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. and Aptiv PLC are of similar size ($9.3B and $9.1B). Allison Transmission Holdings, Inc. trades at the lower P/E: 17.9× against 42.3×. Allison Transmission Holdings, Inc. grew revenue faster over the last twelve months: 37.6% against 16.6%. Allison Transmission Holdings, Inc. has the higher net margin (12.0% vs 1.06%) and the higher return on invested capital (9.45% vs 5.42%). Both pay a dividend; Allison Transmission Holdings, Inc. yields more (1.46% vs 0.08%). Across the 23 metrics below, Allison Transmission Holdings, Inc. leads on 16 and Aptiv PLC on 7.

Valuation

Metric ALSN APTV Auto Parts median
P/E 17.93 42.25 17.92
P/S 2.15 0.46 0.64
P/B 4.78 1.08 1.15
Price to free cash flow 12.82 15.09 12.82
EV/EBITDA 11.89 5.01 7.66
EV/Sales 2.99 0.68 0.73
Earnings yield 5.58% 2.37% 2.73%
Free cash flow yield 7.80% 6.63% 3.47%

Profitability

Metric ALSN APTV Auto Parts median
Gross margin 36.42% 19.01% 22.64%
Operating margin 19.56% 5.58% 3.67%
Net margin 12.02% 1.06% 1.68%
Free cash flow margin 16.74% 3.38% 2.31%
Return on equity 28.35% 2.36% 2.35%
Return on assets 7.49% 1.05% 0.89%
Return on invested capital 9.45% 5.42% 4.55%

Growth

Metric ALSN APTV Auto Parts median
Revenue growth (TTM) 37.56% 16.58% 5.00%
EPS growth (last fiscal year) (11.79%) (89.22%) —
Revenue growth, 5-year CAGR 7.66% 9.32% 7.78%
Net income growth, 5-year CAGR 15.81% (37.78%) 0.00%

Health

Metric ALSN APTV Auto Parts median
Debt to equity 2.08 0.61 0.38
Current ratio 1.81 2.02 1.78
Net debt to EBITDA 1.38 2.01 1.26

Dividend

Metric ALSN APTV Auto Parts median
Dividend yield 1.46% 0.08% 2.37%
Payout ratio 0.13 0.00 0.00

Size

Metric ALSN APTV Auto Parts median
Market cap 9.31b 9.07b 914.31m

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