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Stock Comparison · Structural lead, mixed market

Allison Transmission Holdings vs The Coca-Cola Company: Which Stock Looks Stronger in 2026?

The Coca-Cola Company holds the cleaner structural position, with profitability as the main driver and valuation adding further support. Allison Transmission still has the edge on valuation, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. 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. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

This is not just a one-metric split: both profitability and stability materially support the lead. The Coca-Cola Company leads by 10 points on the overall comparison score.

Trajectory Similarity
0.67
Moderately similar
Peer-set rank: #12
within Allison Transmission Holdings, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

The strongest overlap appears in margin consistency and capital structure.

Similarity drivers
margin consistencycapital structure
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
KO
The Coca-Cola Company
61
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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 KO Profitability 12 50 Stability 64 78 Valuation 82 61 Growth 50 62 ALSN KO
Gap Ranking
#1 Profitability +38
#2 Valuation +21
#3 Stability +14
#4 Growth +12
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ALSN and KO Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ALSNKO Relative valuation Structural strength

The price setup looks more supportive for The Coca-Cola Company, but Allison Transmission Holdings, Inc. still has the stronger structure.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY ALSN Elevated · above norm 0th 50th 100th 1 pct gap KO Elevated · above norm 0th 50th 100th 98th 99th
ALSN (98th percentile) and KO (99th 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, The Coca-Cola Company is positioned higher in the group, while Allison Transmission Holdings, Inc. is closer to the middle.
Valuation
Both rank well on valuation, but Allison Transmission Holdings, Inc. still holds a clear edge.
Profitability — Dominant Gap
ALSN
12
KO
50
Gap+38in favour of KO

The profitability lead is mainly driven by a 16.5-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 14 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 KO comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how ALSN and KO 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.