DAN Shares Rally 5.9% In A Day: How Does the Competition Measure Up?

DAN: Dana logo
DAN
Dana

Here is how Dana (DAN) stacks up against its peers in size, valuation, growth and margin.

  • DAN’s operating margin of 2.8% is modest, lower than most peers – trailing DORM (15.7%).
  • DAN’s revenue growth of -8.5% in the last 12 months is negative, lagging BWA, DORM, LCII, LAZR but outpacing LEA.
  • DAN gained 91.3% in the past year and trades at a PE of -118.8, outperforming its peers.

As a quick background, Dana provides power-conveyance and energy-management solutions for vehicles and machinery across global markets, operating in light vehicle, commercial vehicle, off-highway drive systems, and power technologies segments.

  DAN LEA BWA DORM LCII LAZR
Market Cap ($ Bil) 2.9 5.8 9.4 5.0 2.7 0.1
Revenue ($ Bil) 9.1 22.9 14.0 2.1 3.9 0.1
PE Ratio -118.8 12.4 32.4 22.0 17.7 -0.9
LTM Revenue Growth -8.5% -21.6% -2.8% 6.8% 1.4% -5.2%
LTM Operating Margin 2.8% 3.8% 9.2% 15.7% 6.2% -388.8%
LTM FCF Margin 0.1% 2.1% 7.1% 6.7% 7.7% -302.6%
12M Market Return 91.3% -1.8% 32.9% 49.1% -1.8% -86.1%

Why does this matter? DAN just went up 21.9% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell DAN Stock to see if Dana holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through DAN Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2024 2023 2022
DAN -8.5% -2.6% 3.9% 13.5%
LEA -21.6% -0.7% 12.3% 8.5%
BWA -2.8% -0.8% 12.4% 7.0%
DORM 6.8% 4.1% 11.3% 28.9%
LCII 1.4% -1.2% -27.3% 16.4%
LAZR -5.2% 8.0% 71.5% 27.4%

Operating Margin Comparison

  LTM 2024 2023 2022
DAN 2.8% 3.4% 3.4% 2.6%
LEA 3.8% 3.8% 4.0% 3.1%
BWA 9.2% 9.3% 8.9% 8.6%
DORM 15.7% 14.6% 11.1% 9.9%
LCII 6.2% 5.8% 3.3% 10.6%
LAZR -388.8% -555.2% -785.1% -1087.0%

PE Ratio Comparison

  LTM 2024 2023 2022
DAN -118.8 -29.4 55.5 -9.0
LEA 12.4 10.5 14.5 22.6
BWA 32.4 21.0 13.4 8.8
DORM 22.0 21.0 20.3 20.9
LCII 17.7 18.4 49.6 5.9
LAZR -0.9 -0.6 -2.3 -4.0

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.