MOD vs THRM vs AAON vs GTLS vs BWXT

For growth investors, AAON, Inc.

(AAON) is the stronger pick with 20. 1% revenue growth year-over-year, versus 2. 5% for Chart Industries, Inc. (GTLS). Gentherm Incorporated (THRM) offers the better valuation at 51. 4x trailing P/E (11. 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, Gentherm Incorporated (THRM) is the cheapest at 51.

4x versus Chart Industries, Inc. at 628. 5x. On forward P/E, Gentherm Incorporated is actually cheaper at 11. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: BWX Technologies, Inc. wins at 10. 61x versus AAON, Inc. 's 12. 01x.

Over the past 5 years, Modine Manufacturing Company (MOD) delivered a total return of +1485%, compared to -58.

0% for Gentherm Incorporated (THRM). Over 10 years, the gap is even starker: MOD returned +25. 2% versus THRM's -14. 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), Chart Industries, Inc.

(GTLS) is the lower-risk stock at 0. 56β versus Modine Manufacturing Company's 2. 51β — meaning MOD is approximately 351% more volatile than GTLS relative to the S&P 500. On balance sheet safety, Gentherm Incorporated (THRM) carries a lower debt/equity ratio of 41% versus 163% for BWX Technologies, Inc. — 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. 5% for Chart Industries, Inc. (GTLS). On earnings-per-share growth, the picture is similar: BWX Technologies, Inc. grew EPS 16. 9% year-over-year, compared to -92. 0% for Chart Industries, Inc.. Over a 3-year CAGR, GTLS leads at 38. 3% 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.

BWX Technologies, Inc.

(BWXT) is the more profitable company, earning 10. 3% net margin versus 1. 0% for Chart Industries, Inc. — meaning it keeps 10. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GTLS leads at 15. 2% versus 5. 2% for THRM. At the gross margin level — before operating expenses — GTLS leads at 29. 2%, 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, BWX Technologies, Inc. (BWXT) is the more undervalued stock at a PEG of 10. 61x versus AAON, Inc. 's 12. 01x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Gentherm Incorporated (THRM) trades at 11. 6x forward P/E versus 65. 3x for AAON, Inc. — 53. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for THRM: 19. 0% to $36. 67.

In this comparison, BWXT (0.

5% yield), AAON (0. 3% yield), GTLS (0. 3% yield) pay a dividend. MOD, THRM do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Chart Industries, Inc.

(GTLS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 56), +772. 5% 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 (GTLS: +772. 5%, 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 THRM (Consumer Cyclical) and AAON (Industrials) and GTLS (Industrials) and BWXT (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; THRM is a small-cap quality compounder stock; AAON is a mid-cap high-growth stock; GTLS is a small-cap quality compounder stock; BWXT is a mid-cap high-growth 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.