ALLE vs WMS
Allegion vs Advanced Drainage Systems — AI-powered side-by-side comparison
VS
WMS
Advanced Drainage Systems
67
Buy
| Metric | ALLE | WMS |
|---|
| AI Score |
63
|
67
|
| Price |
$168.93
|
$144.02
|
| P/E Ratio |
22.05×
|
24.69×
|
| ROE |
31.1%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.8%
|
37.6%
|
| Debt / Equity |
0.96×
|
24.57×
|
| Dividend Yield |
1.3%
|
0.5%
|
| RSI (14) |
84.1
|
47.4
|
| Beta |
0.858
|
1.262
|
| Expected Upside |
+6.6%
|
+1.1%
|
AI Committee View
Current Innellis committee reasoning for ALLE versus WMS.
WMS leads by 4 points.
WMS scores 67/100 (Buy) versus ALLE at 63/100 (Buy).
ALLE Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 32.0% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 6.6x prices in significant intangible value — Value
- RSI at 84 is in overbought territory — Technical
- Weekly RSI at 82 -- overbought on the larger timeframe too — Technical
WMS Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is price-to-book of 5.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 23.4% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 5.5x prices in significant intangible value — Value