CVGI vs CMI vs ALSN Stock Comparison

Commercial Vehicle, Cummins and Allison Transmission Holdings Prices as of Oct 27, 2026 Peers: Industry group
CMI Cummins Inc
$530.34 +1.0% 1M +26.0% 1Y
Market cap
$73.01B
P/E
26.9x
Revenue (TTM)
$34.71B
Div. yield
1.55%
Heavy Equipment Industrials
5 wins

Head to Head

12 decided of 12

Allison Transmission Holdings leads on 6 of the 12 questions below (Allison Transmission Holdings 6, Cummins 5, Commercial Vehicle 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCVGICMIALSNLeader
Larger companyMarket capitalisation $114.84M $73.01B $8.89B CMI
Cheaper on earningsLower P/E, profitable companies only -4.6x 26.9x 16.9x ALSN
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 16.9x 14.0x ALSN
Faster revenue growthRevenue growth, trailing twelve months -0.4% +2.9% +37.6% ALSN
More profitableNet margin, trailing twelve months -3.4% 7.8% 12.0% ALSN
Better return on capitalReturn on invested capital 5.9% 13.6% 10.7% CMI
Less leveragedLower net debt / EBITDA 3.0x 0.7x 3.4x CMI
Higher dividend yieldTrailing dividend yield — 1.55% 1.06% CMI
Better 1-year returnPrice return, last 12 months +84.8% +26.0% +29.1% CVGI
Better 5-year returnAnnualised price return, 5 years -21.6%/yr +16.9%/yr +25.6%/yr ALSN
Less volatileAnnualised volatility, 1 year 82.4% 37.1% 31.3% ALSN
Higher overall scoreMean of the five percentile scores vs peers 43/100 59/100 57/100 CMI

Percentile Scorecard

CVGICMIALSN

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

AxisCVGICMIALSN
Valuation 85 #32 of 203 50 #103 of 203 74 #53 of 203
Growth 35 #122 of 188 52 #90 of 188 42 #109 of 188
Profitability 28 #132 of 183 71 #54 of 183 89 #22 of 183
Financial Health 23 #168 of 217 52 #104 of 217 14 #187 of 217
Shareholder Returns – 69 #48 of 153 67 #51 of 153
Overall 43 59 57
  • CVGI ranked among 222 companies in Machinery
  • CMI ranked among 222 companies in Machinery
  • ALSN ranked among 222 companies in Machinery

Price Performance

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

Returns

PeriodCVGICMIALSNSPY
1 month +2.3%+1.0%-5.4% -0.2%
3 months -31.9%-17.3%-11.2% +3.9%
6 months -28.6%-17.5%-17.2% +8.2%
Year to date +111.8%+3.9%+10.0% +12.9%
1 year +84.8%+26.0%+29.1% +12.3%
3 years -55.5%+146.4%+107.5% +87.4%
3 years, per year -23.7%+35.1%+27.6% +23.3%
5 years -70.4%+118.5%+212.5% +67.9%
5 years, per year -21.6%+16.9%+25.6% +10.9%
10 years -37.5%+320.0%+267.5% +261.1%
10 years, per year -4.6%+15.4%+13.9% +13.7%

Risk

MeasureCVGICMIALSNSPY
Volatility, 1Y 82.4%37.1%31.3% 12.7%
Downside volatility, 1Y 69.4%38.0%30.3% 12.7%
Beta vs S&P 500, 1Y 1.631.641.05 1.00
Return / volatility, 1Y 1.030.700.93 0.97
Max drawdown, 5Y -92.7%-30.8%-34.1% -25.4%
From 52-week high -47.2%-27.1%-20.8% -1.2%
52-week high $5.78$727.59$136.00 $779.14
52-week low $1.34$414.30$79.27 $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.

