MODMODINE MFG CO

CUSIP: 607828100

Guru Owners

$1.9M

Total Value Held

14,309

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	14309	$1.9M	0.01%	$133.51	Q4 2025

Polen Capital

$1.9M

0.01%

📊 Fundamentals

Market Cap$10.6B

P/E Ratio109.3x

Above market avg

Forward P/E27.3x

EPS (TTM)$1.84

Revenue (TTM)$2.9B

Profit Margin3.40%

Beta1.68

52-Week Range

$64.79

$243.80

Current: $201.07

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 109.3x trailing earnings → 27.3x forward · 3.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $1.9M

REDUCEDPolen Capital$1.9M

Q3 '251 owners · $4.6M

INCREASEDPolen Capital$4.6M

Q2 '251 owners · $1.9M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

22%analyst est. 21.8%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -3.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data