Modine Manufacturing Company (MOD) Fair Value & Analysis
Consumer Cyclical · US · Market cap $12.0B
Modine Manufacturing Company
MOD · US
Fair value as of: Aug 13, 2026
From 26 valuation models · updated today
Fair value updated Aug 13, 2026, revised from $42.56 to $41.56 (−2.3%) since Jul 17, 2026. Share price −11.4% over the past month.
Below-average quality, and screening another 80% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($63.07). The favourable scenario is already priced in.
- The model range is unusually wide ($21.70 to $63.07). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $7.71 – $306.89 · fair‑value band $21.70 – $63.07 · the $203.51 price screens above the $41.56 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Modine Manufacturing Company (MOD) currently trades at $203.51, while our model-based Fair Value estimate is $41.56, implying the stock looks roughly 79.6% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Modine Manufacturing Company generated revenue of $3.2B at a net margin of 3.8%. Revenue grew 47.5% year over year. It earns a return on equity of 11.6%. Net debt stands at $507M. Fundamentals as of Aug 13, 2026
Our scenario range runs from $21.70 (bear case) to $63.07 (bull case); at $203.51, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 37% below its 52-week high and 135% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -52% fair-value upside, at -80%, MOD screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Multiples ($50.46) versus Dividend Discount ($0.1700). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 51 · Market factors (momentum, volatility) 39
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Modine Manufacturing Company designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.
Full company description
Modine Manufacturing Company designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally. It offers heat transfer products, including round tube plate fin construction; gas-fired, hydronic, electric, and oil fired unit heaters; roof-mounted direct- and indirect-fired makeup air units, duct furnaces, infrared units, and perimeter heating products; single packaged unit ventilators, modular chillers, air handler and condensing units, and ceiling cassettes; evaporator unit coolers, remote condensers, fluid coolers, gas coolers, and dry and brine coolers; and motor and generator cooling coils, transformer oil coolers, radiators, dryers, and industrial heat exchangers. The company also provides data center products that consists of IT cooling solutions, including chillers, dry coolers, precision air handling units, computer room air conditioning, computer room air handler units, fan walls, rear-door heat exchangers, coolant distribution units, and immersion solutions, as well as sells replacement parts, maintenance service and control solutions for existing equipment and new building management controls and systems. In addition, it offers powertrain cooling products, such as radiators, condensers, engine cooling modules, charge air coolers, fan shrouds, and surge tanks; cooling module generator sets; aluminum and stainless steel engine oil coolers, exhaust gas recirculation coolers, liquid charge air coolers, transmission and retarder oil coolers, chillers, and condensers; battery thermal management systems, electronics cooling packages, battery chillers, battery cooling plates, coolers and casings for electronics cooling, and coolers for electric axles; and coatings products and application services. The company was incorporated in 1916 and is headquartered in Racine, Wisconsin.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Modine Manufacturing Company reported revenue of $3.2B in FY2026 versus $2.1B in FY2022, a compound +11.6%/yr. Reported net income was $122M in FY2026, compounding +9.3%/yr from FY2022.
of which total revenue +6.9 pp · buybacks/dilution −1.1 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
MOD screens 80% overvalued. Compare with Hyundai Mobis Co →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- MOD vs. VRT: Which Stock Is the Better AI Data Center Play?
- Wall Street Cuts MOD Stock Earnings Outlook: Hold or Sell the Stock?
- Modine (MOD) Is Considered a Good Investment by Brokers: Is That True?
- MOD Q1 Earnings Top Estimates on Data Center Growth, Sales Miss
Peer Group
Auto Parts · 643 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Auto Parts median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Auto Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Hyundai Mobis Co 012330 | 511,000 KRW | 643,909 KRW | +26% |
| Magna International Inc MGAN | 1,122 MXN | 1,142 MXN | +2% |
| Samvardhana Motherson International Limited MOTHERSON | ₹169.50 | ₹80.63 | -52% |
| Bosch Limited BOSCHLTD | ₹46,750 | ₹13,061 | -72% |
| Bharat Forge Limited BHARATFORG | ₹2,082 | ₹393.20 | -81% |
| Uno Minda Limited UNOMINDA | ₹1,232 | ₹426.57 | -65% |
| Schaeffler India Limited SCHAEFFLER | ₹4,126 | ₹1,412 | -66% |
| Hankook Tire & Technology Co 161390 | 71,500 KRW | 196,479 KRW | +175% |
| Sona BLW Precision Forgings Limited SONACOMS | ₹799.90 | ₹207.06 | -74% |
| Balkrishna Industries Limited BALKRISIND | ₹2,497 | ₹1,211 | -51% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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