Modine Manufacturing Company (MOD)vsSES AI Corp (SES)
MOD
Modine Manufacturing Company
$276.51
-8.20%
CONSUMER CYCLICAL · Cap: $14.50B
SES
SES AI Corp
$1.18
-11.94%
CONSUMER CYCLICAL · Cap: $441.29M
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 14414% more annual revenue ($3.18B vs $21.92M). MOD leads profitability with a 3.8% profit margin vs 0.0%. MOD earns a higher WallStSmart Score of 61/100 (C+).
MOD
Buy61
out of 100
Grade: C+
SES
Avoid28
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
15.8% revenue growth
Areas to Watch
Trading at 12.2x book value
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SES
The strongest argument for SES centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
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.
Bear Case : SES
The primary concerns for SES are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
MOD profiles as a hypergrowth stock while SES is a growth 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 28/100) and 47.5% 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.
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.
SES AI Corp
CONSUMER CYCLICAL · AUTO PARTS · USA
Synthesis Energy Systems, Inc., an energy company, is dedicated to licensing and commercializing SES gasification technology for synthesis gas production in China and internationally. The company is headquartered in Houston, Texas.
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