ランキングに戻る

Dorman Products, Inc. (DORM)

POSITIVE
Consumer CyclicalAuto PartsUnited States

ファンダメンタル

78

株価

$129.84

時価総額

$3.91B

パート1 · 企業の価値

概要

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.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

貸借対照表と流動性

売上高

$2.16B

直近12か月(2026/6/27まで)

純利益

$219M

直近12か月(2026/6/27まで)

フリーキャッシュフロー

$76M

自己資本合計

$1.48B

負債合計

$1.02B

流動比率

3.60

利払い倍率

11.93

負債/EBITDA

1.49

一株当たり利益(EPS)

売上高と純利益

フリーキャッシュフロー

収益内訳

財務推移表

利益率の推移

負債の推移

負債の重さ

成長率グリッド

成長率 — 売上高

適正価値の推定

Cyclical適正価値

適正価値

$154.53

現在株価

$129.84

安全マージン

+16.0%

適正価値レンジ

$109.25 - $199.82

推定方法

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
アナリスト・コンセンサス:強い買い (13B / 1H / 0S)
直近の決算サプライズ:+57.71%

バリュエーション指標

P/E レシオ

18.16

ROE

13.8%

P/B レシオ

2.57

P/FCF

18.16

粗利益率

42.3%

ROIC

11.9%

収益性レーダー

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.

ファンダメンタル分析基準

合格(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

不合格(4)

  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Net Margin Trend 10.2% vs 10.8%

データなし(1)

  • Dividend Payout NaN%

Piotroski F-スコア

8/9

財務健全性が高い

score
criteria

利益の質

1.14

高品質:利益はキャッシュに裏付けられている

株式希薄化

-0.6%

株式を買い戻している。株主に友好的

ガバナンス

経営陣

氏名役職年齢
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

監査リスク

5

取締役会リスク

6

報酬リスク

3

株主権利リスク

3

パート2 · 株価と買い時

この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。

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