Allison Transmission Holdings, Inc. (ALSN) vs Mobileye Global Inc. (MBLY)

Allison Transmission Holdings, Inc. and Mobileye Global Inc. are both Auto Parts companies. Allison Transmission Holdings, Inc. is the larger, with a market value of $9.3B against $6.6B — 1.4× the size. Mobileye Global Inc. has negative trailing earnings, so its P/E is not meaningful; Allison Transmission Holdings, Inc. trades at 17.9×. Allison Transmission Holdings, Inc. grew revenue faster over the last twelve months: 37.6% against 5.00%. Allison Transmission Holdings, Inc. has the higher net margin (12.0% vs −201.5%) and the higher return on invested capital (9.45% vs −38.6%). Across the 20 metrics below, Allison Transmission Holdings, Inc. leads on 11 and Mobileye Global Inc. on 9.

Valuation

Metric ALSN MBLY Auto Parts median
P/E 17.93 n/m 17.92
P/S 2.15 3.26 0.64
P/B 4.78 0.80 1.15
Price to free cash flow 12.82 16.93 12.82
EV/EBITDA 11.89 n/m 7.66
EV/Sales 2.99 2.54 0.73
Earnings yield 5.58% (62.14%) 2.73%
Free cash flow yield 7.80% 5.91% 3.47%

Profitability

Metric ALSN MBLY Auto Parts median
Gross margin 36.42% 47.37% 22.64%
Operating margin 19.56% (207.09%) 3.67%
Net margin 12.02% (201.49%) 1.68%
Free cash flow margin 16.74% 19.25% 2.31%
Return on equity 28.35% (40.07%) 2.35%
Return on assets 7.49% (37.93%) 0.89%
Return on invested capital 9.45% (38.56%) 4.55%

Growth

Metric ALSN MBLY Auto Parts median
Revenue growth (TTM) 37.56% 5.00% 5.00%
EPS growth (last fiscal year) (11.79%) 87.43% —
Revenue growth, 5-year CAGR 7.66% 14.39% 7.78%
Net income growth, 5-year CAGR 15.81% 0.00% 0.00%

Health

Metric ALSN MBLY Auto Parts median
Debt to equity 2.08 0.00 0.38
Current ratio 1.81 4.60 1.78
Net debt to EBITDA 1.38 (23.84) 1.26

Dividend

Metric ALSN MBLY Auto Parts median
Dividend yield 1.46% — 2.37%
Payout ratio 0.13 — 0.00

Size

Metric ALSN MBLY Auto Parts median
Market cap 9.31b 6.59b 914.31m

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