56.1B |
| Enterprise ValueMkt cap + debt − cash | $10.3B | $13.7B | $18.0B | $67.2B |
| Trailing P/EPrice ÷ TTM EPS | 8.52x | 18.39x | 30.26x | 39.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.02x | 15.33x | 17.83x | 23.95x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.08x | — | — |
| EV / EBITDAEnterprise value multiple | 9.67x | 13.83x | 11.71x | 21.71x |
| Price / SalesMarket cap ÷ Revenue | 0.20x | 2.89x | 0.82x | 2.58x |
| Price / BookPrice ÷ Book value/share | 1.00x | 5.72x | 1.35x | 4.02x |
| Price / FCFMarket cap ÷ FCF | 33.77x | 17.14x | 18.12x | 33.04x |
Profitability & Efficiency
ALLE leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
ALLE delivers a 32.1% return on equity — every $100 of shareholder capital generates $32 in annual profit, vs $4 for SWK. SWK carries lower financial leverage with a 0.65x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHR's 2.89x. On the Piotroski fundamental quality scale (0–9), ALLE scores 6/9 vs CARR's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +8.4% | +32.1% | +4.1% | +9.1% |
| ROA (TTM)Return on assets | +1.5% | +12.3% | +1.7% | +3.5% |
| ROICReturn on invested capital | +5.8% | +18.1% | +5.8% | +6.7% |
| ROCEReturn on capital employed | +7.9% | +20.8% | +7.0% | +7.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 | 6 | 4 |
| Debt / EquityFinancial leverage | 2.89x | 1.10x | 0.65x | 0.90x |
| Net DebtTotal debt minus cash | $7.2B | $1.9B | $5.6B | $11.1B |
| Cash & Equiv.Liquid assets | $669M | $356M | $280M | $1.6B |
| Total DebtShort + long-term debt | $7.9B | $2.3B | $5.9B | $12.7B |
| Interest CoverageEBIT ÷ Interest expense | 2.52x | 8.61x | 2.07x | 5.76x |
Total Returns (Dividends Reinvested)
CARR leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CARR five years ago would be worth $15,796 today (with dividends reinvested), compared to $3,147 for WHR. Over the past 12 months, SWK leads with a +41.7% total return vs WHR's -31.2%. The 3-year compound annual growth rate (CAGR) favors CARR at 17.8% vs WHR's -21.3% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -34.1% | -14.6% | +5.9% | +26.3% |
| 1-Year ReturnPast 12 months | -31.2% | -1.0% | +41.7% | -2.8% |
| 3-Year ReturnCumulative with dividends | -51.3% | +32.6% | +6.9% | +63.4% |
| 5-Year ReturnCumulative with dividends | -68.5% | +3.2% | -56.2% | +58.0% |
| 10-Year ReturnCumulative with dividends | -41.6% | +127.3% | -1.5% | +493.6% |
| CAGR (3Y)Annualised 3-year return | -21.3% | +9.9% | +2.2% | +17.8% |
Risk & Volatility
Evenly matched — ALLE and SWK each lead in 1 of 2 comparable metrics.
Risk & Volatility
ALLE is the less volatile stock with a 0.67 beta — it tends to amplify market swings less than SWK's 1.83 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SWK currently trades 85.9% from its 52-week high vs WHR's 43.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.27x | 0.66x | 1.83x | 1.21x |
| 52-Week HighHighest price in past year | $111.96 | $183.11 | $93.37 | $81.09 |
| 52-Week LowLowest price in past year | $44.87 | $131.25 | $58.23 | $50.24 |
| % of 52W HighCurrent price vs 52-week peak | +43.1% | +74.7% | +85.9% | +82.8% |
| RSI (14)Momentum oscillator 0–100 | 45.5 | 38.5 | 61.0 | 64.2 |
| Avg Volume (50D)Average daily shares traded | 2.8M | 887K | 2.0M | 6.6M |
Analyst Outlook
Evenly matched — WHR and SWK each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WHR as "Hold", ALLE as "Hold", SWK as "Hold", CARR as "Buy". Consensus price targets imply 26.1% upside for ALLE (target: $173) vs -1.8% for WHR (target: $47). For income investors, WHR offers the higher dividend yield at 11.04% vs CARR's 1.36%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | $47.33 | $172.50 | $89.17 | $67.50 |
| # AnalystsCovering analysts | 19 | 23 | 37 | 26 |
| Dividend YieldAnnual dividend ÷ price | +11.0% | +1.5% | +4.1% | +1.4% |
| Dividend StreakConsecutive years of raises | 0 | 12 | 16 | 6 |
| Dividend / ShareAnnual DPS | $5.32 | $2.03 | $3.29 | $0.91 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.7% | +0.1% | +5.2% |
ALLE leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WHR leads in 1 (Valuation Metrics). 2 tied.
