

Investors interested in Security and Safety Services stocks are likely familiar with Alarm.com Holdings (ALRM) and Assa Abloy AB (ASAZY). But which of these two stocks presents investors with the better value opportunity right now?

ASSA ABLOY AB (publ) (ASAZY) Q2 2026 Earnings Call Transcript

Investors interested in stocks from the Security and Safety Services sector have probably already heard of Alarm.com Holdings (ALRM) and Assa Abloy AB (ASAZY). But which of these two companies is the best option for those looking for undervalued stocks?

Assa Abloy is evolving from a cyclical lock maker to a high-margin, recurring-revenue access platform leader. There are structural tailwinds: from migration to electromechanical systems, software subscriptions, and a disciplined bolt-on M&A strategy driving resilient growth. Despite short-term headwinds like currency effects, inflation, and weak construction, Assa Abloy delivered solid results and insiders are buying the dip.

STOCKHOLM, April 28, 2026 /PRNewswire/ -- The Annual General Meeting of ASSA ABLOY AB was held on Tuesday April 28, 2026, in Stockholm, Sweden. Adoption of income statements and balance sheets and discharge from liability The Annual General Meeting adopted the parent company's and the Group's income statements and balance sheets for the financial year 2025.

ASSA ABLOY AB (publ) (ASAZY) Q1 2026 Earnings Call Transcript

Assa Abloy is a high-quality value compounder, consistently reinvesting in R&D and disciplined bolt-on acquisitions to drive superior long-term returns. The shift toward electromechanical systems and recurring software revenue is accelerating, with recurring revenue rising from 2% in 2018 to nearly 6% today. ASAZY's disciplined M&A strategy targets 5% annual growth, with a robust pipeline of over 900 potential targets and some acquisitions accretive from year one.

Assa Abloy AB (OTCMKTS:ASAZY - Get Free Report) has received a consensus recommendation of "Moderate Buy" from the six analysts that are presently covering the company, MarketBeat.com reports. Three equities research analysts have rated the stock with a hold rating, one has issued a buy rating and two have given a strong buy rating to
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