Allison Transmission Holdings, Inc. (ALSN) vs Modine Manufacturing Company (MOD)

Allison Transmission Holdings, Inc. and Modine Manufacturing Company are both Auto Parts companies. Modine Manufacturing Company is the larger, with a market value of $10.6B against $9.3B — 1.1× the size. Allison Transmission Holdings, Inc. trades at the lower P/E: 17.9× against 74.5×. Allison Transmission Holdings, Inc. grew revenue faster over the last twelve months: 37.6% against 29.5%. Allison Transmission Holdings, Inc. has the higher net margin (12.0% vs 4.28%) and the lower return on invested capital (9.45% vs 13.0%). Across the 22 metrics below, Allison Transmission Holdings, Inc. leads on 17 and Modine Manufacturing Company on 5.

Valuation

Metric ALSN MOD Auto Parts median
P/E 17.93 74.46 17.92
P/S 2.15 3.13 0.64
P/B 4.78 8.73 1.15
Price to free cash flow 12.82 104.53 12.82
EV/EBITDA 11.89 25.99 7.66
EV/Sales 2.99 3.26 0.73
Earnings yield 5.58% 1.34% 2.73%
Free cash flow yield 7.80% 0.96% 3.47%

Profitability

Metric ALSN MOD Auto Parts median
Gross margin 36.42% 22.17% 22.64%
Operating margin 19.56% 10.13% 3.67%
Net margin 12.02% 4.28% 1.68%
Free cash flow margin 16.74% 2.99% 2.31%
Return on equity 28.35% 12.94% 2.35%
Return on assets 7.49% 5.74% 0.89%
Return on invested capital 9.45% 12.99% 4.55%

Growth

Metric ALSN MOD Auto Parts median
Revenue growth (TTM) 37.56% 29.47% 5.00%
EPS growth (last fiscal year) (11.79%) (33.92%) —
Revenue growth, 5-year CAGR 7.66% 11.96% 7.78%
Net income growth, 5-year CAGR 15.81% 0.00% 0.00%

Health

Metric ALSN MOD Auto Parts median
Debt to equity 2.08 0.44 0.38
Current ratio 1.81 2.04 1.78
Net debt to EBITDA 1.38 0.86 1.26

Dividend

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

Size

Metric ALSN MOD Auto Parts median
Market cap 9.31b 10.60b 914.31m

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