ALSN
Allison Transmission Holdings, Inc.
Auto - Parts
Market Cap$10.23B
5Y Perf.+226.3%
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Stock Comparison
ALSN vs APTV
Revenue, margins, valuation, and 5-year total return — side by side.
APTV
Aptiv PLC
Auto - Parts
Market Cap$12.08B
5Y Perf.-24.3%
ALSN vs APTV — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ALSN | APTV |
|---|---|---|
| Industry | Auto - Parts | Auto - Parts |
| Market Cap | $10.23B | $12.08B |
| Revenue (TTM) | $3.65B | $20.66B |
| Net Income (TTM) | $543M | $365M |
| Gross Margin | 40.8% | 19.1% |
| Operating Margin | 24.1% | 5.2% |
| Forward P/E | 13.6x | 8.7x |
| Total Debt | $2.92B | $8.09B |
| Cash & Equiv. | $1.50B | $1.85B |
ALSN vs APTV — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ALSN
APTV
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Allison Transmissio… (ALSN) | 100 | 326.3 | +226.3% |
| Aptiv PLC (APTV) | 100 | 75.7 | -24.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALSN vs APTV
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: ALSN leads in 5 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Aptiv PLC is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
ALSN
Allison Transmission Holdings, Inc.
The Income Pick
ALSN carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 6 yrs, beta 1.11, yield 0.9%
- 373.8% 10Y total return vs APTV's 9.5%
- Lower volatility, beta 1.11, current ratio 4.85x
Best for: income & stability and long-term compounding
APTV
Aptiv PLC
The Growth Play
APTV is the clearest fit if your priority is growth exposure.
- Rev growth 3.5%, EPS growth -89.2%, 3Y rev CAGR 5.3%
- 3.5% revenue growth vs ALSN's -6.7%
- Lower P/E (8.7x vs 13.6x)
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | APTV | 3.5% revenue growth vs ALSN's -6.7% |
| Value | APTV | Lower P/E (8.7x vs 13.6x) |
| Quality / Margins | ALSN | 14.9% margin vs APTV's 1.8% |
| Stability / Safety | ALSN | Beta 1.11 vs APTV's 1.44 |
| Dividends | ALSN | 0.9% yield; 6-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | ALSN | +27.7% vs APTV's -3.1% |
| Efficiency (ROA) | ALSN | 8.4% ROA vs APTV's 1.7%, ROIC 22.2% vs 5.5% |
ALSN vs APTV — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
ALSN vs APTV — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLALSNLAGGINGAPTV
APTVAptiv PLC
1leads
ALSNAllison Transmission …
5leads
6 Total Categories
CATEGORYLEADERvs APTVMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
ALSN5/6
Valuation MetricsMultiples, price ratios, and targets
APTV5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ALSN7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
ALSN6/6
Risk & VolatilityBeta, volatility, and downside exposure
ALSN2/2
Analyst OutlookRatings, price targets, and dividends
ALSN1/1
Income & Cash Flow (Last 12 Months)
ALSN leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
APTV is the larger business by revenue, generating $20.7B annually — 5.7x ALSN's $3.6B. ALSN is the more profitable business, keeping 14.9% of every revenue dollar as net income compared to APTV's 1.8%. On growth, ALSN holds the edge at +83.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ALSNAllison Transmiss… | APTVAptiv PLC |
|---|---|---|
| RevenueTrailing 12 months | $3.6B | $20.7B |
| EBITDAEarnings before interest/tax | $970M | $1.8B |
| Net IncomeAfter-tax profit | $543M | $365M |
| Free Cash FlowCash after capex | $713M | $1.1B |
| Gross MarginGross profit ÷ Revenue | +40.8% | +19.1% |
| Operating MarginEBIT ÷ Revenue | +24.1% | +5.2% |
| Net MarginNet income ÷ Revenue | +14.9% | +1.8% |
| FCF MarginFCF ÷ Revenue | +19.5% | +5.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +83.6% | +5.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -40.4% | +19.4% |
ALSN leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
APTV leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 16.8x trailing earnings, ALSN trades at a 78% valuation discount to APTV's 76.1x P/E. On an enterprise value basis, APTV's 8.4x EV/EBITDA is more attractive than ALSN's 10.6x.
