ALSN
screen pass · no fair value yet — WATCHALLISON TRANSMISSION HOLDINGS, INC.·Industrials
Screens well, but the council hasn't valued it yet.
66/100B
Price at last run$110as of Jul 8, 2026
quality large-capHigh returns on capitalROIC ~21% — it earns well on the money it puts to work.
Fat operating margins29% operating margin — pricing power / a real moat hint.
Generates real cash7.3% free-cash-flow yield — profits you can actually bank.
Catalystnone yet
✕Why not
The honest case against — what most tools hideMain riskshrinking revenue
LeverageCarries meaningful debt (debt/equity 2.0).
ShrinkingRevenue contracting (-7%).
What keeps us out
- Paying up here — we'd want a better entry price.
- Growth slowing while the multiple stays rich.
- Debt rising faster than cash flow.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.