ALSN
Allison Transmission Holdings, Inc.
Auto - Parts
Market Cap$10.62B
5Y Perf.+238.5%
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Stock Comparison
ALSN vs DAN
Revenue, margins, valuation, and 5-year total return — side by side.
DAN
Dana Incorporated
Auto - Parts
Market Cap$4.76B
5Y Perf.+181.6%
ALSN vs DAN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ALSN | DAN |
|---|---|---|
| Industry | Auto - Parts | Auto - Parts |
| Market Cap | $10.62B | $4.76B |
| Revenue (TTM) | $3.65B | $0.00 |
| Net Income (TTM) | $543M | $-33M |
| Gross Margin | 40.8% | 8.0% |
| Operating Margin | 24.1% | 2.8% |
| Forward P/E | 14.1x | 14.0x |
| Total Debt | $2.92B | $3.52B |
| Cash & Equiv. | $1.50B | $476M |
ALSN vs DAN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ALSN
DAN
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Allison Transmissio… (ALSN) | 100 | 338.5 | +238.5% |
| Dana Incorporated (DAN) | 100 | 281.6 | +181.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALSN vs DAN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: ALSN leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Dana Incorporated is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. 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 growth exposure.
- Dividend streak 6 yrs, beta 1.11, yield 0.8%
- Rev growth -6.7%, EPS growth -11.8%, 3Y rev CAGR 2.8%
- 386.6% 10Y total return vs DAN's 219.0%
Best for: income & stability and growth exposure
DAN
Dana Incorporated
The Value Play
DAN is the clearest fit if your priority is value and dividends.
- Lower P/E (14.0x vs 14.1x)
- 1.1% yield, vs ALSN's 0.8%
- +146.5% vs ALSN's +32.6%
Best for: value and dividends
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | ALSN | -6.7% revenue growth vs DAN's -27.1% |
| Value | DAN | Lower P/E (14.0x vs 14.1x) |
| Quality / Margins | ALSN | 14.9% margin vs DAN's 1.1% |
| Stability / Safety | ALSN | Beta 1.11 vs DAN's 1.37, lower leverage |
| Dividends | DAN | 1.1% yield, vs ALSN's 0.8% |
| Momentum (1Y) | DAN | +146.5% vs ALSN's +32.6% |
| Efficiency (ROA) | ALSN | 8.4% ROA vs DAN's -0.4%, ROIC 22.2% vs 4.0% |
ALSN vs DAN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2019
ALSN vs DAN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLALSNLAGGINGDAN
DANDana Incorporated
1leads
ALSNAllison Transmission …
4leads
6 Total Categories
CATEGORYLEADERvs DANMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
ALSN6/6
Valuation MetricsMultiples, price ratios, and targets
DAN4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ALSN9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
ALSN4/6
Risk & VolatilityBeta, volatility, and downside exposure
ALSN2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
ALSN leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ALSN and DAN operate at a comparable scale, with $3.6B and $0 in trailing revenue. ALSN is the more profitable business, keeping 14.9% of every revenue dollar as net income compared to DAN's 1.1%. On growth, ALSN holds the edge at +83.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ALSNAllison Transmiss… | DANDana Incorporated |
|---|---|---|
| RevenueTrailing 12 months | $3.6B | $0 |
| EBITDAEarnings before interest/tax | $970M | $354M |
| Net IncomeAfter-tax profit | $543M | -$33M |
| Free Cash FlowCash after capex | $713M | $298M |
| Gross MarginGross profit ÷ Revenue | +40.8% | +8.0% |
| Operating MarginEBIT ÷ Revenue | +24.1% | +2.8% |
| Net MarginNet income ÷ Revenue | +14.9% | +1.1% |
| FCF MarginFCF ÷ Revenue | +19.5% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +83.6% | -3.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -40.4% | -120.0% |
ALSN leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
DAN leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 17.4x trailing earnings, ALSN trades at a 69% valuation discount to DAN's 55.6x P/E. On an enterprise value basis, ALSN's 11.0x EV/EBITDA is more attractive than DAN's 13.7x.
| Metric | ALSNAllison Transmiss… | DANDana Incorporated |
|---|---|---|
| Market CapShares × price | $10.6B | $4.8B |
| Enterprise ValueMkt cap + debt − cash | $12.0B | $7.8B |
| Trailing P/EPrice ÷ TTM EPS | 17.42x | 55.63x |
| Forward P/EPrice ÷ next-FY EPS est. | 14.11x | 13.95x |
| PEG RatioP/E ÷ EPS growth rate | 0.76x | — |
| EV / EBITDAEnterprise value multiple | 10.98x | 13.69x |
| Price / SalesMarket cap ÷ Revenue | 3.53x | 0.63x |
| Price / BookPrice ÷ Book value/share | 5.81x | 5.39x |
| Price / FCFMarket cap ÷ FCF | 16.36x | 15.97x |
DAN leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
ALSN leads this category, winning 9 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 $-2 for DAN. ALSN carries lower financial leverage with a 1.56x debt-to-equity ratio, signaling a more conservative balance sheet compared to DAN's 3.82x. On the Piotroski fundamental quality scale (0–9), ALSN scores 6/9 vs DAN's 5/9, reflecting solid financial health.
