NYSEConsumer DiscretionaryAuto PartsSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase revenue by 20% to 35% in fiscal 2027: metric not reported.
View ThesisRevenue growth is accelerating — up about 29% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 89% growth a year, above the roughly 31% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskMOD's revenue growth has to keep compounding to justify its current price. Revenue grew 28% year over year, and the last quarter beat expectations. It trades at 35× P/E versus a peer median of 14×. The market is pricing in more growth than forecasted, indicating expectations look full. A specific risk is that MOD may cut guidance, with a 19% chance of missing next quarter. Peer multiples imply a price about 89% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. MOD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering MOD (as of Jul 2026).
Based on 7 Wall Street analysts offering 12-month price targets for MOD in the last 4 months.
A consensus fair price across our valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Top 25% on quality vs scored peers
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Advances: Increase revenue by 20% to 35% in fiscal 2027
Higher sales guidance supports revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $201.06
The last 12 months of price, then the range of analyst 12-month targets from today’s $201.06.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase revenue by 20% to 35% in fiscal 2027
Sales outlook hike raises concerns about revenue growth.
Advances: Increase revenue by 20% to 35% in fiscal 2027
Strong demand supports revenue growth objective.
Advances: Increase revenue by 20% to 35% in fiscal 2027
Exit enhances focus on growth segments.
New guidance aligns with growth objectives.
