Modine Manufacturing Company (MOD): a likely value trap?

Avoid for now — the crash is a spin-off mechanical event that makes all the "cheap" backward-looking numbers stale and unusable.

⚠ TRAP Fundamentals69/100

Fell 12% in 1 trading day(s) — now $175.04

Why MOD dropped

Sept 28, 2026 was the record date for Modine spinning off its Performance Technologies segment into a new company that will combine with Gentherm; shareholders get SpinCo shares plus a cash distribution, so MOD's stock price mechanically dropped to reflect the value leaving the remaining company — this is why it fell 11.6% on 2.2x volume.

Fwd P/E 15.9Op margin 9.0%Rev growth 28.0%Debt/equity 55.5%Analyst upside 77.3%

How this scored 69/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 4.3%

✅ Generates cash Free cash flow $-74M

✅ Not drowning in debt Debt/equity 55.5% (limit 200%)

✅ Can pay its bills Current ratio 2.0 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 8/25

Operating margin 9.0% 3/9

Net profit margin 4.3% 2/8

Return on equity 13.1% 3/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 28.0% 9/9

Earnings growth 44.2% 8/8

Expected profit change 366.4% 8/8

Value Is it cheap right now? 22/25

Forward P/E 15.9 8/10

PEG ratio 0.7 7/8

Analyst target upside 77.3% 7/7

Balance sheet Will it survive? 14/25

Debt / equity 55.5% 8/10

Current ratio 2.0 6/8

Free cash flow $-74M 0/7

🔒 Read the full AI analysis

Create a free account to unlock the bull case and the risks for MOD — plus today's other picks.

Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-09-29. Research only — not financial advice.