Allison Transmission vs GATX
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KIRA’s take AI analyst
I put Allison Transmission and GATX side by side, using each one’s latest annual report. Here is what stands out:
- Allison Transmission is the larger business, with $3.0B of revenue in fiscal 2025 against $1.7B for GATX, about 1.7 times as much.
- GATX grew revenue faster (9.8%, against −6.7%).
- Allison Transmission earned a higher return on the capital invested in it (20.8%, against 4.0%).
- Investors pay more for each dollar of Allison Transmission’s earnings: a P/E of 17.1x against 16.5x for GATX.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Allison Transmission
ALSN
6/7
5-year growthNet marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
GATX
GATX
1/7
Revenue growth
Side by side
Best in the row
| Latest fiscal year | ALSN FY25 | GATX FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.0B | $6.0B |
| Revenue | $3.0B | $1.7B |
| Free cash flow | $661M | — |
| Net income | $623M | $333M |
| Growth | ||
| Revenue growth | −6.7% | 9.8% |
| 5-year growth | 7.7% | 7.6% |
| Share count change | −3.4% | 0.0% |
| Profitability | ||
| Gross margin | 48.6% | — |
| Operating margin | 29.2% | — |
| Net margin | 20.7% | 19.2% |
| FCF margin | 22.0% | — |
| Return on capital | 20.8% | 4.0% |
| Return on equity | 35.4% | 12.9% |
| Balance sheet | ||
| Net debt | $1.4B | $11.8B |
| Net debt / EBITDA | 1.4x | 10.6x |
| Dividends and buybacks | $419M | $155M |
| Valuation & quality | ||
| P/E | 17.1x | 16.5x |
| Piotroski F-score | 6 | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.