Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Security & Protection Services Stocks

Security & Protection Services: The Brink's Company owns the largest revenue base; Evolv Technologies Holdings, Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Security & Protection Services moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 24% ahead of S&P 500. Earnings across its companies grew 13% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 6 weeks running.

BREAKING OUT · ahead 6wPrice and the fundamentals both up8 of 12 companies ahead of S&P 500 by 5% or more over three months

RS ↑6w · 9/12 >200d (+3) · 8/12 lead (+5) · EPS 10/12↑

20020262025202420232022 437348 TRAILING 12-MONTH EPS · 100 AT THE START0100160Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingJun 2022 · trailing 12-month earnings per share at 108, against 100 at the start · no comparable year yet · 9 reportingSep 2022 · trailing 12-month earnings per share at 109, against 100 at the start · no comparable year yet · 9 reportingDec 2022 · trailing 12-month earnings per share at 115, against 100 at the start · no comparable year yet · 9 reportingMar 2023 · trailing 12-month earnings per share at 129, against 100 at the start · up 28.6% on a year ago · 9 reportingJun 2023 · trailing 12-month earnings per share at 119, against 100 at the start · up 10.6% on a year ago · 9 reportingSep 2023 · trailing 12-month earnings per share at 121, against 100 at the start · down 4.3% on a year ago · 9 reportingDec 2023 · trailing 12-month earnings per share at 118, against 100 at the start · down 38.5% on a year ago · 9 reportingMar 2024 · trailing 12-month earnings per share at 118, against 100 at the start · up 6.1% on a year ago · 9 reportingJun 2024 · trailing 12-month earnings per share at 90, against 100 at the start · up 12.8% on a year ago · 9 reportingSep 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 16.0% on a year ago · 9 reportingDec 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 11.4% on a year ago · 9 reportingMar 2025 · trailing 12-month earnings per share at 112, against 100 at the start · up 5.9% on a year ago · 9 reportingJun 2025 · trailing 12-month earnings per share at 138, against 100 at the start · up 19.2% on a year ago · 9 reportingSep 2025 · trailing 12-month earnings per share at 142, against 100 at the start · up 13.5% on a year ago · 9 reportingDec 2025 · trailing 12-month earnings per share at 143, against 100 at the start · up 6.3% on a year ago · 9 reportingMar 2026 · trailing 12-month earnings per share at 160, against 100 at the start · up 12.3% on a year ago · 9 reportingNot reported yet — earnings trail price by a quarter or two160 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 437348 TRAILING 12-MONTH EPS · 100 AT THE START0100160Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingJun 2022 · trailing 12-month earnings per share at 108, against 100 at the start · no comparable year yet · 9 reportingSep 2022 · trailing 12-month earnings per share at 109, against 100 at the start · no comparable year yet · 9 reportingDec 2022 · trailing 12-month earnings per share at 115, against 100 at the start · no comparable year yet · 9 reportingMar 2023 · trailing 12-month earnings per share at 129, against 100 at the start · up 28.6% on a year ago · 9 reportingJun 2023 · trailing 12-month earnings per share at 119, against 100 at the start · up 10.6% on a year ago · 9 reportingSep 2023 · trailing 12-month earnings per share at 121, against 100 at the start · down 4.3% on a year ago · 9 reportingDec 2023 · trailing 12-month earnings per share at 118, against 100 at the start · down 38.5% on a year ago · 9 reportingMar 2024 · trailing 12-month earnings per share at 118, against 100 at the start · up 6.1% on a year ago · 9 reportingJun 2024 · trailing 12-month earnings per share at 90, against 100 at the start · up 12.8% on a year ago · 9 reportingSep 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 16.0% on a year ago · 9 reportingDec 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 11.4% on a year ago · 9 reportingMar 2025 · trailing 12-month earnings per share at 112, against 100 at the start · up 5.9% on a year ago · 9 reportingJun 2025 · trailing 12-month earnings per share at 138, against 100 at the start · up 19.2% on a year ago · 9 reportingSep 2025 · trailing 12-month earnings per share at 142, against 100 at the start · up 13.5% on a year ago · 9 reportingDec 2025 · trailing 12-month earnings per share at 143, against 100 at the start · up 6.3% on a year ago · 9 reportingMar 2026 · trailing 12-month earnings per share at 160, against 100 at the start · up 12.3% on a year ago · 9 reportingNot reported yet — earnings trail price by a quarter or two160No earnings on file this far back — the price series reaches further than the filings do
Security & Protection Services, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 12 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Security & Protection Services outperforming S&P 500?

Security & Protection Services has outperformed S&P 500 by 3% over the last 52 weeks. Over 13 weeks the gap is a lead of 7.1%. 6 of 14 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. The GEO Group, Inc. is the strongest against the sector itself at +39.5%.

+7.1%Sector vs S&P 500 · 13 weeks
+3.0%Sector vs S&P 500 · 52 weeks
6/14Stocks leading S&P 500
6/14Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Security & Protection Services has outperformed S&P 500 by 3% over 52 weeks and 7.1% over 13 weeks. 6 of 14 covered companies beat the S&P 500 on Mansfield relative strength, while 6 of 14 beat the sector itself. The Brink's Company leads with revenue of $5,390 million, based on 10 of 14 comparable companies through Mar 2026.

