WallStSmart

ECARX Holdings Inc. Class A Ordinary shares (ECX)vsModine Manufacturing Company (MOD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Modine Manufacturing Company generates 292% more annual revenue ($3.18B vs $811.66M). MOD leads profitability with a 3.8% profit margin vs -6.2%. MOD earns a higher WallStSmart Score of 61/100 (C+).

ECX

Avoid

22

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 4.5
Piotroski: 2/9Altman Z: -2.11

MOD

Buy

61

out of 100

Grade: C+

Growth: 9.3Profit: 6.0Value: 4.3Quality: 6.5
Piotroski: 2/9Altman Z: 2.76

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ECX1 strengths · Avg: 10.0/10
Debt/EquityHealth
-2.0410/10

Conservative balance sheet, low leverage

MOD2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
47.5%10/10

Revenue surging 47.5% year-over-year

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

Areas to Watch

ECX4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$461.08M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-2238.0%2/10

ROE of -2238.0% — below average capital efficiency

MOD4 concerns · Avg: 3.0/10
Price/BookValuation
12.2x4/10

Trading at 12.2x book value

Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
122.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ECX

The strongest argument for ECX centers on Debt/Equity.

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 : ECX

The primary concerns for ECX are EPS Growth, Market Cap, 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

ECX profiles as a turnaround 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.

Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MOD scores higher overall (61/100 vs 22/100) and 47.5% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ECARX Holdings Inc. Class A Ordinary shares

CONSUMER CYCLICAL · AUTO PARTS · China

ECARX Holdings Inc. (Ticker: ECX) is a forward-thinking technology company at the forefront of smart mobility, specializing in advanced automotive software and innovative in-car solutions. By harnessing the power of artificial intelligence and cloud computing, ECARX is enhancing the safety, efficiency, and connectivity of transportation systems, thereby establishing itself as a leader in intelligent vehicle technologies. The company's dedication to sustainable innovation and strategic partnerships positions it well to address the growing global demand for sophisticated mobility solutions, ultimately redefining industry standards in automotive intelligence.

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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