No connection

Search Results

MOD vs ONON

MOD
Modine Manufacturing Company
NEUTRAL
Price
$233.39
Market Cap
$12.31B
Sector
Consumer Cyclical
AI Confidence
85%
ONON
On Holding AG
NEUTRAL
Price
$35.61
Market Cap
$11.79B
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
MOD
128.24
ONON
46.25
Forward P/E
MOD
31.64
ONON
17.53
P/B Ratio
MOD
10.99
ONON
5.71
P/S Ratio
MOD
4.28
ONON
3.91
EV/EBITDA
MOD
30.91
ONON
26.8

Profitability

Gross Margin
MOD
23.85%
ONON
62.83%
Operating Margin
MOD
11.91%
ONON
11.04%
Profit Margin
MOD
3.4%
ONON
6.76%
ROE
MOD
10.02%
ONON
13.47%
ROA
MOD
9.89%
ONON
9.03%

Growth

Revenue Growth
MOD
30.5%
ONON
22.6%
Earnings Growth
MOD
--
ONON
-24.0%

Financial Health

Debt/Equity
MOD
0.67
ONON
0.32
Current Ratio
MOD
2.19
ONON
2.71
Quick Ratio
MOD
1.16
ONON
1.98

Dividends

Dividend Yield
MOD
--
ONON
--
Payout Ratio
MOD
0.0%
ONON
0.0%

AI Verdict

MOD NEUTRAL

Modine Manufacturing exhibits a dichotomy between explosive growth and extreme valuation. While the Piotroski F-Score of 4/9 indicates stable financial health and revenue growth is impressive at 30.5%, the stock trades at a massive premium to its Graham Number ($29.5) and Intrinsic Value ($12.74). The valuation is currently supported by a PEG ratio of 0.97 and consistent earnings beats, but heavy insider selling and a bearish technical trend suggest the stock may be overextended.

Strengths
Exceptional revenue growth of 30.5% YoY
Strong earnings track record with consistent beats over 25 quarters
Healthy liquidity with a Current Ratio of 2.19
Risks
Extreme valuation gap: Current price is ~7.9x the Graham Number
Bearish insider sentiment with significant selling by CEO and CFO
Very high trailing P/E ratio of 128.24
ONON NEUTRAL

ONON exhibits a stable financial health profile with a Piotroski F-Score of 4/9, though it trades at a massive premium to its Graham Number ($10.39) and Intrinsic Value ($5.39). While the company maintains elite gross margins (62.83%) and strong top-line revenue growth (22.6%), recent earnings growth has turned sharply negative (-24%). The bearish insider sentiment and technical trend contrast sharply with bullish analyst targets, suggesting a high-volatility growth stock in a price-correction phase. The strong balance sheet provides a safety net, but the valuation remains speculative based on deterministic metrics.

Strengths
Exceptional gross margins (62.83%) indicating strong brand pricing power
Robust revenue growth (22.6% YoY) showing continued market expansion
Very low leverage with a Debt/Equity ratio of 0.32
Risks
Significant divergence between current price ($35.61) and deterministic fair values
Negative earnings growth (-24% YoY) despite increasing revenue
Bearish insider activity with consistent CEO selling

Compare Another Pair

MOD vs ONON: Head-to-Head Comparison

This page compares Modine Manufacturing Company (MOD) and On Holding AG (ONON) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile