Modine Manufacturing Company (MOD)vsDouglas Dynamics Inc (PLOW)
MOD
Modine Manufacturing Company
$232.89
+1.89%
CONSUMER CYCLICAL · Cap: $12.28B
PLOW
Douglas Dynamics Inc
$42.93
+0.59%
CONSUMER CYCLICAL · Cap: $955.02M
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 338% more annual revenue ($2.87B vs $656.05M). PLOW leads profitability with a 7.1% profit margin vs 3.4%. MOD appears more attractively valued with a PEG of 0.80. PLOW earns a higher WallStSmart Score of 67/100 (B-).
MOD
Buy53
out of 100
Grade: C-
PLOW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1654.6%
Fair Value
$12.51
Current Price
$232.89
$220.38 premium
Margin of Safety
+54.7%
Fair Value
$91.73
Current Price
$42.93
$48.80 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Earnings expanding 63.9% YoY
Revenue surging 28.6% year-over-year
Areas to Watch
Trading at 11.0x book value
3.4% margin — thin
Premium valuation, high expectations priced in
Earnings declined 3.5%
Smaller company, higher risk/reward
7.1% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : MOD
The strongest argument for MOD centers on Revenue Growth, Altman Z-Score, PEG Ratio. Revenue growth of 30.5% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : PLOW
The strongest argument for PLOW centers on EPS Growth, Revenue Growth. Revenue growth of 28.6% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, P/E Ratio. A P/E of 126.6x leaves little room for execution misses. Thin 3.4% margins leave little buffer for downturns.
Bear Case : PLOW
The primary concerns for PLOW are Market Cap, Profit Margin, Debt/Equity.
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 1.68 — expect wider price swings.
MOD is growing revenue faster at 30.5% — sustainability is the question.
PLOW generates stronger free cash flow (93M), providing more financial flexibility.
Bottom Line
PLOW scores higher overall (67/100 vs 53/100) and 28.6% 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.
Compare with Other AUTO PARTS Stocks
Want to dig deeper into these stocks?