Aptiv PLC (APTV)vsModine Manufacturing Company (MOD)
APTV
Aptiv PLC
$68.60
-5.92%
CONSUMER CYCLICAL · Cap: $14.40B
MOD
Modine Manufacturing Company
$276.51
-8.20%
CONSUMER CYCLICAL · Cap: $14.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Aptiv PLC generates 549% more annual revenue ($20.66B vs $3.18B). MOD leads profitability with a 3.8% profit margin vs 1.8%. APTV appears more attractively valued with a PEG of 1.09. MOD earns a higher WallStSmart Score of 61/100 (C+).
APTV
Buy54
out of 100
Grade: C-
MOD
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.1%
Fair Value
$108.86
Current Price
$68.60
$40.26 discount
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Areas to Watch
ROE of 4.0% — below average capital efficiency
1.8% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 12.2x book value
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : APTV
The strongest argument for APTV centers on Price/Book. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : MOD
The strongest argument for MOD centers on Revenue Growth, EPS Growth. Revenue growth of 47.5% demonstrates continued momentum. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bear Case : APTV
The primary concerns for APTV are Return on Equity, Profit Margin, Debt/Equity. A P/E of 40.5x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 122.0x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
APTV profiles as a value stock while MOD is a hypergrowth play — different risk/reward profiles.
MOD carries more volatility with a beta of 1.66 — expect wider price swings.
MOD is growing revenue faster at 47.5% — sustainability is the question.
MOD generates stronger free cash flow (125M), providing more financial flexibility.
Bottom Line
MOD scores higher overall (61/100 vs 54/100) and 47.5% revenue growth. APTV offers better value entry with a 23.1% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aptiv PLC
CONSUMER CYCLICAL · AUTO PARTS · USA
Aptiv plc is an auto parts company headquartered in Dublin, Ireland.
Visit Website →Modine Manufacturing Company
CONSUMER CYCLICAL · AUTO PARTS · USA
Modine Manufacturing Company provides heat transfer systems and heat transfer components designed for use in on-highway and off-highway original equipment manufacturer (OEM) vehicular applications. The company is headquartered in Racine, Wisconsin.
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