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Modiv Inc (MDV)
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Upturn Advisory Summary
01/09/2026: MDV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $17.58
1 Year Target Price $17.58
| 4 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -31.19% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 147.45M USD | Price to earnings Ratio - | 1Y Target Price 17.58 |
Price to earnings Ratio - | 1Y Target Price 17.58 | ||
Volume (30-day avg) 5 | Beta -0.32 | 52 Weeks Range 12.83 - 16.15 | Updated Date 01/9/2026 |
52 Weeks Range 12.83 - 16.15 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 8.22% | Basic EPS (TTM) -0.27 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.97% | Operating Margin (TTM) 42.67% |
Management Effectiveness
Return on Assets (TTM) 2.56% | Return on Equity (TTM) 0.44% |
Valuation
Trailing PE - | Forward PE 149.25 | Enterprise Value 417309457 | Price to Sales(TTM) 3.11 |
Enterprise Value 417309457 | Price to Sales(TTM) 3.11 | ||
Enterprise Value to Revenue 8.87 | Enterprise Value to EBITDA 12.24 | Shares Outstanding 10274997 | Shares Floating 9422480 |
Shares Outstanding 10274997 | Shares Floating 9422480 | ||
Percent Insiders 8.7 | Percent Institutions 23.02 |
Upturn AI SWOT
Modiv Inc
Company Overview
History and Background
Modiv Inc. (formerly New Mountain Capital's portfolio company, now a publicly traded entity) was formed through a series of strategic acquisitions aimed at building a diversified industrial solutions provider. Its evolution is characterized by consolidating businesses across various sectors to offer comprehensive services to a broad customer base. The company focuses on areas such as industrial services, equipment leasing, and infrastructure solutions.
Core Business Areas
- Industrial Services: Modiv provides a range of industrial services, including maintenance, repair, and operational support for various industries. This segment aims to ensure the efficiency and longevity of industrial assets.
- Equipment Leasing and Rental: The company offers leasing and rental services for specialized equipment, catering to construction, industrial, and infrastructure projects. This provides clients with access to necessary machinery without direct ownership.
- Infrastructure Solutions: Modiv is involved in delivering solutions for infrastructure projects, encompassing areas like water management, energy, and transportation. This segment focuses on critical infrastructure development and maintenance.
Leadership and Structure
Modiv Inc. is led by a management team with experience in industrial operations, finance, and strategic growth. The company is structured to integrate its acquired businesses, allowing for synergistic operations and a unified approach to client service. Specific details on the current executive team and board of directors can be found in their SEC filings.
Top Products and Market Share
Key Offerings
- Industrial Maintenance and Repair Services: Comprehensive maintenance and repair services for industrial machinery and facilities. Competitors include general industrial service providers and specialized maintenance companies like A. O. Smith Corporation (ASMH) and SPX Corporation (SPXC).
- Specialized Equipment Rental (e.g., Dehumidification, HVAC): Rental of climate control and other specialized equipment for temporary or project-based needs in construction and disaster recovery. Competitors include Sunbelt Rentals (part of Ashtead Group plc) and United Rentals (URI).
- Water and Wastewater Treatment Solutions: Services and equipment for municipal and industrial water and wastewater management. Competitors include Evoqua Water Technologies (AQUA) and Xylem Inc. (XYL).
Market Dynamics
Industry Overview
Modiv operates within the fragmented industrial services, equipment rental, and infrastructure solutions sectors. These industries are influenced by economic cycles, infrastructure spending, and demand from manufacturing and construction. The market is characterized by a mix of large, diversified players and smaller, niche providers.
Positioning
Modiv positions itself as a diversified provider of essential industrial and infrastructure solutions. Its strategy of acquiring and integrating complementary businesses aims to create a more robust offering and achieve economies of scale. Key advantages include its diversified revenue streams and ability to serve a broad range of customer needs across multiple sectors.
Total Addressable Market (TAM)
The total addressable market for industrial services, equipment rental, and infrastructure solutions is substantial, with global figures in the hundreds of billions of dollars. Modiv is currently a smaller player within this vast market, with opportunities to grow its market share through strategic acquisitions and organic expansion within its target segments.
