TAYD vs TWIN

For growth investors, Twin Disc, Incorporated (TWIN) is the stronger pick with 15.

5% revenue growth year-over-year, versus 3. 8% for Taylor Devices, Inc. (TAYD). Taylor Devices, Inc. (TAYD) offers the better valuation at 18. 1x trailing P/E (16. 6x forward), making it the more compelling value choice. Analysts rate Taylor Devices, Inc. (TAYD) a "Hold" — based on 2 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 forward P/E, Taylor Devices, Inc.

is actually cheaper at 16. 6x.

Over the past 5 years, Taylor Devices, Inc.

(TAYD) delivered a total return of +325. 0%, compared to +47. 5% for Twin Disc, Incorporated (TWIN). Over 10 years, the gap is even starker: TAYD returned +225. 2% versus TWIN's +87. 2%. 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), Taylor Devices, Inc.

(TAYD) is the lower-risk stock at 0. 66β versus Twin Disc, Incorporated's 1. 04β — meaning TWIN is approximately 58% more volatile than TAYD relative to the S&P 500.

By revenue growth (latest reported year), Twin Disc, Incorporated (TWIN) is pulling ahead at 15.

5% versus 3. 8% for Taylor Devices, Inc. (TAYD). On earnings-per-share growth, the picture is similar: Taylor Devices, Inc. grew EPS 11. 2% year-over-year, compared to -117. 7% for Twin Disc, Incorporated. Over a 3-year CAGR, TAYD leads at 14. 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.

Taylor Devices, Inc.

(TAYD) is the more profitable company, earning 20. 3% net margin versus -0. 6% for Twin Disc, Incorporated — meaning it keeps 20. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TAYD leads at 20. 8% versus 2. 9% for TWIN. At the gross margin level — before operating expenses — TAYD leads at 46. 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.

On forward earnings alone, Taylor Devices, Inc.

(TAYD) trades at 16. 6x forward P/E versus 25. 2x for Twin Disc, Incorporated — 8. 6x cheaper on a one-year earnings basis.

In this comparison, TWIN (0.

9% yield) pays a dividend. TAYD does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Twin Disc, Incorporated (TWIN) 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). Both have compounded well over 10 years (TWIN: +87. 2%, TAYD: +225. 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.

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

In terms of investment character: TAYD is a small-cap quality compounder stock; TWIN is a small-cap high-growth stock. TWIN pays a dividend while TAYD does 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.