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ALSN vs ATMU
Which Stock Would AI Choose? Allison Transmission Holdings, Inc. (ALSN) vs. Atmus Filtration Technologies Inc. (ATMU) Stock Comparison
Key Takeaways
- Both ALSN and ATMU have delivered strong gains in recent market activity, with year-to-date increases around 37% for ALSN and robust past-year performance exceeding 80% for ATMU.
- ALSN, a leader in automatic transmissions, benefits from steady commercial vehicle demand and recent dividend hikes, enhancing its appeal for income-focused investors.
- ATMU, specializing in filtration products, shows higher growth potential as a newer entity with consistent earnings beats.
- Recent one-month performance is comparable, with ATMU edging ahead at approximately 15.7% versus 14.8% for ALSN.
- Both stocks operate in the industrials sector, exposed to heavy-duty vehicle cycles, but ALSN offers greater dividend stability while ATMU exhibits stronger momentum.
- Tickeron’s AI tools highlight sector trends that could influence relative performance in coming weeks.
Introduction
This stock comparison examines ALSN and ATMU, two industrials sector players tied to commercial vehicles and heavy-duty equipment. Both have shown resilience amid market volatility, with notable price appreciation in recent weeks driven by sector tailwinds like infrastructure spending and fleet modernization. Traders seeking momentum plays and investors eyeing dividend growth or expansion potential will find value in understanding their relative performance, business drivers, and market positioning. This analysis draws on recent financial data to highlight contrasts in a neutral market environment.
ALSN Overview and Recent Performance
Allison Transmission Holdings, Inc. (ALSN) designs and manufactures fully automatic transmissions for medium- and heavy-duty commercial vehicles, off-highway applications, and defense platforms. Headquartered in Indianapolis, the company has a long history dating back to 1915 and generates revenue from diverse segments including North America truck and bus markets. In recent market activity, ALSN shares have climbed significantly, posting year-to-date gains of about 37% and one-month returns near 15%, reflecting robust revenue growth and record net sales in prior quarters. Sentiment has been bolstered by a 7% dividend increase to $0.29 per share and partnerships like the one with Daimler Truck North America. However, shares pulled back slightly from recent highs amid broader market rotations, underscoring cyclical exposure to commercial vehicle demand.
ATMU Overview and Recent Performance
Atmus Filtration Technologies Inc. (ATMU) focuses on designing, manufacturing, and selling filtration solutions under the Fleetguard brand for engines in on-highway trucks, off-highway equipment, and power generation. Spun off from Cummins in 2023, it serves global markets with products enhancing engine efficiency and emissions control. Recent weeks have seen ATMU stock advance sharply, with one-month gains around 15.7% and a past-year surge over 80%, fueled by earnings beats including a Q1 2026 adjusted EPS of $0.69 surpassing consensus by 3 cents (EPS: earnings per share). Positive sentiment stems from revenue growth expectations and aftermarket strength, though shares remain sensitive to industrial cycles and supply chain dynamics.
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Head-to-Head Comparison
ALSN and ATMU both thrive in the industrials sector, capitalizing on demand for heavy-duty vehicle components, but differ in core business models: transmissions versus filtration systems. Growth drivers for ALSN include established defense contracts and dividend appeal, while ATMU leverages aftermarket expansion and emissions tech. Recent momentum favors ATMU slightly with fresher earnings catalysts, but ALSN shows superior stability (P/E: price-to-earnings ratio around 14x forward). Risk factors are similar—economic slowdowns impacting capex—but ATMU faces higher volatility as a growth-oriented spin-off. Market sentiment tilts positive for both amid infrastructure themes, with trade-offs between income reliability and upside potential.
Tickeron AI Verdict
Tickeron’s AI currently leans toward ATMU due to its recent earnings momentum, higher historical growth trajectory, and positioning in expanding filtration markets. While ALSN offers trend consistency and dividend support, ATMU’s relative strength in recent weeks suggests greater probability of near-term outperformance amid industrial recovery signals.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ALSN is a StrongBuy and ATMU is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ALSN’s FA Score shows that 4 FA rating(s) are green whileATMU’s FA Score has 3 green FA rating(s).
