VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

Allegion Public Limited Company vs Constellation Software Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Allegion Public Limited Company

ALLE · New York Stock Exchange

Market cap (USD)$13.9B
Gross margin (TTM)45.1%
Operating margin (TTM)21%
Net margin (TTM)16.1%
SectorIndustrials
IndustrySecurity & Protection Services
CountryIE
Data as of2025-12-26
Moat score
64/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Allegion Public Limited Company's moat claims, evidence, and risks.

View ALLE analysis

Constellation Software Inc.

CSU · Toronto Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryCA
Data as of2026-01-02
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Constellation Software Inc.'s moat claims, evidence, and risks.

View CSU analysis

Comparison highlights

  • Moat score gap: Constellation Software Inc. leads (74 / 100 vs 64 / 100 for Allegion Public Limited Company).
  • Segment focus: Allegion Public Limited Company has 2 segments (79.9% in Allegion Americas); Constellation Software Inc. has 6 segments.
  • Moat breadth: Allegion Public Limited Company has 6 moat types across 3 domains; Constellation Software Inc. has 3 across 2.

Primary market context

Allegion Public Limited Company

Allegion Americas

Market

Security products, access solutions, and related services (mechanical + electronic) in North America

Geography

North America

Customer

Commercial, institutional, and residential facilities; channel partners (distributors, installers, retailers)

Role

Manufacturer/brand owner; sells via distribution/retail; provides services and some SaaS

Revenue share

79.9%

Constellation Software Inc.

Volaris Operating Group

Market

Vertical market software (VMS) portfolios across diverse industries (Volaris)

Geography

Global (North America, Continental Europe, UK, Australia, South America, Africa)

Customer

Organizations in specific verticals (mix of public and private sector)

Role

Vertical market software vendor (application provider + long-term maintainer)

Side-by-side metrics

Allegion Public Limited Company
Constellation Software Inc.
Ticker / Exchange
ALLE - New York Stock Exchange
CSU - Toronto Stock Exchange
Market cap (USD)
$13.9B
n/a
Gross margin (TTM)
45.1%
n/a
Operating margin (TTM)
21%
n/a
Net margin (TTM)
16.1%
n/a
Sector
Industrials
Technology
Industry
Security & Protection Services
n/a
HQ country
IE
CA
Primary segment
Allegion Americas
Volaris Operating Group
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
74 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2025-12-26
2026-01-02

Moat coverage

Shared moat types

No overlap yet.

Allegion Public Limited Company strengths

Design In QualificationDistribution ControlBrand TrustCompliance AdvantageService Field NetworkData Workflow Lockin

Constellation Software Inc. strengths

Switching Costs GeneralInstalled Base ConsumablesOperational Excellence

Segment mix

Allegion Public Limited Company segments

Full profile >

Allegion Americas

Competitive

79.9%

Allegion International

Competitive

20.1%

Constellation Software Inc. segments

Full profile >

Volaris Operating Group

Competitive

n/a

Harris Operating Group

Competitive

n/a

Topicus.com Operating Group

Competitive

n/a

Jonas Operating Group

Competitive

n/a

Perseus Operating Group

Competitive

n/a

Vela Operating Group

Competitive

n/a

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.