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Dana Incorporated (DAN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Dana Incorporated

DANMarket cap $3.01BPrice $28.0

Country🇺🇸United States

SectorConsumer

IndustryAuto Components

Makes axles, driveshafts, and electric propulsion systems that power everything from pickup trucks to EVs. Been engineering drivetrains for over a century, and now it's betting big on electrifying the same trucks it once built for gasoline engines.

In Bastion Portfolios?

52W Return+50%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-10%1

Revenue Forecast

Rev CAGR (1y)+4%4

Rev CAGR (3y)+17%8

Rev CAGR (5y)+12%8

Earnings Forecast

EPS Growth Y+1+195%10

EPS Growth Y+2+282%10

EPS Growth Y+3+24%8

Quality

Margins

EBIT Margin4%2

Net Income Margin15%7

Free Cash Flow Margin2%3

Debt

Net Debt/EBITDA1.65

Efficiency

ROE-3%2

ROA16%10

Earnings Stability44

GEAR+AVERAGE58

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)510

P/E Ratio (Forward 3y)310

P/BV1.68

EV Multiples

EV/EBITDA Fwd510

EV/EBIT Fwd99

Yield

Free Cash Flow Yield3.9%5

Dividend Yield1.7%5

Momentum

Short term

1 month return-10%2

3 month return+10%8

YTD return+19%7

Mid term

Price vs 52wHigh71%4

1 year return+53%9

Long term

3 year return+121%8

5 year return+30%5

Risk Shield

Price Risk

Beta1.23

Volatility43%4

Free Cash Flow

Free Cash Flow Margin2%3

Free Cash Flow Yield3.9%5

Quality

ROCE7%4

Earnings Stability44

Net Debt/EBITDA1.65

02Growth

Is it actually growing, and how fast?

DANDana

Revenue FY25$7.5B

GROWTH RATING↗

AVERAGE67 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-10%1

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+17%8

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+195%10

EPS growth, FY27E+282%10

EPS growth, FY28E+24%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 67% of companies worldwide.

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.7/10

After shrinking over the last 3 years, revenue is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 195%/yr vs revenue 17%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Revenue fell 10%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Margin Expander

A top-tier grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE57 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%2

3-month return+10%8

YTD return+19%7

MID & LONG-TERM▾SCORE

% of 52-week high71%4

1-year return+53%9

3-year return+121%8

5-year return+30%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +121% over three years and +30% over five, ahead of 60% of the market.

It's up 53% over the past year, but 29% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+10%) and so far this year (+19%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over the past month (-10%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Dana Incorporated. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

DANDana

Revenue FY25$7.5B

GROWTH RATING↗

AVERAGE67 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-10%1

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+17%8

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+195%10

EPS growth, FY27E+282%10

EPS growth, FY28E+24%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 67% of companies worldwide.

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.7/10

After shrinking over the last 3 years, revenue is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 195%/yr vs revenue 17%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Revenue fell 10%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Margin Expander

A top-tier grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE57 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-10%2

3-month return+10%8

YTD return+19%7

MID & LONG-TERM▾SCORE

% of 52-week high71%4

1-year return+53%9

3-year return+121%8

5-year return+30%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +121% over three years and +30% over five, ahead of 60% of the market.

It's up 53% over the past year, but 29% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+10%) and so far this year (+19%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over the past month (-10%).

BOTTOM LINE

Momentum Leader

04Value

Are you paying a fair price for it?

Stop guessing on Dana Incorporated. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community