VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Allegion Public Limited Company vs Global Payments 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)$14B
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

Global Payments Inc.

GPN · New York Stock Exchange

Market cap (USD)$18.8B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
Moat score
62/ 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 Global Payments Inc.'s moat claims, evidence, and risks.

View GPN analysis

Comparison highlights

  • Moat score gap: Allegion Public Limited Company leads (64 / 100 vs 62 / 100 for Global Payments Inc.).
  • Segment focus: Allegion Public Limited Company has 2 segments (79.9% in Allegion Americas); Global Payments Inc. has 2 segments (76.1% in Merchant Solutions).
  • Moat breadth: Allegion Public Limited Company has 6 moat types across 3 domains; Global Payments Inc. has 6 across 4.

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%

Global Payments Inc.

Merchant Solutions

Market

Merchant acquiring and integrated payments (card-present and e-commerce)

Geography

Global

Customer

Merchants (SMB to enterprise) and software platforms

Role

Acquirer and payment processor

Revenue share

76.1%

Side-by-side metrics

Allegion Public Limited Company
Global Payments Inc.
Ticker / Exchange
ALLE - New York Stock Exchange
GPN - New York Stock Exchange
Market cap (USD)
$14B
$18.8B
Gross margin (TTM)
45.1%
n/a
Operating margin (TTM)
21%
n/a
Net margin (TTM)
16.1%
n/a
Sector
Industrials
Financials
Industry
Security & Protection Services
n/a
HQ country
IE
US
Primary segment
Allegion Americas
Merchant Solutions
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
64 / 100
62 / 100
Moat domains
Demand, Supply, Legal
Network, Demand, Supply, Legal
Last update
2025-12-26
2026-01-10

Moat coverage

Shared moat types

Compliance AdvantageData Workflow Lockin

Allegion Public Limited Company strengths

Design In QualificationDistribution ControlBrand TrustService Field Network

Global Payments Inc. strengths

Ecosystem ComplementsScale Economies Unit CostLong Term ContractsSwitching Costs General

Segment mix

Allegion Public Limited Company segments

Full profile >

Allegion Americas

Competitive

79.9%

Allegion International

Competitive

20.1%

Global Payments Inc. segments

Full profile >

Merchant Solutions

Competitive

76.1%

Issuer Solutions

Oligopoly

24.6%

Want the full wide moat stocks list?

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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.