AAON vs MOD

For growth investors, AAON, Inc.

(AAON) is the stronger pick with 20. 1% revenue growth year-over-year, versus 7. 3% for Modine Manufacturing Company (MOD). AAON, Inc. (AAON) offers the better valuation at 76. 2x trailing P/E (49. 6x forward), making it the more compelling value choice. Analysts rate AAON, Inc. (AAON) a "Buy" — based on 5 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 trailing P/E, AAON, Inc.

(AAON) is the cheapest at 76. 2x versus Modine Manufacturing Company at 80. 2x. On forward P/E, AAON, Inc. is actually cheaper at 49. 6x.

Over the past 5 years, Modine Manufacturing Company (MOD) delivered a total return of +1534%, compared to +134.

3% for AAON, Inc. (AAON). Over 10 years, the gap is even starker: MOD returned +25. 5% versus AAON's +440. 9%. 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), AAON, Inc.

(AAON) is the lower-risk stock at 1. 83β versus Modine Manufacturing Company's 2. 51β — meaning MOD is approximately 38% more volatile than AAON relative to the S&P 500. On balance sheet safety, AAON, Inc. (AAON) carries a lower debt/equity ratio of 48% versus 49% for Modine Manufacturing Company — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), AAON, Inc.

(AAON) is pulling ahead at 20. 1% versus 7. 3% for Modine Manufacturing Company (MOD). On earnings-per-share growth, the picture is similar: Modine Manufacturing Company grew EPS 13. 2% year-over-year, compared to -36. 1% for AAON, Inc.. Over a 3-year CAGR, AAON leads at 17. 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.

AAON, Inc.

(AAON) is the more profitable company, earning 7. 5% net margin versus 7. 1% for Modine Manufacturing Company — meaning it keeps 7. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MOD leads at 11. 0% versus 10. 1% for AAON. At the gross margin level — before operating expenses — AAON leads at 26. 7%, 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, AAON, Inc.

(AAON) trades at 49. 6x forward P/E versus 52. 9x for Modine Manufacturing Company — 3. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AAON: 21. 1% to $119. 00.

In this comparison, AAON (0.

4% yield) pays a dividend. MOD does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, AAON, Inc.

(AAON) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+440. 9% 10Y return). Modine Manufacturing Company (MOD) carries a higher beta of 2. 51 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AAON: +440. 9%, MOD: +25. 5%), 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 (AAON (Industrials) and MOD (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: AAON is a small-cap high-growth stock; MOD is a mid-cap quality compounder stock. 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.