Companies
14
complete canonical membership
Combined market value
$47.6B
Allegion plc
Revenue growing
10/10
positive TTM year-on-year growth
Beating S&P 500
6/14
positive Mansfield relative strength
Comparing 5 of 14
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
The GEO Group, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 81.1% evidence confidence.
Brady Corporation has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1The GEO Group, Inc.GEO 73.6/100Favorable setup81% evidence LEADER 25.5/35 Revenue 12.7% · PAT 100% · OPM change 2.6 pp 83% evidence 11.9/25 ROCE 2.7% · OPM 12.7% 76% evidence 16.2/20 P/E 8.5× · PEG 0.4 65% evidence 20.0/20 RS sector 39.5% · RS bench 40.1% · 1Y 46.7%12 of 12 weeks ahead 100% evidence
Exact sum: 25.5 + 11.9 + 16.2 + 20 = 73.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2CoreCivic, Inc.CXW 70.3/100Favorable setup81% evidence LEADER 25.1/35 Revenue 19.9% · PAT 54.8% · OPM change 1.7 pp 83% evidence 12.1/25 ROCE 2.4% · OPM 11.4% 76% evidence 14.4/20 P/E 15.4× · PEG 0.43 65% evidence 18.7/20 RS sector 27.3% · RS bench 27.7% · 1Y 47.1%12 of 12 weeks ahead 100% evidence
Exact sum: 25.1 + 12.1 + 14.4 + 18.7 = 70.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3CompX International Inc.CIX 65.5/100Favorable setup75% evidence BREAKING OUT 22.2/35 Revenue 7.4% · PAT 11.1% · OPM change 2.8 pp 83% evidence 15.4/25 ROCE 4.9% · OPM 17.4% 76% evidence 12.3/20 P/E 14.2× · PEG 1.16 65% evidence 15.6/20 RS sector 7.9% · RS bench 7.9% · 1Y 7.5%4 of 12 weeks ahead 70% evidence
Exact sum: 22.2 + 15.4 + 12.3 + 15.6 = 65.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4MSA Safety IncorporatedMSA 54.5/100Thin evidence · provisional58% evidence TURNING 19.1/35 Revenue — · PAT — · OPM change 1.6 pp 45% evidence 14.8/25 ROCE 4.9% · OPM 20.1% 76% evidence 9.3/20 P/E 21.7× · PEG — 15% evidence 11.3/20 RS sector 1.1% · RS bench 1% · 1Y 10.9%2 of 12 weeks ahead 100% evidence
Exact sum: 19.1 + 14.8 + 9.3 + 11.3 = 54.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Brady CorporationBRC 53.4/100Mixed-positive evidence85% evidence TURNING 14.7/35 Revenue 11% · PAT 8.3% · OPM change -0.8 pp 95% evidence 16.1/25 ROCE 5.1% · OPM 16.8% 76% evidence 7.3/20 P/E 18.6× · PEG 2.15 65% evidence 15.3/20 RS sector 5.8% · RS bench 5.7% · 1Y 38.3%4 of 12 weeks ahead 100% evidence
Exact sum: 14.7 + 16.1 + 7.3 + 15.3 = 53.4 · Decision use: Price leads the evidence: RS versus the benchmark is 5.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
6Allegion plcALLE 52.8/100Thin evidence · provisional58% evidence TURNING 15.9/35 Revenue — · PAT — · OPM change -2 pp 45% evidence 17.2/25 ROCE 5.8% · OPM 18.9% 76% evidence 10.1/20 P/E 18.4× · PEG — 15% evidence 9.6/20 RS sector -5% · RS bench -5.3% · 1Y 1%2 of 12 weeks ahead 100% evidence
Exact sum: 15.9 + 17.2 + 10.1 + 9.6 = 52.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Mistras Group, Inc.MG 52.3/100Mixed-positive evidence68% evidence ASLEEP 18.9/35 Revenue 3.3% · PAT 57.1% · OPM change 3.4 pp 62% evidence 6.6/25 ROCE 1.1% · OPM 2.8% 76% evidence 13.6/20 P/E 21.1× · PEG 0.43 65% evidence 13.2/20 RS sector 2.8% · RS bench 3.2% · 1Y 82.5%5 of 12 weeks ahead 70% evidence
Exact sum: 18.9 + 6.6 + 13.6 + 13.2 = 52.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8ADT Inc.ADT 43.7/100Thin evidence · provisional58% evidence TURNING 15.2/35 Revenue — · PAT — · OPM change 0.1 pp 45% evidence 9.9/25 ROCE 2.2% · OPM 12.7% 76% evidence 11.0/20 P/E 9.2× · PEG — 15% evidence 7.6/20 RS sector -8.8% · RS bench -8.9% · 1Y -6.9%1 of 12 weeks ahead 100% evidence
Exact sum: 15.2 + 9.9 + 11 + 7.6 = 43.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Evolv Technologies Holdings, Inc.EVLV 43.7/100Thin evidence · provisional55% evidence ASLEEP 25.3/35 Revenue 42.5% · PAT — · OPM change 26.7 pp 62% evidence 4.0/25 ROCE -5% · OPM -18.3% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 4.4/20 RS sector -18.1% · RS bench -18.2% · 1Y -17.7%4 of 12 weeks ahead 70% evidence
Exact sum: 25.3 + 4 + 10 + 4.4 = 43.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Bridger Aerospace Group Holdings, Inc.BAER 42.5/100Thin evidence · provisional55% evidence TURNING 16.7/35 Revenue 6.4% · PAT — · OPM change 51.4 pp 62% evidence 12.1/25 ROCE 3% · OPM 96.3% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 3.7/20 RS sector -20% · RS bench -20.2% · 1Y -5.3%0 of 12 weeks ahead 70% evidence
Exact sum: 16.7 + 12.1 + 10 + 3.7 = 42.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11The Brink's CompanyBCO 35.6/100Mixed-negative evidence81% evidence TURNING 12.2/35 Revenue 7.3% · PAT 9.7% · OPM change -1.6 pp 83% evidence 9.8/25 ROCE 2.2% · OPM 8% 76% evidence 8.9/20 P/E 24.2× · PEG 1.51 65% evidence 4.7/20 RS sector -6.2% · RS bench -6.4% · 1Y 11.8%3 of 12 weeks ahead 100% evidence
Exact sum: 12.2 + 9.8 + 8.9 + 4.7 = 35.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
12NLI Holdings, Inc.NL 34.7/100Adverse evidence65% evidence BASING 13.6/35 Revenue 7.4% · PAT -150% · OPM change 2.3 pp 83% evidence 7.2/25 ROCE 0.9% · OPM 10.1% 76% evidence 8.8/20 P/E 30.8× · PEG — 15% evidence 5.1/20 RS sector -13% · RS bench -12.9% · 1Y -4.1%0 of 12 weeks ahead 70% evidence
Exact sum: 13.6 + 7.2 + 8.8 + 5.1 = 34.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Napco Security Technologies, Inc.NSSC 27.0/100Adverse evidence75% evidence ASLEEP 9.0/35 Revenue 8.8% · PAT -15.6% · OPM change -27.8 pp 83% evidence 7.2/25 ROCE -0.7% · OPM -2.4% 76% evidence 5.0/20 P/E 37.9× · PEG 2.27 65% evidence 5.8/20 RS sector -10.5% · RS bench -10.7% · 1Y 34.5%0 of 12 weeks ahead 70% evidence
Exact sum: 9 + 7.2 + 5 + 5.8 = 27 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Concorde International Group Ltd.YOOV 37.2/100Thin evidence · provisional32% evidence 15.9/35 Revenue — · PAT — · OPM change — 9% evidence 6.8/25 ROCE -92.2% · OPM — 46% evidence 11.5/20 P/E 5.2× · PEG — 15% evidence 3.0/20 RS sector -68.2% · RS bench -69.7% · 1Y -84.6%0 of 8 weeks ahead to 2026-07-10 70% evidence
Exact sum: 15.9 + 6.8 + 11.5 + 3 = 37.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 14 companies
04 · what price has already done

Market action

Mistras Group, Inc. has the strongest one-year price move in Security & Protection Services at +82.5%. The GEO Group, Inc. leads on Mansfield relative strength against the S&P 500 at +40.1%. 6 of 14 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

The Brink's Company has the highest Revenue among the 14 Security & Protection Services companies compared here, at $5,390 million. The GEO Group, Inc. is next at $2,731 million. Evolv Technologies Holdings, Inc. has the highest Revenue growth at 42.5%, so level and change sit with different companies. Its Revenue series carries 19 reported observations across the 20-quarter window.

