Top line contracting.
−6.7% YoY versus +6.3% prior. 3y CAGR +2.8%.
−6.7%We use cookies
MainRatios uses cookies for essential site functions. With your consent, we also use analytics cookies including session replay sampling (PostHog, Google Analytics) and advertising cookies (Google AdSense). You can reject non-essential cookies, including the "sale" or sharing of personal information under CCPA, and you may withdraw consent at any time (GDPR). See our Privacy Policy for details.
Consumer Discretionary · Market Cap: $9.7B
Live price unavailable
Fundamentals as of 2026-03-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
1 of 2 legendary models say BUY ALSN — but Joel Greenblatt disagrees.
What would legendary investors pay for ALSN?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Mixed — Allison Transmission Holdings, Inc. has 28.5% ROE but D/E 3.60.
Financial story
Mixed — Allison Transmission Holdings, Inc.'s 28.5% ROE is strong, but its 3.60 debt-to-equity is elevated.
Bottom line: ALSN splits the legendary models — 1 BUY, 0 HOLD, 1 AVOID, but earns a B sector grade (69/100) in Consumer Discretionary. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
P/E 18.0x — 77% above the 5y median of 10.2x. Forward 13.1x hints at EPS expansion next year.
How does ALSN compare?
ALSN is in the Consumer Discretionary sector. Sector ranking and peer comparison are in the sector tab.
1 of 2 legendary investor models rate ALSN a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $226. See the per-investor fair-value table in the valuation tab.
ALSN trades at 19.3x earnings. Sector context and per-investor signals are in the valuation tab.
ALSN and PAG differ on P/E, ROE, and revenue growth. See the full ALSN vs PAG compare matrix.
Buffett and Greenblatt evaluate ALSN against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
See exactly where ALSN ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingALSN sits at #3 in Consumer Discretionary with a B grade (69/100).