Added to YB: 2026-02-05
Pitch date: 2026-02-02
ALSN [neutral]
Allison Transmission Holdings, Inc.
+7.11%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
Company Info
Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.
Market Cap
$9.8B
Pitch Price
$109.96
Price Target
157.00 (+33%)
Dividend
0.92%
EV/EBITDA
10.10
P/E
14.46
EV/Sales
3.68
Sector
Machinery
Category
value
Quick Value #303 - Allison Transmission (ALSN)
ALSN (watchlist): Acquired Dana's off-highway business for $2.7B, creating $6B rev company w/ 30%+ EBITDA margins. Dominant 80% NA truck/bus transmission share. Share cannibal: bought back 65%+ shares since 2012. Trading 8.5x EBITDA post-synergies despite 20%+ FCF margins. $157 target (43% upside).
Read full article (5 min)