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ALSN vs BWA

Allison Transmission Holdings Inc (ALSN) and Borgwarner Inc (BWA) are both filed with the SEC under Motor Vehicle Parts & Accessories. BWA is 1.2× ALSN's size by market cap ($13.2B against $10.7B); BWA trades at the higher fiscal-year P/E (50.6× against 17.6×); ALSN reports the higher net margin (20.7% against 1.9%); BWA grew sales faster over three years (+4.3% against +2.8%); and over the past year BWA returned +51.4% against ALSN's +45.2%.

ALSNBWA
Last close$126.32$64.09
Market cap$10.7B$13.2B
P/E (FY)17.6×50.6×
P/S3.5×0.9×
Gross margin48.6%18.7%
Operating margin29.2%3.7%
Net margin20.7%1.9%
Return on equity35.4%5.0%
Sales growth (3y)+2.8%+4.3%
EPS growth (3y)+9.8%-31.5%
Dividend yield0.9%0.9%
1-year return+45.2%+51.4%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year — FY2025 (ended 2025-12-31) for both.

Who holds them, and who has traded them

ALSNBWA
Institutional holders (13F)552708
Insider buyers − sellers (180d)-2-5
Congressional trades disclosed (180d)00
Executive-branch officials on file — trades disclosed (180d)00

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5.

ALSN vs BWA: common questions

Is ALSN bigger than BWA?
BWA carries the larger market cap — $13.2B against $10.7B, both struck on 2026-08-27.
Which trades at a higher P/E, ALSN or BWA?
BWA, at a fiscal-year 50.6× against 17.6× for ALSN. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have ALSN and BWA performed over the past year?
BWA returned +51.4% and ALSN +45.2%, measured on the trailing calendar year to the last close.
How many institutions hold ALSN and BWA?
552 13F filers report a position in ALSN and 708 in BWA, on the latest quarter in the panel.
Are ALSN and BWA in the same industry?
Both are filed with the SEC under Motor Vehicle Parts & Accessories, which is the classification this pairing is built on.

ALSN overview · BWA overview · ALSN institutional ownership · BWA institutional ownership

Stock comparisons lists every pair this site publishes.

Source: SPZCO — https://spzco.com/vs/alsn-vs-bwa