Dana Inc (DAN)vsModine Manufacturing Company (MOD)
DAN
Dana Inc
$35.37
-3.60%
CONSUMER CYCLICAL · Cap: $3.31B
MOD
Modine Manufacturing Company
$295.58
-8.20%
CONSUMER CYCLICAL · Cap: $14.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Dana Inc generates 139% more annual revenue ($7.59B vs $3.18B). DAN leads profitability with a 15.1% profit margin vs 3.8%. MOD appears more attractively valued with a PEG of 1.11. MOD earns a higher WallStSmart Score of 61/100 (C+).
DAN
Buy58
out of 100
Grade: C
MOD
Buy61
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 5660.0% YoY
Reasonable price relative to book value
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Areas to Watch
4.9% revenue growth
Operating margin of 3.4%
Weak financial health signals
Expensive relative to growth rate
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 : DAN
The strongest argument for DAN centers on EPS Growth, Price/Book. Profitability is solid with margins at 15.1% and operating margin at 3.4%.
Bull Case : MOD
The strongest argument for MOD centers on Revenue Growth, EPS Growth. Revenue growth of 47.5% demonstrates continued momentum. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bear Case : DAN
The primary concerns for DAN are Revenue Growth, Operating Margin, Piotroski F-Score.
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.
Key Dynamics to Monitor
DAN profiles as a value stock while MOD is a hypergrowth play — different risk/reward profiles.
DAN carries more volatility with a beta of 1.94 — 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 58/100) and 47.5% 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.
Dana Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Dana Incorporated provides energy management and energy transportation solutions for vehicles and machinery in North America, Europe, South America, and Asia Pacific. The company is headquartered in Maumee, Ohio.
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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