ALSN

Allison Transmission Holdings Inc

Industrial/Transportation


Presented:01/29/2018
Price:$45.12
Cap:$6.63B
Current Price:$98.34
Cap:$8.57B

Presented

Date01/29/2018
Price$45.12
Market Cap$6.63B
Ent Value$7.85B
P/E Ratio19.92x
Book Value$3.89
Div Yield1.33%
Shares O/S147.00M
Ave Daily Vol1,503,502
Short Int10.26%

Current

Price$98.34
Market Cap$8.57B
Allison Transmission Holdings, Inc. engages in the designing and manufacturing of transmissions for commercial and tactical vehicles, as well as hybrid-propulsion systems for transit buses, through its subsidiaries. It operates through a single segment, Manufacture and Distribution of Fully-Automatic Transmissions. The company was founded on June 22, 2007 and is headquartered in Indianapolis, IN.

Publicly traded companies mentioned herein: Allison Transmission Holdings Inc (ALSN), Volkswagen AG (VOW GR)

Highlights

The presenter is short shares of Allison Transmission Holdings (ALSN), seeing heavy structural pressure on the automatic transmissions industry with the spread of AMTs (automated manual transmission) and the advent of electric vehicles. The presenter sees some near-term weakness if ALSN cannot replicate its record-breaking 2017 performance, as well as unavoidable long-term headwinds since ALSN has, in his view, underinvested in future trends.

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Idea Discussion

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