Miller Industries Inc (MLR)vsModine Manufacturing Company (MOD)
MLR
Miller Industries Inc
$45.17
-0.20%
CONSUMER CYCLICAL · Cap: $509.15M
MOD
Modine Manufacturing Company
$232.89
+1.89%
CONSUMER CYCLICAL · Cap: $12.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 264% more annual revenue ($2.87B vs $790.27M). MOD leads profitability with a 3.4% profit margin vs 2.9%. MOD appears more attractively valued with a PEG of 0.80. MOD earns a higher WallStSmart Score of 53/100 (C-).
MLR
Hold44
out of 100
Grade: D
MOD
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-230.8%
Fair Value
$13.46
Current Price
$45.17
$31.71 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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
2.9% margin — thin
Operating margin of 2.6%
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 : MLR
The strongest argument for MLR centers on Price/Book, Altman Z-Score, Debt/Equity.
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 : MLR
The primary concerns for MLR are Market Cap, Return on Equity, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
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
MLR profiles as a value stock while MOD is a hypergrowth play — different risk/reward profiles.
MOD carries more volatility with a beta of 1.68 — expect wider price swings.
MOD is growing revenue faster at 30.5% — sustainability is the question.
MLR generates stronger free cash flow (44M), providing more financial flexibility.
Bottom Line
MOD scores higher overall (53/100 vs 44/100) and 30.5% 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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