Allison Transmission Holdings Inc (ALSN)vsModine Manufacturing Company (MOD)
ALSN
Allison Transmission Holdings Inc
$115.75
-2.22%
CONSUMER CYCLICAL · Cap: $9.73B
MOD
Modine Manufacturing Company
$276.51
-8.20%
CONSUMER CYCLICAL · Cap: $14.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Allison Transmission Holdings Inc generates 15% more annual revenue ($3.65B vs $3.18B). ALSN leads profitability with a 14.9% profit margin vs 3.8%. ALSN appears more attractively valued with a PEG of 0.69. ALSN earns a higher WallStSmart Score of 65/100 (C+).
ALSN
Buy65
out of 100
Grade: C+
MOD
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.0%
Fair Value
$64.33
Current Price
$115.75
$51.42 premium
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 83.6% year-over-year
Every $100 of equity generates 29 in profit
Growing faster than its price suggests
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Areas to Watch
Distress zone — elevated risk
Earnings declined 40.4%
Elevated debt levels
Trading at 12.2x book value
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ALSN
The strongest argument for ALSN centers on Revenue Growth, Return on Equity, PEG Ratio. Revenue growth of 83.6% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bull Case : MOD
The strongest argument for MOD centers on Revenue Growth, EPS Growth. Revenue growth of 47.5% demonstrates continued momentum. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bear Case : ALSN
The primary concerns for ALSN are Altman Z-Score, EPS Growth, Debt/Equity. Debt-to-equity of 2.24 is elevated, increasing financial risk.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 122.0x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
ALSN profiles as a growth stock while MOD is a hypergrowth play — different risk/reward profiles.
MOD carries more volatility with a beta of 1.66 — expect wider price swings.
ALSN is growing revenue faster at 83.6% — sustainability is the question.
MOD generates stronger free cash flow (125M), providing more financial flexibility.
Bottom Line
ALSN scores higher overall (65/100 vs 61/100) and 83.6% revenue growth. Both earn "Buy" and "Buy" 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 →Modine Manufacturing Company
CONSUMER CYCLICAL · AUTO PARTS · USA
Modine Manufacturing Company provides heat transfer systems and heat transfer components designed for use in on-highway and off-highway original equipment manufacturer (OEM) vehicular applications. The company is headquartered in Racine, Wisconsin.
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