COMPARE · Data as of August 21, 2026
ALSN vs LCII
Verdict: Side-by-side breakdown using the Bull Rankings model. ALSN scored 58.2, LCII scored 63.0 — LCII leads.
Compare another set
ALSN
Allison Transmission Holdings, Inc.
58.2
$133.23 · $11.0B
fundamentals as of
Score gap
4.8
LCII leads
LCII
LCI Industries
63
$104.42 · $2.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestLCII12.1x
- Fastest growthALSN+37.6%
- Strongest balance sheetLCII0.80
- Highest qualityALSN74 / 100
- Largest discount to fair valueLCII-43%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ALSN
stronger →← stronger
LCII
74
Qualityreturns · margins · balance sheet
65
50
Growthrevenue & earnings expansion
54
53
Valuevaluation vs sector peers
71
LCII is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ALSN
LCII
$737mC+
FCF
$287mC
+37.6%A
Rev
+4.1%C+
2.12C
D/E
0.80B
21.1xB
P/E
12.1xA-
0.66A-
PEG
1.04B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ALSN
LCII
21% below
Price vs fair valuelower is cheaper
43% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-6%/yr
+11%
1-yr DCF upside
+57%
+27%
5-yr DCF upside
+74%
+54%
10-yr DCF upside
+102%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ALSN
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
LCII
No notable signals flagged.
The companies
ALSNAllison Transmission Holdings, Inc.
Why now
Auto Parts · market cap $11.0b. 3% off the 52-week high of $137.62. Revenue growing +38% — in hypergrowth territory. PEG 0.66 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $139.40 (implying +5% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 139% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.12 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
LCIILCI Industries
Why now
Recreational Vehicles · market cap $2.5b. Down 35% from 52-week high of $159.66 — deep drawdown territory. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $129.40 (implying +24% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 136% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ALSN and LCII diverge
On the headline score the gap is 4.8 points in favor of LCII. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueALSN 53.5 · LCII 70.8LCII +17.3
- QualityALSN 73.7 · LCII 65.3ALSN +8.4
- GrowthALSN 50.0 · LCII 54.0LCII +4.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.