Modine Manufacturing Company (MOD)vsDouglas Dynamics Inc (PLOW)
MOD
Modine Manufacturing Company
$276.51
-8.20%
CONSUMER CYCLICAL · Cap: $14.50B
PLOW
Douglas Dynamics Inc
$44.75
-0.07%
CONSUMER CYCLICAL · Cap: $1.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 369% more annual revenue ($3.18B vs $678.78M). PLOW leads profitability with a 7.8% profit margin vs 3.8%. PLOW appears more attractively valued with a PEG of 0.95. PLOW earns a higher WallStSmart Score of 65/100 (B-).
MOD
Buy61
out of 100
Grade: C+
PLOW
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MOD.
Margin of Safety
-1.2%
Fair Value
$41.07
Current Price
$44.75
$3.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Earnings expanding 63.9% YoY
Growing faster than its price suggests
19.8% revenue growth
Areas to Watch
Trading at 12.2x book value
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
7.8% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PLOW
The strongest argument for PLOW centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
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.
Bear Case : PLOW
The primary concerns for PLOW are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
MOD profiles as a hypergrowth stock while PLOW is a growth 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
PLOW scores higher overall (65/100 vs 61/100) and 19.8% revenue growth. 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.
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.
Douglas Dynamics Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Douglas Dynamics, Inc. is a manufacturer and conditioner of commercial work truck accessories and equipment in North America. The company is headquartered in Milwaukee, Wisconsin.
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