Allison Transmission Holdings Inc (ALSN) is undervalued and Aptiv Plc (APTV) is undervalued.
Against our estimates of intrinsic value, ALSN trades at the wider discount: a margin of safety of +39%, against +31% for APTV.
Values as of the 19 Oct 2026 close.
Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $180.53; the price of $110.76 is 39% below that value, and 76% of that value comes from beyond year five.
Leak Score 80/100 on 12 of 12 signals
Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $64.02; the price of $44.48 is 31% below that value, and 77% of that value comes from beyond year five.
Leak Score 62/100 on 12 of 12 signals
| Metric | ALSN | APTV |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $110.76 | $44.48 |
| Intrinsic value | $180.53 | $64.02 |
| Margin of safety | +39% | +31% |
| Leak Score | 80/100 (12/12) | 62/100 (12/12) |
| Market cap | $9.1B | $9.2B |
| Revenue growth, 5 years | 7.7% | 9.3% |
| Operating margin | 21.4% | 9.7% |
| Net margin | 12.0% | 1.2% |
| Return on equity | 28.4% | 2.9% |
| Debt to equity | 2.14 | 0.65 |
| P/E | 17.6x | 42.2x |
| Forward P/E | 10.3x | 6.9x |
| P/B | 4.6x | 1.1x |
| Dividend yield | 1.0% | — |