WHR vs ALLE vs SWK vs CARR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WHR or ALLE or SWK or CARR a better buy right now?
For growth investors, Allegion plc (ALLE) is the stronger pick with 7.
8% revenue growth year-over-year, versus -6. 5% for Whirlpool Corporation (WHR). Whirlpool Corporation (WHR) offers the better valuation at 8. 5x trailing P/E (10. 0x forward), making it the more compelling value choice. Analysts rate Carrier Global Corporation (CARR) a "Buy" — based on 26 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.
02Which has the better valuation — WHR or ALLE or SWK or CARR?
On trailing P/E, Whirlpool Corporation (WHR) is the cheapest at 8.
5x versus Carrier Global Corporation at 39. 5x. On forward P/E, Whirlpool Corporation is actually cheaper at 10. 0x.
03Which is the better long-term investment — WHR or ALLE or SWK or CARR?
Over the past 5 years, Carrier Global Corporation (CARR) delivered a total return of +58.
0%, compared to -68. 5% for Whirlpool Corporation (WHR). Over 10 years, the gap is even starker: CARR returned +491. 3% versus WHR's -43. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WHR or ALLE or SWK or CARR?
By beta (market sensitivity over 5 years), Allegion plc (ALLE) is the lower-risk stock at 0.
66β versus Stanley Black & Decker, Inc. 's 1. 83β — meaning SWK is approximately 177% more volatile than ALLE relative to the S&P 500. On balance sheet safety, Stanley Black & Decker, Inc. (SWK) carries a lower debt/equity ratio of 65% versus 3% for Whirlpool Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — WHR or ALLE or SWK or CARR?
By revenue growth (latest reported year), Allegion plc (ALLE) is pulling ahead at 7.
8% versus -6. 5% for Whirlpool Corporation (WHR). On earnings-per-share growth, the picture is similar: Whirlpool Corporation grew EPS 196. 4% year-over-year, compared to -72. 4% for Carrier Global Corporation. Over a 3-year CAGR, CARR leads at 7. 9% 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.
06Which has better profit margins — WHR or ALLE or SWK or CARR?
Allegion plc (ALLE) is the more profitable company, earning 15.
8% net margin versus 2. 0% for Whirlpool Corporation — 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 4. 7% for WHR. 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.
07Is WHR or ALLE or SWK or CARR more undervalued right now?
On forward earnings alone, Whirlpool Corporation (WHR) trades at 10.
0x forward P/E versus 23. 9x for Carrier Global Corporation — 13. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALLE: 26. 1% to $172. 50.
08Which pays a better dividend — WHR or ALLE or SWK or CARR?
All stocks in this comparison pay dividends.
Whirlpool Corporation (WHR) offers the highest yield at 11. 0%, versus 1. 4% for Carrier Global Corporation (CARR).
09Is WHR or ALLE or SWK or CARR better for a retirement portfolio?
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.
66), 1. 5% yield, +123. 6% 10Y return). Stanley Black & Decker, Inc. (SWK) carries a higher beta of 1. 83 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ALLE: +123. 6%, SWK: -0. 7%), 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.
10What are the main differences between WHR and ALLE and SWK and CARR?
These companies operate in different sectors (WHR (Consumer Cyclical) and ALLE (Industrials) and SWK (Industrials) and CARR (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: WHR is a small-cap deep-value stock; ALLE is a mid-cap quality compounder stock; SWK is a mid-cap income-oriented stock; CARR is a mid-cap quality compounder stock. 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.
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