Dana Inc (DAN)vsModine Manufacturing Company (MOD)
DAN
Dana Inc
$34.70
+0.41%
CONSUMER CYCLICAL · Cap: $3.93B
MOD
Modine Manufacturing Company
$273.00
+1.24%
CONSUMER CYCLICAL · Cap: $14.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Dana Inc generates 161% more annual revenue ($7.50B vs $2.87B). MOD leads profitability with a 3.4% profit margin vs 1.1%. MOD appears more attractively valued with a PEG of 1.12. MOD earns a higher WallStSmart Score of 51/100 (C-).
DAN
Hold49
out of 100
Grade: D+
MOD
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.7%
Fair Value
$30.16
Current Price
$34.70
$4.54 premium
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 2205.0% YoY
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Areas to Watch
1.1% margin — thin
Operating margin of 4.2%
Weak financial health signals
Expensive relative to growth rate
Trading at 12.8x book value
3.4% margin — thin
Premium valuation, high expectations priced in
Earnings declined 3.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : DAN
The strongest argument for DAN centers on EPS Growth.
Bull Case : MOD
The strongest argument for MOD centers on Revenue Growth, Altman Z-Score. Revenue growth of 30.5% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bear Case : DAN
The primary concerns for DAN are Profit Margin, Operating Margin, Piotroski F-Score. Thin 1.1% margins leave little buffer for downturns.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, P/E Ratio. A P/E of 146.6x leaves little room for execution misses. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
DAN profiles as a value stock while MOD is a hypergrowth play — different risk/reward profiles.
DAN carries more volatility with a beta of 2.04 — expect wider price swings.
MOD is growing revenue faster at 30.5% — sustainability is the question.
DAN generates stronger free cash flow (345M), providing more financial flexibility.
Bottom Line
MOD scores higher overall (51/100 vs 49/100) and 30.5% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Dana Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Dana Incorporated provides energy management and energy transportation solutions for vehicles and machinery in North America, Europe, South America, and Asia Pacific. The company is headquartered in Maumee, Ohio.
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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