| Metric | ALSNAllison Transmiss… | APTVAptiv PLC |
|---|---|---|
| Market CapShares × price | $10.2B | $12.1B |
| Enterprise ValueMkt cap + debt − cash | $11.7B | $18.3B |
| Trailing P/EPrice ÷ TTM EPS | 16.79x | 76.10x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.60x | 8.74x |
| PEG RatioP/E ÷ EPS growth rate | 0.73x | — |
| EV / EBITDAEnterprise value multiple | 10.63x | 8.42x |
| Price / SalesMarket cap ÷ Revenue | 3.40x | 0.59x |
| Price / BookPrice ÷ Book value/share | 5.60x | 1.33x |
| Price / FCFMarket cap ÷ FCF | 15.77x | 7.90x |
APTV leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
ALSN leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
ALSN delivers a 29.5% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $4 for APTV. APTV carries lower financial leverage with a 0.85x debt-to-equity ratio, signaling a more conservative balance sheet compared to ALSN's 1.56x. On the Piotroski fundamental quality scale (0–9), APTV scores 8/9 vs ALSN's 6/9, reflecting strong financial health.
| Metric | ALSNAllison Transmiss… | APTVAptiv PLC |
|---|---|---|
| ROE (TTM)Return on equity | +29.5% | +3.8% |
| ROA (TTM)Return on assets | +8.4% | +1.7% |
| ROICReturn on invested capital | +22.2% | +5.5% |
| ROCEReturn on capital employed | +18.6% | +6.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | 1.56x | 0.85x |
| Net DebtTotal debt minus cash | $1.4B | $6.2B |
| Cash & Equiv.Liquid assets | $1.5B | $1.9B |
| Total DebtShort + long-term debt | $2.9B | $8.1B |
| Interest CoverageEBIT ÷ Interest expense | 64.20x | 6.55x |
ALSN leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
ALSN leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ALSN five years ago would be worth $28,345 today (with dividends reinvested), compared to $3,836 for APTV. Over the past 12 months, ALSN leads with a +27.7% total return vs APTV's -3.1%. The 3-year compound annual growth rate (CAGR) favors ALSN at 37.9% vs APTV's -15.3% — a key indicator of consistent wealth creation.
| Metric | ALSNAllison Transmiss… | APTVAptiv PLC |
|---|---|---|
| YTD ReturnYear-to-date | +24.7% | -27.2% |
| 1-Year ReturnPast 12 months | +27.7% | -3.1% |
| 3-Year ReturnCumulative with dividends | +162.2% | -39.3% |
| 5-Year ReturnCumulative with dividends | +183.5% | -61.6% |
| 10-Year ReturnCumulative with dividends | +373.8% | +9.5% |
| CAGR (3Y)Annualised 3-year return | +37.9% | -15.3% |
ALSN leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
ALSN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
ALSN is the less volatile stock with a 1.11 beta — it tends to amplify market swings less than APTV's 1.44 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ALSN currently trades 89.6% from its 52-week high vs APTV's 64.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ALSNAllison Transmiss… | APTVAptiv PLC |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.11x | 1.44x |
| 52-Week HighHighest price in past year | $137.42 | $88.93 |
| 52-Week LowLowest price in past year | $76.01 | $52.38 |
| % of 52W HighCurrent price vs 52-week peak | +89.6% | +64.2% |
| RSI (14)Momentum oscillator 0–100 | 50.9 | 37.0 |
| Avg Volume (50D)Average daily shares traded | 814K | 2.7M |
ALSN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
ALSN leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates ALSN as "Hold" and APTV as "Buy". Consensus price targets imply 66.0% upside for APTV (target: $95) vs -5.8% for ALSN (target: $116). ALSN is the only dividend payer here at 0.87% yield — a key consideration for income-focused portfolios.
| Metric | ALSNAllison Transmiss… | APTVAptiv PLC |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $116.00 | $94.75 |
| # AnalystsCovering analysts | 29 | 33 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | — |
| Dividend StreakConsecutive years of raises | 6 | 0 |
| Dividend / ShareAnnual DPS | $1.07 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +3.2% | +3.3% |
ALSN leads this category, winning 1 of 1 comparable metric.
