XPEL vs AAON vs LII vs MPAA vs CARR

For growth investors, AAON, Inc.

(AAON) is the stronger pick with 20. 1% revenue growth year-over-year, versus -3. 3% for Carrier Global Corporation (CARR). Lennox International Inc. (LII) offers the better valuation at 23. 5x trailing P/E (21. 5x forward), making it the more compelling value choice. Analysts rate XPEL, Inc. (XPEL) a "Buy" — based on 6 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, Lennox International Inc.

(LII) is the cheapest at 23. 5x versus AAON, Inc. at 108. 3x. On forward P/E, Motorcar Parts of America, Inc. is actually cheaper at 15. 5x — 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: XPEL, Inc. wins at 0. 94x versus AAON, Inc. 's 12. 51x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, AAON, Inc.

(AAON) delivered a total return of +221. 6%, compared to -50. 0% for Motorcar Parts of America, Inc. (MPAA). Over 10 years, the gap is even starker: XPEL returned +705. 0% versus MPAA's -62. 1%. 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), Motorcar Parts of America, Inc.

(MPAA) is the lower-risk stock at 0. 93β versus AAON, Inc. 's 1. 79β — meaning AAON is approximately 92% more volatile than MPAA relative to the S&P 500. On balance sheet safety, XPEL, Inc. (XPEL) carries a lower debt/equity ratio of 8% versus 177% for Lennox International 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 -3. 3% for Carrier Global Corporation (CARR). On earnings-per-share growth, the picture is similar: Motorcar Parts of America, Inc. grew EPS 60. 6% year-over-year, compared to -72. 4% for Carrier Global Corporation. 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.

Lennox International Inc.

(LII) is the more profitable company, earning 15. 1% net margin versus -2. 6% for Motorcar Parts of America, Inc. — meaning it keeps 15. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LII leads at 19. 5% versus 5. 3% for MPAA. At the gross margin level — before operating expenses — XPEL leads at 42. 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, XPEL, Inc. (XPEL) is the more undervalued stock at a PEG of 0. 94x versus AAON, Inc. 's 12. 51x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Motorcar Parts of America, Inc. (MPAA) trades at 15. 5x forward P/E versus 68. 0x for AAON, Inc. — 52. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MPAA: 71. 5% to $20. 00.

In this comparison, CARR (1.

4% yield), LII (0. 9% yield), AAON (0. 3% yield) pay a dividend. XPEL, MPAA do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Carrier Global Corporation (CARR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.

21), 1. 4% yield, +491. 3% 10Y return). AAON, Inc. (AAON) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CARR: +491. 3%, AAON: +668. 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 (XPEL (Consumer Cyclical) and AAON (Industrials) and LII (Industrials) and MPAA (Consumer Cyclical) and CARR (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: XPEL is a small-cap quality compounder stock; AAON is a mid-cap high-growth stock; LII is a mid-cap quality compounder stock; MPAA is a small-cap quality compounder stock; CARR is a mid-cap quality compounder stock. LII, CARR pay a dividend while XPEL, AAON, MPAA 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.