COMP <GO>
ALSN vs BWA // EV/EBITDA & P/E VALUATION
Allison Transmission Holdings Inc. (NYSE) VS. BorgWarner Inc. (NYSE) • 15-METRIC TALLY: ALSN 9
— BWA 5
▲ EV/EBITDA & P/E VALUATION LEADER: ALSN
LAST: $108.05 (-1.75%) • MKT CAP: $9.08B
valuation
10.2x
LAST: $51.63 (-3.13%) • MKT CAP: $10.86B
valuation
12.1x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ALSN VS. BWA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ALSN | BWA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.60% | 18.70% | +29.90 | ALSN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.30% | 5.50% | +15.80 | ALSN | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 10.2x | 12.1x | -1.90 | ALSN | /valuation <GO> |
| Free Cash Flow Yield | 7.28% | -3.03% | +10.31 | ALSN | /fcf-yield <GO> |
| Operating Margin | 29.20% | 3.70% | +25.50 | ALSN | /operating-margins <GO> |
| Net Profit Margin | 20.70% | 1.90% | +18.80 | ALSN | /net-margins <GO> |
| Revenue Growth (YoY) | -6.70% | 1.60% | -8.30 | BWA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.00% | 1.10% | -0.10 | BWA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.61 | 2.94 | -0.33 | BWA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | ALSN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.3 | 33.2 | +12.10 | ALSN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 1.02 | -0.04 | BWA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.6x | 36.5x | -22.90 | ALSN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.08B | $10.86B | -$1.77B | BWA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ALSN REV | BWA REV | ALSN GROSS % | BWA GROSS % | ALSN FCF | BWA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.01B | $14.32B | 48.6% | 18.7% | $661.0M | — |
| FY 2024 | $3.23B | $14.09B | 47.4% | 18.8% | $658.0M | — |
| FY 2023 | $3.04B | $14.20B | — | — | $647.4M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ALSN // BETA 0.98
BWA // BETA 1.02