Allison Transmission Holdings Inc (ALSN)vsStandard Motor Products Inc (SMP)
ALSN
Allison Transmission Holdings Inc
$125.65
-3.41%
CONSUMER CYCLICAL · Cap: $10.31B
SMP
Standard Motor Products Inc
$43.95
-0.81%
CONSUMER CYCLICAL · Cap: $993.32M
Smart Verdict
WallStSmart Research — data-driven comparison
Allison Transmission Holdings Inc generates 184% more annual revenue ($5.24B vs $1.85B). ALSN leads profitability with a 11.1% profit margin vs 3.8%. SMP appears more attractively valued with a PEG of 0.53. ALSN earns a higher WallStSmart Score of 83/100 (A-).
ALSN
Exceptional Buy83
out of 100
Grade: A-
SMP
Buy63
out of 100
Grade: C+
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
-13.7%
Fair Value
$39.39
Current Price
$43.95
$4.56 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
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
1.8% revenue growth
Smaller company, higher risk/reward
3.8% margin — thin
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 : SMP
The strongest argument for SMP centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.53 suggests the stock is reasonably priced for its growth.
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 : SMP
The primary concerns for SMP are Revenue Growth, Market Cap, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
ALSN profiles as a growth stock while SMP is a value play — different risk/reward profiles.
ALSN carries more volatility with a beta of 1.06 — expect wider price swings.
ALSN is growing revenue faster at 121.4% — sustainability is the question.
ALSN generates stronger free cash flow (278M), providing more financial flexibility.
Bottom Line
ALSN scores higher overall (83/100 vs 63/100) and 121.4% revenue growth. Both earn "Exceptional 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.
Visit Website →Standard Motor Products Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Standard Motor Products, Inc. manufactures and distributes motor vehicle replacement parts to the automotive aftermarket industry. The company is headquartered in Long Island City, New York.
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