Allison Transmission (ALSN) vs BorgWarner (BWA)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
BorgWarner (BWA) has outperformed Allison Transmission (ALSN) over the past year, gaining 47.2% versus a gain of 35.6%. Over five years, ALSN leads with a +212.9% price change compared with +48.1% for BWA. BorgWarner is the larger company by market cap ($12.48 billion vs $9.07 billion), about 1.4 times the size.
On valuation, Allison Transmission trades at a lower forward P/E (9.8x vs 10.4x for BorgWarner). BorgWarner offers the higher dividend yield (1.11% vs 1.02%). Allison Transmission converts more of its revenue into profit, with a net margin of 20.7% versus 1.9%.
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 | BWA |
|---|---|---|
| Share price | $109.86 | $61.30 |
| Market cap | $9.07B | $12.48B |
| 1-day change | +0.69% | -0.68% |
| YTD return | +12.22% | +36.04% |
| 1-year return | +35.60% | +47.21% |
| 5-year return | +212.90% | +48.07% |
| P/E ratio (TTM) | 17.47 | 30.80 |
| Forward P/E | 9.76 | 10.36 |
| EPS (TTM) | $6.29 | $1.99 |
| Dividend yield | 1.02% | 1.11% |
| Annual dividend | $1.12 | $0.68 |
| Revenue (latest FY) | $3.01B | $14.32B |
| Revenue growth (YoY) | -6.67% | +1.63% |
| Net income (latest FY) | $623.00M | $277.00M |
| Gross margin | 48.60% | 18.68% |
| Operating margin | 29.24% | 3.74% |
| Net margin | 20.70% | 1.93% |
| 52-week high | $137.62 | $78.82 |
| 52-week low | $76.01 | $40.50 |
| Distance from 52-week high | -20.17% | -22.23% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +28.10% | +32.58% |
| Average volume | 809.53K | 2.25M |
| Shares outstanding | 82.58M | 203.67M |
| Employees | 4,000 | 37,500 |
| 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
- BWA has outperformed ALSN by 11.6 percentage points over the past year.
- BorgWarner trades at a higher earnings multiple (30.8x vs 17.5x trailing P/E).
- Allison Transmission is more profitable, keeping 20.7 cents of every revenue dollar as net income versus 1.9 cents for BorgWarner.
- BorgWarner grew revenue faster in its latest fiscal year (+1.63% 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 BorgWarner
BWA stock →BorgWarner Inc., together with its subsidiaries, provides technology solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through the Turbos & Thermal Technologies; Drivetrain & Morse Systems; PowerDrive Systems; and Battery & Charging Systems segments.
Consumer Discretionary · Auto Parts:O.E.M. · 37,500 employees
ALSN vs BWA FAQ
Which is bigger, Allison Transmission or BorgWarner?
BorgWarner (BWA) is larger, with a market capitalization of $12.48B compared with $9.07B for Allison Transmission (ALSN).
Which stock has performed better over the past year, ALSN or BWA?
BWA returned +47.21% over the past 12 months, compared with +35.60% for ALSN (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ALSN or BWA?
ALSN has the lower trailing P/E at 17.5, versus 30.8 for BWA. 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 BorgWarner?
BorgWarner has the higher yield at 1.11%, compared with 1.02% for Allison Transmission.
Are Allison Transmission and BorgWarner in the same industry?
Yes. Both are classified in the Auto Parts:O.E.M. industry within the Consumer Discretionary sector.