What the numbers say: The Brink's Company is the scale leader at $5,390 million, 97.4% ahead of The GEO Group, Inc.. Evolv Technologies Holdings, Inc.'s growth is 42.5% from a $161 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderThe Brink's Company · $5,390 million
Gap97.4% versus #2 · The GEO Group, Inc.
Persistence8/8 recent comparable periods
Coverage10/14 companies · 253 observations

Investor read: The Brink's Company is the scale benchmark; Evolv Technologies Holdings, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: The Brink's Company's growth falls below Evolv Technologies Holdings, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
3CoreCivic, Inc. CXW$2.3B
Revenue · company comparison
10/14 level · 10/14 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
ADT Inc. ADT$2.6B0.9%Jun 2026
The Brink's Company BCO$1.4B10%Mar 2026
Allegion plc ALLE$1.0B9.8%Jun 2026
The GEO Group, Inc. GEO$705M17%Mar 2026
CoreCivic, Inc. CXW$615M26%Mar 2026
MSA Safety Incorporated MSA$464M10%Jun 2026
Brady Corporation BRC$435M14%Jun 2026
Mistras Group, Inc. MG$169M4.3%Mar 2026
Napco Security Technologies, Inc. NSSC$49M11%Mar 2026
Evolv Technologies Holdings, Inc. EVLV$46M44%Mar 2026
CompX International Inc. CIX$41M2.5%Mar 2026
NLI Holdings, Inc. NL$41M2.5%Mar 2026
Bridger Aerospace Group Holdings, Inc. BAER$9M-44%Mar 2026
Concorde International Group Ltd. YOOV$6M20%Dec 2025
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$2.6B
$1.1B
$3.1B
$3.2B
$2.6B
$1.0B
$2.6B
$2.3B
$2.4B
$2.3B
$2.4B
$2.4B
$2.5B
$2.5B
$2.5B
$2.6B
$2.6B
$2.6B
$2.6B

Allegion plc · ALLE

$717M
$709M
$724M
$773M
$914M
$862M
$923M
$913M
$918M
$897M
$894M
$966M
$967M
$946M
$942M
$1.0B
$1.1B
$1.0B
$1.0B

Brady Corporation · BRC

$306M
$321M
$318M
$339M
$324M
$323M
$326M
$337M
$346M
$332M
$323M
$343M
$343M
$377M
$357M
$383M
$397M
$405M
$384M
$435M

CompX International Inc. · CIX

$35M
$34M
$42M
$42M
$43M
$40M
$41M
$37M
$40M
$43M
$38M
$36M
$34M
$38M
$40M
$40M
$40M
$38M
$41M

CoreCivic, Inc. · CXW

$471M
$472M
$453M
$457M
$464M
$471M
$458M
$464M
$484M
$491M
$501M
$490M
$492M
$479M
$489M
$538M
$580M
$604M
$615M

Evolv Technologies Holdings, Inc. · EVLV

$8M
$7M
$9M
$9M
$17M
$21M
$19M
$20M
$20M
$21M
$22M
$25M
$27M
$29M
$32M
$33M
$43M
$39M
$46M

Mistras Group, Inc. · MG

$175M
$171M
$162M
$179M
$178M
$168M
$168M
$176M
$179M
$182M
$184M
$190M
$183M
$173M
$162M
$185M
$196M
$181M
$169M

MSA Safety Incorporated · MSA

$340M
$410M
$331M
$372M
$382M
$443M
$398M
$447M
$447M
$495M
$413M
$462M
$433M
$500M
$421M
$474M
$468M
$511M
$464M

Napco Security Technologies, Inc. · NSSC

$31M
$33M
$36M
$43M
$39M
$42M
$44M
$45M
$42M
$48M
$49M
$50M
$44M
$43M
$44M
$51M
$49M
$48M
$49M

NLI Holdings, Inc. · NL

$35M
$34M
$42M
$42M
$43M
$40M
$41M
$37M
$40M
$43M
$38M
$36M
$34M
$38M
$40M
$40M
$40M
$38M
$41M

The Brink's Company · BCO

$1.1B
$1.1B
$1.1B
$1.1B
$1.1B
$1.2B
$1.2B
$1.2B
$1.2B
$1.2B
$1.2B
$1.3B
$1.3B
$1.3B
$1.2B
$1.3B
$1.3B
$1.4B
$1.4B

The GEO Group, Inc. · GEO

$557M
$558M
$551M
$588M
$617M
$621M
$608M
$594M
$603M
$608M
$606M
$607M
$603M
$608M
$605M
$636M
$682M
$708M
$705M

Revenue growth · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

23%
-2.1%
-7.2%
-17%
-27%
-8.5%
129%
-6.9%
3.1%
5.4%
7.5%
6.6%
6.9%
4.3%
1.2%
0.9%

Allegion plc · ALLE

3.5%
27%
22%
27%
18%
0.4%
4.1%
-3.1%
5.8%
5.3%
5.5%
5.4%
5.8%
11%
9.2%
9.8%

Brady Corporation · BRC

5.9%
0.6%
2.5%
-0.6%
6.8%
2.8%
-0.9%
1.8%
-0.9%
14%
11%
12%
16%
7.4%
7.6%
14%

CompX International Inc. · CIX

17%
23%
18%
-2.4%
-12%
-7.0%
7.5%
-7.3%
-2.7%
-15%
-12%
5.3%
11%
18%
0.0%
2.5%

CoreCivic, Inc. · CXW

-1.7%
-1.5%
-0.2%
1.1%
1.5%
4.3%
4.3%
9.4%
5.6%
1.7%
-2.4%
-2.4%
9.8%
18%
26%
26%

Evolv Technologies Holdings, Inc. · EVLV

80%
113%
200%
111%
122%
18%
0.0%
16%
25%
35%
38%
45%
32%
59%
34%
44%

Mistras Group, Inc. · MG

0.6%
1.7%
-1.8%
3.7%
-1.7%
0.6%
8.3%
9.5%
8.0%
2.2%
-5.0%
-12%
-2.6%
7.1%
4.6%
4.3%

