Aptiv PLC (APTV)vsModine Manufacturing Company (MOD)
APTV
Aptiv PLC
$60.49
+0.38%
CONSUMER CYCLICAL · Cap: $15.19B
MOD
Modine Manufacturing Company
$266.83
+4.79%
CONSUMER CYCLICAL · Cap: $14.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Aptiv PLC generates 610% more annual revenue ($20.40B vs $2.87B). MOD leads profitability with a 3.4% profit margin vs 0.8%. APTV appears more attractively valued with a PEG of 0.95. APTV earns a higher WallStSmart Score of 58/100 (C).
APTV
Buy58
out of 100
Grade: C
MOD
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.4%
Fair Value
$127.61
Current Price
$60.49
$67.12 discount
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Areas to Watch
ROE of 1.9% — below average capital efficiency
0.8% margin — thin
Premium valuation, high expectations priced in
Earnings declined 43.4%
Trading at 12.6x book value
3.4% margin — thin
Premium valuation, high expectations priced in
Earnings declined 3.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : APTV
The strongest argument for APTV centers on Price/Book, PEG Ratio. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : MOD
The strongest argument for MOD centers on Revenue Growth, Altman Z-Score. Revenue growth of 30.5% demonstrates continued momentum. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : APTV
The primary concerns for APTV are Return on Equity, Profit Margin, P/E Ratio. A P/E of 80.7x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, P/E Ratio. A P/E of 145.0x leaves little room for execution misses. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
APTV profiles as a value stock while MOD is a hypergrowth 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.
APTV generates stronger free cash flow (651M), providing more financial flexibility.
Bottom Line
APTV scores higher overall (58/100 vs 51/100). 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.
Aptiv PLC
CONSUMER CYCLICAL · AUTO PARTS · USA
Aptiv plc is an auto parts company headquartered in Dublin, Ireland.
Visit Website →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.
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