MultipleCVGICMIALSN
P/E now vs peer median -4.6xmedian 25.2x 26.9xmedian 25.2x 16.9xmedian 25.2x
P/S now vs peer median 0.2xmedian 1.9x 2.1xmedian 1.9x 2.0xmedian 1.9x
EV/EBITDA now vs peer median 6.8xmedian 14.0x 15.2xmedian 14.0x 11.4xmedian 14.0x
P/FCF now vs peer median -294.4xmedian 21.7x 21.7xmedian 21.7x 12.1xmedian 21.7x
P/B now vs peer median 0.8xmedian 2.3x 5.3xmedian 2.3x 4.5xmedian 2.3x
PEG now vs peer median 0.14median 1.32 8.40median 1.32 -5.93median 1.32

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 monthsCVGICMIALSN
Revenue $673.98M $34.71B $4.40B
Gross profit $75.61M $8.79B $1.60B
Operating income $13.41M $3.89B $861.00M
Net income -$23.05M $2.83B $529.00M
Free cash flow -$390.00K $3.37B $737.00M
R&D – $1.44B $197.00M
EPS (diluted) $-0.66 $19.60 $6.30
Cash & equivalents – $3.18B $399.00M
Total debt $91.78M $7.35B $4.14B
Shares (diluted) 34.77M 138.50M 84.00M
Enterprise value $114.84M $70.14B $5.78B

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
MetricCVGICMIALSN
P/E -4.6x 26.9x 16.9x
P/FCF -294.4x 21.7x 12.1x
P/Operating cash flow 10.7x 15.7x 9.5x
P/S 0.2x 2.1x 2.0x
P/B 0.8x 5.3x 4.5x
P/Tangible book 0.9x 6.2x 23.9x
EV/EBITDA 6.8x 15.2x 11.4x
EV/EBIT 15.4x 19.6x 14.7x
EV/Revenue 0.3x 2.2x 2.9x
EV/FCF -529.8x 22.7x 17.1x
EV/Operating cash flow 19.3x 16.4x 13.5x
PEG (3Y EPS CAGR) 0.14 8.40 -5.93

Growth

14 metrics
MetricCVGICMIALSN
Revenue growth (1Y) -0.4% 2.9% 37.6%
Revenue CAGR (3Y) -6.0% 2.5% 14.2%
Gross profit growth (1Y) 13.2% 1.7% 3.5%
Gross profit CAGR (3Y) -12.1% 4.8% 4.4%
Operating income growth (1Y) 425.0% -6.0% -13.9%
Operating income CAGR (3Y) -31.0% 4.1% -0.2%
Net income growth (1Y) 39.8% -7.8% -30.6%
Net income CAGR (3Y) -33.9% 2.9% -5.4%
EPS growth (1Y) 41.5% -7.7% -29.8%
EPS CAGR (3Y) -32.2% 3.2% -2.8%
Operating cash flow growth (1Y) 211.2% 63.4% 14.2%
Operating cash flow CAGR (3Y) -49.8% 28.8% 7.1%
Free cash flow growth (1Y) 98.2% 103.8% 12.7%
Free cash flow CAGR (3Y) -26.1% 45.3% 6.8%

Profitability

14 metrics
MetricCVGICMIALSN
Gross margin 11.2% 25.3% 36.4%
EBITDA margin 4.5% 14.4% 25.1%
Operating margin 2.0% 11.2% 19.6%
Pretax margin -2.4% 11.1% 15.7%
Net margin -3.4% 7.8% 12.0%
FCF margin -0.1% 9.7% 16.7%
Operating cash flow margin 1.6% 13.4% 21.3%
Return on equity -17.3% 20.7% 27.3%
Return on assets -5.3% 8.1% 6.1%
Return on invested capital 5.9% 13.6% 10.7%
Return on capital employed 4.9% 16.0% 11.7%
Asset turnover 1.6x 1.0x 0.5x
Cash conversion (OCF / net income) -0.5x 1.6x 1.8x
Stock comp / revenue 0.7% – 0.7%

