Modine Manufacturing Company vs Select Medical Holdings Corporation — how do they compare? Modine Manufacturing Company trades at $246.01 (market cap $12.18B), while Select Medical Holdings Corporation trades at $16.51 (market cap $2.05B). The key difference: Modine Manufacturing Company is far larger — about 5.9× Select Medical Holdings Corporation's market cap, and Select Medical Holdings Corporation pays a 1.51% dividend while Modine Manufacturing Company pays none. Which is the better fit depends on your goals.
| MOD | SEM | |
|---|---|---|
Market Cap | $12.18B | $2.05B |
Sector | Technology | Health |
52-Week High | $306.89 | $16.66 |
52-Week Low | $93.71 | $11.77 |
Enterprise Value | $12.54B | $5.01B |
Dividend Yield | — | 1.51% |
Signals from Pluang's Aura AI — not financial advice
Modine Manufacturing Company (MOD) trades at $227.88, down 0.64% with a bearish technical signal. The company shows strong earnings momentum with three consecutive quarterly beats and robust analyst support (76.9% buy ratings). However, elevated valuation ratios (P/E 101.48, EV/EBITDA 42.12) and declining projected profit margins for 2026 present challenges. Recent institutional buying and positive data center cooling demand provide growth catalysts.
MOD offers significant upside to the $328.80 consensus price target but faces valuation compression risks amid projected margin pressure. The stock's technical weakness near support at $223 requires monitoring, while institutional confidence and thermal management technology leadership support long-term prospects. Key risks include supply chain constraints and competitive threats in the data center cooling space.
Select Medical (SEM) trades at $16.51, unchanged on the day, amid a completed acquisition by a consortium led by Robert A. Ortenzio and Martin F. at $16.50 per share. The stock shows a bullish technical signal with support and resistance clustered around $17. Financially, the company reported 2025 revenue of $5.45B and net income of $146.22M, with a P/E of 15.43 and P/S of 0.36 indicating moderate valuation. Recent earnings have been mixed, with a beat in Q3 2025 but misses in Q4 2025 and Q1 2026.
The acquisition at $16.50 per share caps near-term upside, with legal investigations into the board's fiduciary duties posing a key risk. Analyst sentiment is mixed with 35.71% buy ratings but 57.15% hold, reflecting uncertainty post-buyout. Investors should note the stock's limited movement potential given the acquisition price, with fundamental performance and legal outcomes driving any residual value.
Trailing returns across standard periods
Modine Manufacturing Company is a global leader in thermal management technology and solutions. The company engineers, manufactures, and markets heat transfer products for a wide range of applications across the automotive, commercial, industrial, and HVAC (heating, ventilation, and air conditioning) markets. Modine's products include engine cooling systems, heat exchangers, and ventilation systems, providing critical thermal solutions for vehicles, data centers, and various equipment worldwide.
Read more on MOD →Select Medical Holdings Corporation is one of the largest operators of critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States. The company's services focus on treating patients with serious illnesses, injuries, and post-acute care needs. SEM provides specialized care across various settings, aiming to help patients recover and return home.
Read more on SEM →