MOD

Modine Manufacturing Company

Industrials · $9.3B market cap

Verdict

Share price

$178.20

close of Oct 3, 2026

Fair value

$46.39

Sticker Price

Payback Price

$18.55

buy price

Overpriced

MOD is Overpriced: at $178.20 it trades 284% above its fair value of $46.39. Its buy price (Payback Price) is $18.55, 90% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth9.2% a year✗
Equity per share growth2.8% a year✗
Sales growth3.9% a year✗
Free cash flow growth9.5% a year✗
Return on invested capital13.1%✓

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Superinvestors

1 of the investors we track holds MOD. In Q1 2026, 1 added. Who we track

Moves in Q1 2026

Added: Polen Capital Management

Insider activity

Since Jun 16, 2026: no open-market purchases, 18 sales worth $15.9M and 8 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About Modine Manufacturing Company

Modine Manufacturing Company specializes in delivering advanced thermal management systems and heat exchange components, primarily catering to original equipment manufacturers (OEMs) in both on- and off-highway vehicular markets. The company's operations are structured into two main segments: Climate Solutions and Performance Technologies. Its extensive product portfolio encompasses a wide array of heating…

Industrial - Machinery

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works