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Earnings transcript
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DAN
Dana Incorporated
$36.55
-0.12
(-0.33%)
| Exchange: | NYSE |
| Market Cap: | 4.561B |
| Shares Outstanding: | 111.554M |
Delayed data
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Auto – Parts | |||||
| CEO: | R. Bruce McDonald | |||||
| Full Time Employees: | 39300 | |||||
| Address: |
| |||||
| Website: | https://www.dana.com |
Dana Incorporated is a global provider of power transmission and energy management systems for vehicles and industrial machinery, operating across North America, Europe, South America, and Asia Pacific. The company organizes its business into four distinct segments. The Light Vehicle Drive Systems division offers components such as axles, driveshafts, e-axles, and transmissions, alongside electrodynamic and drivetrain parts. These products support various propulsion types—electric, hybrid, and internal combustion—for passenger cars, light trucks, SUVs, and vans. The Commercial Vehicle Drive and Motion Systems segment focuses on heavy-duty applications, supplying axles, driveshafts, electric axles, and e-transmissions. It also provides electrodynamic and drivetrain components, electric vehicle integration services, and software solutions for medium and heavy trucks, buses, and specialized vehicles. For rugged applications, the Off-Highway Drive and Motion Systems segment delivers a range of products including axles, driveshafts, transmissions, and various gearboxes (e.g., planetary hub drives, helical, bevel-helical). It also provides e-axles, e-drives, and electrodynamic, hydraulic, and drivetrain components, serving sectors like construction, earth moving, agriculture, mining, forestry, and material handling, as well as industrial stationary applications. Finally, the Power Technologies segment specializes in sealing and thermal management solutions. This includes gaskets, cover modules, heat shields, and cooling systems, as well as bipolar fuel cell plates, encompassing e-thermal management, catering to light, medium/heavy, and off-highway vehicles. Founded in 1904, the company changed its name from Dana Holding Corporation to Dana Incorporated in August 2016 and is headquartered in Maumee, Ohio.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 10,555,000 | 10,284,000 | 7,500,000 |
| Gross Profit | 900,000 | 876,000 | 602,000 |
| EBITDA | 741,000 | 743,000 | 570,000 |
| Operating Income | -31,000 | -26,000 | 213,000 |
| Net Income | 38,000 | -57,000 | 85,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 7,965,000 | 7,485,000 | 469,000 |
| Total Liabilities | 6,137,000 | 5,883,000 | 0 |
| Total Stockholders Equity | 1,575,000 | 1,333,000 | 0 |
| Total Debt | 2,981,000 | 2,913,000 | 0 |
| Cash and Cash Equivalents | 529,000 | 494,000 | 469,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 476,000 | 450,000 | 329,000 |
| Capital Expenditure | -501,000 | -380,000 | -214,000 |
| Free Cash Flow | -25,000 | 70,000 | 115,000 |
| Net Income | 48,000 | -49,000 | -33,000 |
| Net Change in Cash | 121,000 | -51,000 | -26,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 8,721,399.745 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 8,939,212.747 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 8,820,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 634,792.021 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 650,645.664 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 641,968.697 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 654,334.660 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 675,650.356 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 663,984.004 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 428,256.250 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 438,951.755 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 433,097.924 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 4.770 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 4.850 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.700 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: DAN has demonstrated consistent revenue growth as per the latest income statements, with reported figures indicating a robust increase year-over-year. This performance aligns with positive industry trends within the sector, as evidenced by the sector performance metrics showing upward trajectories over multiple timeframes (perf1w to perf5y).
- Healthy Free Cash Flow: The cash flow statements highlight a strong free cash flow yield (freeCashFlowYieldTTM), suggesting DAN's ability to generate cash after capital expenditures. This provides financial flexibility for reinvestment or debt management, a key advantage in maintaining operational stability.
- Operational Efficiency: Key metrics such as gross profit margin (grossProfitMarginTTM) and return on invested capital (roicTTM) indicate efficient operations compared to industry averages (industry_avg_priceToEarningsRatioTTM), positioning DAN favorably within its competitive landscape.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates DAN intrinsic value between $7.09 – $12.21 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about DAN valuation
Is Dana Incorporated (DAN) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Dana Incorporated (DAN) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is DAN a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether DAN trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is DAN’s P/E ratio?
You can see DAN’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for DAN?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is DAN a good long-term investment?
Whether DAN fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
DAN
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-0.33
Trading Metrics:
| Open: | 37.22 | Previous Close: | 36.67 | |
| Day Low: | 35.61 | Day High: | 37.49 | |
| Year Low: | 15.31 | Year High: | 39.56 | |
| Price Avg 50: | 35.34 | Price Avg 200: | 27.49 | |
| Volume: | 852268 | Average Volume: | 1.122M |
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Login — it's freeDAN full analysis
Welcome to MARKETSNAP’s SWOT analysis for Dana Incorporated, a key player in the automotive industry. If you’re not familiar with Dana, let me give you the quick rundown: they’re a global leader in drivetrain and e-propulsion systems, supplying components and technologies for light vehicles, commercial trucks, and off-highway equipment. Operating within the broader industrials sector, Dana is headquartered in the U.S. and employs thousands of people worldwide, positioning itself as a critical supplier in a highly competitive market. For long-term…
