文章核心观点 - 成长型股票能带来超额回报，但难寻，借助Zacks成长风格评分系统可较容易找到，Modine公司股票是优质成长股之选 [2][8][14] 分组1：成长型股票特点 - 具有最佳成长特征的股票持续跑赢市场，兼具A或B的成长评分与Zacks排名1（强力买入）或2（买入）的股票回报更佳 [2] - 成长型股票财务增长高于平均水平，能吸引市场关注并产生超额回报 [8] - 盈利增长是重要因素，两位数盈利增长受成长型投资者青睐，常预示公司前景良好和股价上涨 [10] - 高于平均水平的现金流增长对成长型公司更重要有益，可助其不依赖外部资金扩张业务 [11] 分组2：Modine公司情况 盈利增长 - 公司历史每股收益（EPS）增长率为25.7%，预计今年EPS增长14%，远超行业平均的10.9% [3] 现金流增长 - 公司目前同比现金流增长率为45.6%，高于行业平均的2.6% [4] - 过去3 - 5年公司年化现金流增长率为7.8%，高于行业平均的0.9% [16] 盈利预测修正 - 公司当前年度盈利预测上调，过去一个月Zacks共识预测飙升0.1% [17] 综合评分 - 基于多因素公司获得A的成长评分，因盈利预测修正呈积极趋势获Zacks排名2 [6] 投资建议 - 公司的成长评分和Zacks排名使其有望跑赢市场，成长型投资者可考虑投资 [18]

文章核心观点 - 投资者关注汽车原始设备股票时，AB Volvo（VLVLY）相比Modine（MOD）是更好的价值投资选择 [1][5] 公司评级 - AB Volvo的Zacks排名为2（买入），Modine的Zacks排名为3（持有），Zacks排名倾向于近期盈利预测有积极修正的股票，表明AB Volvo盈利前景改善 [2] 估值指标 - Style Scores系统的价值类别通过多个关键指标识别被低估的公司，包括市盈率、市销率、盈利收益率、每股现金流等基本面指标 [3] - AB Volvo的市净率为3.36，Modine的市净率为8.16，投资者用市净率衡量股票市值与账面价值的关系 [4] - AB Volvo的远期市盈率为10.56，Modine的远期市盈率为31.89；AB Volvo的PEG比率为0.63，Modine的PEG比率为0.94，PEG比率在市盈率基础上考虑了股票预期盈利增长率 [8] 综合评分 - 基于多种指标，AB Volvo的价值评分为A，Modine的价值评分为C [9] 投资策略 - 寻找优质价值股的最佳方式是结合强劲的Zacks排名和Style Scores系统价值类别的出色评分，Zacks排名针对盈利预测有积极修正趋势的公司，Style Scores根据特定特征对公司进行评分 [6] - 价值投资者会分析广泛的传统数据和指标，以判断公司当前股价是否被低估 [7]

Intro & Thesis Analysis Rating: All Ratings × Modine Manufacturing Stock Now Has Even Bigger Potential Upside MOD = Nov. 07, 2023 · 6 Comments · Make Analyst's Pick Anyway, I believe the the thesis of my last article remains relevant: I think the rally has gone too far. Despite the clear fundamental growth drivers, the current valuatio the Modine stock can't be justified by the firm's expected EPS growth in future periods. designer491/iStock via Getty Images I've been covering the Modine Manufacturing (NYSE ...

The Russell 2000 is a benchmark index representing small-cap stocks. Its holdings are in a wide range of industries, including financials, industrials, information technology, healthcare and consumer discretionary. Below, I discuss three stocks included in the Russell 2000 Index that are strong buys for investors, especially following a dip in the market recently due to overall uncertainty surrounding future economic conditions. SkyWest (NASDAQ:SKYW) is a regional airline that provides cargo and passenger t ...