MSA Safety Incorporated · MSA

9.1%
12%
8.1%
20%
20%
17%
12%
3.8%
3.4%
-3.1%
1.0%
1.9%
2.6%
8.1%
2.2%
10%

Napco Security Technologies, Inc. · NSSC

23%
26%
27%
22%
4.7%
7.7%
14%
11%
11%
4.8%
-10%
-10%
2.0%
11%
12%
11%

NLI Holdings, Inc. · NL

17%
23%
18%
-2.4%
-12%
-7.0%
7.5%
-7.3%
-2.7%
-15%
-12%
5.3%
11%
18%
0.0%
2.5%

The Brink's Company · BCO

8.1%
5.7%
8.5%
10%
7.2%
7.9%
4.6%
4.3%
3.0%
2.6%
1.4%
0.9%
3.8%
6.0%
9.1%
10%

The GEO Group, Inc. · GEO

4.1%
11%
11%
10%
1.0%
-2.3%
-2.1%
-0.3%
2.2%
0.0%
0.0%
-0.2%
4.8%
13%
16%
17%
06 · compare level, then change

Operating Economics & Margin Trend

Bridger Aerospace Group Holdings, Inc. has the highest OPM among the 14 Security & Protection Services companies compared here, at 96.3%. MSA Safety Incorporated is next at 20.1%. The same company also holds the highest Margin change, at +51.4 percentage points. 13 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Bridger Aerospace Group Holdings, Inc. leads both opm at 96.3% and margin change at +51.4 percentage points.

LeaderBridger Aerospace Group Holdings, Inc. · 96.3%
Gap379.1% versus #2 · MSA Safety Incorporated
Persistence7/8 recent comparable periods
Coverage13/14 companies · 245 observations

Investor read: Bridger Aerospace Group Holdings, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Operating margin · company comparison
13/14 level · 13/14 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Bridger Aerospace Group Holdings, Inc. BAER96%+51.4 ppMar 2026
MSA Safety Incorporated MSA20%+1.6 ppJun 2026
Allegion plc ALLE19%−2.0 ppJun 2026
CompX International Inc. CIX17%+2.8 ppMar 2026
Brady Corporation BRC17%−0.8 ppJun 2026
ADT Inc. ADT13%+0.1 ppJun 2026
The GEO Group, Inc. GEO13%+2.6 ppMar 2026
CoreCivic, Inc. CXW11%+1.7 ppMar 2026
NLI Holdings, Inc. NL10%+2.3 ppMar 2026
The Brink's Company BCO8.0%−1.6 ppMar 2026
Mistras Group, Inc. MG2.8%+3.4 ppMar 2026
Napco Security Technologies, Inc. NSSC-2.4%−27.8 ppMar 2026
Evolv Technologies Holdings, Inc. EVLV-18%+26.7 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

0.9%
0.9%
2.5%
6.6%
0.1%
44%
-1.0%
14%
13%
13%
12%
12%
13%
12%
13%
13%
12%
13%
13%

Allegion plc · ALLE

19%
16%
16%
19%
18%
19%
19%
20%
21%
18%
19%
22%
22%
20%
21%
22%
22%
20%
19%

Brady Corporation · BRC

13%
14%
14%
16%
16%
16%
15%
19%
18%
18%
17%
19%
19%
16%
14%
18%
15%
17%
16%
17%

CompX International Inc. · CIX

15%
11%
15%
19%
14%
14%
17%
12%
16%
17%
9.8%
14%
9.9%
13%
15%
16%
12%
15%
17%

CoreCivic, Inc. · CXW

13%
14%
10%
9.2%
6.5%
11%
8.7%
8.1%
7.7%
11%
11%
9.9%
9.0%
8.0%
9.7%
12%
8.7%
9.2%
11%

Evolv Technologies Holdings, Inc. · EVLV

-230%
-304%
-274%
-279%
-161%
-130%
-121%
-119%
-106%
-108%
-99%
-89%
-70%
-65%
-45%
-54%
-20%
-21%
-18%

Mistras Group, Inc. · MG

5.3%
1.3%
-2.9%
5.3%
5.5%
3.0%
-1.1%
2.2%
-2.6%
0.4%
3.0%
6.3%
6.5%
6.1%
-0.6%
4.5%
10%
7.0%
2.8%

MSA Safety Incorporated · MSA

9.5%
-22%
13%
17%
17%
16%
-15%
21%
21%
21%
19%
22%
21%
24%
19%
18%
20%
22%
20%

Napco Security Technologies, Inc. · NSSC

14%
3.8%
13%
19%
9.2%
10%
24%
26%
28%
29%
29%
28%
27%
26%
25%
24%
28%
31%
-2.4%

NLI Holdings, Inc. · NL

6.6%
4.0%
9.2%
10%
7.5%
6.1%
10%
3.9%
9.1%
11%
3.6%
2.2%
6.0%
88%
7.8%
6.9%
4.6%
7.6%
10%

The Brink's Company · BCO

6.9%
13%
5.8%
8.5%
5.2%
12%
6.7%
8.7%
11%
8.2%
9.8%
9.3%
8.9%
8.3%
9.6%
10%
11%
13%
8.0%

The GEO Group, Inc. · GEO

13%
14%
15%
16%
16%
18%
15%
16%
14%
14%
13%
13%
14%
11%
10%
11%
6.0%
12%
13%

Margin change · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

+6.7 pp
−0.8 pp
+43.0 pp
−3.5 pp
+7.6 pp
+12.9 pp
−30.8 pp
+13.3 pp
−2.4 pp
+0.1 pp
−1.0 pp
+0.3 pp
+1.5 pp
−1.0 pp
+0.9 pp
+0.1 pp

Allegion plc · ALLE

−0.5 pp
−1.5 pp
+2.3 pp
+2.3 pp
+1.2 pp
+3.2 pp
−0.7 pp
+0.8 pp
+1.4 pp
+1.2 pp
+1.7 pp
+1.6 pp
−0.1 pp
−0.4 pp
+0.8 pp
−2.0 pp

Brady Corporation · BRC

+3.0 pp
+2.1 pp
+1.5 pp
+3.1 pp
+1.6 pp
+2.1 pp
+1.7 pp
−0.2 pp
+1.4 pp
−2.4 pp
−2.3 pp
−0.9 pp
−4.4 pp
+1.2 pp
+1.8 pp
−0.8 pp

CompX International Inc. · CIX

+2.7 pp
−1.0 pp
+2.5 pp
+2.1 pp
−6.7 pp
+2.4 pp
+3.6 pp
−7.3 pp
+2.3 pp
−6.3 pp
−4.6 pp
+4.8 pp
+1.5 pp
+2.0 pp
+2.3 pp
+2.8 pp

