Modine Manufacturing (MOD) saw a surge in interest as CEO Neil D. Brinker and company leaders participated in the Crypto & AI/Energy Infrastructure Conference 2025. Investors often use these industry gatherings to gauge a company’s direction and priorities.
View our latest analysis for Modine Manufacturing.
After making headlines with an appearance at a high-profile industry conference and a board retirement announcement, Modine Manufacturing’s stock price has fallen 14.2% over the past month. However, long-term momentum remains, with a share price return of 13.6% year-to-date and a remarkable total shareholder return of 512% over three years, reflecting strong growth potential and resilient investor confidence.
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With stock prices slowing after a stunning multi-year run, and analyst targets pointing to further upside, investors have to wonder: Is Modine Manufacturing still undervalued, or is the market already factoring in its future growth?
Most popular novel: 28.6% undervalued
Based on a narrative fair value assessment, Modine Manufacturing’s calculated target price stands well above today’s closing price. This indicates significant upside potential if expectations are met. The price gap focuses on the fundamental drivers that support potential future revenues and profits, paving the way for a deeper exploration of what underpins these expectations.
The accelerating construction of data centers and the need for next-generation cooling solutions are driving extraordinary demand for Modine products. Management expects data center revenues to potentially double from approximately $1 billion in fiscal 2026 to $2 billion by fiscal 2028. This structural demand from digital infrastructure is expected to materially drive revenue growth and provide significant operating leverage over time.
Is it any wonder what’s fueling this bold price target? The narrative is based on increased future earnings, margin expansion beyond industry norms, and a financial jump supported by ambitious forecasts. What is the critical catalyst behind Modin’s value jump? Click to discover the full rules of the game revealed in numbers.
Result: Fair value $185 (undervalued)
Read the entire narrative and understand what is behind the expectations.
However, Modine’s focused growth in North America and execution challenges associated with recent acquisitions could quickly dampen enthusiasm if expansion goals are not met.
Learn about the main risks facing this Modine manufacturing story.
Another point of view: A high rating indicates a need for caution
While the narrative points to a significant rise in value, a quick look at the price-to-earnings ratio tells a different story. Modine is trading at 37.3x, which is well above the industry average of 23.2x and the peer average of 27.1x, and is also above the fair ratio of 29.9x. This premium indicates that investors are placing big bets on continued growth. The question remains: Is this optimism far ahead of reality?
Find out what the numbers say about this price – find out in our valuation analysis.
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This article written by Simply Wall St is general in nature. We provide comments based on historical data and analyst forecasts only using 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 into account your objectives or financial situation. We aim to offer you focused, long-term analysis driven by fundamental data. Note that our analysis may not take into account a company’s most recent price-sensitive announcements or qualitative materials. Simply put, Wall St has no position in any of the stocks mentioned.
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