Head to Head Survey: Modine Manufacturing (NYSE:MOD) vs. UFP Industries (NASDAQ:UFPI)

UFP Industries (NASDAQ:UFPI) and Modine Manufacturing (NYSE:MOD) are both industrials companies, but which is the better stock? We will compare the two companies based on the strength of their risk, dividends, institutional ownership, earnings, analyst recommendations, profitability and valuation.

Institutional & Insider Ownership

81.8% of UFP Industries shares are owned by institutional investors. Comparatively, 95.2% of Modine Manufacturing shares are owned by institutional investors. 2.5% of UFP Industries shares are owned by insiders. Comparatively, 1.9% of Modine Manufacturing shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Risk and Volatility

UFP Industries has a beta of 1.23, meaning that its stock price is 23% more volatile than the S&P 500. Comparatively, Modine Manufacturing has a beta of 1.71, meaning that its stock price is 71% more volatile than the S&P 500.

Earnings and Valuation

This table compares UFP Industries and Modine Manufacturing”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
UFP Industries	$6.32 billion	0.80	$294.79 million	$4.36	21.05
Modine Manufacturing	$3.37 billion	3.16	$121.50 million	$2.66	75.41

UFP Industries has higher revenue and earnings than Modine Manufacturing. UFP Industries is trading at a lower price-to-earnings ratio than Modine Manufacturing, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares UFP Industries and Modine Manufacturing’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
UFP Industries	3.99%	8.00%	6.11%
Modine Manufacturing	4.28%	25.59%	11.39%

Analyst Ratings

This is a summary of current ratings for UFP Industries and Modine Manufacturing, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
UFP Industries	0	3	3	0	2.50
Modine Manufacturing	0	2	7	0	2.78

UFP Industries currently has a consensus price target of $103.75, indicating a potential upside of 13.05%. Modine Manufacturing has a consensus price target of $320.14, indicating a potential upside of 59.59%. Given Modine Manufacturing’s stronger consensus rating and higher probable upside, analysts plainly believe Modine Manufacturing is more favorable than UFP Industries.

Summary

Modine Manufacturing beats UFP Industries on 10 of the 14 factors compared between the two stocks.

About UFP Industries

UFP Industries, Inc., through its subsidiaries, designs, manufactures, and markets wood and non-wood composites, and other materials in North America, Europe, Asia, and Australia. It operates through Retail, Packaging, and Construction segments. The Retail segment offers treated lumber products, including decking, fencing, lattice, and other products; pressure-treated and fire-retardant products used primarily for outdoor decking environments; and lawn and garden products, consisting of wood and vinyl fencing options, garden beds and planters, pergolas, picnic tables, and other landscaping products. This segment also offers wood plastic composites, composite decking, and related decking accessories, including non- aluminum railing systems, balusters, post caps, and other products, as well as pre-painted and primed shiplap and project boards. The Packaging segment provides custom and structural packaging products, pallets, corrugate, foam, labels, strapping, and films. The construction segment offers roof trusses, cut-to-size dimensional and board lumber, plywoods, and oriented strand boards; engineered wood components, including roof and floor trusses, wall panels, I-joists, and lumber packages; and alternate materials components, such as metal trusses, sheathed and pre-finished light gauge metal wall panels, aluminum decks, and rail accessories, as well as distributes siding, electrical, and plumbing products. This segment also engages in the manufacture of components; design, manufacture, and supply of wood forms and related products to set or form concrete for structures, such as parking garages, stadiums, and other infrastructure projects. It also offers interior fixtures, millwork, and casework for retail and commercial structures. The company was formerly known as Universal Forest Products, Inc. and changed its name to UFP Industries, Inc. in April 2020. UFP Industries, Inc. was incorporated in 1955 and is headquartered in Grand Rapids, Michigan.

About Modine Manufacturing

Modine Manufacturing Company provides thermal management products and solutions in the United States, Italy, Hungary, China, the United Kingdom, and internationally. It operates through Climate Solutions and Performance Technologies segments. The company offers heat transfer coils, including heat recovery and round tube plate fin coils; gas-fired, hydronic, electric and oilfired unit heaters; roof-mounted direct- and indirect-fired makeup air units; duct furnaces; infrared units; perimeter heating products; single packaged unit ventilators; modular chillers; air handler and condensing units; ceiling cassettes; evaporator unit coolers, remote condensers, fluid coolers, gas coolers, and dry and brine coolers; and motor and generator cooling coils, transformer oil coolers, radiators, dryers, and industrial heat exchangers. It also provides data center products consisting of IT cooling solutions, including precision air conditioning units for data center applications; computer room air conditioning and handler units; hybrid fan coils; fan walls; chillers; condensers; condensing units; and liquid cooling solutions for high-density computing, as well as replacement parts, maintenance service and control solutions for existing equipment and new building management controls and systems. In addition, the company offers powertrain cooling products, such as radiators, condensers, engine cooling modules, charge air coolers, fan shrouds, and surge tanks; cooling module generator sets; aluminum and stainless steel engine oil coolers, exhaust gas recirculation coolers, liquid charge air coolers, transmission and retarder oil coolers, and chillers; battery thermal management systems, electronics cooling packages, battery chillers, battery cooling plates, coolers and casings for electronics cooling, and coolers for electric axles; and coatings products and application services. Modine Manufacturing Company was incorporated in 1916 and is headquartered in Racine, Wisconsin.