CVGI vs MOD vs CMI vs DORM vs ALSN

For growth investors, Modine Manufacturing Company (MOD) is the stronger pick with 7.

3% revenue growth year-over-year, versus -10. 3% for Commercial Vehicle Group, Inc. (CVGI). Allison Transmission Holdings, Inc. (ALSN) offers the better valuation at 16. 8x trailing P/E (13. 6x forward), making it the more compelling value choice. Analysts rate Modine Manufacturing Company (MOD) a "Buy" — based on 12 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, Allison Transmission Holdings, Inc.

(ALSN) is the cheapest at 16. 8x versus Modine Manufacturing Company at 78. 8x. On forward P/E, Allison Transmission Holdings, Inc. is actually cheaper at 13. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Allison Transmission Holdings, Inc. wins at 0. 60x versus Cummins Inc. 's 2. 30x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Modine Manufacturing Company (MOD) delivered a total return of +1485%, compared to -60.

6% for Commercial Vehicle Group, Inc. (CVGI). Over 10 years, the gap is even starker: MOD returned +25. 2% versus CVGI's +113. 0%. 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), Dorman Products, Inc.

(DORM) is the lower-risk stock at 0. 85β versus Modine Manufacturing Company's 2. 51β — meaning MOD is approximately 195% more volatile than DORM relative to the S&P 500. On balance sheet safety, Dorman Products, Inc. (DORM) carries a lower debt/equity ratio of 43% versus 156% for Allison Transmission Holdings, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Modine Manufacturing Company (MOD) is pulling ahead at 7.

3% versus -10. 3% for Commercial Vehicle Group, Inc. (CVGI). On earnings-per-share growth, the picture is similar: Commercial Vehicle Group, Inc. grew EPS 19. 3% year-over-year, compared to -27. 7% for Cummins Inc.. Over a 3-year CAGR, MOD leads at 8. 0% 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.

Allison Transmission Holdings, Inc.

(ALSN) is the more profitable company, earning 20. 7% net margin versus -3. 5% for Commercial Vehicle Group, Inc. — meaning it keeps 20. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ALSN leads at 32. 3% versus 0. 7% for CVGI. At the gross margin level — before operating expenses — ALSN leads at 48. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Allison Transmission Holdings, Inc. (ALSN) is the more undervalued stock at a PEG of 0. 60x versus Cummins Inc. 's 2. 30x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Allison Transmission Holdings, Inc. (ALSN) trades at 13. 6x forward P/E versus 52. 1x for Modine Manufacturing Company — 38. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DORM: 12. 4% to $140. 00.

In this comparison, CMI (1.

1% yield), ALSN (0. 9% yield) pay a dividend. CVGI, MOD, DORM do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Allison Transmission Holdings, Inc.

(ALSN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 11), 0. 9% yield, +373. 8% 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 (ALSN: +373. 8%, MOD: +25. 2%), 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 (CVGI (Consumer Cyclical) and MOD (Consumer Cyclical) and CMI (Industrials) and DORM (Consumer Cyclical) and ALSN (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: CVGI is a small-cap quality compounder stock; MOD is a mid-cap quality compounder stock; CMI is a mid-cap quality compounder stock; DORM is a small-cap quality compounder stock; ALSN is a mid-cap deep-value stock. CMI, ALSN pay a dividend while CVGI, MOD, DORM 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.