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ALSN vs. WSM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ALSN vs. WSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allison Transmission Holdings, Inc. (ALSN) and Williams-Sonoma, Inc. (WSM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ALSN achieves a 17.24% return, which is significantly lower than WSM's 25.05% return. Over the past 10 years, ALSN has underperformed WSM with an annualized return of 16.54%, while WSM has yielded a comparatively higher 25.90% annualized return.


ALSN

1D
0.38%
1M
-2.68%
6M
10.10%
YTD
17.24%
1Y
26.21%
3Y*
27.12%
5Y*
24.94%
10Y*
16.54%

WSM

1D
0.90%
1M
-0.80%
6M
12.21%
YTD
25.05%
1Y
28.70%
3Y*
53.39%
5Y*
24.24%
10Y*
25.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALSN vs. WSM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALSN
Allison Transmission Holdings, Inc.
17.24%-8.34%88.02%42.31%16.85%-14.08%-9.08%11.50%3.34%29.90%
WSM
Williams-Sonoma, Inc.
25.05%-2.09%86.56%80.24%-30.49%68.60%42.38%50.07%0.61%10.20%

Correlation

The correlation between ALSN and WSM is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Mar 15, 2012

0.36

Fundamentals

Market Cap

ALSN:

$9.47B

WSM:

$26.11B

EPS

ALSN:

$9.69

WSM:

$8.93

PE Ratio

ALSN:

11.79

WSM:

24.84

PEG Ratio

ALSN:

0.68

WSM:

5.02

PS Ratio

ALSN:

1.75

WSM:

3.43

Total Revenue (TTM)

ALSN:

$3.65B

WSM:

$7.88B

Gross Profit (TTM)

ALSN:

$1.49B

WSM:

$3.63B

EBITDA (TTM)

ALSN:

$926.00M

WSM:

$1.49B

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Return for Risk

ALSN vs. WSM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALSN
ALSN Risk / Return Rank: 6666
Overall Rank
ALSN Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ALSN Sortino Ratio Rank: 6464
Sortino Ratio Rank
ALSN Omega Ratio Rank: 6161
Omega Ratio Rank
ALSN Calmar Ratio Rank: 6767
Calmar Ratio Rank
ALSN Martin Ratio Rank: 6969
Martin Ratio Rank

WSM
WSM Risk / Return Rank: 6868
Overall Rank
WSM Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
WSM Sortino Ratio Rank: 6868
Sortino Ratio Rank
WSM Omega Ratio Rank: 6363
Omega Ratio Rank
WSM Calmar Ratio Rank: 6969
Calmar Ratio Rank
WSM Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALSN vs. WSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allison Transmission Holdings, Inc. (ALSN) and Williams-Sonoma, Inc. (WSM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ALSNWSMDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.14

1.15

-0.01

Calmar ratioReturn relative to maximum drawdown

1.03

1.19

-0.15

Martin ratioReturn relative to average drawdown

2.63

2.67

-0.04

ALSN vs. WSM - Sharpe Ratio Comparison

The current ALSN Sharpe Ratio is 0.72, which is comparable to the WSM Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of ALSN and WSM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ALSN vs. WSM - Drawdown Comparison

The maximum ALSN drawdown since its inception was -48.67%, smaller than the maximum WSM drawdown of -89.01%. Use the drawdown chart below to compare losses from any high point for ALSN and WSM.


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Drawdown Indicators


ALSNWSMDifference

Max Drawdown

Largest peak-to-trough decline

-48.67%

-89.01%

+40.34%

Max Drawdown (1Y)

Largest decline over 1 year

-20.38%

-23.27%

+2.89%

Max Drawdown (3Y)

Largest decline over 3 years

-33.59%

-36.79%

+3.20%

Max Drawdown (5Y)

Largest decline over 5 years

-33.59%

-51.92%

+18.33%

Max Drawdown (10Y)

Largest decline over 10 years

-48.67%

-59.71%

+11.04%

Current Drawdown

Current decline from peak

-15.81%

-7.67%

-8.14%

Average Drawdown

Average peak-to-trough decline

-13.04%

-24.99%

+11.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.38%

10.32%

-0.94%

Volatility

ALSN vs. WSM - Volatility Comparison

Allison Transmission Holdings, Inc. (ALSN) has a higher volatility of 11.46% compared to Williams-Sonoma, Inc. (WSM) at 10.39%. This indicates that ALSN's price experiences larger fluctuations and is considered to be riskier than WSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALSNWSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.46%

10.39%

+1.07%

Volatility (6M)

Calculated over the trailing 6-month period

23.45%

25.42%

-1.97%

Volatility (1Y)

Calculated over the trailing 1-year period

29.34%

34.79%

-5.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.43%

44.78%

-15.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.88%

44.20%

-14.32%

Dividends

ALSN vs. WSM - Dividend Comparison

ALSN's dividend yield for the trailing twelve months is around 0.98%, less than WSM's 1.24% yield.


PositionTTM20252024202320222021202020192018201720162015
ALSN
Allison Transmission Holdings, Inc.
0.98%1.10%0.93%1.58%2.02%2.09%1.58%1.24%1.37%1.39%1.78%2.32%
WSM
Williams-Sonoma, Inc.
1.24%1.43%1.16%1.72%2.65%1.43%1.93%2.55%3.33%2.98%3.02%2.36%

Financials

ALSN vs. WSM - Financials Comparison

This section allows you to compare key financial metrics between Allison Transmission Holdings, Inc. and Williams-Sonoma, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M1.00B1.50B2.00B2.50BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
1.41B
1.81B
(ALSN) Total Revenue
(WSM) Total Revenue
Values in USD except per share items

ALSN vs. WSM - Profitability Comparison

The chart below illustrates the profitability comparison between Allison Transmission Holdings, Inc. and Williams-Sonoma, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%50.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
28.9%
44.0%
Portfolio components
ALSN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Allison Transmission Holdings, Inc. reported a gross profit of 406.00M and revenue of 1.41B. Therefore, the gross margin over that period was 28.9%.

WSM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Williams-Sonoma, Inc. reported a gross profit of 793.43M and revenue of 1.81B. Therefore, the gross margin over that period was 44.0%.

ALSN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Allison Transmission Holdings, Inc. reported an operating income of 195.00M and revenue of 1.41B, resulting in an operating margin of 13.9%.

WSM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Williams-Sonoma, Inc. reported an operating income of 291.69M and revenue of 1.81B, resulting in an operating margin of 16.2%.

ALSN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Allison Transmission Holdings, Inc. reported a net income of 112.00M and revenue of 1.41B, resulting in a net margin of 8.0%.

WSM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Williams-Sonoma, Inc. reported a net income of 231.36M and revenue of 1.81B, resulting in a net margin of 12.8%.


Frequently Asked Questions


ALSN and WSM have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALSN has higher volatility (11.46%) compared to WSM (10.39%). In terms of maximum drawdown, ALSN dropped -48.67% vs WSM's -89.01%.

WSM currently has the higher Sharpe Ratio (0.79 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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