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MOD vs PLOW
Which Stock Would AI Choose? Modine Manufacturing Company (MOD) vs. Douglas Dynamics, Inc. (PLOW) Stock Comparison
Key Takeaways
- MOD boasts explosive growth in data center cooling, with YTD returns exceeding 100% and recent quarterly sales up 31%, driven by AI infrastructure demand.
- PLOW delivered a record Q1 with EPS beat of 200% and raised FY2026 guidance, yielding YTD gains around 56% amid seasonal strength in attachments.
- Both stocks operate in auto parts (Consumer Cyclical sector), but MOD's market cap (~$14B) dwarfs PLOW's (~$1.2B), reflecting differing scale and growth trajectories.
- MOD trades at a premium trailing P/E (~140x) due to high growth, while PLOW (~26x) offers relative value with a 2.65% dividend yield.
- Recent momentum favors MOD on tech tailwinds, but PLOW shows stability post-earnings surge.
Introduction
This stock comparison examines MOD (Modine Manufacturing Company) and PLOW (Douglas Dynamics, Inc.), both in the auto parts segment of the Consumer Cyclical sector. Traders seeking momentum in thermal management and data centers may eye MOD, while those favoring seasonal infrastructure plays and dividends might prefer PLOW. Recent market activity highlights contrasts in growth drivers, earnings beats, and relative performance, aiding decisions on positioning amid volatility. Investors can assess trade-offs in scale, valuation, and catalysts for portfolio allocation.
MOD Overview and Recent Performance
Modine Manufacturing Company (MOD) designs and manufactures thermal management solutions for vehicles, commercial, and data center applications. In recent market activity, shares have surged, with YTD returns over 100% and 1-year gains exceeding 200%, outpacing the S&P 500. Key drivers include robust Climate Solutions segment growth, up 51% in recent quarterly sales to $805 million overall, fueled by 78% data center revenue expansion tied to AI demand. The company elevated data center cooling to a standalone division and raised FY2026 guidance for 20-25% sales growth and adjusted EBITDA of $455-475 million. Sentiment remains positive on production ramps and planned spin-offs, though high beta (1.66) reflects volatility. Trailing P/E stands at ~140x on $2.87B TTM revenue, signaling growth premium.
PLOW Overview and Recent Performance
Douglas Dynamics, Inc. (PLOW) manufactures commercial attachments like snowplows and ice management equipment. Recent weeks saw shares hit 52-week highs post-Q1 results, with YTD returns around 56% and 1-year up 115%. A record quarter featured EPS of $0.36 (beating estimates by 200%) and $137.8M revenue (above consensus), prompting raised FY2026 guidance to $750-795M sales and $2.55-3.05 EPS. Strength stems from robust demand and margin leverage in North American upfitting. With ~$656M TTM revenue, trailing P/E ~26x, and 2.65% yield, it appeals for stability. Beta of 1.26 indicates moderate risk, buoyed by positive analyst revisions.
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Head-to-Head Comparison
MOD and PLOW share auto parts exposure but diverge sharply. Business models contrast: MOD leverages high-growth data center thermal tech (AI catalysts), while PLOW relies on cyclical snow/ice attachments with steady upfitting. Growth drivers favor MOD's 20-25% sales outlook vs. PLOW's 8-10% implied. Recent momentum tilts to MOD (YTD +103% vs. +56%), but PLOW offers dividend (2.65%) and lower valuation (P/E 26x vs. 140x). Risks include MOD's premium pricing amid spin-off execution and PLOW's weather sensitivity. Market sentiment leans growth for MOD, value for PLOW.
Tickeron AI Verdict
Tickeron’s AI currently favors MOD due to superior trend consistency in data center expansion, stronger relative YTD momentum (+103% vs. +56%), and upward guidance revisions amid AI catalysts. While PLOW exhibits stability and earnings beats, MOD's positioning in high-growth thermal solutions offers higher probabilistic upside in recent market conditions, though with elevated volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MOD is a Hold and PLOW is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MOD’s FA Score shows that 2 FA rating(s) are green whilePLOW’s FA Score has 2 green FA rating(s).
- MOD’s FA Score: 2 green, 3 red.
- PLOW’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
MOD’s TA Score shows that 4 TA indicator(s) are bullish while PLOW’s TA Score has 6 bullish TA indicator(s).
- MOD’s TA Score: 4 bullish, 4 bearish.
- PLOW’s TA Score: 6 bullish, 4 bearish.
Price Growth
MOD (@Auto Parts: OEM) experienced а +9.52% price change this week, while PLOW (@Auto Parts: OEM) price change was +6.20% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was -0.93%. For the same industry, the average monthly price growth was +7.61%, and the average quarterly price growth was +12.21%.
Reported Earning Dates
MOD is expected to report earnings on Aug 05, 2026.
