Dorman Products, Inc. (DORM)
POSITIVEFondamental
78
Prix
$129.84
Capitalisation boursière
$3.91B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
Dorman Products, Inc. supplies replacement and upgrade parts for the motor vehicle aftermarket industry in the United States and internationally. It operates through segments Light Duty, Heavy Duty, and Specialty Vehicle segments. The company offers engine products, including intake and exhaust manifolds, oil filters and coolers, fans, thermostat housings, and throttle bodies; undercar products, such as fluid lines, fluid reservoirs, connectors, 4-wheel drive components and axles, drain plugs, other engine, transmission, and axle components; steering and suspension products comprising control arms, ball joints, tie-rod ends, brake hardware and hydraulics, wheel and axle hardware, suspension arms, knuckles, links, bushings, and leaf springs, as well as other suspension, steering, and brake components; body products, including door handles and hinges, window lift motors, window regulators, switches and handles, wiper components, lighting, electrical, and other interior and exterior vehicle body components, including windshields for UTVs; electronics products, such as new and remanufactured modules, clusters and sensors; and hardware products consisting of threaded bolts and auto body fasteners, automotive and home electrical wiring components, and other hardware assortments and merchandise. It also provides OE FIX solutions, including exhaust manifolds, metal heater hose connectors, and aluminum oil filter housings; and intake manifolds, exhaust manifolds, oil filters and coolers, exhaust gas recirculation coolers, driveshafts, UTV windshields, and complex electronics modules. The company markets its products under the DORMAN, DORMAN OE FIX, HELP!, Conduct-Tite, Dayton Parts, SuperATV, Keller Performance Products, Assault Industries, Gboost, and GDP brands through aftermarket retailers, dealers, and national, regional, and local wholesale distributors and specialty markets. Dorman Products, Inc. was founded in 1918 and is headquartered in Colmar, Pennsylvania.
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Bilan & Liquidités
Chiffre d'affaires
$2.16B
12 derniers mois (au 27/06/2026)
Résultat net
$219M
12 derniers mois (au 27/06/2026)
Flux de trésorerie libre
$76M
Capitaux propres totaux
$1.48B
Passif total
$1.02B
Ratio de liquidité général
3.60
Couverture des intérêts
11.93
Dette/EBITDA
1.49
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$154.53
Prix actuel
$129.84
Marge de sécurité
+16.0%
Fourchette de juste valeur
$109.25 - $199.82
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
18.16
ROE
13.8%
Ratio P/B
2.57
P/FCF
18.16
Marge brute
42.3%
ROIC
11.9%
Radar de rentabilité
Value Creation (Economic Moat)
ROIC
11.9%
WACC
9.5%
ROIC − WACC
+2.4 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Critères d'analyse fondamentale
Réussi (23)
- EPS shows upward trend
- EPS CAGR 9.88%
- Price CAGR 6.10%
- ROIC 11.9%
- Gross Margin 42.3%
- P/FCF 18.16
- P/B Ratio 2.57
- Debt/Equity ratio
- Operating Margin 14.5%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 14.8%
- Revenue Growth 5Y 14.3%
- Analyst Consensus 93% Buy
- Earnings Surprise avg 13.3%
- PEG Ratio 1.20
- Earnings Quality (OCF/NI) 1.14
- Share Dilution -0.6%
- Piotroski F-Score 8/9
Échoué (4)
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Net Margin Trend 10.2% vs 10.8%
Indisponible (1)
- Dividend Payout NaN%
Score F de Piotroski
Santé financière solide
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. Kevin M. Olsen CPA | Chairman, President & CEO | 53 |
| Mr. Steven L. Berman | Founder & Director | 65 |
| Mr. Joseph P. Braun | Senior VP, General Counsel & Secretary | 51 |
| Mr. Scott D. Leff | Senior VP & Chief Human Resources Officer | 53 |
| Mr. Jeffrey L. Darby | Senior Vice President of Enterprise Sales | 57 |
| Mr. Eric B. Luftig | President of Light Duty | 51 |
| Mr. Charles W. Rayfield | Senior VP & Chief Financial Officer | 45 |
| Mr. Nathan J. Porter | Senior VP & COO | 49 |
| Mr. Gregory C. Bowen | VP & Chief Accounting Officer | 56 |
| Ms. Donna M. Long | Senior VP & Chief Information Officer | 57 |
Risque d'audit
5
Risque du conseil
6
Risque de rémunération
3
Risque droits des actionnaires
3
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Latest News
Recent headlines for DORM, sourced from Markets Gazette.
- 2/26/2026NEUTRALDorman (DORM) Q4 2025 Earnings Call Transcript
Investors in Dorman Products Inc. (DORM) are awaiting crucial details following the announcement of the Q4 2025 earnings call transcript. While the event was scheduled for February 26, 2026, the specific content of the transcript is not yet publicly available. This lack of information prevents an in-depth analysis of the company's financial performance, including revenues, earnings per share, and future guidance. The market remains in a holding pattern, with participants closely monitoring the actual release of data to assess business trends and growth prospects. Transparency and timeliness in disseminating such information are critical for guiding investment decisions, and its temporary absence keeps the stock in a position of uncertainty.
via Markets Gazette