Allison Transmission (ALSN) vs Atmus Filtration Technologies (ATMU)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Allison Transmission (ALSN) has outperformed Atmus Filtration Technologies (ATMU) over the past year, gaining 31.6% versus a loss of 3.4%. Allison Transmission is the larger company by market cap ($9.07 billion vs $3.49 billion), about 2.6 times the size, while Atmus Filtration Technologies is growing revenue faster (+5.7% vs -6.7%). On valuation, Allison Transmission trades at a lower forward P/E (9.8x vs 13.1x for Atmus Filtration Technologies).
Allison Transmission offers the higher dividend yield (1.02% vs 0.51%). Allison Transmission converts more of its revenue into profit, with a net margin of 20.7% versus 11.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ALSN | ATMU |
|---|---|---|
| Share price | $109.86 | $42.81 |
| Market cap | $9.07B | $3.49B |
| 1-day change | +0.69% | +0.45% |
| YTD return | +11.45% | -17.53% |
| 1-year return | +31.60% | -3.41% |
| 5-year return | +210.77% | — |
| P/E ratio (TTM) | 17.47 | 16.34 |
| Forward P/E | 9.76 | 13.06 |
| EPS (TTM) | $6.29 | $2.62 |
| Dividend yield | 1.02% | 0.51% |
| Annual dividend | $1.12 | $0.22 |
| Revenue (latest FY) | $3.01B | $1.76B |
| Revenue growth (YoY) | -6.67% | +5.67% |
| Net income (latest FY) | $623.00M | $207.40M |
| Gross margin | 48.60% | 28.24% |
| Operating margin | 29.24% | 16.95% |
| Net margin | 20.70% | 11.76% |
| 52-week high | $137.62 | $66.50 |
| 52-week low | $76.01 | $40.75 |
| Distance from 52-week high | -20.17% | -35.62% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +28.10% | +52.30% |
| Average volume | 809.53K | 693.90K |
| Shares outstanding | 82.58M | 81.60M |
| Employees | 4,000 | 4,500 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Auto Parts:O.E.M. | Auto Parts:O.E.M. |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Allison Transmission is about 2.6 times larger than Atmus Filtration Technologies by market value ($9.07B vs $3.49B).
- ALSN has outperformed ATMU by 35.0 percentage points over the past year.
- Allison Transmission is more profitable, keeping 20.7 cents of every revenue dollar as net income versus 11.8 cents for Atmus Filtration Technologies.
- Atmus Filtration Technologies grew revenue faster in its latest fiscal year (+5.67% vs -6.67%).
About Allison Transmission
ALSN stock →Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. defense vehicles, and electrified propulsion systems worldwide.
Consumer Discretionary · Auto Parts:O.E.M. · 4,000 employees
About Atmus Filtration Technologies
ATMU stock →Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally.
Consumer Discretionary · Auto Parts:O.E.M. · 4,500 employees
ALSN vs ATMU FAQ
Which is bigger, Allison Transmission or Atmus Filtration Technologies?
Allison Transmission (ALSN) is larger, with a market capitalization of $9.07B compared with $3.49B for Atmus Filtration Technologies (ATMU).
Which stock has performed better over the past year, ALSN or ATMU?
ALSN returned +31.60% over the past 12 months, compared with -3.41% for ATMU (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ALSN or ATMU?
ATMU has the lower trailing P/E at 16.3, versus 17.5 for ALSN. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Allison Transmission or Atmus Filtration Technologies?
Allison Transmission has the higher yield at 1.02%, compared with 0.51% for Atmus Filtration Technologies.
Are Allison Transmission and Atmus Filtration Technologies in the same industry?
Yes. Both are classified in the Auto Parts:O.E.M. industry within the Consumer Discretionary sector.