We Expect Wide-Moat Allegion Will Deliver Margin Expansion in 2025 Despite International Challenges
Allegion generates strong free cash flow and is a balanced capital allocator. The company can continue to use its free cash flow to increase its dividend, repurchase shares, make value-accretive ...
Allegion: Right Business Model At The Right Time
Allegion, an American provider of security products for homes and businesses globally, is now an $11 billion (by market cap) ...
We Believe the Vontier Business System Will Continue to Drive Solid Operating Margin Expansion
We are raising our fair value estimate to $43.50 from $42.50 after Vontier reported fourth-quarter results. For 2025 management anticipates full-year core sales growth of 1% to 3.5% and adjusted ...
Four Business Models Riding The Silver Tsunami
As baby boomers retire in record numbers, SMBs will need to find new owners or be shut down. New innovative models are ...