BorgWarner Inc (BWA)vsModine Manufacturing Company (MOD)
BWA
BorgWarner Inc
$51.63
-3.13%
CONSUMER CYCLICAL · Cap: $11.39B
MOD
Modine Manufacturing Company
$129.76
-6.51%
CONSUMER CYCLICAL · Cap: $7.64B
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 325% more annual revenue ($14.34B vs $3.37B). MOD leads profitability with a 4.3% profit margin vs 2.9%. BWA appears more attractively valued with a PEG of 0.26. BWA earns a higher WallStSmart Score of 65/100 (B-).
BWA
Strong Buy65
out of 100
Grade: B-
MOD
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.1%
Fair Value
$102.66
Current Price
$51.63
$51.03 discount
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 30.1% YoY
Growing faster than its price suggests
Revenue surging 28.0% year-over-year
Earnings expanding 44.2% YoY
Areas to Watch
Moderate valuation
0.3% revenue growth
ROE of 7.4% — below average capital efficiency
2.9% margin — thin
4.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BWA
The strongest argument for BWA centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.26 suggests the stock is reasonably priced for its growth.
Bull Case : MOD
The strongest argument for MOD centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 28.0% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : BWA
The primary concerns for BWA are P/E Ratio, Revenue Growth, Return on Equity. Thin 2.9% margins leave little buffer for downturns.
Bear Case : MOD
The primary concerns for MOD are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 51.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
BWA profiles as a value stock while MOD is a growth play — different risk/reward profiles.
MOD carries more volatility with a beta of 1.71 — expect wider price swings.
MOD is growing revenue faster at 28.0% — sustainability is the question.
BWA generates stronger free cash flow (490M), providing more financial flexibility.
Bottom Line
BWA scores higher overall (65/100 vs 60/100). Both earn "Strong 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.
BorgWarner Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.
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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