| Metric | ALSNAllison Transmiss… | DANDana Incorporated |
|---|---|---|
| ROE (TTM)Return on equity | +29.5% | -2.5% |
| ROA (TTM)Return on assets | +8.4% | -0.4% |
| ROICReturn on invested capital | +22.2% | +4.0% |
| ROCEReturn on capital employed | +18.6% | +4.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 1.56x | 3.82x |
| Net DebtTotal debt minus cash | $1.4B | $3.0B |
| Cash & Equiv.Liquid assets | $1.5B | $476M |
| Total DebtShort + long-term debt | $2.9B | $3.5B |
| Interest CoverageEBIT ÷ Interest expense | 64.20x | 0.77x |
ALSN leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
ALSN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ALSN five years ago would be worth $29,820 today (with dividends reinvested), compared to $14,414 for DAN. Over the past 12 months, DAN leads with a +146.5% total return vs ALSN's +32.6%. The 3-year compound annual growth rate (CAGR) favors ALSN at 39.6% vs DAN's 37.7% — a key indicator of consistent wealth creation.
| Metric | ALSNAllison Transmiss… | DANDana Incorporated |
|---|---|---|
| YTD ReturnYear-to-date | +29.4% | +43.2% |
| 1-Year ReturnPast 12 months | +32.6% | +146.5% |
| 3-Year ReturnCumulative with dividends | +171.9% | +160.9% |
| 5-Year ReturnCumulative with dividends | +198.2% | +44.1% |
| 10-Year ReturnCumulative with dividends | +386.6% | +219.0% |
| CAGR (3Y)Annualised 3-year return | +39.6% | +37.7% |
ALSN leads this category, winning 4 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 DAN's 1.37 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ALSNAllison Transmiss… | DANDana Incorporated |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.11x | 1.37x |
| 52-Week HighHighest price in past year | $137.42 | $39.56 |
| 52-Week LowLowest price in past year | $76.01 | $14.16 |
| % of 52W HighCurrent price vs 52-week peak | +92.9% | +90.0% |
| RSI (14)Momentum oscillator 0–100 | 50.3 | 43.6 |
| Avg Volume (50D)Average daily shares traded | 830K | 1.1M |
ALSN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — ALSN and DAN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates ALSN as "Hold" and DAN as "Buy". Consensus price targets imply 3.9% upside for DAN (target: $37) vs -9.2% for ALSN (target: $116). For income investors, DAN offers the higher dividend yield at 1.09% vs ALSN's 0.84%.
| Metric | ALSNAllison Transmiss… | DANDana Incorporated |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $116.00 | $37.00 |
| # AnalystsCovering analysts | 29 | 24 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +1.1% |
| Dividend StreakConsecutive years of raises | 6 | 0 |
| Dividend / ShareAnnual DPS | $1.07 | $0.39 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.1% | +13.7% |
Evenly matched — ALSN and DAN each lead in 1 of 2 comparable metrics.
Key Takeaway
ALSN leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). DAN leads in 1 (Valuation Metrics). 1 tied.
Best OverallAllison Transmission Holdin… (ALSN)Leads 4 of 6 categories
Loading custom metrics...
ALSN vs DAN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ALSN or DAN a better buy right now?
For growth investors, Allison Transmission Holdings, Inc.
(ALSN) is the stronger pick with -6. 7% revenue growth year-over-year, versus -27. 1% for Dana Incorporated (DAN). Allison Transmission Holdings, Inc. (ALSN) offers the better valuation at 17. 4x trailing P/E (14. 1x forward), making it the more compelling value choice. Analysts rate Dana Incorporated (DAN) a "Buy" — based on 24 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 DAN?
On trailing P/E, Allison Transmission Holdings, Inc.
(ALSN) is the cheapest at 17. 4x versus Dana Incorporated at 55. 6x. On forward P/E, Dana Incorporated is actually cheaper at 14. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ALSN or DAN?
Over the past 5 years, Allison Transmission Holdings, Inc.
(ALSN) delivered a total return of +198. 2%, compared to +44. 1% for Dana Incorporated (DAN). Over 10 years, the gap is even starker: ALSN returned +386. 6% versus DAN's +219. 0%. 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 DAN?
By beta (market sensitivity over 5 years), Allison Transmission Holdings, Inc.
(ALSN) is the lower-risk stock at 1. 11β versus Dana Incorporated's 1. 37β — meaning DAN is approximately 24% more volatile than ALSN relative to the S&P 500. On balance sheet safety, Allison Transmission Holdings, Inc. (ALSN) carries a lower debt/equity ratio of 156% versus 4% for Dana Incorporated — giving it more financial flexibility in a downturn.
05Which is growing faster — ALSN or DAN?
By revenue growth (latest reported year), Allison Transmission Holdings, Inc.
(ALSN) is pulling ahead at -6. 7% versus -27. 1% for Dana Incorporated (DAN). On earnings-per-share growth, the picture is similar: Dana Incorporated grew EPS 264. 1% year-over-year, compared to -11. 8% for Allison Transmission Holdings, Inc.. Over a 3-year CAGR, ALSN leads at 2. 8% 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 DAN?
Allison Transmission Holdings, Inc.
(ALSN) is the more profitable company, earning 20. 7% net margin versus 1. 1% for Dana Incorporated — 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 2. 8% for DAN. 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 DAN more undervalued right now?
On forward earnings alone, Dana Incorporated (DAN) trades at 14.
0x forward P/E versus 14. 1x for Allison Transmission Holdings, Inc. — 0. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DAN: 3. 9% to $37. 00.
08Which pays a better dividend — ALSN or DAN?
All stocks in this comparison pay dividends.
Dana Incorporated (DAN) offers the highest yield at 1. 1%, versus 0. 8% for Allison Transmission Holdings, Inc. (ALSN).
09Is ALSN or DAN 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. 8% yield, +386. 6% 10Y return). Both have compounded well over 10 years (ALSN: +386. 6%, DAN: +219. 0%), 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 DAN?
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; DAN is a small-cap quality compounder stock. 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% · DAN: -365.7%)P/E Ratio<
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