Lowe's Companies Inc (LOW)vsModine Manufacturing Company (MOD)
LOW
Lowe's Companies Inc
$222.48
+0.25%
CONSUMER CYCLICAL · Cap: $124.75B
MOD
Modine Manufacturing Company
$255.99
-8.20%
CONSUMER CYCLICAL · Cap: $14.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 2680% more annual revenue ($88.43B vs $3.18B). LOW leads profitability with a 7.5% 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+).
LOW
Hold50
out of 100
Grade: D+
MOD
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.7%
Fair Value
$140.20
Current Price
$222.48
$82.28 premium
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 2.8B in free cash flow
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
7.5% margin — thin
Weak financial health signals
Trading at 11.3x book value
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap, Free Cash Flow. Revenue growth of 10.3% demonstrates continued momentum. PEG of 1.45 suggests the stock is reasonably priced for its growth.
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 : LOW
The primary concerns for LOW are Altman Z-Score, Return on Equity, Profit Margin.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 121.9x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
LOW profiles as a value 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.
LOW generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
MOD scores higher overall (61/100 vs 50/100) and 47.5% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Lowe's Companies Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Lowe's Companies, Inc. is an American retail company specializing in home improvement. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States and Canada.
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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