Modine Manufacturing Company (MOD)vsGentherm Inc (THRM)
MOD
Modine Manufacturing Company
$276.51
-8.20%
CONSUMER CYCLICAL · Cap: $14.50B
THRM
Gentherm Inc
$36.25
-4.43%
CONSUMER CYCLICAL · Cap: $1.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 107% more annual revenue ($3.18B vs $1.54B). MOD leads profitability with a 3.8% profit margin vs 1.5%. THRM appears more attractively valued with a PEG of 1.02. MOD earns a higher WallStSmart Score of 61/100 (C+).
MOD
Buy61
out of 100
Grade: C+
THRM
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MOD.
Margin of Safety
+72.3%
Fair Value
$116.90
Current Price
$36.25
$80.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Reasonable price relative to book value
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 3.2% — below average capital efficiency
1.5% 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 : THRM
The strongest argument for THRM centers on Price/Book. Revenue growth of 11.3% demonstrates continued momentum. PEG of 1.02 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 : THRM
The primary concerns for THRM are Market Cap, Return on Equity, Profit Margin. A P/E of 48.7x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOD profiles as a hypergrowth stock while THRM is a value 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
MOD scores higher overall (61/100 vs 53/100) and 47.5% revenue growth. THRM offers better value entry with a 72.3% margin of safety. 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.
Gentherm Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Gentherm Incorporated designs, develops, manufactures and markets thermal management technologies. The company is headquartered in Northville, Michigan.
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