Dana Inc (DAN)vsModine Manufacturing Company (MOD)
DAN
Dana Inc
$33.66
+0.90%
CONSUMER CYCLICAL · Cap: $2.46B
MOD
Modine Manufacturing Company
$232.89
+1.89%
CONSUMER CYCLICAL · Cap: $12.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Dana Inc generates 246% more annual revenue ($9.96B vs $2.87B). DAN leads profitability with a 55.0% profit margin vs 3.4%. MOD appears more attractively valued with a PEG of 0.80. MOD earns a higher WallStSmart Score of 53/100 (C-).
DAN
Buy50
out of 100
Grade: C-
MOD
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-62.2%
Fair Value
$20.59
Current Price
$33.66
$13.07 premium
Margin of Safety
-1654.6%
Fair Value
$12.51
Current Price
$232.89
$220.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 55 of every $100 in revenue as profit
Revenue surging 110.0% year-over-year
Earnings expanding 2205.0% YoY
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
ROE of 5.3% — below average capital efficiency
Operating margin of 3.9%
Weak financial health signals
Expensive relative to growth rate
Trading at 11.0x book value
3.4% margin — thin
Premium valuation, high expectations priced in
Earnings declined 3.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : DAN
The strongest argument for DAN centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 55.0% and operating margin at 3.9%. Revenue growth of 110.0% demonstrates continued momentum.
Bull 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.
Bear Case : DAN
The primary concerns for DAN are Return on Equity, Operating Margin, Piotroski F-Score. A P/E of 47.9x leaves little room for execution misses.
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.
Key Dynamics to Monitor
DAN profiles as a growth stock while MOD is a hypergrowth play — different risk/reward profiles.
DAN carries more volatility with a beta of 2.16 — expect wider price swings.
DAN is growing revenue faster at 110.0% — sustainability is the question.
DAN generates stronger free cash flow (345M), providing more financial flexibility.
Bottom Line
MOD scores higher overall (53/100 vs 50/100) 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.
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.
Compare with Other AUTO PARTS Stocks
Want to dig deeper into these stocks?