Stacking Up DORM Against Its Peers – Is It Still a Buy?
Here is how Dorman Products (DORM) stacks up against its peers in size, valuation, growth and margin.
- DORM’s operating margin of 15.6% is strong, and higher than most peers – though lower than ALSN (31.3%).
- DORM’s revenue growth of 6.0% in the last 12 months is moderate, outpacing ALSN, APTV, ADNT, GT but lagging LEA.
- DORM gained 48.5% in the past year and trades at a PE of 21.3, outperforming its peers.
As a quick background, Dorman Products provides replacement automotive parts and fasteners for various vehicle types, including door handles, keyless remotes, powertrain products, fluid lines, connectors, and drivetrain components.
| DORM | ALSN | APTV | ADNT | LEA | GT | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 4.6 | 7.7 | 15.6 | 1.8 | 5.4 | 2.4 |
| Revenue ($ Bil) | 2.0 | 3.2 | 19.8 | 14.4 | 28.4 | 18.5 |
| PE Ratio | 21.3 | 10.1 | 15.4 | – | 9.8 | 5.8 |
| LTM Revenue Growth | 6.0% | 2.7% | -1.0% | -3.0% | 20.5% | -4.5% |
| LTM Operating Margin | 15.6% | 31.2% | 10.6% | 3.0% | 3.7% | 4.0% |
| LTM FCF Margin | 9.3% | 20.4% | 8.4% | 1.8% | 1.7% | -2.8% |
| 12M Market Return | 48.5% | 9.4% | 9.9% | 13.6% | -4.3% | 3.6% |
Why does this matter? DORM just went up 29.4% 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 DORM Stock to see if Dorman Products 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 DORM 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.
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| DORM | 6.0% | 4.1% | 11.3% | 28.9% |
| ALSN | 2.7% | 6.3% | 9.6% | 15.3% |
| APTV | -1.0% | -1.7% | 14.6% | 12.0% |
| ADNT | -3.0% | -4.6% | 9.0% | 3.2% |
| LEA | 20.5% | -0.7% | 12.3% | 8.5% |
| GT | -4.5% | -5.9% | -3.6% | 19.0% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| DORM | 15.6% | 14.6% | 11.1% | 9.9% |
| ALSN | 31.2% | 30.8% | 30.3% | 28.3% |
| APTV | 10.6% | 10.3% | 8.8% | 7.7% |
| ADNT | 3.0% | 2.9% | 3.1% | 1.5% |
| LEA | 3.7% | 3.8% | 4.0% | 3.1% |
| GT | 4.0% | 4.9% | 3.5% | 5.1% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| DORM | 17.5 | 21.0 | 20.3 | 20.9 |
| ALSN | 10.5 | 12.9 | 7.8 | 7.5 |
| APTV | 14.7 | 8.7 | 8.5 | 42.5 |
| ADNT | � | 85.7 | 16.8 | -27.4 |
| LEA | 9.3 | 10.5 | 14.5 | 22.6 |
| GT | 7.2 | 36.9 | -5.9 | 14.3 |
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.