Modine Manufacturing Company (MOD)vsStrattec Security Corporation (STRT)
MOD
Modine Manufacturing Company
$276.51
-8.20%
CONSUMER CYCLICAL · Cap: $14.50B
STRT
Strattec Security Corporation
$78.20
+0.54%
CONSUMER CYCLICAL · Cap: $323.06M
Smart Verdict
WallStSmart Research — data-driven comparison
Modine Manufacturing Company generates 449% more annual revenue ($3.18B vs $579.58M). STRT leads profitability with a 4.3% 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+).
MOD
Buy61
out of 100
Grade: C+
STRT
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MOD.
Margin of Safety
-33.4%
Fair Value
$67.57
Current Price
$78.20
$10.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 47.5% year-over-year
Earnings expanding 47.4% YoY
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Trading at 12.2x book value
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
4.3% margin — thin
Operating margin of 3.4%
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 : STRT
The strongest argument for STRT centers on Price/Book, Debt/Equity, Altman Z-Score.
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 : STRT
The primary concerns for STRT are PEG Ratio, Market Cap, Profit Margin. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOD profiles as a hypergrowth stock while STRT is a value 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 48/100) 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.
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.
Strattec Security Corporation
CONSUMER CYCLICAL · AUTO PARTS · USA
Strattec Security Corporation designs, develops, manufactures and markets automotive access control products under the VAST Automotive Group brand primarily in North America. The company is headquartered in Milwaukee, Wisconsin.
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