Allison Transmission Holdings, Inc. (ALSN) vs Aptiv PLC (APTV)

Allison Transmission Holdings, Inc. and Aptiv PLC are both Auto Parts companies. Allison Transmission Holdings, Inc. is the larger, with a market value of $9.6B against $8.3B — 1.2× the size. Aptiv PLC trades at the lower P/E: 11.3× against 16.6×. Allison Transmission Holdings, Inc. grew revenue faster over the last twelve months: 70.8% against 15.2%. Allison Transmission Holdings, Inc. has the higher net margin (11.1% vs 3.70%) and the higher return on invested capital (10.7% vs 8.31%). Across the 22 metrics below, Allison Transmission Holdings, Inc. leads on 13 and Aptiv PLC on 9.

Valuation

Metric ALSN APTV Auto Parts median
P/E 16.59 11.29 14.81
P/S 1.84 0.41 0.55
P/B 4.89 0.96 1.16
Price to free cash flow 11.64 25.14 10.18
EV/EBITDA 11.91 4.61 7.39
EV/Sales 2.52 0.63 0.67
Earnings yield 6.03% 8.86% 3.46%
Free cash flow yield 8.59% 3.98% 2.74%

Profitability

Metric ALSN APTV Auto Parts median
Gross margin 33.93% 18.81% 22.13%
Operating margin 18.33% 8.60% 3.50%
Net margin 11.12% 3.70% 1.89%
Free cash flow margin 15.85% 1.96% 1.43%
Return on equity 29.74% 8.43% 0.96%
Return on assets 8.15% 3.70% 1.20%
Return on invested capital 10.74% 8.31% 4.41%

Growth

Metric ALSN APTV Auto Parts median
Revenue growth (TTM) 70.84% 15.16% 4.32%
EPS growth (last fiscal year) (11.79%) (89.22%) 5.72%
Revenue growth, 5-year CAGR 7.66% 9.32% 7.66%
Net income growth, 5-year CAGR 15.81% (37.78%) 0.00%

Health

Metric ALSN APTV Auto Parts median
Debt to equity 1.93 0.61 0.43
Current ratio 1.77 1.97 1.73
Net debt to EBITDA 1.38 2.01 1.26

Dividend

Metric ALSN APTV Auto Parts median
Dividend yield 0.98% — 1.97%
Payout ratio 0.16 — 0.27

Size

Metric ALSN APTV Auto Parts median
Market cap 9.62b 8.27b 1.03b

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