ALSN vs CNH vs DAN Stock Comparison

Allison Transmission Holdings, CNH Industrial and Dana Prices as of Oct 23, 2026 Peers: Industry group
CNH CNH Industrial N.V.
$11.49 -16.5% 1M +6.5% 1Y
Market cap
$13.92B
P/E
44.8x
Revenue (TTM)
$18.19B
Div. yield
–
Agricultural Machinery Industrials
1 win
DAN DANA Inc
$26.80 -9.8% 1M +35.0% 1Y
Market cap
$2.92B
P/E
2.6x
Revenue (TTM)
$7.66B
Div. yield
0.02%
Heavy Equipment Industrials
5 wins

Head to Head

11 decided of 12

Dana leads on 5 of the 12 questions below (Dana 5, Allison Transmission Holdings 5, CNH Industrial 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionALSNCNHDANLeader
Larger companyMarket capitalisation $8.90B $13.92B $2.92B CNH
Cheaper on earningsLower P/E, profitable companies only 16.8x 44.8x 2.6x DAN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.9x 26.1x 14.1x ALSN
Faster revenue growthRevenue growth, trailing twelve months +37.6% +0.6% +3.7% ALSN
More profitableNet margin, trailing twelve months 12.0% 1.7% 14.6% DAN
Better return on capitalReturn on invested capital 10.7% 5.1% 0.0% ALSN
Less leveragedLower net debt / EBITDA 3.4x 8.3x 1.8x DAN
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% –
Better 1-year returnPrice return, last 12 months +27.8% +6.5% +35.0% DAN
Better 5-year returnAnnualised price return, 5 years +25.2%/yr -5.4%/yr +1.9%/yr ALSN
Less volatileAnnualised volatility, 1 year 31.4% 42.9% 44.1% ALSN
Higher overall scoreMean of the five percentile scores vs peers 57/100 34/100 62/100 DAN

Percentile Scorecard

ALSNCNHDAN

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisALSNCNHDAN
Valuation 74 #54 of 203 78 #45 of 203 96 #10 of 203
Growth 43 #108 of 188 16 #158 of 188 82 #35 of 188
Profitability 88 #24 of 187 41 #111 of 187 47 #99 of 187
Financial Health 14 #192 of 222 5 #210 of 222 20 #177 of 222
Shareholder Returns 66 #52 of 153 28 #111 of 153 64 #56 of 153
Overall 57 34 62
  • ALSN ranked among 222 companies in Machinery
  • CNH ranked among 222 companies in Machinery
  • DAN ranked among 222 companies in Machinery

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodALSNCNHDANSPY
1 month -7.2%-16.5%-9.8% -1.0%
3 months -13.1%+3.0%-0.9% +2.9%
6 months -21.5%+12.1%-31.2% +6.4%
Year to date +8.6%+24.6%+12.8% +11.4%
1 year +27.8%+6.5%+35.0% +13.1%
3 years +85.2%+3.4%+112.2% +79.4%
3 years, per year +22.8%+1.1%+28.5% +21.5%
5 years +207.7%-24.3%+9.7% +67.7%
5 years, per year +25.2%-5.4%+1.9% +10.9%
10 years +286.6%+72.5%+79.3% +255.2%
10 years, per year +14.5%+5.6%+6.0% +13.5%

Risk

MeasureALSNCNHDANSPY
Volatility, 1Y 31.4%42.9%44.1% 12.7%
Downside volatility, 1Y 30.1%39.3%45.9% 12.7%
Beta vs S&P 500, 1Y 1.041.111.28 1.00
Return / volatility, 1Y 0.890.150.79 1.03
Max drawdown, 5Y -34.1%-48.5%-69.7% -25.4%
From 52-week high -21.8%-20.2%-31.2% -2.5%
52-week high $136.00$14.40$38.93 $779.14
52-week low $79.27$9.22$19.47 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleALSNCNHDAN
P/E now vs peer median 16.7xmedian 25.9x 45.7xmedian 25.9x 2.6xmedian 25.9x
P/S now vs peer median 2.0xmedian 1.9x 0.8xmedian 1.9x 0.4xmedian 1.9x
EV/EBITDA now vs peer median 11.3xmedian 13.7x 13.1xmedian 13.7x 6.9xmedian 13.7x
P/FCF now vs peer median 11.9xmedian 21.1x 10.6xmedian 21.1x 20.2xmedian 21.1x
P/B now vs peer median 4.4xmedian 2.3x 1.8xmedian 2.3x 1.5xmedian 2.3x
PEG now vs peer median -5.86median 1.19 -0.96median 1.19 0.02median 1.19

