BorgWarner Inc (BWA)vsModine Manufacturing Company (MOD)
BWA
BorgWarner Inc
$71.31
+3.33%
CONSUMER CYCLICAL · Cap: $14.73B
MOD
Modine Manufacturing Company
$278.91
+3.03%
CONSUMER CYCLICAL · Cap: $14.73B
Smart Verdict
WallStSmart Research — data-driven comparison
BorgWarner Inc generates 351% more annual revenue ($14.33B vs $3.18B). MOD leads profitability with a 3.8% profit margin vs 2.5%. BWA appears more attractively valued with a PEG of 0.61. MOD earns a higher WallStSmart Score of 61/100 (C+).
BWA
Buy61
out of 100
Grade: C+
MOD
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.4%
Fair Value
$104.75
Current Price
$71.31
$33.44 discount
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 61.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Areas to Watch
0.5% revenue growth
ROE of 6.6% — below average capital efficiency
2.5% margin — thin
Premium valuation, high expectations priced in
Trading at 13.1x book value
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BWA
The strongest argument for BWA centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : MOD
The strongest argument for MOD centers on Revenue Growth, EPS Growth. Revenue growth of 47.5% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bear Case : BWA
The primary concerns for BWA are Revenue Growth, Return on Equity, Profit Margin. A P/E of 41.8x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 123.4x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
BWA profiles as a value stock while MOD is a hypergrowth 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
BWA scores higher overall (61/100 vs 61/100). 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.
BorgWarner Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
BorgWarner Inc. is an American multinational automotive supplier headquartered in Auburn Hills, Michigan.
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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