Obermatt

Flags

Earnings warningFinancial distress

Allison Transmission

NYQ:ALSN · US01973R1014
MachineryLarge

360

37
EV / EBIT54
Price / Owner Earnings51
Owner Earnings Yield53
Dividend Yield71
Price/Sales63
EV / Gross Profit34
Price/Book36
Return on Capital77
Cash Return on Capital51
Return on Equity90
EBIT Margin99
Gross Profitability60
Cash Conversion49
Accruals1
Owner Earnings Margin92
Sales growth98
Profit Growth83
Long-Term EPS Growth68
Owner Earnings Growth7
Reinvestment89
Price momentum42
Debt load9
Refinancing53
Debt Payback17
Liquidity49
Analyst ratings26
Opinion Changes62
Price Target Upside35
Market mood49
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Allison Transmission generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryMachinery
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2007
Employees1,977
ISINUS01973R1014
Last UpdateApr 2, 2026
Index & Theme
Industrial AutomationElectric VehicleDefenseTechAutomotive

Description

Allison Transmission Holdings, Inc. and its subsidiaries (Allison) operate as a global provider of mobility and work solutions designed to meet the needs of the modern industrial world. The company has a global presence by serving customers in North…

Analysis

Middle-of-the-road

Allison Transmission Holdings, Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 18.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 5% a year, against analyst forecasts of 19%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 14/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
71
2023202420252026

All-time high

80

Mar 2026

All-time low

8

Jan 2025

Average rank

38

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
63
27
30
43
Price/Earnings
82
77
88
88
Price/Book
36
26
18
10
Dividend Yield
71
58
74
81
Value (overall)
73
45
48
49

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →