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ALSN vs MOD
Which Stock Would AI Choose? Allison Transmission Holdings (ALSN) vs. Modine Manufacturing (MOD) Stock Comparison
Key Takeaways
- ALSN reported strong Q1 2026 earnings, beating estimates with $1.41 billion in revenue and $2.57 adjusted EPS, boosted by off-highway acquisitions and defense demand.
- MOD has delivered explosive growth, with YTD returns over 100% and 1-year returns exceeding 200%, driven by data center cooling expansion now at 25% of sales.
- ALSN trades at a more attractive valuation with a trailing P/E around 17-18 versus MOD's 140+, offering stability in commercial vehicle transmissions.
- Both stocks outperform the S&P 500 significantly, but MOD shows higher momentum amid thermal management trends, while ALSN provides defense and mining exposure.
- Market caps stand at approximately $10.7B for ALSN and $14.3B for MOD, reflecting growth trajectories in auto parts sectors.
Introduction
This stock comparison examines ALSN (Allison Transmission Holdings) and MOD (Modine Manufacturing), two leaders in the automotive and industrial components space. Both operate in the Zacks Automotive - Original Equipment industry, benefiting from commercial vehicle demand, defense applications, and emerging thermal management needs. Traders seeking momentum plays may eye MOD's rapid ascent, while value-oriented investors could favor ALSN's steady earnings beats. This analysis highlights recent performance, sector contrasts, and relative positioning to aid informed trading and investment decisions in the current market environment.
ALSN Overview and Recent Performance
Allison Transmission Holdings (ALSN) designs and manufactures fully automatic transmissions for medium- and heavy-duty commercial vehicles, buses, and defense applications worldwide. In recent market activity, the stock has gained around 32% over the past year and 32% YTD, outperforming the S&P 500. Key influences include Q1 2026 results, where net sales reached $1.41 billion (up significantly year-over-year due to the Allison Off-Highway acquisition), adjusted EBITDA rose 22% to $362 million, and adjusted EPS hit $2.57, surpassing estimates. Defense end-market revenue surged 64%, while synergies from the off-highway integration are materializing amid strong mining demand. Sentiment remains positive with reaffirmed full-year guidance near $5.75 billion in revenue, though legacy on-highway sales dipped slightly. Trading near its 52-week high around $129, ALSN reflects resilience in cyclical sectors.
MOD Overview and Recent Performance
Modine Manufacturing (MOD) engineers thermal management solutions, including heat transfer products for vehicles, data centers, and industrial uses, split into Climate Solutions and Performance Technologies segments. Recent weeks have seen robust momentum, with YTD returns over 100% and 1-year gains exceeding 200%, far outpacing benchmarks. Data center cooling now comprises 25% of sales (up from 4%), generating over $640 million in fiscal 2025 revenue, fueled by AI and cloud demand. The company elevated this to a standalone division and plans to spin off underperforming Performance Technologies. Shares recently hit new 52-week highs near $272, supported by analyst upgrades and EPS growth estimates of 19% for fiscal 2026. Despite volatility, with some daily dips amid broader market moves, positive sentiment stems from 20-25% sales growth outlook and margin expansion targets to 20-23% in Climate Solutions.
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Head-to-Head Comparison
ALSN focuses on propulsion systems for commercial and defense vehicles, contrasting MOD's broader thermal solutions spanning auto OEM (original equipment manufacturer), data centers, and industrials. Growth drivers differ: ALSN leverages defense (64% revenue growth) and off-highway synergies, while MOD rides data center tailwinds (78% sales jump) and spin-off potential. Recent momentum favors MOD with triple-digit YTD gains versus ALSN's solid 32%, but ALSN offers lower risk via consistent earnings beats and dividends. Valuation tilts to ALSN (P/E ~17.6) over MOD (~149), with both exposed to auto cyclicality yet diversified by defense/mining for ALSN and tech cooling for MOD. Market sentiment views MOD as higher-beta growth, ALSN as stable compounder.
Tickeron AI Verdict
Tickeron’s AI currently favors MOD due to superior trend consistency, explosive relative performance, and catalysts like data center expansion amid AI demand. While ALSN exhibits stability and attractive valuation with defense catalysts, MOD's positioning in high-growth thermal management suggests higher probabilistic upside in recent market conditions, though with elevated volatility.
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 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 Hold and MOD is a Hold.
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 3 FA rating(s) are green whileMOD’s FA Score has 2 green FA rating(s).
- ALSN’s FA Score: 3 green, 2 red.
- MOD’s FA Score: 2 green, 3 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 4 TA indicator(s) are bullish while MOD’s TA Score has 4 bullish TA indicator(s).
