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Dorman Products, Inc. (DORM)

POSITIVE
Consumer CyclicalAuto PartsUnited States

Fondamental

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

CyclicalJustement valorisé

Juste valeur

$154.53

Prix actuel

$129.84

Marge de sécurité

+16.0%

Fourchette de juste valeur

$109.25 - $199.82

Méthodes d'estimation

Analyst price target:$162.38
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$108.56
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):$80.55
Justified P/B:Not applicable to this type of company
Dividend discount (Gordon):Not applicable to this type of company
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:$197.14
Revenue multiple:Not applicable to this type of company
Consensus des analystes:Achat fort (13B / 1H / 0S)
Dernière surprise sur les résultats:+57.71%

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

8/9

Santé financière solide

score
criteria

Qualité des bénéfices

1.14

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-0.6%

Rachat d'actions. Favorable aux actionnaires

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Kevin M. Olsen CPAChairman, President & CEO53
Mr. Steven L. BermanFounder & Director65
Mr. Joseph P. BraunSenior VP, General Counsel & Secretary51
Mr. Scott D. LeffSenior VP & Chief Human Resources Officer53
Mr. Jeffrey L. DarbySenior Vice President of Enterprise Sales57
Mr. Eric B. LuftigPresident of Light Duty51
Mr. Charles W. RayfieldSenior VP & Chief Financial Officer45
Mr. Nathan J. PorterSenior VP & COO49
Mr. Gregory C. BowenVP & Chief Accounting Officer56
Ms. Donna M. LongSenior VP & Chief Information Officer57

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.

  • 2/26/2026NEUTRAL
    Dorman (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