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ALLE vs. CRM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ALLE vs. CRM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allegion plc (ALLE) and salesforce.com, inc. (CRM). The values are adjusted to include any dividend payments, if applicable.

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ALLE vs. CRM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALLE
Allegion plc
-9.12%23.54%4.66%22.32%-19.26%15.06%-5.41%57.89%1.18%25.32%
CRM
salesforce.com, inc.
-29.70%-20.25%27.76%98.46%-47.83%14.20%36.82%18.74%33.98%49.33%

Fundamentals

EPS

ALLE:

$11.17

CRM:

$7.78

PE Ratio

ALLE:

12.91

CRM:

23.94

PEG Ratio

ALLE:

1.45

CRM:

0.05

PS Ratio

ALLE:

2.04

CRM:

4.30

Total Revenue (TTM)

ALLE:

$4.07B

CRM:

$41.53B

Gross Profit (TTM)

ALLE:

$1.84B

CRM:

$32.26B

EBITDA (TTM)

ALLE:

$968.60M

CRM:

$10.85B

Returns By Period

In the year-to-date period, ALLE achieves a -9.12% return, which is significantly higher than CRM's -29.70% return. Both investments have delivered pretty close results over the past 10 years, with ALLE having a 9.54% annualized return and CRM not far ahead at 9.55%.


ALLE

1D
-0.78%
1M
-10.95%
YTD
-9.12%
6M
-17.86%
1Y
11.54%
3Y*
12.17%
5Y*
3.93%
10Y*
9.54%

CRM

1D
-0.23%
1M
-3.48%
YTD
-29.70%
6M
-20.85%
1Y
-30.62%
3Y*
-1.92%
5Y*
-2.93%
10Y*
9.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ALLE vs. CRM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALLE
ALLE Risk / Return Rank: 5454
Overall Rank
ALLE Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
ALLE Sortino Ratio Rank: 5151
Sortino Ratio Rank
ALLE Omega Ratio Rank: 5050
Omega Ratio Rank
ALLE Calmar Ratio Rank: 5555
Calmar Ratio Rank
ALLE Martin Ratio Rank: 5757
Martin Ratio Rank

CRM
CRM Risk / Return Rank: 99
Overall Rank
CRM Sharpe Ratio Rank: 77
Sharpe Ratio Rank
CRM Sortino Ratio Rank: 99
Sortino Ratio Rank
CRM Omega Ratio Rank: 1010
Omega Ratio Rank
CRM Calmar Ratio Rank: 1313
Calmar Ratio Rank
CRM Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALLE vs. CRM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allegion plc (ALLE) and salesforce.com, inc. (CRM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ALLECRMDifference

Sharpe ratio

Return per unit of total volatility

0.44

-0.87

+1.31

Sortino ratio

Return per unit of downside risk

0.85

-1.13

+1.99

Omega ratio

Gain probability vs. loss probability

1.11

0.86

+0.25

Calmar ratio

Return relative to maximum drawdown

0.59

-0.78

+1.37

Martin ratio

Return relative to average drawdown

1.55

-1.65

+3.20

ALLE vs. CRM - Sharpe Ratio Comparison

The current ALLE Sharpe Ratio is 0.44, which is higher than the CRM Sharpe Ratio of -0.87. The chart below compares the historical Sharpe Ratios of ALLE and CRM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ALLECRMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.44

-0.87

+1.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.15

-0.08

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.28

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.46

-0.05

Correlation

The correlation between ALLE and CRM is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ALLE vs. CRM - Dividend Comparison

ALLE's dividend yield for the trailing twelve months is around 1.44%, more than CRM's 0.89% yield.


TTM20252024202320222021202020192018201720162015
ALLE
Allegion plc
1.44%1.28%1.47%1.42%1.56%1.09%1.10%0.87%1.05%0.80%0.75%0.61%
CRM
salesforce.com, inc.
0.89%0.63%0.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ALLE vs. CRM - Drawdown Comparison

The maximum ALLE drawdown since its inception was -43.25%, smaller than the maximum CRM drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for ALLE and CRM.


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Drawdown Indicators


ALLECRMDifference

Max Drawdown

Largest peak-to-trough decline

-43.25%

-70.50%

+27.25%

Max Drawdown (1Y)

Largest decline over 1 year

-20.44%

-38.51%

+18.07%

Max Drawdown (5Y)

Largest decline over 5 years

-38.87%

-58.62%

+19.75%

Max Drawdown (10Y)

Largest decline over 10 years

-43.25%

-58.62%

+15.37%

Current Drawdown

Current decline from peak

-19.51%

-48.98%

+29.47%

Average Drawdown

Average peak-to-trough decline

-10.76%

-15.83%

+5.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.73%

18.29%

-10.56%

Volatility

ALLE vs. CRM - Volatility Comparison

The current volatility for Allegion plc (ALLE) is 5.00%, while salesforce.com, inc. (CRM) has a volatility of 11.35%. This indicates that ALLE experiences smaller price fluctuations and is considered to be less risky than CRM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALLECRMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.00%

11.35%

-6.35%

Volatility (6M)

Calculated over the trailing 6-month period

16.93%

26.89%

-9.96%

Volatility (1Y)

Calculated over the trailing 1-year period

26.10%

35.34%

-9.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.68%

36.01%

-10.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.58%

34.72%

-8.14%

Financials

ALLE vs. CRM - Financials Comparison

This section allows you to compare key financial metrics between Allegion plc and salesforce.com, inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B12.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.03B
11.20B
(ALLE) Total Revenue
(CRM) Total Revenue
Values in USD except per share items

ALLE vs. CRM - Profitability Comparison

The chart below illustrates the profitability comparison between Allegion plc and salesforce.com, inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
44.5%
77.6%
Portfolio components
ALLE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Allegion plc reported a gross profit of 459.50M and revenue of 1.03B. Therefore, the gross margin over that period was 44.5%.

CRM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, salesforce.com, inc. reported a gross profit of 8.69B and revenue of 11.20B. Therefore, the gross margin over that period was 77.6%.

ALLE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Allegion plc reported an operating income of 209.60M and revenue of 1.03B, resulting in an operating margin of 20.3%.

CRM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, salesforce.com, inc. reported an operating income of 1.87B and revenue of 11.20B, resulting in an operating margin of 16.7%.

ALLE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Allegion plc reported a net income of 147.50M and revenue of 1.03B, resulting in a net margin of 14.3%.

CRM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, salesforce.com, inc. reported a net income of 1.94B and revenue of 11.20B, resulting in a net margin of 17.4%.