Modine Manufacturing Company (MOD) has a MoatMap StockRank of 82/100 based on Quality (64/100), Value (13/100), and Momentum (87/100) factor scores. The current signal is STRONG BUY. Modine Manufacturing is undergoing a spectacular structural transformation from a legacy auto-parts supplier to a high-margin thermal management leader for AI data centers. The massive heat generated by advanced packaging (CoWoS) and high-density GPU clusters makes liquid cooling a non-discretionary requirement. Modine's proprietary cooling systems are seeing explosive demand, creating a classic Peter Lynch growth-at-a-reasonable-price story with a powerful Druckenmiller macro tailwind.
Modine Manufacturing Company designs and manufactures advanced thermal management systems and components for a wide range of applications, including vehicular, industrial, and data center cooling. The company has successfully pivoted toward high-margin growth sectors, establishing a strong market position in liquid cooling solutions for energy-intensive AI data centers. Its competitive moat is built on proprietary heat transfer technology, global manufacturing capabilities, and deep engineering partnerships with major OEMs.
| Price | $276.51 |
| Market Cap | $14.3B |
| P/E (TTM) | 133.28 |
| P/E (Forward) | 26.54 |
| Price/Book | 13.31 |
| Return on Equity | 11.6% |
| Return on Invested Capital | 20.4% |
| Debt/Equity | 48.23 |
| Gross Margin | 23.0% |
| Operating Margin | 11.8% |
| Revenue Growth | 47.5% |
| Free Cash Flow | $-101M |
Modine Manufacturing Company operates in the Auto Parts industry, part of the Consumer Cyclical sector (United States).