Financial Health

11 metrics
MetricCVGICMIALSN
Debt / assets 20.2% 20.6% 47.5%
Debt / equity 0.7x 0.5x 2.1x
Net debt / EBITDA 3.0x 0.7x 3.4x
Debt / FCF -235.3x 2.2x 5.6x
Liabilities / assets 70.1% 61.0% 77.3%
Equity / assets 29.9% 39.0% 22.7%
Interest coverage 0.9x 12.1x –
Current ratio 2.0x 1.7x 1.8x
Quick ratio – 1.0x 1.0x
Cash ratio – 0.4x 0.3x
Altman Z-score 1.88 4.54 1.79

Shareholder Returns

7 metrics
MetricCVGICMIALSN
Dividend yield – 1.5% 1.1%
Net buyback yield – 0.6% 1.4%
Shareholder yield – 2.2% 2.5%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusCVGICMIALSN
Forward P/E – 16.9xFY2026 14.0xFY2026
EPS, next fiscal year $-0.20FY2026 $31.39FY2026 $7.67FY2026
EPS growth, next FY – +31.9%FY2026 +4.6%FY2026
EPS growth, the year after – +14.7% +45.5%
Revenue, next fiscal year $777.74MFY2026 $35.38BFY2026 $6.32BFY2026
Revenue growth, next FY +19.8%FY2026 +5.1%FY2026 +109.9%FY2026
Revenue growth, the year after +3.3% +11.3% +1.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCVGICMIALSN
Held by institutions 60.7% 85.4% 100.0%
Institutions holding 111 2,106 566
Change in shares held, QoQ +55.8% +1.0% +1.1%
Institutions buying 80 1,049 258
Institutions selling 20 728 229
Buyers to sellers 4.00 1.44 1.13

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.

CVGICMIALSN
CVGI 1.00 0.34 0.18
CMI 0.34 1.00 0.49
ALSN 0.18 0.49 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CVGI, CMI and ALSN?

Cummins (CMI) is the largest by market capitalisation: Commercial Vehicle (CVGI) $114.84M, Cummins (CMI) $73.01B, Allison Transmission Holdings (ALSN) $8.89B.

Which stock is cheaper, CVGI, CMI and ALSN?

Allison Transmission Holdings (ALSN) trades on the lowest price-to-earnings ratio (Commercial Vehicle (CVGI) -4.6x, Cummins (CMI) 26.9x, Allison Transmission Holdings (ALSN) 16.9x). On next year's consensus earnings, Allison Transmission Holdings (ALSN) is cheapest (Cummins (CMI) 16.9x, Allison Transmission Holdings (ALSN) 14.0x). 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: Commercial Vehicle (CVGI) -0.4%, Cummins (CMI) +2.9%, Allison Transmission Holdings (ALSN) +37.6%.

Which company is more profitable?

Allison Transmission Holdings (ALSN) has the highest net margin (Commercial Vehicle (CVGI) -3.4%, Cummins (CMI) 7.8%, Allison Transmission Holdings (ALSN) 12.0%). On return on invested capital, Cummins (CMI) leads (Commercial Vehicle (CVGI) 5.9%, Cummins (CMI) 13.6%, Allison Transmission Holdings (ALSN) 10.7%).

Which stock has performed better?

Over the past year Commercial Vehicle (CVGI) returned the most: Commercial Vehicle (CVGI) +84.8%, Cummins (CMI) +26.0%, Allison Transmission Holdings (ALSN) +29.1%. Over five years, Allison Transmission Holdings (ALSN) compounded fastest (Commercial Vehicle (CVGI) -21.6%/yr, Cummins (CMI) +16.9%/yr, Allison Transmission Holdings (ALSN) +25.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Cummins (CMI) has the highest dividend yield: Cummins (CMI) 1.55%, Allison Transmission Holdings (ALSN) 1.06%. Commercial Vehicle (CVGI) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Allison Transmission Holdings (ALSN) has been the steadiest (Commercial Vehicle (CVGI) 82.4%, Cummins (CMI) 37.1%, Allison Transmission Holdings (ALSN) 31.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CVGI, CMI and ALSN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Allison Transmission Holdings (ALSN) leads on 6. 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.