- ALSN’s FA Score: 4 green, 1 red.
- ATMU’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ALSN’s TA Score shows that 5 TA indicator(s) are bullish while ATMU’s TA Score has 4 bullish TA indicator(s).
- ALSN’s TA Score: 5 bullish, 5 bearish.
- ATMU’s TA Score: 4 bullish, 3 bearish.
Price Growth
ALSN (@Auto Parts: OEM) experienced а +1.38% price change this week, while ATMU (@Auto Parts: OEM) price change was +8.47% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was +1.43%. For the same industry, the average monthly price growth was +3.36%, and the average quarterly price growth was +11.54%.
Reported Earning Dates
ALSN is expected to report earnings on Jul 23, 2026.
ATMU is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Auto Parts: OEM (+1.43% weekly)OEM or Original Equipment Manufacturer of auto parts refers to the original producer of a vehicles components, and so OEM car parts are usually identical to the parts used in producing the vehicle in the first place. OEM parts tend to fit the specifications of a particular model, and their compatibility is often guaranteed by the automaker itself. OEM parts could be more expensive to buy (compared to other vendors’ products) when a consumer goes for replacement. However, increased competition from aftermarket parts/third-party vendors could, in some cases, keep EOM prices in check. The industry might progress further in adopting newer technologies like 3D printing to boost supply chain performance and quality. Aptiv PLC, Magna International Inc. and BorgWarner Inc. are major OEMs for autos.
| ALSN | ATMU | ALSN / ATMU | |
| Capitalization | 9.73B | 4.07B | 239% |
| EBITDA | 1.01B | 344M | 293% |
| Gain YTD | 20.464 | -3.875 | -528% |
| P/E Ratio | 18.25 | 19.53 | 93% |
| Revenue | 3.65B | 1.83B | 200% |
| Total Cash | 311M | 210M | 148% |
| Total Debt | 4.27B | 1.06B | 403% |
ALSN | ||
|---|---|---|
OUTLOOK RATING 1..100 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 24 Undervalued | |
PROFIT vs RISK RATING 1..100 | 25 | |
SMR RATING 1..100 | 33 | |
PRICE GROWTH RATING 1..100 | 51 | |
P/E GROWTH RATING 1..100 | 18 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| ALSN | ATMU | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 58% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 50% | 2 days ago 44% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 87% |
| MACD ODDS (%) | 2 days ago 59% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 77% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 68% |
| Advances ODDS (%) | 2 days ago 63% | 2 days ago 75% |
| Declines ODDS (%) | 6 days ago 55% | 9 days ago 54% |
| BollingerBands ODDS (%) | 2 days ago 76% | N/A |
| Aroon ODDS (%) | 2 days ago 55% | 2 days ago 68% |
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ALSN and
Correlation & Price change
A.I.dvisor indicates that over the last year, ALSN has been loosely correlated with ATMU. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if ALSN jumps, then ATMU could also see price increases.
| Ticker / NAME | Correlation To ALSN | 1D Price Change % | ||
|---|---|---|---|---|
| ALSN | 100% | +1.58% | ||
| ATMU - ALSN | 55% Loosely correlated | +3.36% | ||
| PHIN - ALSN | 54% Loosely correlated | +4.09% | ||
| ALV - ALSN | 54% Loosely correlated | -0.52% | ||
| PLOW - ALSN | 53% Loosely correlated | +0.81% | ||
| MGA - ALSN | 50% Loosely correlated | +1.46% | ||
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ATMU and
Correlation & Price change
A.I.dvisor indicates that over the last year, ATMU has been closely correlated with PH. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if ATMU jumps, then PH could also see price increases.
| Ticker / NAME | Correlation To ATMU | 1D Price Change % | ||
|---|---|---|---|---|
| ATMU | 100% | +3.36% | ||
| PH - ATMU | 73% Closely correlated | +0.12% | ||
| DOV - ATMU | 69% Closely correlated | -0.50% | ||
| ITT - ATMU | 68% Closely correlated | +2.23% | ||
| CMI - ATMU | 67% Closely correlated | +0.59% | ||
| DCI - ATMU | 67% Closely correlated | +1.18% | ||
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