ALSN

Allison Transmission Holdings, Inc.

Consumer Cyclical · $9.3B market cap

Verdict

Share price

$117.97

close of Oct 3, 2026

Fair value

$51.52

Sticker Price

Payback Price

$20.61

buy price

Overpriced

ALSN is Overpriced: at $117.97 it trades 129% above its fair value of $51.52. Its buy price (Payback Price) is $20.61, 83% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 3% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth12.7% a year✓
Equity per share growth8.7% a year✗
Sales growth3.2% a year✗
Free cash flow growth4.2% a year✗
Return on invested capital15.5%✓

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Superinvestors

2 of the investors we track hold ALSN. In Q2 2026, 1 added and 1 trimmed. Who we track

Moves in Q2 2026

Added: Tweedy Browne

Trimmed: Bill Nygren

Insider activity

Since Aug 10, 2026: no open-market purchases, 5 sales worth $4.2M and 15 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About Allison Transmission Holdings, Inc.

Allison Transmission Holdings, Inc. (ALSN), along with its affiliates, specializes in the global development, manufacturing, and sale of fully-automatic transmissions. These robust systems are engineered for both medium and heavy-duty commercial vehicles, as well as medium and heavy-tactical defense vehicles utilized by the U.S. military. The company's diverse product portfolio serves a broad spectrum of…

Auto - Parts

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works