Modine vs Levi's

On this page, Modine Manufacturing Co and Levi Strauss & Co are compared to illuminate differences in their business models, financial performance, and market context. The aim is to present neutral, accessible information that highlights approaches without speculation or date-driven claims. Educational content, not financial advice.

On this page, Modine Manufacturing Co and Levi Strauss & Co are compared to illuminate differences in their business models, financial performance, and market context. The aim is to present neutral, a...

About The Companies

Modine (MOD)

Modine Manufacturing Co (MOD) is a US-based supplier of thermal management solutions for automotive, commercial vehicles, HVAC, refrigeration and industrial applications. The company designs and manufactures heat exchangers, charge-air coolers, condensers and other components that help manage temperature and energy efficiency across a range of end markets. With exposure to vehicle production cycles, building activity and industrial capital spending, Modine’s revenues can be cyclical and linked to macroeconomic trends. The business has been adapting to industry shifts such as vehicle electrification, where battery and power electronics cooling present growth opportunities, while also managing commodity and supply-chain pressures. Investors should note Modine’s global manufacturing footprint, margin sensitivity to raw materials and competition from larger suppliers. This is general educational information, not personal advice; values can rise or fall and past performance does not predict future returns. Consider your risk tolerance and seek independent financial advice before investing.

Levi's (LEVI)

Levi Strauss & Co. (LEVI) is a century-old apparel company best known for its Levi's denim and related casual wear. The business sells through a mix of direct-to-consumer channels (brand stores and e-commerce) and wholesale partners across North America, Europe and emerging markets. Key investor considerations include brand strength and pricing power, the company’s progress with digital and retail initiatives, and exposure to consumer spending and fashion cycles. Levi’s has taken steps on sustainability and product innovation, which can influence brand appeal. Risks include intense competition, changing consumer tastes, input-cost and supply-chain pressures, and currency or macroeconomic headwinds. Market cap is about $8.29B, reflecting a mid-cap apparel group with both growth and cyclical characteristics. This summary is for educational purposes only and not personalised advice; investors should assess suitability, time horizon and risk tolerance before acting.

Comparison Snapshot

Key Financial Metrics

MOD

Metric

LEVI

$7.36B

Market Cap

$8.40B

27.85%

Potential Profit

27.01%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Auto Suppliers (Stellantis Beneficiaries) May Gain

Stellantis is investing $13 billion to dramatically increase its U.S. vehicle production, creating a ripple effect across the domestic auto industry. This theme focuses on the American automotive suppliers and industrial companies poised to benefit from the automaker's major expansion.

Published: October 15, 2025

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Vehicle Recall Impact | Auto Parts Investment Theme

BMW's recall of nearly 200,000 vehicles due to a faulty engine starter highlights the critical need for reliable automotive components. This situation creates a potential advantage for high-quality parts suppliers as manufacturers prioritize durability to avoid costly recalls.

Published: September 28, 2025

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The Domestic Advantage: Tariff-Resistant Industrials

Ford has lowered its annual profit forecast due to the financial impact of U.S. tariffs, creating a potential advantage for companies with resilient domestic supply chains. This theme identifies businesses that are well-positioned to outperform in a protectionist trade environment.

Published: July 31, 2025

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Which Baskets Do They Appear In?

Auto Suppliers (Stellantis Beneficiaries) May Gain

Stellantis is investing $13 billion to dramatically increase its U.S. vehicle production, creating a ripple effect across the domestic auto industry. This theme focuses on the American automotive suppliers and industrial companies poised to benefit from the automaker's major expansion.

Published: October 15, 2025

Explore Basket

Vehicle Recall Impact | Auto Parts Investment Theme

BMW's recall of nearly 200,000 vehicles due to a faulty engine starter highlights the critical need for reliable automotive components. This situation creates a potential advantage for high-quality parts suppliers as manufacturers prioritize durability to avoid costly recalls.

