COMPARE · Data as of August 21, 2026
ALSN vs LKQ
Verdict: Side-by-side breakdown using the Bull Rankings model. ALSN scored 58.2, LKQ scored 59.6 — LKQ leads.
Compare another set
ALSN
Allison Transmission Holdings, Inc.
58.2
$133.23 · $11.0B
fundamentals as of
Score gap
1.4
LKQ leads
LKQ
LKQ Corporation
59.6
$25.72 · $6.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestLKQ14.3x
- Fastest growthALSN+37.6%
- Strongest balance sheetLKQ0.82
- Highest qualityALSN74 / 100
- Largest discount to fair valueLKQ-53%
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
LKQ
74
Qualityreturns · margins · balance sheet
65
50
Growthrevenue & earnings expansion
50
53
Valuevaluation vs sector peers
66
ALSN and LKQ split the three pillars evenly.
Fundamentals, head-to-head
ALSN
LKQ
$737mC+
FCF
$625mC+
+37.6%A
Rev
+1.3%C
2.12C
D/E
0.82B
21.1xB
P/E
14.3xA-
0.66A-
PEG
0.92B+
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
LKQ
21% below
Price vs fair valuelower is cheaper
53% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-8%/yr
+11%
1-yr DCF upside
+83%
+27%
5-yr DCF upside
+114%
+54%
10-yr DCF upside
+169%
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
LKQ
Why this score
- Durable high returns
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.
LKQLKQ Corporation
Why now
Auto Parts · market cap $6.5b. Down 31% from 52-week high of $37.13 — deep drawdown territory. PEG 0.92 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $32.50 (implying +26% upside).
Moat
FCF converts 136% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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 LKQ diverge
On the headline score the gap is 1.4 points in favor of LKQ. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueALSN 53.5 · LKQ 65.6LKQ +12.1
- QualityALSN 73.7 · LKQ 64.6ALSN +9.1
- GrowthALSN 50.0 · LKQ 50.0level
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.