Is It Too Late To Consider Modine Manufacturing (MOD) After Its Strong Multi Year Rally?

Simply Wall St.03-22

If you are wondering whether Modine Manufacturing at around US$196.55 still offers value after a major price increase, or if you might be late to the story, this article breaks down what the current ...

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These moves naturally raise questions about both upside potential and changing risk.\nRecent coverage has focused on Modine as a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4124":"机动车零配件与设备","BK4588":"碎股","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","MOD.AU":"MOD Resources","MOD":"摩丁制造","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4585":"ETF&股票定投概念","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","BK4511":"特斯拉概念","BK4086":"建筑产品","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC"},"translate_title":"在Modine Manufacturing(MOD)多年强劲反弹之后，现在考虑它是否为时已晚？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MOD.AU":1.5,"MOD":1.5,"DCF":1},"content_text":"If you are wondering whether Modine Manufacturing at around US$196.55 still offers value after a major price increase, or if you might be late to the story, this article breaks down what the current price reflects. The stock has seen a 4.2% gain over the last 7 days, a 13.2% decline over 30 days, a 39.6% return year to date, and a 121.9% return over the past year. These moves naturally raise questions about both upside potential and changing risk. Recent coverage has focused on Modine as a high flying industrial name in the capital goods space, which helps explain why attention has picked up around the shares and their rapid multi year appreciation that is described as very large. This backdrop sets the scene for a closer look at whether the current price matches underlying fundamentals. On Simply Wall St's 6 point valuation checklist, Modine scores a 4 out of 6. The next sections will compare different valuation methods and then conclude with a way to think about value that goes beyond any single model.  Modine Manufacturing delivered 121.9% returns over the last year. See how this stacks up to the rest of the Building industry. AdvertisementApproach 1: Modine Manufacturing Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, model estimates what a business is worth today by projecting its future cash flows and then discounting those back to a present value. For Modine Manufacturing, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month free cash flow is reported at $2.83 million. Analyst and extrapolated projections see free cash flow reaching $1,037.26 million in 2035, with interim years such as 2028 at $360.80 million and 2030 at $600.53 million, all in dollar terms. These cash flows are discounted using the model’s assumptions to arrive at a total equity value. On this basis, the estimated intrinsic value is approximately $246.71 per share. Compared with the current share price of around $196.55, the DCF output suggests Modine is trading at roughly a 20.3% discount, so under this model the shares are assessed as undervalued. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests Modine Manufacturing is undervalued by 20.3%. Track this in your watchlist or portfolio, or discover 53 more high quality undervalued stocks. MOD Discounted Cash Flow as at Mar 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Modine Manufacturing. Approach 2: Modine Manufacturing Price vs Earnings For profitable companies, the P/E ratio is a useful way to think about value because it links what you pay directly to the earnings the business is currently generating. In general, higher growth expectations and lower perceived risk can justify a higher “normal” P/E, while slower growth and higher risk usually support a lower multiple. Modine Manufacturing currently trades on a P/E of 105.97x. That stands well above the Building industry average of 19.64x and also above the peer group average of 23.82x, so at first glance the shares are priced at a premium to both sector and peers. Simply Wall St’s Fair Ratio for Modine, at 128.32x, is a proprietary estimate of what P/E might be appropriate given the company’s earnings growth profile, profit margins, industry, market cap and risk factors. This is more tailored than a simple comparison with peers or the broad industry, because it adjusts for company specific characteristics instead of assuming one size fits all. Comparing the Fair Ratio of 128.32x with the current P/E of 105.97x suggests the shares are trading below this modelled level. Result: UNDERVALUED NYSE:MOD P/E Ratio as at Mar 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 20 top founder-led companies. Upgrade Your Decision Making: Choose your Modine Manufacturing Narrative Earlier it was mentioned that there is an even better way to understand valuation. Narratives on Simply Wall St take Modine Manufacturing beyond single models by letting you attach a clear story to your assumptions about future revenue, earnings and margins. You can then link that story to a forecast and fair value on the Community page, and compare that fair value with the current price to help inform a decision on whether the stock is attractively or unattractively priced. The Narrative automatically refreshes as news or earnings arrive. For example, one Modine Narrative might lean toward the higher fair value end of recent targets around US$251 to US$263 based on confidence in data center cooling growth and 17% EBITDA margin scenarios. A more cautious Narrative might sit closer to the lower end around US$145 to US$160 and focus on execution risks, regional concentration and the impact of exiting legacy businesses. Do you think there's more to the story for Modine Manufacturing? Head over to our Community to see what others are saying! NYSE:MOD 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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