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsALSNCNHDAN
Revenue $4.40B $18.19B $7.66B
Gross profit $1.60B $5.56B $725.00M
Operating income $861.00M $2.46B $210.00M
Net income $529.00M $317.00M $1.13B
Free cash flow $737.00M $1.34B $143.00M
R&D $197.00M $1.09B –
EPS (diluted) $6.30 $0.25 $10.18
Cash & equivalents $399.00M $1.87B $331.00M
Total debt $4.14B $25.97B $1.34B
Shares (diluted) 84.00M 1.24B 109.50M
Enterprise value $5.79B $5.57B $1.23B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricALSNCNHDAN
P/E 16.7x 45.7x 2.6x
P/FCF 11.9x 10.6x 20.2x
P/Operating cash flow 9.4x 8.0x 6.3x
P/S 2.0x 0.8x 0.4x
P/B 4.4x 1.8x 1.5x
P/Tangible book 23.6x 2.1x 1.5x
EV/EBITDA 11.3x 13.1x 6.9x
EV/EBIT 14.5x 15.6x 18.6x
EV/Revenue 2.8x 2.1x 0.5x
EV/FCF 17.0x 28.5x 27.2x
EV/Operating cash flow 13.3x 21.5x 8.5x
PEG (3Y EPS CAGR) -5.86 -0.96 0.02

Growth

14 metrics
MetricALSNCNHDAN
Revenue growth (1Y) 37.6% 0.6% 3.7%
Revenue CAGR (3Y) 14.2% -9.7% -9.9%
Gross profit growth (1Y) 3.5% -5.1% 79.0%
Gross profit CAGR (3Y) 4.4% -9.6% -6.4%
Operating income growth (1Y) -13.9% -24.2% 307.9%
Operating income CAGR (3Y) -0.2% -19.2% 6.3%
Net income growth (1Y) -30.6% -62.0% 28,400%
Net income CAGR (3Y) -5.4% -48.7% 83.0%
EPS growth (1Y) -29.8% -61.8% 6,201%
EPS CAGR (3Y) -2.8% -47.4% 108.3%
Operating cash flow growth (1Y) 14.2% -47.8% 49.3%
Operating cash flow CAGR (3Y) 7.1% 26.8% -8.6%
Free cash flow growth (1Y) 12.7% -53.5% 180.4%
Free cash flow CAGR (3Y) 6.8% 59.9% 5.2%

Profitability

14 metrics
MetricALSNCNHDAN
Gross margin 36.4% 30.6% 9.5%
EBITDA margin 25.1% 16.0% 7.3%
Operating margin 19.6% 13.5% 2.7%
Pretax margin 15.7% 2.0% 1.0%
Net margin 12.0% 1.7% 14.6%
FCF margin 16.7% 7.4% 1.9%
Operating cash flow margin 21.3% 9.8% 6.0%
Return on equity 27.3% 3.9% 56.6%
Return on assets 6.1% 0.7% 18.6%
Return on invested capital 10.7% 5.1% 0.0%
Return on capital employed 11.7% – 5.3%
Asset turnover 0.5x 0.4x 1.3x
Cash conversion (OCF / net income) 1.8x 5.6x 0.4x
Stock comp / revenue 0.7% – 0.5%

Financial Health

11 metrics
MetricALSNCNHDAN
Debt / assets 47.5% 61.6% 22.0%
Debt / equity 2.1x 3.3x 0.7x
Net debt / EBITDA 3.4x 8.3x 1.8x
Debt / FCF 5.6x 19.3x 9.4x
Liabilities / assets 77.3% 81.5% 67.6%
Equity / assets 22.7% 18.5% 32.4%
Interest coverage – 1.6x 1.5x
Current ratio 1.8x – 1.5x
Quick ratio 1.0x – 0.9x
Cash ratio 0.3x – 0.2x
Altman Z-score 1.78 – 2.29