CoreCivic, Inc. · CXW

−3.5 pp
−6.1 pp
−2.7 pp
−1.3 pp
−1.1 pp
+1.2 pp
−0.1 pp
+2.2 pp
+1.8 pp
+1.3 pp
−2.9 pp
−1.2 pp
+2.1 pp
−0.3 pp
+1.2 pp
+1.7 pp

Evolv Technologies Holdings, Inc. · EVLV

−130.9 pp
+68.9 pp
+173.4 pp
+153.0 pp
+159.5 pp
+54.7 pp
+22.4 pp
+22.2 pp
+30.5 pp
+36.2 pp
+43.0 pp
+53.8 pp
+34.9 pp
+49.9 pp
+44.2 pp
+26.7 pp

Mistras Group, Inc. · MG

−1.1 pp
+0.2 pp
+1.7 pp
+1.8 pp
−3.1 pp
−8.1 pp
−2.6 pp
+4.1 pp
+4.1 pp
+9.1 pp
+5.7 pp
−3.6 pp
−1.8 pp
+3.9 pp
+0.9 pp
+3.4 pp

MSA Safety Incorporated · MSA

+6.2 pp
+7.3 pp
+37.6 pp
−28.0 pp
+4.7 pp
+4.3 pp
+4.7 pp
+34.5 pp
+0.4 pp
0.0 pp
+2.9 pp
−0.9 pp
−3.5 pp
−1.0 pp
−1.2 pp
+1.6 pp

Napco Security Technologies, Inc. · NSSC

+0.4 pp
−4.3 pp
+6.4 pp
+11.4 pp
+7.4 pp
+18.5 pp
+18.8 pp
+5.2 pp
+1.3 pp
−0.8 pp
−3.0 pp
−4.0 pp
−3.9 pp
+0.8 pp
+4.6 pp
−27.8 pp

NLI Holdings, Inc. · NL

+2.1 pp
+0.9 pp
+2.1 pp
+1.0 pp
−6.2 pp
+1.6 pp
+5.1 pp
−6.6 pp
−1.7 pp
−3.1 pp
+76.5 pp
+4.2 pp
+4.7 pp
−1.4 pp
−80.1 pp
+2.3 pp

The Brink's Company · BCO

+1.5 pp
−1.7 pp
−1.2 pp
+0.9 pp
+0.2 pp
+6.0 pp
−3.8 pp
+3.1 pp
+0.6 pp
−2.3 pp
+0.1 pp
−0.2 pp
+1.0 pp
+2.5 pp
+4.8 pp
−1.6 pp

The GEO Group, Inc. · GEO

+3.4 pp
+2.6 pp
+4.0 pp
+0.4 pp
−0.6 pp
−2.0 pp
−3.8 pp
−2.1 pp
−2.4 pp
−0.2 pp
−2.6 pp
−3.0 pp
−1.9 pp
−7.7 pp
+0.6 pp
+2.6 pp
07 · compare level, then change

Profit Scale & Acceleration

The GEO Group, Inc. has the highest Net profit among the 14 Security & Protection Services companies compared here, at $273 million. Brady Corporation is next at $210 million. The same company also holds the highest Profit growth, at the 100% top of the scoring scale. 10 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: The GEO Group, Inc. leads with $273 million of TTM profit, 30% above Brady Corporation. The GEO Group, Inc. shows ≥100% on the scoring scale (841.4% uncapped) growth from a $273 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderThe GEO Group, Inc. · $273 million
Gap30% versus #2 · Brady Corporation
Persistence4/8 recent comparable periods
Coverage10/14 companies · 253 observations

Investor read: The GEO Group, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Profit growthfastest growers
Net profit · company comparison
10/14 level · 7/14 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
ADT Inc. ADT$169M19%Jun 2026
Allegion plc ALLE$138M-6.8%Jun 2026
MSA Safety Incorporated MSA$71M18%Jun 2026
Brady Corporation BRC$58M12%Jun 2026
The GEO Group, Inc. GEO$38M90%Mar 2026
CoreCivic, Inc. CXW$38M52%Mar 2026
The Brink's Company BCO$35M-35%Mar 2026
CompX International Inc. CIX$6M20%Mar 2026
NLI Holdings, Inc. NL$5M400%Mar 2026
Mistras Group, Inc. MG$2M-20%Mar 2026
Napco Security Technologies, Inc. NSSC$0M-100%Mar 2026
Evolv Technologies Holdings, Inc. EVLV$-5M-1,467%Mar 2026
Concorde International Group Ltd. YOOV$-13M-8,400%Dec 2025
Bridger Aerospace Group Holdings, Inc. BAER$-31M22%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

