Modine Manufacturing Stock To $90?

MOD: Modine Manufacturing logo
MOD
Modine Manufacturing

Modine Manufacturing (MOD) stock has fallen by 21.0% in less than a month, from $163.02 on 27th Oct, 2025 to $128.73 now. What comes next? We think that he stock could fall even more. The current correction, when put in context of our Unattractive opinion of the stock, suggest possibility of further downside. A price of $90 is not out of question, especially considering that the stock has seen this level in the last 5 years. Read Buy or Sell Modine Manufacturing Stock to see how we arrive at this opinion.

So should you wait before buying this dip? Perhaps. There is no perfect way to time the dips. Nevertheless, here is another perspective on MOD stock to help you make the decision. Historically, the median return for the 12-month period following sharp dips was 47%, with median peak return reaching 72%. We define sharp dip as stock going down 30% or more, in less than 30 day period.

Nevertheless, instead of stock picking, it makes more sense to build a portfolio that is designed to win across cycles. Our numbers show that High Quality Portfolio has turned stock-picking uncertainty into market-beating consistency.

 
Historical Median Returns Post Dips
 

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Period Past Median Return
1M 8.5%
3M 13.7%
6M 17.1%
12M 47.0%

 
Historical Dip-Wise Details
 
MOD had 8 events since 1/1/2010 where the dip threshold of -30% within 30 days was triggered

  • 72% median peak return within 1 year of dip event
  • 328 days is the median time to peak return after a dip event
  • -37% median max drawdown within 1 year of dip event

30 Day Dip MOD Subsequent Performance
Date MOD SPY 1Y Peak
Return
Max
Drop
# Days
to Peak
Median     47% 72% -37% 328
2242025 -31% 1% 77% 96% -17% 245
9102021 -32% 1% 40% 54% -32% 342
3092020 -31% -17% 188% 198% -42% 359
11082019 -37% 5% 44% 37% -58% 364
8152019 -31% -5% -31% 19% -70% 75
1142016 -32% -8% 108% 149% -8% 330
8082011 -32% -11% -33% 23% -42% 7
6072010 -34% -13% 50% 91% -21% 325

 
Modine Manufacturing Passes Basic Financial Quality Checks
 
Revenue growth, profitability, cash flow, and balance sheet strength need to be evaluated to reduce the risk of a dip being the sign of a deteriorating business situation.

Quality Metrics Value Quality Check
Revenue Growth (LTM) 8.1% Pass
Revenue Growth (3-Yr Avg) 7.0% Pass
Operating Cash Flow Margin (LTM) 5.4% Pass
Leverage (see below) Pass
=> Interest Coverage Ratio 10.8  
=> Cash To Interest Expense Ratio 3.3  

 
Dip buying, while attractive, needs to be evaluated carefully from multiple angles. Such multi-factor analysis is exactly how we construct the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.