文章核心观点 - 公司80/20计划、乐观前景、收购实力和投资者友好举措证明其前景良好，持有该股票的投资者应长期持有，但鉴于公司溢价估值和短期逆风，潜在投资者目前不宜买入 [20] 公司股价表现 - 2024年7月16日，公司股价达到历史新高117.04美元，目前交易价格较历史高点仅低2% [2] - 年初至今，公司股价飙升超90%，轻松跑赢行业和同行 [2] - 公司股价远高于50日移动平均线，显示短期看涨 [7] 公司股价上涨原因 - 收购Scott Springfield、推行80/20计划以及对2025财年销售的乐观预期推动股价上涨 [3] - 公司预计由于关键暖通空调和制冷市场复苏以及数据中心持续强劲增长，总销售额将增长5 - 10% [3] - 气候解决方案部门的数据中心销售额预计将增长60 - 70%，受有机增长和近期收购推动 [3] 推动乐观情绪的因素 - 2021年公司采用80/20原则，通过数据分析确定关键投入并优先考虑驱动最佳结果的因素，自转型以来利润率显著提高 [9] - 公司专注数据中心冷却和室内空气质量业务的增长机会，2024财年第二季度收购Napps大部分资产，第四季度完成对Scott Springfield的收购，增强了产品组合和制造能力 [11] - Zacks对公司2025财年销售额和每股收益的共识估计分别意味着同比增长6.88%和14.15%，过去30天内2025和2026财年的每股收益估计均上调1美分 [12] 引发担忧的因素 - 公司10大客户占2024财年销售额的40%，失去任何一个客户将严重影响营收增长 [13] - 公司预计本财年激励性薪酬现金支出增加，养老金缴款计划在1000 - 1500万美元的较高端，欧洲重组带来的利息成本和现金支付增加至少3000 - 4000万美元的额外成本 [13] - 主要数据中心建设的现金预付款和库存水平的变化可能影响整体现金流 [13][18] - 公司目前的远期12个月市盈率为29.07倍，高于行业的14.07倍和五年中位数8.78倍，估值过高 [14] 投资者友好举措 - 公司在2024和2023财年分别回购了1300万和700万美元的普通股，截至2024年3月31日，当前回购计划下还有3200万美元的授权回购额度，该计划于2024年11月到期 [16] - 公司长期债务与资本比率为0.35，财务状况稳定 [16]

To access the live webcast, including presentation slides, please log on through the investor section of Modine's website at http://www.modine.com at least 10 minutes prior to the start of the event. A replay of the slides and the audio will be available on or after July 31, 2024 on the investor section of Modine's website at http://www.modine.com. An audio only replay will be available through midnight on August 7, 2024 by dialing 877-660-6853 (international replay 201-612-7415) and entering the Conference ...

文章核心观点 将强大的Zacks排名与风格评分系统价值类别中的出色评级相结合能产生最佳回报 ，在Zacks排名和风格评分模型中VLEEY均优于MOD ，价值投资者可能认为VLEEY是更好选择 [1][4] 价值投资策略 - 结合Zacks排名与风格评分系统价值类别评级可获最佳回报 [1] - 价值投资者分析传统数据和指标判断公司是否被低估 [2] 公司对比 公司信息 - 投资者关注汽车原始设备股Valeo S.A.（VLEEY）和Modine（MOD） [5] Zacks排名 - VLEEY的Zacks排名为2（买入） ，MOD为5（强烈卖出） ，VLEEY盈利前景改善可能强于MOD [6] 风格评分系统价值类别评级 - 价值类别基于关键指标对股票评级 ，VLEEY价值评级为A ，MOD为D [7][8] 估值指标 - VLEEY远期市盈率为9.19 ，MOD为28.86 ；VLEEY PEG比率为0.16 ，MOD为0.85 [3] - VLEEY市净率为0.57 ，MOD为7.39 [9]

With 12kW of cooling capacity and 10kW of heating capacity, the EVantage CCS delivers optimal interior temperatures and performance in any operating environment. Its simple, lightweight, and modular design makes the CCS an ideal solution for a wide range of vehicle applications, including commercial, off-highway, and specialty EVs. Designed to seamlessly integrate into the vehicle's chassis to reduce design complexity, the system's high-performance capabilities are driven by smart electric components, such ...

Modine (MOD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Revisions to Earnings Estimates Modine is expected to post earnings of $0.84 per share for the current quarter, representing a year-over-year change of -1.2%. Over the last 30 days, the Zacks Consensus Estimate has changed +7.1%. Having a strong externally audited track record, our proprietary stock rati ...

Prior to today's trading, shares of the heating and cooling products maker had lost 2.94% over the past month. This has was narrower than the Auto-Tires-Trucks sector's loss of 3.02% and lagged the S&P 500's gain of 3.15% in that time. Investors should also note any recent changes to analyst estimates for Modine. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the company's business and profitability. Looking at its v ...