Allison Transmission vs Patrick Industries
ALSN and PATK side by side, both in motor vehicles and motor vehicle equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ALSN and PATK compare
Allison Transmission is the larger company, worth 3.6 times as much as Patrick Industries ($8.9B against $2.5B).
On earnings, Allison Transmission is cheaper: it trades at 17.2× trailing earnings, against 18.4× for Patrick Industries.
Allison Transmission grew revenue faster over the last twelve months (37.6% versus 3.2% for Patrick Industries).
Allison Transmission keeps more of each dollar of sales as profit, with a net margin of 12.0% compared with 3.7% at Patrick Industries.
Both pay dividends: Allison Transmission yields 1.1% and Patrick Industries 2.4%.
Allison Transmission scores higher on the StockData Score (15 against 11 for Patrick Industries), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ALSN | PATK |
|---|---|---|
| Size and price | ||
| Market cap | $8.9B | $2.5B |
| Share price | $108.05 | $77.68 |
| Change, 1 year | 32.4% | −21.4% |
| Change, 5 years | 206% | 45.7% |
| Beta (5Y) | 0.74 | 1.12 |
| Employees | 4,000 | 7,500 |
| StockData Score | ||
| Total score | 15 (better) | 11 |
| Valuation score | 1 (better) | 0 |
| Growth score | 2 | 2 |
| Performance score | 5 (better) | 3 |
| Health score | 3 (better) | 2 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 17.2× (better) | 18.4× |
| P/S | 2.0× | 0.6× (better) |
| P/B | 4.5× | 2.2× (better) |
| EV/EBITDA | 14.7× | 8.9× (better) |
| P/FCF | 12.1× (better) | 19.5× |
| PEG | 1.75 | – |
| FCF yield | 8.3% (better) | 5.1% |
| Fair value | $72.46 | $72.63 |
| Margin of safety | −49.1% | −7.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 37.6% (better) | 3.2% |
| Revenue growth, 5Y average | 7.7% | 9.7% (better) |
| Net income growth (TTM) | −30.6% | 16.8% (better) |
| EPS growth (TTM) | −28.6% | 14.4% (better) |
| EPS growth, 5Y average | 22.8% (better) | 6.9% |
| Profitability | ||
| Gross margin | 36.4% (better) | 23.1% |
| Operating margin | 19.6% (better) | 6.7% |
| Net margin | 12.0% (better) | 3.7% |
| FCF margin | 16.7% (better) | 3.2% |
| Return on equity | 28.3% (better) | 13.0% |
| Return on invested capital | 14.6% (better) | 8.3% |
| Financial health | ||
| Debt / equity | 2.08 | 1.25 (better) |
| Net debt / EBITDA | 4.31 | 3.19 (better) |
| Current ratio | 1.81 | 2.67 (better) |
| Altman Z-score | 1.79 | 2.86 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 1.1% | 2.4% (better) |
| Payout ratio | 17.8% | 40.4% |
| Years of dividend growth | 3 | – |
| Buyback yield | 1.6% | 4.3% (better) |
| Shareholder yield | 2.6% | 6.7% (better) |
| Ownership | ||
| Held by institutions | 104% | 112% |
| Held by insiders | 0.76% | 4.4% |
| Insider net buying, 12 months | −$6.0M | −$1.9M (better) |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 2.8% | 19.0% |
Go deeper
- ALSN stock overview
- ALSN income statement
- ALSN valuation and score
- PATK stock overview
- PATK income statement
- PATK valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.