LII vs MOD Stock Comparison

Lennox International and Modine Manufacturing Prices as of Oct 23, 2026 Peers: Industry group

Head to Head

5 decided of 12

Lennox International leads on 3 of the 12 questions below (Lennox International 3, Modine Manufacturing 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLIIMODLeader
Larger companyMarket capitalisation $12.70B $6.88B LII
Cheaper on earningsLower P/E, profitable companies only 16.1x — –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 16.6x 18.8x LII
Faster revenue growthRevenue growth, trailing twelve months -2.1% — –
More profitableNet margin, trailing twelve months 14.9% — –
Better return on capitalReturn on invested capital 29.8% — –
Less leveragedLower net debt / EBITDA 1.3x — –
Higher dividend yieldTrailing dividend yield 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months -24.0% -12.6% MOD
Better 5-year returnAnnualised price return, 5 years +3.8%/yr +62.8%/yr MOD
Less volatileAnnualised volatility, 1 year 41.0% 71.9% LII
Higher overall scoreMean of the five percentile scores vs peers 58/100 — –

Percentile Scorecard

LIIMOD

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLIIMOD
Valuation 46 #30 of 55 –
Growth 46 #28 of 51 –
Profitability 92 #5 of 51 –
Financial Health 38 #37 of 59 59 #25 of 59
Shareholder Returns 70 #13 of 41 –
Overall 58 –
  • LII ranked among 59 companies in Construction Products
  • MOD ranked among 59 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLIIMODSPY
1 month +1.0%-31.0% -1.0%
3 months -30.5%-45.0% +2.9%
6 months -23.4%-47.1% +6.4%
Year to date -22.5%-0.2% +11.4%
1 year -24.0%-12.6% +13.1%
3 years +8.9%+218.9% +79.4%
3 years, per year +2.9%+47.2% +21.5%
5 years +20.5%+1,042.2% +67.7%
5 years, per year +3.8%+62.8% +10.9%
10 years +150.6%+1,083.8% +255.2%
10 years, per year +9.6%+28.0% +13.5%

Risk

MeasureLIIMODSPY
Volatility, 1Y 41.0%71.9% 12.7%
Downside volatility, 1Y 46.0%77.0% 12.7%
Beta vs S&P 500, 1Y 1.343.11 1.00
Return / volatility, 1Y -0.59-0.18 1.03
Max drawdown, 5Y -48.6%-56.6% -25.4%
From 52-week high -34.4%-56.6% -2.5%
52-week high $572.95$306.89 $779.14
52-week low $348.85$119.68 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLIIMOD
P/E now vs peer median 16.5xmedian 19.9x —median 19.9x
P/S now vs peer median 2.5xmedian 1.5x —median 1.5x
EV/EBITDA now vs peer median 12.5xmedian 12.6x —median 12.6x
P/FCF now vs peer median 17.6xmedian 16.1x —median 16.1x
P/B now vs peer median 10.0xmedian 3.0x 5.8xmedian 3.0x
PEG now vs peer median 1.22median 0.98 —median 0.98

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLIIMOD
Revenue $5.30B –
Gross profit $1.77B –
Operating income $1.04B –
Net income $788.60M –
Free cash flow $738.70M –
EPS (diluted) $22.66 –
Cash & equivalents $51.50M $73.50M
Total debt $1.58B $2.16B
Shares (diluted) 34.80M 52.80M
Enterprise value $12.50B $6.50B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLIIMOD
P/E 16.5x –
P/FCF 17.6x –
P/Operating cash flow 14.5x –
P/S 2.5x –
P/B 10.0x 5.8x
P/Tangible book 12.6x 7.0x
EV/EBITDA 12.5x –
EV/EBIT 13.9x –
EV/Revenue 2.7x –
EV/FCF 19.7x –
EV/Operating cash flow 16.2x –
PEG (3Y EPS CAGR) 1.22 –

