Dana Incorporated (DAN) Fair Value & Analysis

Consumer Cyclical · US · Market cap $2.9B

A solid business, but screening 69% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($21.12). The favourable scenario is already priced in.
• Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range ($8.81 to $21.12) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range $7.35 – $38.79 · fair‑value band $8.81 – $21.12 · the $28.44 price screens above the $8.81 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

Full chart & analysis →

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Analysis

Dana Incorporated (DAN) currently trades at $28.44, while our model-based Fair Value estimate is $8.81, implying the stock looks roughly 69.0% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Dana Incorporated generated revenue of $7.6B at a net margin of 15.1%. Revenue grew 4.9% year over year. It earns a return on equity of -2.8%. Net debt stands at $3.0B. Fundamentals as of Jul 15, 2026

Our scenario range runs from $8.81 (bear case) to $21.12 (bull case); at $28.44, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 28% below its 52-week high and 89% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -69%, DAN screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: Multiples ($13.43) versus Dividend Discount ($4.80). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Dana Incorporated, together with its subsidiaries, provides power-conveyance and energy-management solutions for on-highway vehicles in North America, Europe, South America, and the Asia Pacific.

Full company description

Dana Incorporated, together with its subsidiaries, provides power-conveyance and energy-management solutions for on-highway vehicles in North America, Europe, South America, and the Asia Pacific. The Light Vehicle segment provides axles, driveshafts, internal combustion engine (ICE), hybrid and electric transmissions, e-axle and e-transmission systems, inverters, electric motors, controllers, sealing and thermal products, e-sealing, e-thermal cooling systems, battery and electronics cooling, hydrogen fuel cell cooling, and new power industrial cooling. The Commercial Vehicle segment offers axles, driveshafts, hybrid and electric transmissions, e-axle and e-transmission systems, inverters, electric motors, controllers. The company offers electrodynamic technologies comprising motors, inverters, software and control systems, battery-management systems, and fuel cell plates. The company also provides sealing solutions, such as gaskets, seals, cam covers, and oil pan modules; thermal-management technologies, including transmission and engine oil cooling, battery and electronics cooling, charge air cooling, and thermal-acoustical protective shielding; and digital solutions that include active and passive system controls, as well as descriptive and predictive analytics. It serves vehicle manufacturers in the global light vehicle, medium/heavy vehicle. The company was formerly known as Dana Holding Corporation and changed its name to Dana Incorporated in August 2016. Dana Incorporated was founded in 1904 and is headquartered in Maumee, Ohio.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Dana Incorporated reported revenue of $7.5B in FY2025 versus $8.9B in FY2021, a compound −4.3%/yr. Reported net income was $85.0M in FY2025, compounding −19.0%/yr from FY2021.

DAN screens 69% overvalued. Compare with Hyundai Mobis Co →

Peer Group

Auto Parts · 642 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Auto Parts median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.