$-109M
$-56M
$52M
$92M
$-168M
$350M
$-124M
$182M
$126M
$93M
$164M
$126M
$132M
$202M
$142M
$168M
$144M
$146M
$169M

Allegion plc · ALLE

$144M
$113M
$93M
$115M
$115M
$135M
$124M
$142M
$156M
$119M
$124M
$155M
$174M
$144M
$148M
$160M
$188M
$148M
$138M

Brady Corporation · BRC

$33M
$35M
$34M
$40M
$41M
$39M
$38M
$48M
$49M
$47M
$44M
$51M
$55M
$47M
$40M
$52M
$50M
$54M
$48M
$58M

CompX International Inc. · CIX

$4M
$3M
$5M
$6M
$5M
$5M
$6M
$4M
$6M
$7M
$4M
$5M
$3M
$5M
$5M
$5M
$4M
$5M
$6M

CoreCivic, Inc. · CXW

$30M
$28M
$19M
$11M
$68M
$24M
$12M
$15M
$14M
$26M
$10M
$19M
$21M
$19M
$25M
$39M
$26M
$27M
$38M

Evolv Technologies Holdings, Inc. · EVLV

$21M
$5M
$-14M
$-26M
$-19M
$-29M
$-29M
$-67M
$5M
$-17M
$-11M
$3M
$-30M
$-16M
$-2M
$-41M
$-2M
$11M
$-5M

Mistras Group, Inc. · MG

$3M
$0M
$-5M
$5M
$4M
$3M
$-5M
$0M
$-10M
$-3M
$1M
$6M
$6M
$5M
$-3M
$3M
$13M
$4M
$2M

MSA Safety Incorporated · MSA

$21M
$-61M
$36M
$48M
$45M
$51M
$-150M
$67M
$65M
$76M
$58M
$72M
$67M
$88M
$60M
$63M
$70M
$87M
$71M

Napco Security Technologies, Inc. · NSSC

$8M
$1M
$3M
$8M
$3M
$4M
$10M
$11M
$10M
$13M
$13M
$14M
$11M
$10M
$10M
$12M
$12M
$14M
$0M

NLI Holdings, Inc. · NL

$11M
$15M
$19M
$31M
$-8M
$-5M
$-6M
$-3M
$1M
$8M
$7M
$8M
$36M
$17M
$1M
$1M
$-7M
$-30M
$5M

The Brink's Company · BCO

$23M
$50M
$74M
$38M
$23M
$50M
$18M
$35M
$50M
$-6M
$52M
$50M
$32M
$40M
$54M
$48M
$38M
$72M
$35M

The GEO Group, Inc. · GEO

$35M
$-50M
$38M
$54M
$38M
$42M
$28M
$30M
$25M
$25M
$23M
$-33M
$26M
$16M
$20M
$29M
$174M
$32M
$38M

Profit growth · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

-338%
98%
-73%
-31%
4.8%
117%
-13%
33%
9.1%
-28%
19%

Allegion plc · ALLE

-3.4%
-20%
19%
33%
23%
36%
-12%
0.0%
9.2%
12%
21%
19%
3.2%
8.1%
2.8%
-6.8%

Brady Corporation · BRC

24%
11%
12%
20%
20%
21%
16%
6.3%
12%
0.0%
-9.1%
2.0%
-9.1%
15%
20%
12%

CompX International Inc. · CIX

20%
25%
67%
20%
-33%
20%
40%
-33%
25%
-50%
-29%
25%
0.0%
33%
0.0%
20%

CoreCivic, Inc. · CXW

-31%
127%
-14%
-37%
36%
-79%
8.3%
-17%
27%
50%
-27%
150%
105%
24%
42%
52%

Evolv Technologies Holdings, Inc. · EVLV

-190%
-680%
-700%
-1,467%

Mistras Group, Inc. · MG

-17%
33%
-100%
-350%
-200%
-400%
-50%
117%
-20%

MSA Safety Incorporated · MSA

92%
114%
-517%
40%
44%
49%
7.5%
3.1%
16%
3.5%
-13%
4.5%
-1.1%
18%

Napco Security Technologies, Inc. · NSSC

33%
-63%
300%
233%
38%
233%
225%
30%
27%
10%
-23%
-23%
-14%
9.1%
40%
-100%

NLI Holdings, Inc. · NL

138%
-173%
-133%
-132%
-110%
3,500%
113%
-86%
-88%
-119%
-276%
400%

The Brink's Company · BCO

41%
0.0%
0.0%
-76%
-7.9%
117%
-112%
189%
43%
-36%
3.9%
-4.0%
19%
80%
-35%

The GEO Group, Inc. · GEO

29%
8.6%
-26%
-44%
-34%
-40%
-18%
-210%
4.0%
-36%
-13%
569%
100%
90%
08 · compare level, then change

Return On Capital Employed

Allegion plc has the highest ROCE among the 14 Security & Protection Services companies compared here, at 5.8%. Brady Corporation is next at 5.1%. Evolv Technologies Holdings, Inc. has the highest ROCE change at +2.9 percentage points, so level and change sit with different companies. 14 of 14 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Allegion plc leads ROCE at 5.8%, 0.7 percentage points above Brady Corporation. Evolv Technologies Holdings, Inc. has the strongest latest improvement at +2.9 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderAllegion plc · 5.8%
Gap13.7% versus #2 · Brady Corporation
Persistence4/8 recent comparable periods
Coverage14/14 companies · 260 observations

Investor read: Allegion plc sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
Return on capital · company comparison
14/14 level · 14/14 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Allegion plc ALLE5.8%+0.3 ppJun 2026
Brady Corporation BRC5.1%−0.2 ppJun 2026
MSA Safety Incorporated MSA4.9%+0.8 ppJun 2026
CompX International Inc. CIX4.9%+1.2 ppMar 2026
Bridger Aerospace Group Holdings, Inc. BAER3.0%+0.1 ppMar 2026
The GEO Group, Inc. GEO2.7%+0.8 ppMar 2026
CoreCivic, Inc. CXW2.4%+0.6 ppMar 2026
ADT Inc. ADT2.2%−0.2 ppJun 2026
The Brink's Company BCO2.2%−0.3 ppMar 2026
Mistras Group, Inc. MG1.1%+1.3 ppMar 2026
NLI Holdings, Inc. NL0.9%+0.3 ppMar 2026
Napco Security Technologies, Inc. NSSC-0.7%−7.2 ppMar 2026
Evolv Technologies Holdings, Inc. EVLV-5.0%+2.9 ppMar 2026
Concorde International Group Ltd. YOOV-92%−98.2 ppDec 2025
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

0.2%
0.1%
0.5%
1.4%
0.0%
3.0%
-0.2%
2.2%
2.0%
2.1%
1.9%
1.9%
2.2%
2.1%
2.2%
2.4%
2.1%
2.2%
2.2%
2.2%

Allegion plc · ALLE

5.7%
4.6%
4.8%
5.3%
5.8%
5.6%
5.8%
5.6%
5.7%
4.9%
5.1%
5.8%
5.8%
5.3%
5.5%
5.5%
5.6%
5.1%
4.6%
5.8%

Brady Corporation · BRC

4.2%
4.0%
4.9%
4.7%
4.6%
4.2%
5.6%
5.5%
5.3%
4.7%
5.5%
5.6%
4.8%
4.1%
5.3%
4.5%
4.9%
4.4%
5.1%

CompX International Inc. · CIX

3.0%
2.2%
3.6%
4.4%
3.5%
3.2%
4.1%
2.5%
4.0%
4.5%
2.2%
3.0%
2.1%
3.1%
3.7%
3.9%
3.3%
3.9%
4.9%

CoreCivic, Inc. · CXW

1.7%
2.0%
1.4%
1.4%
1.0%
1.7%
1.3%
1.3%
1.3%
1.9%
2.0%
1.8%
1.6%
1.4%
1.8%
2.4%
1.9%
2.0%
2.4%

Evolv Technologies Holdings, Inc. · EVLV

-10%
-12%
-9.7%
-11%
-8.2%
-8.7%
-7.8%
-8.8%
-8.3%
-8.8%
-9.6%
-10%
-9.2%
-9.8%
-7.9%
-11%
-4.6%
-4.5%
-5.0%

Mistras Group, Inc. · MG

2.0%
0.5%
-1.0%
2.2%
2.2%
1.2%
-0.4%
0.9%
-1.1%
0.2%
1.3%
2.8%
2.8%
2.5%
-0.2%
1.9%
4.5%
3.0%
1.1%

MSA Safety Incorporated · MSA

1.9%
-4.8%
2.3%
3.3%
3.2%
3.4%
-3.0%
4.8%
4.8%
5.3%
4.3%
5.3%
4.8%
6.3%
4.1%
4.1%
4.5%
5.4%
4.4%
4.9%

