Modine Manufacturing Company (MOD)vsStrattec Security Corporation (STRT)
MOD
Modine Manufacturing Company
$232.89
+1.89%
CONSUMER CYCLICAL · Cap: $12.28B
STRT
Strattec Security Corporation
$81.83
+1.48%
CONSUMER CYCLICAL · Cap: $306.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 390% more annual revenue ($2.87B vs $586.03M). STRT leads profitability with a 4.6% profit margin vs 3.4%. MOD appears more attractively valued with a PEG of 0.80. STRT earns a higher WallStSmart Score of 65/100 (C+).
MOD
Buy53
out of 100
Grade: C-
STRT
Buy65
out of 100
Grade: C+
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
+70.8%
Fair Value
$308.88
Current Price
$81.83
$227.05 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
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 11.0x book value
3.4% margin — thin
Premium valuation, high expectations priced in
Earnings declined 3.5%
2.8% earnings growth
Smaller company, higher risk/reward
4.6% margin — thin
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 : STRT
The strongest argument for STRT centers on P/E Ratio, Price/Book. PEG of 1.17 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 : STRT
The primary concerns for STRT are EPS Growth, Market Cap, Profit Margin. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOD profiles as a hypergrowth stock while STRT is a value 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.
STRT generates stronger free cash flow (11M), providing more financial flexibility.
Bottom Line
STRT scores higher overall (65/100 vs 53/100). 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.
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.
Strattec Security Corporation
CONSUMER CYCLICAL · AUTO PARTS · USA
Strattec Security Corporation designs, develops, manufactures and markets automotive access control products under the VAST Automotive Group brand primarily in North America. The company is headquartered in Milwaukee, Wisconsin.
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