Allison Transmission (ALSN) vs Lear (LEA)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Allison Transmission (ALSN) has outperformed Lear (LEA) over the past year, gaining 32.3% versus a gain of 20.4%. Over five years, ALSN leads with a +215.5% price change compared with -33.2% for LEA. Allison Transmission is the larger company by market cap ($9.15 billion vs $5.90 billion), about 1.6 times the size, while Lear is growing revenue faster (-0.2% vs -6.7%).
On valuation, Lear trades at a lower forward P/E (7.1x vs 9.8x for Allison Transmission). Lear offers the higher dividend yield (2.57% vs 1.01%). 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 | LEA |
|---|---|---|
| Share price | $110.76 | $119.63 |
| Market cap | $9.15B | $5.90B |
| 1-day change | -3.48% | -1.94% |
| YTD return | +13.14% | +4.39% |
| 1-year return | +32.35% | +20.36% |
| 5-year return | +215.47% | -33.19% |
| P/E ratio (TTM) | 17.61 | 11.14 |
| Forward P/E | 9.79 | 7.09 |
| EPS (TTM) | $6.29 | $10.74 |
| Dividend yield | 1.01% | 2.57% |
| Annual dividend | $1.12 | $3.08 |
| Revenue (latest FY) | $3.01B | $23.26B |
| Revenue growth (YoY) | -6.67% | -0.20% |
| Net income (latest FY) | $623.00M | $436.80M |
| Gross margin | 48.60% | 6.47% |
| Operating margin | 29.24% | 3.34% |
| Net margin | 20.70% | 1.88% |
| 52-week high | $137.62 | $150.33 |
| 52-week low | $76.01 | $96.04 |
| Distance from 52-week high | -19.52% | -20.42% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +27.06% | +25.14% |
| Average volume | 805.92K | 639.11K |
| Shares outstanding | 82.58M | 49.32M |
| Employees | 4,000 | 164,300 |
| 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
- ALSN has outperformed LEA by 12.0 percentage points over the past year.
- Allison Transmission trades at a higher earnings multiple (17.6x vs 11.1x trailing P/E).
- Lear offers a meaningfully higher dividend yield (2.57% vs 1.01%).
- Allison Transmission is more profitable, keeping 20.7 cents of every revenue dollar as net income versus 1.9 cents for Lear.
- Lear grew revenue faster in its latest fiscal year (-0.20% 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 Lear
LEA stock →Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. Its Seating segment offers seat systems, keyseat components, seat trim covers, seat mechanisms, thermal comfort systems such as seat heating, ventilation, active cooling, pneumatic lumbar and massage products, seat cushioning, and headrests, as well as surface materials, such as leather and fabric for light trucks, compact cars, pick-up trucks, and sport utility vehicles.
Consumer Discretionary · Auto Parts:O.E.M. · 164,300 employees
ALSN vs LEA FAQ
Which is bigger, Allison Transmission or Lear?
Allison Transmission (ALSN) is larger, with a market capitalization of $9.15B compared with $5.90B for Lear (LEA).
Which stock has performed better over the past year, ALSN or LEA?
ALSN returned +32.35% over the past 12 months, compared with +20.36% for LEA (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ALSN or LEA?
LEA has the lower trailing P/E at 11.1, versus 17.6 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 Lear?
Lear has the higher yield at 2.57%, compared with 1.01% for Allison Transmission.
Are Allison Transmission and Lear in the same industry?
Yes. Both are classified in the Auto Parts:O.E.M. industry within the Consumer Discretionary sector.