Key Takeaway
ALSN leads in 5 of 6 categories (Income & Cash Flow, Profitability & Efficiency). APTV leads in 1 (Valuation Metrics).
Best OverallAllison Transmission Holdin… (ALSN)Leads 5 of 6 categories
Loading custom metrics...
ALSN vs APTV: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ALSN or APTV a better buy right now?
For growth investors, Aptiv PLC (APTV) is the stronger pick with 3.
5% revenue growth year-over-year, versus -6. 7% for Allison Transmission Holdings, Inc. (ALSN). Allison Transmission Holdings, Inc. (ALSN) offers the better valuation at 16. 8x trailing P/E (13. 6x forward), making it the more compelling value choice. Analysts rate Aptiv PLC (APTV) a "Buy" — based on 33 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ALSN or APTV?
On trailing P/E, Allison Transmission Holdings, Inc.
(ALSN) is the cheapest at 16. 8x versus Aptiv PLC at 76. 1x. On forward P/E, Aptiv PLC is actually cheaper at 8. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ALSN or APTV?
Over the past 5 years, Allison Transmission Holdings, Inc.
(ALSN) delivered a total return of +183. 5%, compared to -61. 6% for Aptiv PLC (APTV). Over 10 years, the gap is even starker: ALSN returned +373. 8% versus APTV's +9. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ALSN or APTV?
By beta (market sensitivity over 5 years), Allison Transmission Holdings, Inc.
(ALSN) is the lower-risk stock at 1. 11β versus Aptiv PLC's 1. 44β — meaning APTV is approximately 30% more volatile than ALSN relative to the S&P 500. On balance sheet safety, Aptiv PLC (APTV) carries a lower debt/equity ratio of 85% versus 156% for Allison Transmission Holdings, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ALSN or APTV?
By revenue growth (latest reported year), Aptiv PLC (APTV) is pulling ahead at 3.
5% versus -6. 7% for Allison Transmission Holdings, Inc. (ALSN). On earnings-per-share growth, the picture is similar: Allison Transmission Holdings, Inc. grew EPS -11. 8% year-over-year, compared to -89. 2% for Aptiv PLC. Over a 3-year CAGR, APTV leads at 5. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ALSN or APTV?
Allison Transmission Holdings, Inc.
(ALSN) is the more profitable company, earning 20. 7% net margin versus 0. 8% for Aptiv PLC — meaning it keeps 20. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ALSN leads at 32. 3% versus 5. 8% for APTV. At the gross margin level — before operating expenses — ALSN leads at 48. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ALSN or APTV more undervalued right now?
On forward earnings alone, Aptiv PLC (APTV) trades at 8.
7x forward P/E versus 13. 6x for Allison Transmission Holdings, Inc. — 4. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APTV: 66. 0% to $94. 75.
08Which pays a better dividend — ALSN or APTV?
In this comparison, ALSN (0.
9% yield) pays a dividend. APTV does not pay a meaningful dividend and should not be held primarily for income.
09Is ALSN or APTV better for a retirement portfolio?
For long-horizon retirement investors, Allison Transmission Holdings, Inc.
(ALSN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 11), 0. 9% yield, +373. 8% 10Y return). Both have compounded well over 10 years (ALSN: +373. 8%, APTV: +9. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ALSN and APTV?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: ALSN is a mid-cap deep-value stock; APTV is a mid-cap quality compounder stock. ALSN pays a dividend while APTV does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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(ALSN: 83.6% · APTV: 5.4%)P/E Ratio<
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