Modine Manufacturing MOD
United StatesConsumer Cyclical · Auto PartsUSD
302.12 USD (+59.5%)
8 analysts
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Modine Manufacturing is a global supplier of HVAC systems and thermal solutions for the automotive, commercial vehicle, and building sectors, with a business model focused on energy efficiency and electrification.
Key points
from its scores- ✓Strong growth8.9
- ✓Good share-price trend8.1
- ✕Little or no dividend1.5
- ✕Demanding valuation2.6
- ✕Unfavourable risk and backdrop3.0
AI analysis
bottom line, main risk, context and newsStrong growth and a healthy balance sheet justify the premium, but the demanding valuation and negative cash generation suggest waiting for a better entry point.
Modine shows very strong growth (revenue +28%, earnings +44.2%) with a healthy balance sheet (ND/EBITDA 1.28, liquidity 2.04), but its current valuation is demanding (P/E 71.22) and free cash flow conversion is negative (-16.4%), which weighs on its quality and short-term attractiveness.
Negative free cash flow conversion (-16.4%) is the main weakness: if growth decelerates, the company could struggle to fund its investments without taking on more debt.
Context and risks
No recent relevant news and no material exposure to current macro factors. The vehicle and building climate solutions business does not depend on interest rates, oil, or European gas in a way that alters its risk profile.
Is Modine Manufacturing stock cheap or expensive?
at the analysis dateOn P/E and EV / EBITDA, it trades 205% above the Consumer Cyclical median on average.
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| P/E | 71.2 | 17.8 | +299% |
| EV / EBITDA | 23.7 | 11.2 | +111% |
| Price / book | 8.4 | 2.9 | +192% |
| Price / sales | 3.0 | 1.3 | +138% |
Sector: median of the 228 Consumer Cyclical companies analysed. In bold, the multiples used for the comparison.
Valuation score: 2.6 out of 10 (median for Consumer Cyclical: 6.6).
Average analyst target: 302.12 USD, +59.5% versus the price.
A premium can be justified if the company is of higher quality or grows faster than its sector: Quality / Moat 4.3 (sector 5.7), Growth 8.9 (sector 5.9).
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Consumer Cyclical medianValuation
- P/E
- 71.2
- Forward P/E
- 18.7
- EV / EBITDA
- 23.7
- Price / book
- 8.4
- Price / sales
- 3.0
- PEG
- 0.69
- Market cap
- 10.1B USD
- Enterprise value
- 10.6B USD
Profitability
- ROE
- 13.1%
- ROA
- 9.2%
- ROIC (approx.)
- 16.2%
- Gross margin
- 22.2%
- Operating margin
- 9.0%
- Net margin
- 4.3%
- Free cash flow
- −73.7M USD
- FCF yield
- −0.7%
- Cash conversion
- −16%
Solvency
- Total debt
- 671.4M USD
- Net debt
- 576.1M USD
- Cash
- 95.3M USD
- EBITDA
- 449.7M USD
- Net debt / EBITDA
- 1.28
- Debt / equity
- 55.50
- Current ratio
- 2.04
- Quick ratio
- 1.11
Growth
- Revenue growth
- +28.0%
- Earnings growth
- +44.2%
- EPS (TTM)
- 2.66 USD
- EPS (forward)
- 10.15 USD
Dividend
- Dividend yield
- 0.0%
- Payout
- 0.0%
Risk and market
- Beta
- 1.71
- Analyst consensus
- Strong buy (8)
- Target price
- 302.12 USD
- 52-week range
- 111.18 – 323.25
Recent news
All MOD news →Compare it with its sector
All 228 in Consumer Cyclical →Frequently asked questions about Modine Manufacturing
Is Modine Manufacturing stock cheap or expensive?
On P/E and EV / EBITDA, it trades 205% above the Consumer Cyclical median on average. Valuation score: 2.6 out of 10 (median for Consumer Cyclical: 6.6). Average analyst target: 302.12 USD, +59.5% versus the price. This is not investment advice.
What score does Modine Manufacturing get on MeridIAn Screener?
It scores 4.6 out of 10, rank 1,846 of 2,130 (better than 13% of the companies analysed). Its strongest category is Growth (8.9) and its weakest, Dividend (1.5). Analysis of 08/10/2026.
What is Modine Manufacturing's P/E ratio?
Its P/E is 71.2: the share price equals 71.2 times earnings per share over the last 12 months. The Consumer Cyclical median is 17.8. Based on the earnings analysts expect, the forward P/E is 18.7.
How much is Modine Manufacturing worth on the stock market?
Its market capitalisation is 10.1B USD and its enterprise value, debt included, is 10.6B USD.
How much debt does Modine Manufacturing have?
Its net debt (debt minus cash) is 576.1M USD. That is 1.28 times its EBITDA; the Consumer Cyclical median is 1.91.
Does Modine Manufacturing pay a dividend?
It pays no dividend, or almost none.
How has Modine Manufacturing stock performed over the last year?
It has risen 30.4% over the last year, excluding dividends. Over the last 52 weeks it has traded between 111.18 and 323.25 USD. Past performance does not guarantee future results.
What do analysts think of Modine Manufacturing?
8 analysts cover it; their average recommendation is “Strong buy” and their average target is 302.12 USD (+59.5% versus the price). It is an estimate, not market data.