Dorman Products Inc (DORM)vsModine Manufacturing Company (MOD)
DORM
Dorman Products Inc
$106.95
+1.67%
CONSUMER CYCLICAL · Cap: $3.21B
MOD
Modine Manufacturing Company
$232.89
+1.89%
CONSUMER CYCLICAL · Cap: $12.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 35% more annual revenue ($2.87B vs $2.13B). DORM leads profitability with a 9.6% 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-).
DORM
Buy51
out of 100
Grade: C-
MOD
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-195.2%
Fair Value
$45.15
Current Price
$106.95
$61.80 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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
0.8% revenue growth
Earnings declined 78.8%
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 : DORM
The strongest argument for DORM centers on Altman Z-Score, P/E Ratio, Price/Book. PEG of 1.17 suggests the stock is reasonably priced for its growth.
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 : DORM
The primary concerns for DORM are Revenue Growth, EPS 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.
Key Dynamics to Monitor
DORM 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.
DORM generates stronger free cash flow (33M), 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.
Dorman Products Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Dorman Products, Inc. supplies replacement parts and fasteners for passenger cars, light trucks and heavy duty trucks to the automotive aftermarket industry in the United States, Canada, Mexico, Europe, the Middle East and Australia. The company is headquartered in Colmar, Pennsylvania.
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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