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Dorman Products, Inc. (DORM)

POSITIVE
Consumer CyclicalAuto PartsUnited States

Fundamental

78

Preço

$129.84

Capitalização de Mercado

$3.91B

Parte 1 · Quanto vale a empresa

Visão Geral

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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Direct competitors

Who this company fights with for the same customers

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Balanço & Liquidez

Receita

$2.16B

Últimos 12 meses (até 27/06/2026)

Resultado Líquido

$219M

Últimos 12 meses (até 27/06/2026)

Fluxo de Caixa Livre

$76M

Capital Próprio Total

$1.48B

Passivo Total

$1.02B

Rácio de Liquidez

3.60

Cobertura de Juros

11.93

Dívida/EBITDA

1.49

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

CyclicalJustamente Valorizada

Valor Justo

$154.53

Preço Atual

$129.84

Margem de Segurança

+16.0%

Intervalo de Valor Justo

$109.25 - $199.82

Métodos de Estimativa

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
Consenso dos Analistas:Compra Forte (13B / 1H / 0S)
Última Surpresa de Resultados:+57.71%

Métricas de Avaliação

Rácio P/E

18.16

ROE

13.8%

Rácio P/B

2.57

P/FCF

18.16

Margem Bruta

42.3%

ROIC

11.9%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (4)

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

Indisponível (1)

  • Dividend Payout NaN%

Piotroski F-Score

8/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

1.14

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-0.6%

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
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

Risco de Auditoria

5

Risco do Conselho

6

Risco de Remuneração

3

Risco dos Direitos dos Acionistas

3

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

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