Shareholder Returns

7 metrics
MetricALSNCNHDAN
Dividend yield 1.1% 0.9% 1.7%
Net buyback yield 1.4% – 19.5%
Shareholder yield 2.5% 0.9% 21.2%
Payout ratio (earnings) – – 4.5%
Payout ratio (FCF) – – 35.7%
Dividend growth (1Y) – – -12.1%
Dividend CAGR (3Y) – – -4.2%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusALSNCNHDAN
Forward P/E 13.9xFY2026 26.1xFY2026 14.1xFY2026
EPS, next fiscal year $7.67FY2026 $0.44FY2026 $1.90FY2026
EPS growth, next FY +4.6%FY2026 -20.0%FY2026 +413.5%FY2026
EPS growth, the year after +45.5% +50.0% +128.4%
Revenue, next fiscal year $6.32BFY2026 $17.16BFY2026 $8.05BFY2026
Revenue growth, next FY +109.9%FY2026 -5.1%FY2026 +7.3%FY2026
Revenue growth, the year after +1.4% +16.7% +34.2%
ALSN estimates →CNH estimates →DAN estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersALSNCNHDAN
Held by institutions 100.0% 72.7% 99.2%
Institutions holding 566 521 342
Change in shares held, QoQ +1.1% +5.8% +1.8%
Institutions buying 258 267 168
Institutions selling 229 199 126
Buyers to sellers 1.13 1.34 1.33
ALSN holders →CNH holders →DAN holders →

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ALSNCNHDAN
ALSN 1.00 0.49 0.44
CNH 0.49 1.00 0.35
DAN 0.44 0.35 1.00

Add a Peer

Largest companies in the same industry
ALSN · Heavy Equipment
+CATCaterpillar +CMICummins +PCARPaccar +BWABorgwarner +OSKOshkosh +FSSFederal Signal +TEXTerex +PHINPhinia
Plot all 55 Heavy Equipment stocks → Plot all 26 Agricultural Machinery stocks →

Related Comparisons

ALSN vs CATCaterpillar ALSN vs CMICummins ALSN vs PCARPaccar ALSN vs BWABorgwarner

Frequently Asked Questions

Which is bigger, ALSN, CNH and DAN?

CNH Industrial (CNH) is the largest by market capitalisation: Allison Transmission Holdings (ALSN) $8.90B, CNH Industrial (CNH) $13.92B, Dana (DAN) $2.92B.

Which stock is cheaper, ALSN, CNH and DAN?

Dana (DAN) trades on the lowest price-to-earnings ratio (Allison Transmission Holdings (ALSN) 16.8x, CNH Industrial (CNH) 44.8x, Dana (DAN) 2.6x). On next year's consensus earnings, Allison Transmission Holdings (ALSN) is cheapest (Allison Transmission Holdings (ALSN) 13.9x, CNH Industrial (CNH) 26.1x, Dana (DAN) 14.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Allison Transmission Holdings (ALSN) grew revenue fastest over the trailing twelve months: Allison Transmission Holdings (ALSN) +37.6%, CNH Industrial (CNH) +0.6%, Dana (DAN) +3.7%.

Which company is more profitable?

Dana (DAN) has the highest net margin (Allison Transmission Holdings (ALSN) 12.0%, CNH Industrial (CNH) 1.7%, Dana (DAN) 14.6%). On return on invested capital, Allison Transmission Holdings (ALSN) leads (Allison Transmission Holdings (ALSN) 10.7%, CNH Industrial (CNH) 5.1%, Dana (DAN) 0.0%).

Which stock has performed better?

Over the past year Dana (DAN) returned the most: Allison Transmission Holdings (ALSN) +27.8%, CNH Industrial (CNH) +6.5%, Dana (DAN) +35.0%. Over five years, Allison Transmission Holdings (ALSN) compounded fastest (Allison Transmission Holdings (ALSN) +25.2%/yr, CNH Industrial (CNH) -5.4%/yr, Dana (DAN) +1.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Allison Transmission Holdings (ALSN) 0.00%, CNH Industrial (CNH) 0.00%, Dana (DAN) 0.02%. Allison Transmission Holdings (ALSN) and CNH Industrial (CNH) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Allison Transmission Holdings (ALSN) has been the steadiest (Allison Transmission Holdings (ALSN) 31.4%, CNH Industrial (CNH) 42.9%, Dana (DAN) 44.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ALSN, CNH and DAN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Dana (DAN) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.