Modine Manufacturing Company (MOD)vsGentherm Inc (THRM)
MOD
Modine Manufacturing Company
$232.89
+1.89%
CONSUMER CYCLICAL · Cap: $12.28B
THRM
Gentherm Inc
$28.75
-0.14%
CONSUMER CYCLICAL · Cap: $840.39M
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 92% more annual revenue ($2.87B vs $1.50B). MOD leads profitability with a 3.4% profit margin vs 1.2%. MOD appears more attractively valued with a PEG of 0.80. MOD earns a higher WallStSmart Score of 53/100 (C-).
MOD
Buy53
out of 100
Grade: C-
THRM
Buy51
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
-708.2%
Fair Value
$4.01
Current Price
$28.75
$24.74 premium
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
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%
Smaller company, higher risk/reward
ROE of 2.7% — below average capital efficiency
1.2% margin — thin
Premium valuation, high expectations priced in
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 : THRM
The strongest argument for THRM centers on Price/Book. 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, 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 : THRM
The primary concerns for THRM are Market Cap, Return on Equity, Profit Margin. A P/E of 46.7x leaves little room for execution misses. Thin 1.2% 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 1.68 — expect wider price swings.
MOD is growing revenue faster at 30.5% — sustainability is the question.
THRM generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
MOD scores higher overall (53/100 vs 51/100) and 30.5% revenue growth. 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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