APTV’s 24% One Month Pop Begs The Question: Is ALSN Better Instead?
Allison Transmission (ALSN) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Aptiv (APTV), suggesting you may be better off investing in ALSN
- ALSN’s Last 12 Months revenue growth was 2.7%, vs. APTV’s -1.0%.
- In addition, its Last 3-Year Average revenue growth came in at 8.0%, ahead of APTV’s 7.7%.
- ALSN leads on profitability over both periods – LTM margin of 31.3% and 3-year average of 30.3%.
APTV designs and manufactures vehicle components in Signal and Power Solutions and Advanced Safety and User Experience segments. Formerly known as Delphi Automotive PLC. ALSN designs, manufactures, and sells fully-automatic transmissions, replacement parts, and support equipment for medium-to heavy-duty commercial and defense vehicles through an independent distributor network.
Valuation & Performance Overview
| APTV | ALSN | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 8.3 | 7.4 | ALSN |
| Revenue Growth | |||
| Last Quarter | 3.1% | -0.2% | APTV |
| Last 12 Months | -1.0% | 2.7% | ALSN |
| Last 3 Year Average | 7.7% | 8.0% | ALSN |
| Operating Margins | |||
| Last 12 Months | 10.6% | 31.2% | ALSN |
| Last 3 Year Average | 9.8% | 30.3% | ALSN |
| Momentum | |||
| Last 3 Year Return | -9.5% | 160.9% | ALSN |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: APTV Revenue Comparison | ALSN Revenue Comparison
See more margin details: APTV Operating Income Comparison | ALSN Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell ALSN Stock to see if Allison Transmission’s edge holds up under the hood or if Aptiv still has cards to play (see Buy or Sell APTV Stock).
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Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| APTV Return | 38% | 27% | -44% | -4% | -33% | 33% | -16% | ||
| ALSN Return | -9% | -14% | 17% | 42% | 88% | -17% | 98% | ||
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 11% | 100% | <=== | |
| Monthly Win Rates [3] | |||||||||
| APTV Win Rate | 67% | 67% | 25% | 42% | 42% | 71% | 52% | ||
| ALSN Win Rate | 50% | 50% | 50% | 67% | 83% | 29% | 55% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 57% | 62% | <=== | |
| Max Drawdowns [4] | |||||||||
| APTV Max Drawdown | -65% | -2% | -53% | -22% | -42% | -21% | -34% | ||
| ALSN Max Drawdown | -44% | -23% | -9% | -0% | -4% | -22% | -17% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/5/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read ALSN Dip Buyer Analyses and APTV Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.