Allison Transmission Holdings Inc (ALSN)vsAurora Innovation Inc (AUR)
ALSN
Allison Transmission Holdings Inc
$125.65
-3.41%
CONSUMER CYCLICAL · Cap: $10.31B
AUR
Aurora Innovation Inc
$4.35
-5.43%
CONSUMER CYCLICAL · Cap: $9.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Allison Transmission Holdings Inc generates 74800% more annual revenue ($5.24B vs $7.00M). ALSN leads profitability with a 11.1% profit margin vs 0.0%. ALSN earns a higher WallStSmart Score of 83/100 (A-).
ALSN
Exceptional Buy83
out of 100
Grade: A-
AUR
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.0%
Fair Value
$95.45
Current Price
$125.65
$30.20 premium
Margin of Safety
-17.2%
Fair Value
$3.72
Current Price
$4.35
$0.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 121.4% year-over-year
Every $100 of equity generates 29 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.1%
Earnings expanding 41.1% YoY
Revenue surging 200.0% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
0.0% earnings growth
0.0% margin — thin
ROE of -46.1% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ALSN
The strongest argument for ALSN centers on Revenue Growth, Return on Equity, PEG Ratio. Revenue growth of 121.4% demonstrates continued momentum. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bull Case : AUR
The strongest argument for AUR centers on Revenue Growth, Debt/Equity. Revenue growth of 200.0% demonstrates continued momentum.
Bear Case : ALSN
The primary concerns for ALSN are Altman Z-Score, Debt/Equity. Debt-to-equity of 1.93 is elevated, increasing financial risk.
Bear Case : AUR
The primary concerns for AUR are EPS Growth, Profit Margin, Return on Equity.
Key Dynamics to Monitor
ALSN profiles as a growth stock while AUR is a hypergrowth play — different risk/reward profiles.
AUR carries more volatility with a beta of 2.87 — expect wider price swings.
AUR is growing revenue faster at 200.0% — sustainability is the question.
ALSN generates stronger free cash flow (278M), providing more financial flexibility.
Bottom Line
ALSN scores higher overall (83/100 vs 32/100) and 121.4% revenue growth. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Allison Transmission Holdings Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Allison Transmission Holdings, Inc. designs, manufactures and sells fully automatic commercial and defense transmissions for medium and heavy duty commercial vehicles, and medium and heavy duty US defense vehicles globally. The company is headquartered in Indianapolis, Indiana.
Visit Website →Aurora Innovation Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Aurora Innovation Inc. is a leading player in the autonomous vehicle sector, dedicated to revolutionizing transportation through the development of advanced self-driving technologies that prioritize safety and efficiency. The company leverages cutting-edge artificial intelligence and machine learning to deliver scalable solutions across multiple domains, including passenger transportation and logistics. With a robust portfolio of strategic partnerships and a strong focus on innovation, Aurora is well-equipped to harness the growing demand for autonomous mobility, positioning itself for substantial long-term growth in an increasingly dynamic market.
Visit Website →Compare with Other AUTO PARTS Stocks
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