TAYD vs NN vs TWIN

For growth investors, Twin Disc, Incorporated (TWIN) is the stronger pick with 15.

5% revenue growth year-over-year, versus -19. 3% for NextNav Inc. (NN). Taylor Devices, Inc. (TAYD) offers the better valuation at 18. 1x trailing P/E (16. 6x forward), making it the more compelling value choice. Analysts rate NextNav Inc. (NN) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On forward P/E, Taylor Devices, Inc.

is actually cheaper at 16. 6x.

Over the past 5 years, Taylor Devices, Inc.

(TAYD) delivered a total return of +325. 0%, compared to +47. 5% for Twin Disc, Incorporated (TWIN). Over 10 years, the gap is even starker: TAYD returned +225. 2% versus TWIN's +87. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Taylor Devices, Inc.

(TAYD) is the lower-risk stock at 0. 66β versus NextNav Inc. 's 1. 33β — meaning NN is approximately 101% more volatile than TAYD relative to the S&P 500.

By revenue growth (latest reported year), Twin Disc, Incorporated (TWIN) is pulling ahead at 15.

5% versus -19. 3% for NextNav Inc. (NN). On earnings-per-share growth, the picture is similar: Taylor Devices, Inc. grew EPS 11. 2% year-over-year, compared to -117. 7% for Twin Disc, Incorporated. Over a 3-year CAGR, TAYD leads at 14. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Taylor Devices, Inc.

(TAYD) is the more profitable company, earning 20. 3% net margin versus -41. 4% for NextNav Inc. — meaning it keeps 20. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TAYD leads at 20. 8% versus -1535. 8% for NN. At the gross margin level — before operating expenses — TAYD leads at 46. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Taylor Devices, Inc.

(TAYD) trades at 16. 6x forward P/E versus 25. 2x for Twin Disc, Incorporated — 8. 6x cheaper on a one-year earnings basis.

In this comparison, TWIN (0.

9% yield) pays a dividend. TAYD, NN do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Twin Disc, Incorporated (TWIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.

04), 0. 9% yield). Both have compounded well over 10 years (TWIN: +87. 2%, NN: +100. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (TAYD (Industrials) and NN (Communication Services) and TWIN (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: TAYD is a small-cap quality compounder stock; NN is a small-cap quality compounder stock; TWIN is a small-cap high-growth stock. TWIN pays a dividend while TAYD, NN do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.