Head to Head

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

On Alexandria's Compass, Wolfspeed Inc. has the edge with a 86/100 score versus 83/100 for ALSN. Here is how they stack up, factor by factor.

Allison Transmission Holdings, Inc.

NYSE:ALSN

83/100 Compass
True NorthAccumulate$9.6B

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

Wolfspeed Inc.

NYSE:WOLF

Edge
86/100 Compass
True NorthReduce$2.3B

Silicon carbide pioneer with a generational product but a broken balance sheet — the equity is the wrong way to bet on the technology winning.

Full WOLF analysis

Factor by factor

FactorALSNWOLF
Revenue Growth9877
Profitability6320
Valuation7276
Momentum6352
Theme Purity4599
Moat4834
Catalysts5599
Market Position5038

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Frequently asked questions

Is ALSN or WOLF the better buy in 2026?

By Compass Score, Wolfspeed Inc. (NYSE:WOLF) edges it at 86/100 versus 83/100 for ALSN. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare ALSN and WOLF?

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.