ECARX Holdings Inc. Class A Ordinary shares (ECX)vsModine Manufacturing Company (MOD)
ECX
ECARX Holdings Inc. Class A Ordinary shares
$0.88
-5.71%
CONSUMER CYCLICAL · Cap: $356.75M
MOD
Modine Manufacturing Company
$232.89
+1.89%
CONSUMER CYCLICAL · Cap: $12.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 239% more annual revenue ($2.87B vs $847.90M). MOD leads profitability with a 3.4% profit margin vs -7.8%. MOD earns a higher WallStSmart Score of 53/100 (C-).
ECX
Avoid27
out of 100
Grade: F
MOD
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ECX.
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
No standout strengths identified
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 2.3%
ROE of -22.4% — below average capital efficiency
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 : ECX
ECX has a balanced fundamental profile.
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 : ECX
The primary concerns for ECX are EPS Growth, Market Cap, Operating Margin.
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
ECX profiles as a turnaround stock while MOD is a hypergrowth play — different risk/reward profiles.
MOD carries more volatility with a beta of 1.68 — expect wider price swings.
MOD is growing revenue faster at 30.5% — sustainability is the question.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOD scores higher overall (53/100 vs 27/100) and 30.5% 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 an innovative technology leader specializing in smart mobility solutions and automotive software development. By harnessing advanced artificial intelligence and cloud computing, the company is transforming in-car experiences and enhancing the safety and efficiency of transportation systems. Committed to sustainable innovation through strategic partnerships, ECARX is well-positioned to capitalize on the growing demand for intelligent vehicle technologies and drive the evolution of mobility worldwide. As the company continues to expand its product offerings and global presence, it aims to set new industry standards in automotive intelligence and connectivity.
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?