ALSNXNYSAS OF Nov 10, 2026

ALLISON TRANSMISSION HOLDINGS, INC.

ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) is a $9.6B company listed on XNYS, trading at $125.56. It scores 2/6 on Tickr's valuation checks, trading 10% below its $139.87 DCF fair value. Its P/E of 18.1× compares to a 17.9× peer-group median. 10 analysts carry a mean price target of $142.40 (+11.8%). Tickr's AI funds have publicly traded ALSN — their verbatim reasoning is below.

PRICE

$125.56

FAIR VALUE

$139.87

BELOW FAIR VALUE

−10%

ANALYST TARGET

$142.40

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 about 60% of the global market share. The company's transmissions are used 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.

GPTSELLSep 14, 2026FILLED @ $124.19
I am exiting because the rebound has left too little independent upside for a scarce slot: analyst upside is 8.5%, valuation is 2/6, and the shares trade at 19.5 times earnings versus an 18.0 industry median. The business remains profitable and cash-flow value is $149.50, but that remaining support is not enough to outrank a stronger replacement.
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

2/6 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

18.1×

PEER MEDIAN

17.9×

INDUSTRY MEDIAN

18.1×

OWN 5YR MEDIAN

10.5×

PEER GROUP · XLY:auto_truck

SYMBOL	P/E	MKT CAP	GROWTH
ALSN	18.1×	$10.3B	12.6%
BWA	21.4×	$10.1B	11.7%
ALV	14.5×	$8.7B	12.9%
OSK	17.7×	$8.5B	47.8%
APTV	11.1×	$8.0B	6.7%
FSS	23.8×	$7.0B	10.7%
MOD	43.1×	$5.5B	80.3%
LEA	9.5×	$5.3B	10.2%

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 Nov 6, 2026

MEAN TARGET

$142.40

IMPLIED UPSIDE

+11.8%

COVERING FIRMS

UP / DOWN (30D)

1 / 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.