Published: September 28, 2025

Explore Basket

The Domestic Advantage: Tariff-Resistant Industrials

Ford has lowered its annual profit forecast due to the financial impact of U.S. tariffs, creating a potential advantage for companies with resilient domestic supply chains. This theme identifies businesses that are well-positioned to outperform in a protectionist trade environment.

Published: July 31, 2025

Explore Basket

U.S. Auto's Tariff Shield

Volkswagen has lowered its financial outlook, citing the heavy impact of U.S. import tariffs. This creates a potential advantage for automakers and parts suppliers with significant manufacturing operations within the United States.

Published: July 25, 2025

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American Manufacturing's $550B Boost

A new trade agreement between the U.S. and Japan establishes a 15% tariff on Japanese imports and secures a $550 billion investment in American industries. This deal creates a growth opportunity for domestic manufacturers and automotive suppliers set to benefit from the major industrial investment.

Published: July 24, 2025

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Driving Home: U.S. Auto Reshoring

A new U.S.-Japan trade deal lowers tariffs on Japanese auto imports, creating a cost disadvantage for Detroit automakers reliant on North American manufacturing. This theme focuses on U.S. companies poised to benefit as automakers move production back to the U.S. to mitigate these new tariff-related costs.

Published: July 23, 2025

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Tesla's India Entry: Electric Vehicle Expansion Opportunity

This carefully selected group of stocks captures the opportunity created by Tesla's expansion into India's massive automotive market. Handpicked by our analysts, these companies span the entire EV ecosystem, from manufacturers to component suppliers and charging infrastructure providers.

Published: July 21, 2025

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US Protectionism: Tariffs on EU & Mexico

This carefully selected group of stocks features American companies that could benefit from the upcoming 30% tariff on EU and Mexican imports. Our analysts have identified domestic manufacturers and suppliers that may gain competitive advantages as foreign goods become more expensive.

Published: July 14, 2025

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SRT Revival: Performance Parts

Stellantis is bringing back its legendary SRT performance division, creating exciting opportunities throughout the automotive supply chain. This collection features carefully selected stocks of parts makers and retailers positioned to benefit from this high-performance resurgence.

Published: July 3, 2025

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Investment Analysis

Modine

MOD

Pros

Revenue and net income have grown steadily, with recent quarters showing over 7% top-line growth and nearly 14% profit expansion year-on-year.
The company is investing $100 million to expand US manufacturing of data centre cooling products, a sector with robust long-term demand drivers.
Strategic acquisitions, such as Climate by Design International, are broadening Modine’s industrial reach and diversifying its product portfolio across new markets.

Considerations

Modine’s stock trades at a high forward P/E ratio above 30, reflecting elevated growth expectations that may not be sustained indefinitely.
The business is exposed to cyclical end markets, including data centres and automotive, which can lead to volatility during economic downturns.
Despite strong momentum, recent upward earnings estimate revisions have moderated, with some analysts now assigning a neutral or hold rating.

Levi's

LEVI

Pros

Levi’s maintains a globally recognised brand with a diversified product range spanning denim, casualwear, and activewear, sold through multiple channels.
The company’s PEG ratio is substantially below sector averages, suggesting potential undervaluation relative to its expected earnings growth.
Levi’s has demonstrated resilience in navigating retail sector challenges, with a broad geographic presence and a mix of direct and wholesale channels.

Considerations

Levi’s P/B and P/S multiples trade at a premium to peers, raising questions about valuation relative to industry norms and historical levels.
Apparel retail is highly competitive and sensitive to consumer discretionary spending, leaving the company vulnerable to macroeconomic headwinds.
Recent stock performance has lagged behind broader market indices, and upside to analyst targets is modest compared to the sector average.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Auto Suppliers (Stellantis Beneficiaries) May Gain

Vehicle Recall Impact | Auto Parts Investment Theme

The Domestic Advantage: Tariff-Resistant Industrials

Which Baskets Do They Appear In?

Auto Suppliers (Stellantis Beneficiaries) May Gain

Vehicle Recall Impact | Auto Parts Investment Theme