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.
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.
RS ↑6w · 9/12 >200d (+3) · 8/12 lead (+5) · EPS 10/12↑
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.
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%.
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.
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.
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.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative 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. | ||||||
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.
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.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Security & Protection Services itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
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.
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.
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.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| ADT Inc. ADT | $2.6B | 0.9% | Jun 2026 |
| The Brink's Company BCO | $1.4B | 10% | Mar 2026 |
| Allegion plc ALLE | $1.0B | 9.8% | Jun 2026 |
| The GEO Group, Inc. GEO | $705M | 17% | Mar 2026 |
| CoreCivic, Inc. CXW | $615M | 26% | Mar 2026 |
| MSA Safety Incorporated MSA | $464M | 10% | Jun 2026 |
| Brady Corporation BRC | $435M | 14% | Jun 2026 |
| Mistras Group, Inc. MG | $169M | 4.3% | Mar 2026 |
| Napco Security Technologies, Inc. NSSC | $49M | 11% | Mar 2026 |
| Evolv Technologies Holdings, Inc. EVLV | $46M | 44% | Mar 2026 |
| CompX International Inc. CIX | $41M | 2.5% | Mar 2026 |
| NLI Holdings, Inc. NL | $41M | 2.5% | Mar 2026 |
| Bridger Aerospace Group Holdings, Inc. BAER | $9M | -44% | Mar 2026 |
| Concorde International Group Ltd. YOOV | $6M | 20% | 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.
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Evolv Technologies Holdings, Inc. · EVLV
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Evolv Technologies Holdings, Inc. · EVLV
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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.
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.
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| Bridger Aerospace Group Holdings, Inc. BAER | 96% | +51.4 pp | Mar 2026 |
| MSA Safety Incorporated MSA | 20% | +1.6 pp | Jun 2026 |
| Allegion plc ALLE | 19% | −2.0 pp | Jun 2026 |
| CompX International Inc. CIX | 17% | +2.8 pp | Mar 2026 |
| Brady Corporation BRC | 17% | −0.8 pp | Jun 2026 |
| ADT Inc. ADT | 13% | +0.1 pp | Jun 2026 |
| The GEO Group, Inc. GEO | 13% | +2.6 pp | Mar 2026 |
| CoreCivic, Inc. CXW | 11% | +1.7 pp | Mar 2026 |
| NLI Holdings, Inc. NL | 10% | +2.3 pp | Mar 2026 |
| The Brink's Company BCO | 8.0% | −1.6 pp | Mar 2026 |
| Mistras Group, Inc. MG | 2.8% | +3.4 pp | Mar 2026 |
| Napco Security Technologies, Inc. NSSC | -2.4% | −27.8 pp | Mar 2026 |
| Evolv Technologies Holdings, Inc. EVLV | -18% | +26.7 pp | Mar 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
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Evolv Technologies Holdings, Inc. · EVLV
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Evolv Technologies Holdings, Inc. · EVLV
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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.
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.
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| ADT Inc. ADT | $169M | 19% | Jun 2026 |
| Allegion plc ALLE | $138M | -6.8% | Jun 2026 |
| MSA Safety Incorporated MSA | $71M | 18% | Jun 2026 |
| Brady Corporation BRC | $58M | 12% | Jun 2026 |
| The GEO Group, Inc. GEO | $38M | 90% | Mar 2026 |
| CoreCivic, Inc. CXW | $38M | 52% | Mar 2026 |
| The Brink's Company BCO | $35M | -35% | Mar 2026 |
| CompX International Inc. CIX | $6M | 20% | Mar 2026 |
| NLI Holdings, Inc. NL | $5M | 400% | 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 | $-31M | 22% | 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
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Evolv Technologies Holdings, Inc. · EVLV
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Evolv Technologies Holdings, Inc. · EVLV
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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.
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.
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Allegion plc ALLE | 5.8% | +0.3 pp | Jun 2026 |
| Brady Corporation BRC | 5.1% | −0.2 pp | Jun 2026 |
| MSA Safety Incorporated MSA | 4.9% | +0.8 pp | Jun 2026 |
| CompX International Inc. CIX | 4.9% | +1.2 pp | Mar 2026 |
| Bridger Aerospace Group Holdings, Inc. BAER | 3.0% | +0.1 pp | Mar 2026 |
| The GEO Group, Inc. GEO | 2.7% | +0.8 pp | Mar 2026 |
| CoreCivic, Inc. CXW | 2.4% | +0.6 pp | Mar 2026 |
| ADT Inc. ADT | 2.2% | −0.2 pp | Jun 2026 |
| The Brink's Company BCO | 2.2% | −0.3 pp | Mar 2026 |
| Mistras Group, Inc. MG | 1.1% | +1.3 pp | Mar 2026 |
| NLI Holdings, Inc. NL | 0.9% | +0.3 pp | Mar 2026 |
| Napco Security Technologies, Inc. NSSC | -0.7% | −7.2 pp | Mar 2026 |
| Evolv Technologies Holdings, Inc. EVLV | -5.0% | +2.9 pp | Mar 2026 |
| Concorde International Group Ltd. YOOV | -92% | −98.2 pp | Dec 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
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Evolv Technologies Holdings, Inc. · EVLV
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Evolv Technologies Holdings, Inc. · EVLV
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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.
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.
All-company data · latest reported quarter
| Company | PEG | P/E | Reported |
|---|---|---|---|
| MSA Safety Incorporated MSA | 2.7 | 21.7 | Jun 2026 |
| Allegion plc ALLE | 2.4 | 18.4 | Jun 2026 |
| Napco Security Technologies, Inc. NSSC | 2.3 | 37.9 | Mar 2026 |
| Brady Corporation BRC | 2.2 | 18.6 | Jun 2026 |
| The Brink's Company BCO | 1.5 | 24.2 | Mar 2026 |
| CompX International Inc. CIX | 1.2 | 14.2 | Mar 2026 |
| NLI Holdings, Inc. NL | 0.7 | 30.8 | Mar 2026 |
| ADT Inc. ADT | 0.6 | 9.2 | Jun 2026 |
| CoreCivic, Inc. CXW | 0.4 | 15.4 | Mar 2026 |
| Mistras Group, Inc. MG | 0.4 | 21.1 | Mar 2026 |
| The GEO Group, Inc. GEO | — | 8.5 | Mar 2026 |
| Concorde International Group Ltd. YOOV | — | 5.2 | Dec 2025 |
Full 20-quarter history · every available company
PEG · reported quarter history
ADT Inc. · ADT
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
CoreCivic, Inc. · CXW
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
P/E · reported quarter history
ADT Inc. · ADT
Allegion plc · ALLE
Brady Corporation · BRC
CompX International Inc. · CIX
Concorde International Group Ltd. · YOOV
CoreCivic, Inc. · CXW
Mistras Group, Inc. · MG
MSA Safety Incorporated · MSA
Napco Security Technologies, Inc. · NSSC
NLI Holdings, Inc. · NL
The Brink's Company · BCO
The GEO Group, Inc. · GEO
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.
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.
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.