WallStSmart

Miller Industries Inc (MLR)vsModine Manufacturing Company (MOD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Modine Manufacturing Company generates 327% more annual revenue ($3.18B vs $745.48M). MOD leads profitability with a 3.8% profit margin vs 2.1%. MOD appears more attractively valued with a PEG of 1.11. MOD earns a higher WallStSmart Score of 61/100 (C+).

MLR

Hold

42

out of 100

Grade: D

Growth: 2.0Profit: 4.0Value: 2.7Quality: 8.5
Piotroski: 4/9Altman Z: 4.26

MOD

Buy

61

out of 100

Grade: C+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MLRSignificantly Overvalued (-52.4%)

Margin of Safety

-52.4%

Fair Value

$29.22

Current Price

$47.94

$18.72 premium

UndervaluedFair: $29.22Overvalued

Intrinsic value data unavailable for MOD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MLR3 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.2610/10

Safe zone — low bankruptcy risk

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

MLR4 concerns · Avg: 3.3/10
P/E RatioValuation
35.7x4/10

Premium valuation, high expectations priced in

Market CapQuality
$545.51M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

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 : MLR

The strongest argument for MLR centers on Price/Book, Debt/Equity, Altman Z-Score.

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 : MLR

The primary concerns for MLR are P/E Ratio, Market Cap, Return on Equity. Thin 2.1% margins leave little buffer for downturns.

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

MLR 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.

MOD generates stronger free cash flow (125M), providing more financial flexibility.

Bottom Line

MOD scores higher overall (61/100 vs 42/100) 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.

Miller Industries Inc

CONSUMER CYCLICAL · AUTO PARTS · USA

Miller Industries, Inc., manufactures and sells towing and recovery equipment. The company is headquartered in Ooltewah, Tennessee.

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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