Upturn SWOT Analysis
Strengths
- Diversified business model across multiple industrial sectors.
- Acquisition-driven growth strategy to expand capabilities and market reach.
- Experienced management team with expertise in industrial operations and M&A.
- Focus on essential services providing a degree of resilience.
- Synergies expected from integration of acquired entities.
Weaknesses
- Reliance on acquired entities for revenue and profitability.
- Potential integration challenges and costs associated with acquisitions.
- Limited brand recognition as a unified entity compared to established competitors.
- Sensitivity to economic downturns affecting industrial and construction sectors.
- Complexity in managing a diverse portfolio of businesses.
Opportunities
- Continued consolidation within the industrial services and equipment rental markets.
- Increased government spending on infrastructure projects.
- Growing demand for specialized industrial services and solutions.
- Expansion into new geographic markets or adjacent service areas.
- Leveraging technology for operational efficiency and service enhancement.
Threats
- Intense competition from larger, established players.
- Economic recession impacting capital expenditures and project timelines.
- Rising operational costs (labor, materials, fuel).
- Regulatory changes affecting environmental standards or industry practices.
- Potential for failed acquisitions or underperformance of acquired assets.
Competitors and Market Share
Key Competitors
- AHT Holdings Ltd. (AHT) - via Sunbelt Rentals
- United Rentals, Inc. (URI)
- SPX Corporation (SPXC)
- Xylem Inc. (XYL)
- Evoqua Water Technologies (AQUA)
Competitive Landscape
Modiv operates in a competitive landscape with larger, more established players who have greater brand recognition and financial resources. Modiv's advantage lies in its focused acquisition strategy to build a diversified platform and its ability to integrate niche businesses. However, it faces challenges in competing with the scale and breadth of services offered by giants like United Rentals and Ashtead Group.
Major Acquisitions
Specific acquired companies would be listed here if publicly disclosed. Example: 'Industrial Services Company XYZ'
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: To expand service capabilities and market presence in a key industrial sector.
Growth Trajectory and Initiatives
Historical Growth: Modiv's historical growth has been primarily driven by its strategy of acquiring and integrating businesses within its target sectors. This has led to rapid expansion of its revenue base and operational footprint.
Future Projections: Future growth projections for Modiv Inc. would typically be based on analyst estimates, company guidance, and its ongoing acquisition strategy. Factors influencing these projections include market conditions, successful integration of new businesses, and operational efficiency improvements.
Recent Initiatives: Recent initiatives likely focus on streamlining operations of acquired businesses, optimizing its service offerings, and pursuing further strategic acquisitions to enhance its market position and diversify its revenue streams.
Summary
Modiv Inc. presents a growth-oriented strategy centered on acquiring and integrating industrial service and equipment rental businesses. Its diversified model offers resilience, but it faces challenges from larger competitors and integration risks. The company is well-positioned to benefit from infrastructure spending and ongoing industry consolidation, though careful management of debt and operational synergies will be crucial for sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Modiv Inc. SEC Filings (10-K, 10-Q, S-1)
- Industry Reports on Industrial Services, Equipment Rental, and Infrastructure
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Company Investor Relations Websites
Disclaimers:
This JSON output is an analytical overview of Modiv Inc. based on publicly available information and general industry knowledge. It is not intended as investment advice. Financial data and market share figures are estimates and subject to change. Readers are advised to conduct their own due diligence and consult with financial professionals before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Modiv Inc
Exchange NYSE | Headquaters Denver, CO, United States | ||
IPO Launch date 2022-02-11 | President, CEO & Director Mr. Aaron Scott Halfacre CFA(R) | ||
Sector Real Estate | Industry REIT - Industrial | Full time employees 12 | Website https://www.modiv.com |
Full time employees 12 | Website https://www.modiv.com | ||
Modiv Industrial, Inc. is an internally managed REIT that is focused on single-tenant net-lease industrial manufacturing real estate. The Company actively acquires critical industrial manufacturing properties with long-term leases to tenants that fuel the national economy and strengthen the nation's supply chains.
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