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ALLE vs. CRM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ALLE and CRM is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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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Key characteristics

Sharpe Ratio

ALLE:

0.59

CRM:

0.02

Sortino Ratio

ALLE:

1.08

CRM:

0.27

Omega Ratio

ALLE:

1.13

CRM:

1.04

Calmar Ratio

ALLE:

0.71

CRM:

-0.00

Martin Ratio

ALLE:

1.52

CRM:

-0.00

Ulcer Index

ALLE:

10.40%

CRM:

14.92%

Daily Std Dev

ALLE:

24.95%

CRM:

38.78%

Max Drawdown

ALLE:

-43.25%

CRM:

-70.50%

Current Drawdown

ALLE:

-6.80%

CRM:

-24.93%

Fundamentals

Market Cap

ALLE:

$12.21B

CRM:

$268.40B

EPS

ALLE:

$7.12

CRM:

$6.36

PE Ratio

ALLE:

19.92

CRM:

43.31

PEG Ratio

ALLE:

1.95

CRM:

1.26

PS Ratio

ALLE:

3.20

CRM:

7.08

PB Ratio

ALLE:

7.55

CRM:

4.39

Total Revenue (TTM)

ALLE:

$3.82B

CRM:

$28.76B

Gross Profit (TTM)

ALLE:

$1.70B

CRM:

$22.28B

EBITDA (TTM)

ALLE:

$945.10M

CRM:

$5.74B

Returns By Period

In the year-to-date period, ALLE achieves a 8.99% return, which is significantly higher than CRM's -17.49% return. Over the past 10 years, ALLE has underperformed CRM with an annualized return of 9.95%, while CRM has yielded a comparatively higher 14.52% annualized return.


ALLE

YTD

8.99%

1M

16.19%

6M

-0.59%

1Y

14.29%

5Y*

8.44%

10Y*

9.95%

CRM

YTD

-17.49%

1M

7.96%

6M

-14.22%

1Y

0.13%

5Y*

8.74%

10Y*

14.52%

*Annualized

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Risk-Adjusted Performance

ALLE vs. CRM — Risk-Adjusted Performance Rank

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

ALLE
The Risk-Adjusted Performance Rank of ALLE is 7171
Overall Rank
The Sharpe Ratio Rank of ALLE is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of ALLE is 6969
Sortino Ratio Rank
The Omega Ratio Rank of ALLE is 6565
Omega Ratio Rank
The Calmar Ratio Rank of ALLE is 7878
Calmar Ratio Rank
The Martin Ratio Rank of ALLE is 6969
Martin Ratio Rank

CRM
The Risk-Adjusted Performance Rank of CRM is 4949
Overall Rank
The Sharpe Ratio Rank of CRM is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of CRM is 4545
Sortino Ratio Rank
The Omega Ratio Rank of CRM is 4545
Omega Ratio Rank
The Calmar Ratio Rank of CRM is 5151
Calmar Ratio Rank
The Martin Ratio Rank of CRM is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ALLE vs. CRM - Risk-Adjusted Performance 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.


The current ALLE Sharpe Ratio is 0.59, which is higher than the CRM Sharpe Ratio of 0.02. 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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Dividends

ALLE vs. CRM - Dividend Comparison

ALLE's dividend yield for the trailing twelve months is around 1.37%, more than CRM's 0.59% yield.


TTM20242023202220212020201920182017201620152014
ALLE
Allegion plc
1.37%1.47%1.42%1.56%1.09%1.10%0.87%1.05%0.80%0.75%0.61%0.58%
CRM
salesforce.com, inc.
0.59%0.48%0.00%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. For additional features, visit the drawdowns tool.


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Volatility

ALLE vs. CRM - Volatility Comparison

Allegion plc (ALLE) has a higher volatility of 11.56% compared to salesforce.com, inc. (CRM) at 10.27%. This indicates that ALLE's price experiences larger fluctuations and is considered to be riskier than CRM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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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


0.002.00B4.00B6.00B8.00B10.00B20212022202320242025
941.90M
9.99B
(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%20212022202320242025
44.9%
77.8%
(ALLE) Gross Margin
(CRM) Gross Margin
ALLE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Allegion plc reported a gross profit of 422.50M and revenue of 941.90M. Therefore, the gross margin over that period was 44.9%.

CRM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported a gross profit of 7.78B and revenue of 9.99B. Therefore, the gross margin over that period was 77.8%.

ALLE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Allegion plc reported an operating income of 196.40M and revenue of 941.90M, resulting in an operating margin of 20.9%.

CRM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported an operating income of 1.82B and revenue of 9.99B, resulting in an operating margin of 18.2%.

ALLE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Allegion plc reported a net income of 148.20M and revenue of 941.90M, resulting in a net margin of 15.7%.

CRM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported a net income of 1.71B and revenue of 9.99B, resulting in a net margin of 17.1%.