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Stock Comparison · Structural lead, mixed market

Allison Transmission Holdings vs Roche Holding: Which Stock Looks Stronger in 2026?

Roche leads structurally, with profitability as the clearest single gap between the two profiles. Allison Transmission still has the edge on valuation, which keeps the comparison from looking entirely one-sided. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (ALSN: Russell 1000, ROG.SW: STOXX 600).

Updated 2026-05-17

The comparison is mainly decided in profitability, with the rest of the profile carrying less weight. Roche Holding AG leads by 19 points on the overall comparison score.

Trajectory Similarity
0.68
Moderately similar
Peer-set rank: #12
within Allison Transmission Holdings, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

The clearest structural overlap shows up in capital structure and operating margin level.

Similarity drivers
capital structureoperating margin level
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
ALSN
Allison Transmission Holdings, Inc.
51
Peer-Score
Signal qualityMedium
Peer basis: Russell 1000
vs
ROG.SW
Roche Holding AG
70
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: ALSN vs ROG.SW Profitability 12 86 Stability 64 68 Valuation 82 65 Growth 50 58 ALSN ROG.SW
Gap Ranking
#1 Profitability +74
#2 Valuation +17
#3 Growth +8
#4 Stability +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ALSN and ROG.SW Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ALSNROG.SW Relative valuation Structural strength

Roche Holding AG still looks cheaper, even though Allison Transmission Holdings, Inc. remains structurally stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where ALSN and ROG.SW each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ALSN Elevated · above norm 0th 50th 100th 2 pct gap ROG.SW Elevated · above norm 0th 50th 100th 98th 95th
ALSN (98th percentile) and ROG.SW (95th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, Roche Holding AG ranks near the top of the group; Allison Transmission Holdings, Inc. sits in the weaker half.
Valuation
On valuation, the edge still sits with Allison Transmission Holdings, Inc., even though both profiles look solid.
Profitability — Dominant Gap
ALSN
12
ROG.SW
86
Gap+74in favour of ROG.SW

The profitability lead is mainly driven by a 11.6-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Allison Transmission, with a forward P/E that is 3.9 turns lower there.

What this means for the comparison

The profitability lead is clear, but pricing and valuation still pull in the other direction — the result holds, but not without friction.

Explore full peer positioning in AssetNext

Break down the ALSN vs ROG.SW comparison across all dimensions with the full interactive tool.

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Similar profitability-driven comparisons

Explore how ALSN and ROG.SW each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.