Professional
Added to YB: 2025-08-18
Pitch date: 2025-07-17
MOD [neutral]
Modine Manufacturing Company
+33.95%
current return
Author Info
No bio for this author
Company Info
Modine Manufacturing Company designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.
Market Cap
$8.5B
Pitch Price
$98.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.21
P/E
46.69
EV/Sales
3.35
Sector
Automobile Components
Category
growth
Choice Equities Capital Portfolio Holding: Modine Manufacturing Company
MOD (holding update): Under CEO Brinker's leadership, executing DBS playbook driving robust performance. Expects mid-teens earnings growth from datacenter cooling demand & margin improvements. Smart tuck-in acquisitions in high-growth markets while pruning less attractive businesses. $100M buyback program at 16x NTM P/E attractive vs long-term growth opportunity.
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