WallStSmart

Allison Transmission Holdings Inc (ALSN)vsBorgWarner Inc (BWA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BorgWarner Inc generates 293% more annual revenue ($14.33B vs $3.65B). ALSN leads profitability with a 14.9% profit margin vs 2.5%. BWA appears more attractively valued with a PEG of 0.64. ALSN earns a higher WallStSmart Score of 65/100 (C+).

ALSN

Buy

65

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 5.3Quality: 5.0
Piotroski: 4/9Altman Z: 1.59

BWA

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 5.0Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 2.58
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALSNSignificantly Overvalued (-81.0%)

Margin of Safety

-81.0%

Fair Value

$64.33

Current Price

$115.75

$51.42 premium

UndervaluedFair: $64.33Overvalued
BWAUndervalued (+28.7%)

Margin of Safety

+28.7%

Fair Value

$104.52

Current Price

$77.03

$27.49 discount

UndervaluedFair: $104.52Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALSN3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
83.6%10/10

Revenue surging 83.6% year-over-year

Return on EquityProfitability
28.5%9/10

Every $100 of equity generates 29 in profit

PEG RatioValuation
0.698/10

Growing faster than its price suggests

BWA3 strengths · Avg: 8.7/10
EPS GrowthGrowth
61.1%10/10

Earnings expanding 61.1% YoY

PEG RatioValuation
0.648/10

Growing faster than its price suggests

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

ALSN3 concerns · Avg: 2.3/10
Altman Z-ScoreHealth
1.594/10

Distress zone — elevated risk

EPS GrowthGrowth
-40.4%2/10

Earnings declined 40.4%

Debt/EquityHealth
2.241/10

Elevated debt levels

BWA4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Return on EquityProfitability
6.6%3/10

ROE of 6.6% — below average capital efficiency

Profit MarginProfitability
2.5%3/10

2.5% margin — thin

P/E RatioValuation
43.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ALSN

The strongest argument for ALSN centers on Revenue Growth, Return on Equity, PEG Ratio. Revenue growth of 83.6% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.

Bull Case : BWA

The strongest argument for BWA centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.64 suggests the stock is reasonably priced for its growth.

Bear Case : ALSN

The primary concerns for ALSN are Altman Z-Score, EPS Growth, Debt/Equity. Debt-to-equity of 2.24 is elevated, increasing financial risk.

Bear Case : BWA

The primary concerns for BWA are Revenue Growth, Return on Equity, Profit Margin. A P/E of 43.3x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

ALSN profiles as a growth stock while BWA is a value play — different risk/reward profiles.

BWA carries more volatility with a beta of 1.06 — expect wider price swings.

ALSN is growing revenue faster at 83.6% — sustainability is the question.

ALSN generates stronger free cash flow (103M), providing more financial flexibility.

Bottom Line

ALSN scores higher overall (65/100 vs 61/100) and 83.6% revenue growth. BWA offers better value entry with a 28.7% margin of safety. Both earn "Buy" and "Buy" 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.

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BorgWarner Inc

CONSUMER CYCLICAL · AUTO PARTS · USA

BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.

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