MOD vs JCI vs AAON vs TT

For growth investors, AAON, Inc.

(AAON) is the stronger pick with 20. 1% revenue growth year-over-year, versus 2. 8% for Johnson Controls International plc (JCI). Trane Technologies plc (TT) offers the better valuation at 36. 2x trailing P/E (31. 7x 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, Trane Technologies plc (TT) is the cheapest at 36.

2x versus AAON, Inc. at 100. 2x. On forward P/E, Johnson Controls International plc is actually cheaper at 29. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Trane Technologies plc wins at 1. 06x versus AAON, Inc. 's 12. 01x — a reasonable growth-adjusted valuation.

Over the past 5 years, Modine Manufacturing Company (MOD) delivered a total return of +1485%, compared to +122.

9% for Johnson Controls International plc (JCI). Over 10 years, the gap is even starker: MOD returned +25. 2% versus JCI's +343. 3%. 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), Trane Technologies plc (TT) is the lower-risk stock at 0.

97β versus Modine Manufacturing Company's 2. 51β — meaning MOD is approximately 159% more volatile than TT relative to the S&P 500. On balance sheet safety, AAON, Inc. (AAON) carries a lower debt/equity ratio of 48% versus 86% for Johnson Controls International plc — giving it more financial flexibility in a downturn.

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

(AAON) is pulling ahead at 20. 1% versus 2. 8% for Johnson Controls International plc (JCI). On earnings-per-share growth, the picture is similar: Trane Technologies plc grew EPS 15. 5% 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.

Johnson Controls International plc (JCI) is the more profitable company, earning 13.

9% net margin versus 7. 1% for Modine Manufacturing Company — meaning it keeps 13. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TT leads at 18. 6% versus 10. 1% for AAON. At the gross margin level — before operating expenses — JCI leads at 36. 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, Trane Technologies plc (TT) is the more undervalued stock at a PEG of 1. 06x versus AAON, Inc. 's 12. 01x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Johnson Controls International plc (JCI) trades at 29. 4x forward P/E versus 65. 3x for AAON, Inc. — 35. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TT: 10. 4% to $518. 50.

In this comparison, JCI (1.

1% yield), TT (0. 8% yield), AAON (0. 3% yield) pay a dividend. MOD does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Trane Technologies plc (TT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

97), 0. 8% yield, +874. 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 (TT: +874. 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 (MOD (Consumer Cyclical) and JCI (Industrials) and AAON (Industrials) and TT (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: MOD is a mid-cap quality compounder stock; JCI is a mid-cap quality compounder stock; AAON is a mid-cap high-growth stock; TT is a mid-cap quality compounder stock. JCI, TT pay a dividend while MOD, AAON 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.