- ALSN’s TA Score: 4 bullish, 5 bearish.
- MOD’s TA Score: 4 bullish, 4 bearish.
Price Growth
ALSN (@Auto Parts: OEM) experienced а -5.94% price change this week, while MOD (@Auto Parts: OEM) price change was +1.72% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was +0.49%. For the same industry, the average monthly price growth was +3.12%, and the average quarterly price growth was +9.10%.
Reported Earning Dates
ALSN is expected to report earnings on Jul 23, 2026.
MOD is expected to report earnings on May 27, 2026.
Industries' Descriptions
@Auto Parts: OEM (+0.49% 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 | MOD | ALSN / MOD | |
| Capitalization | 9.94B | 14.6B | 68% |
| EBITDA | 1.01B | 264M | 382% |
| Gain YTD | 22.674 | 106.928 | 21% |
| P/E Ratio | 18.63 | 150.97 | 12% |
| Revenue | 3.65B | 2.87B | 127% |
| Total Cash | 311M | 98.7M | 315% |
| Total Debt | 4.27B | 616M | 693% |
ALSN | MOD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 23 | 8 | |
SMR RATING 1..100 | 32 | 70 | |
PRICE GROWTH RATING 1..100 | 44 | 37 | |
P/E GROWTH RATING 1..100 | 15 | 3 | |
SEASONALITY SCORE 1..100 | n/a | 90 |
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's Valuation (58) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for MOD (95) in the Auto Parts OEM industry. This means that ALSN’s stock grew somewhat faster than MOD’s over the last 12 months.
MOD's Profit vs Risk Rating (8) in the Auto Parts OEM industry is in the same range as ALSN (23) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew similarly to ALSN’s over the last 12 months.
ALSN's SMR Rating (32) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for MOD (70) in the Auto Parts OEM industry. This means that ALSN’s stock grew somewhat faster than MOD’s over the last 12 months.
MOD's Price Growth Rating (37) in the Auto Parts OEM industry is in the same range as ALSN (44) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew similarly to ALSN’s over the last 12 months.
MOD's P/E Growth Rating (3) in the Auto Parts OEM industry is in the same range as ALSN (15) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew similarly to ALSN’s over the last 12 months.
| ALSN | MOD | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 60% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 79% |
| MACD ODDS (%) | 2 days ago 58% | 2 days ago 90% |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 82% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 81% |
| Advances ODDS (%) | 20 days ago 62% | 2 days ago 82% |
| Declines ODDS (%) | 8 days ago 55% | 14 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 73% |
| Aroon ODDS (%) | 2 days ago 66% | 2 days ago 80% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MSTI | 20.35 | N/A | -0.02% |
| Madison Short-Term Strategic Income ETF | |||
| BLUI | 25.80 | -0.01 | -0.03% |
| Bluemonte Diversified Income ETF | |||
| FLXN | 25.01 | -0.04 | -0.15% |
| Horizon Flexible Income ETF | |||
| NAC | 11.95 | -0.05 | -0.42% |
| Nuveen California Quality Municipal Income Fund | |||
| HTAB | 19.07 | -0.09 | -0.47% |
| Hartford Schroders Tax-Aware Bond ETF | |||
ALSN and
Correlation & Price change
A.I.dvisor indicates that over the last year, ALSN has been loosely correlated with ALV. 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 ALV could also see price increases.
| Ticker / NAME | Correlation To ALSN | 1D Price Change % | ||
|---|---|---|---|---|
| ALSN | 100% | -3.17% | ||
| ALV - ALSN | 55% Loosely correlated | -0.93% | ||
| ATMU - ALSN | 54% Loosely correlated | -1.94% | ||
| PLOW - ALSN | 53% Loosely correlated | -1.81% | ||
| DAN - ALSN | 52% Loosely correlated | -0.06% | ||
| PHIN - ALSN | 52% Loosely correlated | -2.34% | ||
More | ||||
MOD and
Correlation & Price change
A.I.dvisor indicates that over the last year, MOD has been loosely correlated with ALSN. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if MOD jumps, then ALSN could also see price increases.
| Ticker / NAME | Correlation To MOD | 1D Price Change % | ||
|---|---|---|---|---|
| MOD | 100% | -3.00% | ||
| ALSN - MOD | 45% Loosely correlated | -3.17% | ||
| DNZOY - MOD | 42% Loosely correlated | -2.25% | ||
| BRDCY - MOD | 39% Loosely correlated | -1.53% | ||
| PLOW - MOD | 39% Loosely correlated | -1.81% | ||
| PHIN - MOD | 38% Loosely correlated | -2.34% | ||
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