ALSN vs TM
Allison Transmission vs Toyota Motor Corporation — AI-powered side-by-side comparison
ALSN
Allison Transmission
67
Buy
VS
TM
Toyota Motor Corporation
66
Buy
| Metric | ALSN | TM |
|---|
| AI Score |
67
|
66
|
| Price |
$125.81
|
$190.78
|
| P/E Ratio |
19.85×
|
8.59×
|
| ROE |
33.4%
|
9.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
39.5%
|
16.8%
|
| Debt / Equity |
2.08×
|
1.18×
|
| Dividend Yield |
0.9%
|
3.1%
|
| RSI (14) |
65.6
|
56.2
|
| Beta |
0.948
|
0.335
|
| Expected Upside |
+2.4%
|
—
|
AI Committee View
Current Innellis committee reasoning for ALSN versus TM.
ALSN leads by 1 points.
ALSN scores 67/100 (Buy) versus TM at 66/100 (Buy).
ALSN Committee View
75% agreement
4 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
TM Committee View
60% agreement
5 analysts
Positive signals support the current rating — p/e of 9.2 is inexpensive for the broad market. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- P/E of 9.2 is inexpensive for the broad market — Value
- Price-to-book of 1.2x is a discount to asset value — Value
- Dividend yield of 3.3% pays you to wait — Value
Bear Case
- EPS declining -18.0% YoY despite any revenue growth — Growth