Modine Manufacturing Company (MOD)vsMotorcar Parts of America Inc (MPAA)
MOD
Modine Manufacturing Company
$232.89
+1.89%
CONSUMER CYCLICAL · Cap: $12.28B
MPAA
Motorcar Parts of America Inc
$11.19
+3.32%
CONSUMER CYCLICAL · Cap: $210.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 273% more annual revenue ($2.87B vs $770.64M). MOD leads profitability with a 3.4% profit margin vs 0.3%. MPAA appears more attractively valued with a PEG of 0.61. MOD earns a higher WallStSmart Score of 53/100 (C-).
MOD
Buy53
out of 100
Grade: C-
MPAA
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1654.6%
Fair Value
$12.51
Current Price
$232.89
$220.38 premium
Margin of Safety
-1544.3%
Fair Value
$0.61
Current Price
$11.19
$10.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Trading at 11.0x book value
3.4% margin — thin
Premium valuation, high expectations priced in
Earnings declined 3.5%
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.3% margin — thin
Operating margin of 4.6%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MPAA
The strongest argument for MPAA centers on Price/Book, PEG Ratio. PEG of 0.61 suggests the stock is reasonably priced for its growth.
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.
Bear Case : MPAA
The primary concerns for MPAA are Market Cap, Return on Equity, Profit Margin. A P/E of 119.3x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOD profiles as a hypergrowth stock while MPAA is a value 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.
MPAA generates stronger free cash flow (-10M), providing more financial flexibility.
Bottom Line
MOD scores higher overall (53/100 vs 49/100) 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.
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.
Motorcar Parts of America Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Motorcar Parts of America, Inc. manufactures, remanufactures and distributes parts for heavy duty truck, industrial, marine and agricultural applications. The company is headquartered in Torrance, California.
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