VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Allegion Public Limited Company vs Graco 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

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
Moat score
67/ 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 Graco Inc.'s moat claims, evidence, and risks.

View GGG analysis

Comparison highlights

  • Moat score gap: Graco Inc. leads (67 / 100 vs 64 / 100 for Allegion Public Limited Company).
  • Segment focus: Allegion Public Limited Company has 2 segments (79.9% in Allegion Americas); Graco Inc. has 3 segments (49.4% in Contractor).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Allegion Public Limited Company has 6 moat types across 3 domains; Graco Inc. has 7 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%

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

Side-by-side metrics

Allegion Public Limited Company
Graco Inc.
Ticker / Exchange
ALLE - New York Stock Exchange
GGG - New York Stock Exchange
Market cap (USD)
$13.9B
$13.8B
Gross margin (TTM)
45.1%
52.3%
Operating margin (TTM)
21%
26.6%
Net margin (TTM)
16.1%
22.7%
Sector
Industrials
Industrials
Industry
Security & Protection Services
Industrial - Machinery
HQ country
IE
US
Primary segment
Allegion Americas
Contractor
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
67 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2025-12-26
2026-01-05

Moat coverage

Shared moat types

Design In QualificationDistribution ControlBrand TrustService Field Network

Allegion Public Limited Company strengths

Compliance AdvantageData Workflow Lockin

Graco Inc. strengths

Operational ExcellenceInstalled Base ConsumablesScope Economies

Segment mix

Allegion Public Limited Company segments

Full profile >

Allegion Americas

Competitive

79.9%

Allegion International

Competitive

20.1%

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.