GT vs MOD vs BWA vs THRM

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

3% revenue growth year-over-year, versus -3. 2% for The Goodyear Tire & Rubber Company (GT). BorgWarner Inc. (BWA) offers the better valuation at 45. 5x trailing P/E (11. 8x 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, BorgWarner Inc.

(BWA) is the cheapest at 45. 5x versus Modine Manufacturing Company at 78. 8x. On forward P/E, BorgWarner Inc. is actually cheaper at 11. 8x.

Over the past 5 years, Modine Manufacturing Company (MOD) delivered a total return of +1485%, compared to -65.

1% for The Goodyear Tire & Rubber Company (GT). Over 10 years, the gap is even starker: MOD returned +25. 5% versus GT's -69. 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), The Goodyear Tire & Rubber Company (GT) is the lower-risk stock at 0.

98β versus Modine Manufacturing Company's 2. 52β — meaning MOD is approximately 156% more volatile than GT relative to the S&P 500. On balance sheet safety, Gentherm Incorporated (THRM) carries a lower debt/equity ratio of 41% versus 2% for The Goodyear Tire & Rubber Company — 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 -3. 2% for The Goodyear Tire & Rubber Company (GT). On earnings-per-share growth, the picture is similar: Modine Manufacturing Company grew EPS 13. 2% year-over-year, compared to -26. 0% for The Goodyear Tire & Rubber Company. 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.

Modine Manufacturing Company (MOD) is the more profitable company, earning 7.

1% net margin versus -9. 4% for The Goodyear Tire & Rubber Company — meaning it keeps 7. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MOD leads at 11. 0% versus 3. 6% for GT. At the gross margin level — before operating expenses — MOD leads at 25. 0%, 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, BorgWarner Inc.

(BWA) trades at 11. 8x forward P/E versus 52. 7x for Modine Manufacturing Company — 40. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BWA: 20. 0% to $69. 80.

In this comparison, BWA (0.

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

For long-horizon retirement investors, BorgWarner Inc.

(BWA) 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, +124. 6% 10Y return). Modine Manufacturing Company (MOD) carries a higher beta of 2. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BWA: +124. 6%, 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.

Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

BWA pays a dividend while GT, MOD, THRM 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.