42Stockpicking

MOD

Modine ManufacturingKøb· 81.4%· 5. jun. 2026
NYSE·Industrials·USD

Henter pris…

Værdiansættelse (TTM)

P/Ei
44,2
82nd %ile · 243p
EV/EBITDAi
P/Bi
13,2
88th %ile · 308p
P/Si
11,0
89th %ile · 307p
EV/Salesi
11,1
88th %ile · 307p
Div yieldi

Kursudvikling

Pris

Data-readiness

10 års prishistorik er idealet for høj confidence.

Beregnet 10.6.2026strong
Prishistorik
20 år
Pris-dage
5028
Årsregnskaber
17
Peers
0/0
Valuation
4/6
Fundamentals
8/8
Datovindue
2006-06-12 til 2026-06-05

Blokkere

  • Raw confidence is below the 0.95 high-confidence guardrail.

Mangler før højere confidence

  • Kør compute-multiples for manglende valuation metrics.

Seneste assessment

MOD vurderet 2026-06-10

Score
52.2%
Ikke high-confidence

Raw confidence is below the 0.95 high-confidence guardrail.

Sell watch placeholder

Stores exit-aware fields without issuing sell scores yet.

90%

Current drawdown: Future exit logic can use drawdown from recent high.

Trend break: Future exit logic can use moving-average trend breaks.

Valuation

Compares price paid with earnings, cash-generation proxies and sales.

13%

P/E: Reasonable P/E gets rewarded; very expensive or distressed multiples do not.

Earnings yield: Earnings yield is the inverse P/E lens.

Technicals

Checks trend, momentum and current damage from recent highs.

86%

6M momentum: Positive medium-term momentum confirms sponsorship.

Trend stack: Strong setup keeps price above MA50 and MA200 with MA50 above MA200.

Data quality

Checks whether the assessment has enough recent price, fundamental and valuation data.

75%

Price history depth: More than one trading year gives the technical pillar enough context.

Latest price freshness: Latest live or EOD price should be recent.

Macro/regime

Treats macro as context, not a standalone trading instruction.

46%

VIX: Normal volatility is supportive; panic or complacency is less clean.

10Y-2Y curve: Positive yield curve lowers recession stress.

Fundamentals

Scores growth, margins, capital efficiency, balance-sheet resilience and composite financial-health KPIs.

50%

Revenue growth 3Y: Sustained top-line growth supports durable compounding.

Gross margin: High gross margin gives room for reinvestment and downturns.

Peer/relative context

Adds relative context when sector peers have comparable data.

44%

Peer count: Peer context is only scored when comparable data exists.

P/E vs peers: Own P/E 44.2 vs peer median 9.5; premium is treated as a possible quality premium because growth and margins are clearly better than peers.

Insider activity

Net 90d (aktier)
-20.535
Net 90d (værdi)
-5.819.609 USD
Købere 90d
0
Cluster
DatoPersonRolleTypeAntalVærdiKilde
18.6.2026McGinnis Eric SPresident, Commercial HVAC▼ SALG-1.020-300.966 USDsec
18.6.2026Agen Brian JonVP, CHRO▼ SALG-123-35.030 USDsec
16.6.2026ASHLEMAN ERIC D▼ SALG-4.550-1.302.510 USDsec
1.6.2026McGinnis Eric SPresident, Commercial HVAC▼ SALG-1.912-544.935 USDsec
1.6.2026Laszlo Arthur Jr.President, Data Centers▼ SALG-900-266.184 USDsec
31.5.2026Lucareli Michael BEVP, CFO· ANDET-1.476-411.671 USDsec
31.5.2026Agen Brian JonVP, CHRO· ANDET-566-157.863 USDsec
31.5.2026Brinker Neil DavidPresident and CEO· ANDET-3.721-1.037.824 USDsec
31.5.2026McGinnis Eric SPresident, Commercial HVAC· ANDET-663-184.917 USDsec
31.5.2026Laszlo Arthur Jr.President, Data Centers· ANDET-436-121.605 USDsec
29.5.2026McGinnis Eric SPresident, Commercial HVAC▼ SALG-12.030-3.369.983 USDsec
26.5.2026Roth Erin JenniferVP, GC and CCO· ANDET5.249sec
26.5.2026Lucareli Michael BEVP, CFO· ANDET73.873sec
26.5.2026Agen Brian JonVP, CHRO· ANDET28.318sec
26.5.2026Brinker Neil DavidPresident and CEO· ANDET215.464sec
26.5.2026McGinnis Eric SPresident, Commercial HVAC· ANDET39.575sec
26.5.2026Laszlo Arthur Jr.President, Data Centers· ANDET10.838sec
20.5.2026Roth Erin JenniferVP, GC and CCO· ANDET668sec
20.5.2026Lucareli Michael BEVP, CFO· ANDET1.306sec
20.5.2026Agen Brian JonVP, CHRO· ANDET556sec

Earnings

QuarterDateEPS actualEPS estEPS surpriseRevenue surprise
2026Q130.4.20261,711,55+10.0%+10.0%Beat
2025Q430.1.20261,190,99+19.7%+19.7%Beat
2025Q330.10.20251,061,01+5.0%+5.0%Inline
2025Q230.7.20251,060,92+14.8%+14.8%Beat
2025Q130.4.20251,120,96+17.3%+17.3%Beat