Added to YB: 2025-11-26
Pitch date: 2025-11-24
ALSN [bullish]
Allison Transmission Holdings, Inc.
Author Info
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Company Info
Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.
Market Cap
$7.0B
Pitch Price
N/A
Price Target
145.10 (+72%)
Dividend
1.28%
EV/EBITDA
7.61
P/E
10.35
EV/Sales
2.77
Sector
Machinery
Category
special_situation
Allison Transmission (ALSN)/Dana Inc (DAN) Merger Arbitrage Opportunity
ALSN: Acquiring Dana's Off-Highway for $2.73B, adding $288M annual FCF. All approvals obtained, closing late 2025. Currently 7.1x pro forma FCF vs peers at 20.8x median. Re-rating to 8-12x FCF = 12-70% upside. Low regulatory/financing risk with $2B committed bridge facility.
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