Allison Transmission Holdings Inc (ALSN)vsGenuine Parts Co (GPC)
ALSN
Allison Transmission Holdings Inc
$118.97
+0.92%
CONSUMER CYCLICAL · Cap: $9.81B
GPC
Genuine Parts Co
$105.12
+2.05%
CONSUMER CYCLICAL · Cap: $14.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Genuine Parts Co generates 707% more annual revenue ($24.30B vs $3.01B). ALSN leads profitability with a 20.7% profit margin vs 0.3%. ALSN appears more attractively valued with a PEG of 0.67. ALSN earns a higher WallStSmart Score of 81/100 (A-).
ALSN
Exceptional Buy81
out of 100
Grade: A-
GPC
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.0%
Fair Value
$343.04
Current Price
$118.97
$224.07 discount
Margin of Safety
-4564.4%
Fair Value
$3.20
Current Price
$105.12
$101.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Earnings expanding 117.0% YoY
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 27.3%
No standout strengths identified
Areas to Watch
Trading at 19.1x book value
Distress zone — elevated risk
Elevated debt levels
4.1% revenue growth
0.0% earnings growth
Grey zone — moderate risk
ROE of 1.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ALSN
The strongest argument for ALSN centers on Return on Equity, EPS Growth, Profit Margin. Profitability is solid with margins at 20.7% and operating margin at 27.3%. Revenue growth of 20.4% demonstrates continued momentum.
Bull Case : GPC
PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : ALSN
The primary concerns for ALSN are Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : GPC
The primary concerns for GPC are Revenue Growth, EPS Growth, Altman Z-Score. A P/E of 219.2x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
ALSN profiles as a growth stock while GPC is a value play — different risk/reward profiles.
ALSN carries more volatility with a beta of 0.95 — expect wider price swings.
ALSN is growing revenue faster at 20.4% — sustainability is the question.
GPC generates stronger free cash flow (261M), providing more financial flexibility.
Bottom Line
ALSN scores higher overall (81/100 vs 48/100), backed by strong 20.7% margins and 20.4% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Allison Transmission Holdings Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Allison Transmission Holdings, Inc. designs, manufactures and sells fully automatic commercial and defense transmissions for medium and heavy duty commercial vehicles, and medium and heavy duty US defense vehicles globally. The company is headquartered in Indianapolis, Indiana.
Visit Website →Genuine Parts Co
CONSUMER CYCLICAL · AUTO PARTS · USA
Genuine Parts Company (GPC) is an American service organization engaged in the distribution of automotive replacement parts, industrial replacement parts, office products and electrical/electronic materials.
Visit Website →Compare with Other AUTO PARTS Stocks
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