Napco Security Technologies, Inc. · NSSC

4.1%
1.2%
4.3%
7.3%
3.1%
3.6%
8.3%
8.8%
8.3%
9.4%
9.3%
8.4%
7.0%
6.5%
6.5%
6.7%
7.4%
8.0%
-0.7%

NLI Holdings, Inc. · NL

0.4%
0.2%
0.7%
0.7%
0.6%
0.4%
0.7%
0.2%
0.7%
0.9%
0.2%
0.1%
0.4%
6.5%
0.6%
0.5%
0.4%
0.6%
0.9%

The Brink's Company · BCO

1.9%
3.7%
1.5%
2.2%
1.4%
3.2%
1.8%
2.3%
3.0%
2.2%
2.6%
2.4%
2.3%
2.2%
2.5%
2.7%
3.1%
3.7%
2.2%

The GEO Group, Inc. · GEO

1.9%
1.9%
2.0%
2.3%
2.6%
2.9%
2.5%
2.5%
2.5%
2.5%
2.4%
2.4%
2.5%
2.1%
1.9%
2.3%
1.2%
2.5%
2.7%

ROCE change · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ADT Inc. · ADT

−0.2 pp
+2.9 pp
−0.7 pp
+0.8 pp
+2.0 pp
−0.9 pp
+2.1 pp
−0.3 pp
+0.2 pp
0.0 pp
+0.3 pp
+0.5 pp
−0.1 pp
+0.1 pp
0.0 pp
−0.2 pp

Allegion plc · ALLE

+0.1 pp
+1.0 pp
+1.0 pp
+0.3 pp
−0.1 pp
−0.7 pp
−0.7 pp
+0.2 pp
+0.1 pp
+0.4 pp
+0.4 pp
−0.3 pp
−0.2 pp
−0.2 pp
−0.9 pp
+0.3 pp

Brady Corporation · BRC

+0.4 pp
+0.2 pp
+0.7 pp
+0.8 pp
+0.7 pp
+0.5 pp
−0.1 pp
+0.1 pp
−0.5 pp
−0.6 pp
−0.2 pp
−1.1 pp
+0.1 pp
+0.3 pp
−0.2 pp

CompX International Inc. · CIX

+0.5 pp
+1.0 pp
+0.5 pp
−1.9 pp
+0.5 pp
+1.3 pp
−1.9 pp
+0.5 pp
−1.9 pp
−1.4 pp
+1.5 pp
+0.9 pp
+1.2 pp
+0.8 pp
+1.2 pp

CoreCivic, Inc. · CXW

−0.7 pp
−0.3 pp
−0.1 pp
−0.1 pp
+0.3 pp
+0.2 pp
+0.7 pp
+0.5 pp
+0.3 pp
−0.5 pp
−0.2 pp
+0.6 pp
+0.3 pp
+0.6 pp
+0.6 pp

Evolv Technologies Holdings, Inc. · EVLV

+2.2 pp
+2.8 pp
+1.9 pp
+2.1 pp
−0.1 pp
−0.1 pp
−1.8 pp
−1.6 pp
−0.9 pp
−1.0 pp
+1.7 pp
−0.3 pp
+4.6 pp
+5.3 pp
+2.9 pp

Mistras Group, Inc. · MG

+0.2 pp
+0.7 pp
+0.6 pp
−1.3 pp
−3.3 pp
−1.0 pp
+1.7 pp
+1.9 pp
+3.9 pp
+2.3 pp
−1.5 pp
−0.9 pp
+1.7 pp
+0.5 pp
+1.3 pp

MSA Safety Incorporated · MSA

+1.3 pp
+8.2 pp
−5.3 pp
+1.5 pp
+1.6 pp
+1.9 pp
+7.3 pp
+0.5 pp
0.0 pp
+1.0 pp
−0.2 pp
−1.2 pp
−0.3 pp
−0.9 pp
+0.3 pp
+0.8 pp

Napco Security Technologies, Inc. · NSSC

−1.0 pp
+2.4 pp
+4.0 pp
+1.5 pp
+5.2 pp
+5.8 pp
+1.0 pp
−0.4 pp
−1.3 pp
−2.9 pp
−2.8 pp
−1.7 pp
+0.4 pp
+1.5 pp
−7.2 pp

NLI Holdings, Inc. · NL

+0.2 pp
+0.2 pp
0.0 pp
−0.5 pp
+0.1 pp
+0.5 pp
−0.5 pp
−0.1 pp
−0.3 pp
+5.6 pp
+0.4 pp
+0.4 pp
0.0 pp
−5.9 pp
+0.3 pp

The Brink's Company · BCO

−0.5 pp
−0.5 pp
+0.3 pp
+0.1 pp
+1.6 pp
−1.0 pp
+0.8 pp
+0.1 pp
−0.7 pp
0.0 pp
−0.1 pp
+0.3 pp
+0.8 pp
+1.5 pp
−0.3 pp

The GEO Group, Inc. · GEO

+0.7 pp
+1.0 pp
+0.5 pp
+0.2 pp
−0.1 pp
−0.4 pp
−0.1 pp
−0.1 pp
0.0 pp
−0.4 pp
−0.5 pp
−0.1 pp
−1.3 pp
+0.4 pp
+0.8 pp
09 · compare level, then change

Valuation Against Growth & Quality

The GEO Group, Inc. has the lowest PEG among the 14 Security & Protection Services companies compared here, at 0.4×. CoreCivic, Inc. is next at 0.43×. Concorde International Group Ltd. has the lowest P/E at 5.23×, so level and change sit with different companies. 7 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: The GEO Group, Inc. has the lowest comparable PEG at 0.4×, 7% below CoreCivic, Inc.. Only 7 of 14 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderThe GEO Group, Inc. · 0.4×
Gap7% versus #2 · CoreCivic, Inc.
Persistence0/8 recent comparable periods
Coverage7/14 companies · 51 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
7/14 level · 12/14 change
All-company data · latest reported quarter
CompanyPEGP/EReported
MSA Safety Incorporated MSA2.721.7Jun 2026
Allegion plc ALLE2.418.4Jun 2026
Napco Security Technologies, Inc. NSSC2.337.9Mar 2026
Brady Corporation BRC2.218.6Jun 2026
The Brink's Company BCO1.524.2Mar 2026
CompX International Inc. CIX1.214.2Mar 2026
NLI Holdings, Inc. NL0.730.8Mar 2026
ADT Inc. ADT0.69.2Jun 2026
CoreCivic, Inc. CXW0.415.4Mar 2026
Mistras Group, Inc. MG0.421.1Mar 2026
The GEO Group, Inc. GEO8.5Mar 2026
Concorde International Group Ltd. YOOV5.2Dec 2025
Full 20-quarter history · every available company