Growth

14 metrics
MetricLIIMOD
Revenue growth (1Y) -2.1% –
Revenue CAGR (3Y) 3.4% –
Gross profit growth (1Y) -2.2% –
Gross profit CAGR (3Y) 8.5% –
Operating income growth (1Y) -2.6% –
Operating income CAGR (3Y) 12.3% –
Net income growth (1Y) -6.6% –
Net income CAGR (3Y) 12.7% –
EPS growth (1Y) -4.7% –
EPS CAGR (3Y) 13.5% –
Operating cash flow growth (1Y) 7.1% –
Operating cash flow CAGR (3Y) 28.7% –
Free cash flow growth (1Y) 8.6% –
Free cash flow CAGR (3Y) 38.2% –

Profitability

14 metrics
MetricLIIMOD
Gross margin 33.3% –
EBITDA margin 22.0% –
Operating margin 19.7% –
Pretax margin 18.5% –
Net margin 14.9% –
FCF margin 13.9% –
Operating cash flow margin 16.9% –
Return on equity 62.8% –
Return on assets 17.8% –
Return on invested capital 29.8% –
Return on capital employed 35.0% –
Asset turnover 1.2x –
Cash conversion (OCF / net income) 1.1x –
Stock comp / revenue 0.5% –

Financial Health

11 metrics
MetricLIIMOD
Debt / assets 34.8% 16.3%
Debt / equity 1.2x 0.4x
Net debt / EBITDA 1.3x –
Debt / FCF 2.1x –
Liabilities / assets 71.5% 55.0%
Equity / assets 28.5% 45.0%
Interest coverage 18.5x –
Current ratio 1.6x 1.9x
Quick ratio 0.7x 1.1x
Cash ratio 0.0x 0.1x
Altman Z-score 6.14 –

Shareholder Returns

7 metrics
MetricLIIMOD
Dividend yield 1.4% –
Net buyback yield 2.6% –
Shareholder yield 4.0% 0.0%
Payout ratio (earnings) 23.1% –
Payout ratio (FCF) 24.6% –
Dividend growth (1Y) 11.1% –
Dividend CAGR (3Y) 6.5% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLIIMOD
Forward P/E 16.6xFY2026 18.8xFY2026
EPS, next fiscal year $22.66FY2026 $7.10FY2026
EPS growth, next FY -2.2%FY2026 +46.1%FY2026
EPS growth, the year after +8.1% +49.9%
Revenue, next fiscal year $5.75BFY2026 $4.20BFY2026
Revenue growth, next FY +10.5%FY2026 +32.2%FY2026
Revenue growth, the year after +7.7% +18.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLIIMOD
Held by institutions 77.3% 98.5%
Institutions holding 655 634
Change in shares held, QoQ +1.8% -4.8%
Institutions buying 315 348
Institutions selling 236 223
Buyers to sellers 1.33 1.56

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LIIMOD
LII 1.00 0.39
MOD 0.39 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, LII and MOD?

Lennox International (LII) is the largest by market capitalisation: Lennox International (LII) $12.70B, Modine Manufacturing (MOD) $6.88B.

Which stock has performed better?

Over the past year Modine Manufacturing (MOD) returned the most: Lennox International (LII) -24.0%, Modine Manufacturing (MOD) -12.6%. Over five years, Modine Manufacturing (MOD) compounded fastest (Lennox International (LII) +3.8%/yr, Modine Manufacturing (MOD) +62.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Lennox International (LII) 0.01%, Modine Manufacturing (MOD) 0.00%. Modine Manufacturing (MOD) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Lennox International (LII) has been the steadiest (Lennox International (LII) 41.0%, Modine Manufacturing (MOD) 71.9%). Volatility measures how widely the price swings, not the risk of the business.

Do LII and MOD move together?

Their daily returns over the past year have a correlation of 0.39, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, LII and MOD?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Lennox International (LII) leads on 3. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.