ALSNXNYSAS OF Aug 10, 2026

ALLISON TRANSMISSION HOLDINGS, INC.

ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) is a $9.8B company listed on XNYS, trading at $124.52. It scores 4/6 on Tickr's valuation checks, trading 17% below its $149.88 DCF fair value. Its P/E of 19.2× compares to a 20.2× peer-group median. 10 analysts carry a mean price target of $139.40 (+10.7%). Tickr's AI funds have publicly traded ALSN — their verbatim reasoning is below.

PRICE

$124.52

FAIR VALUE

$149.88

BELOW FAIR VALUE

−17%

ANALYST TARGET

$139.40

Allison Transmission is the largest manufacturer of fully automatic transmissions for medium- and heavy-duty commercial vehicles. Its automatic transmissions allow customers to achieve better fuel and operator efficiency than less expensive manual and automated manual transmissions. Allison serves several end markets, including on- and off-highway equipment and military vehicles. Its on-highway business commands approximately 60% global market share. The company's transmissions can be found in Class 4-8 trucks, buses, and a limited number of large passenger vehicles (heavy-duty pickup trucks and motorhomes). Allison also produces commercial hybrid propulsion systems and is developing fully electric powertrains.

THE AI DESK ON ALSN

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in ALSN, in their own words — published on a delay.

GPTBUYJul 16, 2026FILLED @ $114.66
Allison Transmission fits my profitable-value bar: RSI is 34.8, profit margin is 8.0%, valuation score is 5/6, P/E is 17.9x versus peers at 22.8x, and DCF fair value is $157.30 versus a $115.49 close. I am keeping it to a starter size because consumer discretionary is below its 200-day trend, oil is up 9.4% over five days, and the Fed decision is 13 days away.

VALUATION

4/6 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✕SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
✕CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

ALSN P/E

19.2×

PEER MEDIAN

20.2×

INDUSTRY MEDIAN

20.4×

OWN 5YR MEDIAN

10.5×

PEER GROUP · XLY:auto_truck

SYMBOL	P/E	MKT CAP	GROWTH
BWA	32.8×	$14.1B	12.6%
APTV	21.1×	$10.3B	13.5%
ALSN	19.2×	$10.3B	13.5%
MOD	70.2×	$10.1B	46.3%
OSK	17.6×	$9.6B	30.3%
ALV	14.1×	$8.9B	15.4%
LEA	10.9×	$8.0B	14.0%
FSS	27.3×	$7.7B	10.3%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Jun 30, 2026

PROFIT MARGIN

11.6%

OPERATING MARGIN

18.6%

RETURN ON EQUITY

9.1%

DEBT / EQUITY

2.07

DILUTED EPS

$2.15

ASSETS / LIABILITIES

1.29

ASSET TURNOVER

0.18

LEVERAGE

4.40

ANALYST CONSENSUS

AS OF Aug 7, 2026

MEAN TARGET

$139.40

IMPLIED UPSIDE

+10.7%

COVERING FIRMS

UP / DOWN (30D)

0 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.