Genuine Parts Co vs Modine Manufacturing Co

Genuine Parts Co (GPC) is overvalued and Modine Manufacturing Co (MOD) is overvalued.

Both trade above our estimate of their intrinsic value. GPC is the closer of the two: -98%, against -204% for MOD.

Values as of the 22 Sept 2026 close.

Genuine Parts Co (GPC)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $65.61; the price of $129.59 is 98% above that value, and 79% of that value comes from beyond year five.

Leak Score 43/100 on 8 of 12 signals

Modine Manufacturing Co (MOD)

Discounting its cash flows at 12.1% (average of 3 methods) values the shares at $64.36; the price of $195.96 is 204% above that value, and 67% of that value comes from beyond year five.

Leak Score 27/100 on 3 of 12 signals

MetricGPCMOD
VerdictOvervaluedOvervalued
Price$129.59$195.96
Intrinsic value$65.61$64.36
Margin of safety-98%-204%
Leak Score43/100 (8/12)27/100 (3/12)
Market cap$17.9B$10.4B
Revenue growth, 5 years8.0%12.0%
Operating margin4.8%10.9%
Net margin0.1%4.3%
Return on equity0.7%13.0%
Debt to equity1.470.56
P/E519.2x73.8x
Forward P/E15.6x17.9x
P/B4.0x8.7x
Dividend yield3.3%

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