Head to Head

ALSN vs SHLS: which is the better buy in 2026?

On Alexandria's Compass, Allison Transmission Holdings, Inc. has the edge with a 83/100 score versus 82/100 for SHLS. Here is how they stack up, factor by factor.

Allison Transmission Holdings, Inc.

NYSE:ALSN

Edge
83/100 Compass
True NorthAccumulate$9.7B

Boring transmission maker just bought itself into a $2B off-highway franchise, and the market is still pricing it like a truck cycle bet.

Full ALSN analysis

Shoals Technologies Group, Inc.

NASDAQ:SHLS

82/100 Compass
True NorthAccumulate$1.7B

The picks-and-shovels play on utility-scale solar buildout, finally trading like the business has turned, not the stock.

Full SHLS analysis

Factor by factor

FactorALSNSHLS
Revenue Growth9835
Profitability6340
Valuation7163
Momentum6566
Theme Purity4572
Moat4845
Catalysts5580
Market Position5050

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Frequently asked questions

Is ALSN or SHLS the better buy in 2026?

By Compass Score, Allison Transmission Holdings, Inc. (NYSE:ALSN) edges it at 83/100 versus 82/100 for SHLS. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare ALSN and SHLS?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.