PLOW is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Auto Parts: OEM (-0.93% weekly)OEM or Original Equipment Manufacturer of auto parts refers to the original producer of a vehicles components, and so OEM car parts are usually identical to the parts used in producing the vehicle in the first place. OEM parts tend to fit the specifications of a particular model, and their compatibility is often guaranteed by the automaker itself. OEM parts could be more expensive to buy (compared to other vendors’ products) when a consumer goes for replacement. However, increased competition from aftermarket parts/third-party vendors could, in some cases, keep EOM prices in check. The industry might progress further in adopting newer technologies like 3D printing to boost supply chain performance and quality. Aptiv PLC, Magna International Inc. and BorgWarner Inc. are major OEMs for autos.
| MOD | PLOW | MOD / PLOW | |
| Capitalization | 15.7B | 1.14B | 1,375% |
| EBITDA | 298M | 96.1M | 310% |
| Gain YTD | 122.732 | 53.349 | 230% |
| P/E Ratio | 131.58 | 22.25 | 591% |
| Revenue | 3.18B | 679M | 468% |
| Total Cash | 73.5M | N/A | - |
| Total Debt | 436M | 235M | 186% |
MOD | PLOW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 31 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 6 | 54 | |
SMR RATING 1..100 | 67 | 46 | |
PRICE GROWTH RATING 1..100 | 35 | 39 | |
P/E GROWTH RATING 1..100 | 3 | 10 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PLOW's Valuation (13) in the Trucks Or Construction Or Farm Machinery industry is significantly better than the same rating for MOD (88) in the Auto Parts OEM industry. This means that PLOW’s stock grew significantly faster than MOD’s over the last 12 months.
MOD's Profit vs Risk Rating (6) in the Auto Parts OEM industry is somewhat better than the same rating for PLOW (54) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew somewhat faster than PLOW’s over the last 12 months.
PLOW's SMR Rating (46) in the Trucks Or Construction Or Farm Machinery industry is in the same range as MOD (67) in the Auto Parts OEM industry. This means that PLOW’s stock grew similarly to MOD’s over the last 12 months.
MOD's Price Growth Rating (35) in the Auto Parts OEM industry is in the same range as PLOW (39) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew similarly to PLOW’s over the last 12 months.
MOD's P/E Growth Rating (3) in the Auto Parts OEM industry is in the same range as PLOW (10) in the Trucks Or Construction Or Farm Machinery industry. This means that MOD’s stock grew similarly to PLOW’s over the last 12 months.
| MOD | PLOW | |
|---|---|---|
| RSI ODDS (%) | 5 days ago 73% | 3 days ago 64% |
| Stochastic ODDS (%) | 3 days ago 90% | 3 days ago 64% |
| Momentum ODDS (%) | 3 days ago 74% | 3 days ago 68% |
| MACD ODDS (%) | 3 days ago 70% | 3 days ago 70% |
| TrendWeek ODDS (%) | 3 days ago 83% | 3 days ago 63% |
| TrendMonth ODDS (%) | 3 days ago 82% | 3 days ago 58% |
| Advances ODDS (%) | 6 days ago 83% | 3 days ago 64% |
| Declines ODDS (%) | 4 days ago 74% | 16 days ago 66% |
| BollingerBands ODDS (%) | N/A | 3 days ago 49% |
| Aroon ODDS (%) | 3 days ago 89% | 3 days ago 53% |
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MOD and
Correlation & Price change
A.I.dvisor indicates that over the last year, MOD has been loosely correlated with ALSN. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if MOD jumps, then ALSN could also see price increases.
| Ticker / NAME | Correlation To MOD | 1D Price Change % | ||
|---|---|---|---|---|
| MOD | 100% | +4.75% | ||
| ALSN - MOD | 46% Loosely correlated | +0.20% | ||
| ATMU - MOD | 40% Loosely correlated | +1.81% | ||
| PLOW - MOD | 39% Loosely correlated | +2.92% | ||
| PHIN - MOD | 39% Loosely correlated | +3.10% | ||
| BWA - MOD | 37% Loosely correlated | +1.84% | ||
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PLOW and
Correlation & Price change
A.I.dvisor indicates that over the last year, PLOW has been loosely correlated with ALSN. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if PLOW jumps, then ALSN could also see price increases.
| Ticker / NAME | Correlation To PLOW | 1D Price Change % | ||
|---|---|---|---|---|
| PLOW | 100% | +2.92% | ||
| ALSN - PLOW | 54% Loosely correlated | +0.20% | ||
| MLR - PLOW | 53% Loosely correlated | +2.26% | ||
| SMP - PLOW | 49% Loosely correlated | +3.19% | ||
| ATMU - PLOW | 49% Loosely correlated | +1.81% | ||
| XPEL - PLOW | 48% Loosely correlated | +0.46% | ||
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