PEG · reported quarter history

ADT Inc. · ADT

0.5
0.4
1.9
0.6

Allegion plc · ALLE

3.0
1.6
0.6
1.2
2.1
2.5
1.7
1.1
1.4
1.8
2.4

Brady Corporation · BRC

0.6
0.7
0.6
0.7
0.8
1.1
1.7
3.0
2.2

CompX International Inc. · CIX

0.3
1.5
1.3
1.7
2.3
0.9
1.2

CoreCivic, Inc. · CXW

0.3
0.2
1.1
0.8
0.4
0.4

Mistras Group, Inc. · MG

0.4

MSA Safety Incorporated · MSA

2.7

Napco Security Technologies, Inc. · NSSC

1.6
1.3
0.6
2.3

NLI Holdings, Inc. · NL

0.7

The Brink's Company · BCO

5.8
1.6
0.6
1.0
0.6
0.8
1.5

P/E · reported quarter history

ADT Inc. · ADT

27.5
603.0
18.2
14.5
11.2
14.1
13.4
10.5
13.3
12.8
12.6
11.9
9.4
9.2

Allegion plc · ALLE

26.0
24.8
21.1
18.8
18.3
20.3
19.3
20.5
16.5
20.7
22.0
18.8
22.4
19.2
18.3
20.0
24.0
21.4
19.9
18.4

Brady Corporation · BRC

20.8
20.3
17.0
16.5
15.1
17.0
15.4
14.7
14.0
15.7
15.1
17.6
17.5
18.6
17.4
17.9
18.6
20.3
18.6

CompX International Inc. · CIX

16.6
16.8
17.4
15.7
10.5
10.9
10.2
13.5
11.1
13.7
20.8
14.4
19.2
19.4
14.2
17.6
14.9
14.7
14.2

Concorde International Group Ltd. · YOOV

8.5
5.2

CoreCivic, Inc. · CXW

14.5
15.2
8.3
11.2
9.3
9.1
19.7
24.6
27.9
21.6
18.9
35.1
26.7
22.4
20.6
17.7
15.4

Mistras Group, Inc. · MG

72.6
57.2
50.9
74.3
40.6
23.5
32.3
110.3
32.5
15.1
22.5
21.7
17.0
23.9
21.1

MSA Safety Incorporated · MSA

58.8
279.6
260.2
112.1
65.1
31.6
669.1
204.7
114.1
28.7
27.3
25.6
23.0
20.2
23.9
24.3
22.6
22.2
21.7

Napco Security Technologies, Inc. · NSSC

37.8
49.0
42.8
38.9
72.7
57.3
57.8
47.5
23.9
29.5
31.9
38.8
29.8
27.4
18.9
25.0
34.9
31.4
37.9

NLI Holdings, Inc. · NL

6.9
7.1
6.2
6.5
6.8
9.9
35.7
30.5
13.1
6.2
5.6
6.3
5.8
30.8

The Brink's Company · BCO

39.6
31.8
20.6
17.1
13.5
14.8
27.0
28.0
24.4
47.0
35.3
34.6
43.8
25.6
23.4
24.1
29.9
24.9
24.2

The GEO Group, Inc. · GEO

7.2
13.4
17.4
14.4
16.0
9.4
7.2
7.7
9.9
15.0
21.1
65.3
51.4
127.2
153.7
36.9
12.1
8.9
8.5
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Security & Protection Services comparison names 5 specific ways its own evidence can mislead, all listed below. 1 of the 14 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 14 Security & Protection Services companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Security & Protection Services company comparison FAQs

These 22 answers restate the Security & Protection Services comparison above in question form. Every one is computed from the same 14 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Security & Protection Services sector outperforming S&P 500?

Security & Protection Services has outperformed S&P 500 by 3% over 52 weeks and 7.1% over 13 weeks. 6 of 14 covered companies beat the S&P 500 on Mansfield relative strength, while 6 of 14 beat the sector itself.

Which Security & Protection Services company is largest by revenue?

The Brink's Company leads with revenue of $5,390 million, based on 10 of 14 comparable companies through Mar 2026.

Which Security & Protection Services company is growing fastest?

Evolv Technologies Holdings, Inc. has the fastest current revenue growth at 42.5%, across 10 of 14 comparable companies.

Which Security & Protection Services company has the strongest 4-Factor Sector Score?

The GEO Group, Inc. ranks first at 73.6/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Security & Protection Services company has the lowest comparable PEG?

The GEO Group, Inc. has the lowest comparable PEG at 0.4, among 7 of 14 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Security & Protection Services comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Security & Protection Services company is the biggest?

The Brink's Company is the largest, with trailing-twelve-month revenue of $5,390 million, ahead of The GEO Group, Inc. at $2,731 million. That covers 10 of 14 companies with comparable reporting through Mar 2026.

Which Security & Protection Services company has the best profit margins?

Bridger Aerospace Group Holdings, Inc. has the highest operating margin at 96.3%, from 13 of 14 comparable companies. Bridger Aerospace Group Holdings, Inc. shows the biggest recent improvement, at +51.4 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Security & Protection Services company makes the most profit?

The GEO Group, Inc. earns the most, at $273 million of trailing-twelve-month net profit, from 10 of 14 comparable companies. The GEO Group, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Security & Protection Services company earns the highest return on capital?

Allegion plc leads on return on capital employed at 5.8%, across 14 of 14 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Security & Protection Services stock is the cheapest?

On PEG — where a LOWER number is cheaper — The GEO Group, Inc. screens cheapest at 0.4×. Only 7 of 14 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Security & Protection Services sector beating the market?

Security & Protection Services has outperformed S&P 500 by 3% over the last 52 weeks and 7.1% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 6 of 14 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Security & Protection Services stock has the strongest price momentum?

The GEO Group, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Security & Protection Services company scores highest for research priority?

The GEO Group, Inc. scores 73.6 out of 100 with 81.1% evidence confidence, from 25.5 points on growth and earnings, 11.9 on capital efficiency, 16.2 on valuation and 20 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Security & Protection Services companies does this comparison cover, and over what period?

It compares 14 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Security & Protection Services sector?

The 14 Security & Protection Services companies on this page carry $47,592 million of combined market value. Allegion plc is the largest at $14,062 million, about 30% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Security & Protection Services sector's P/E ratio?

The median price-to-earnings ratio across the 14 Security & Protection Services companies on this page is 18.6×, measured on the 12 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Security & Protection Services sector performing?

6 of the 14 covered Security & Protection Services companies are beating S&P 500 on Mansfield relative strength. The sector itself is 3% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Security & Protection Services stocks are listed in the US?

This comparison covers 14 listed Security & Protection Services companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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