Dana Incorporated

NYSE:DAN 株式レポート

時価総額：US$3.8b

Dana 将来の成長

Future 基準チェック /46

Dana利益と収益がそれぞれ年間60.2%と3.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27.1% 41.9%なると予測されています。

主要情報

60.2%

収益成長率

41.92%

EPS成長率

Auto Components 収益成長30.7%
収益成長率3.7%
将来の株主資本利益率27.06%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Apr 24

DAN: Expanded Buybacks And Higher Dividend Will Support Balanced Future Returns

Analysts have adjusted their price target for Dana to $40.71 from $39.57 as they factor in updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dana expanded its equity buyback plan on February 11, 2026, increasing the authorization by US$1,000 million to a total of US$2,000 million and extending the program through 2030 (Key Developments).
ナラティブ更新 • Apr 10

DAN: Expanded Buybacks And Dividend Increase Will Support Measured Future Returns

Analysts have adjusted their price target for Dana to $39.57 from $38.29, reflecting refreshed assumptions around the discount rate, revenue growth, profit margin, and future P/E. What's in the News Dana updated its share repurchase activity, buying back 10,152,110 shares between October 1 and December 31, 2025, for $205.98 million.
Seeking Alpha • Mar 31

Dana Incorporated: Positive Read-Throughs From Recent Investor Event

Summary I maintain my "Buy" rating for Dana, following my assessment of its Capital Markets Day disclosures. DAN aims to outpace the North American commercial vehicle market by 600bps annually and also expand into defense and powersport segments for incremental growth. It is also targeting 4ppts of EBITDA margin improvement over the next few years via SKU rationalization and a greater focus on the high-return aftermarket business. Read the full article on Seeking Alpha
ナラティブ更新 • Mar 26

DAN: Expanded Buybacks And Dividend Increases Will Support Attractive Future Returns

Analysts have maintained Dana's fair value estimate at $38.29, making only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. These refinements fine tune their price target rationale rather than overhaul it.
ナラティブ更新 • Mar 11

DAN: Expanded Buybacks And New CEO Will Support Attractive Future Returns

Analysts now see Dana's fair value estimate increasing from about $37.43 to $38.29, reflecting updated views on revenue growth, profit margins, discount rates, and future P/E assumptions. What's in the News Dana completed the repurchase of 34,000,000 shares, representing 25.38% of its stock for $653.3m, including 9,873,294 shares, or 8.1%, bought between October 1, 2025 and December 31, 2025 for $209.13m (Key Developments).
ナラティブ更新 • Feb 25

DAN: Buybacks And Leadership Transition Will Support Balanced Long Term Returns

Analysts have lifted their price target for Dana to $37.43 from $33.43. They point to slightly softer profit margin and revenue trends, along with a higher assumed future P/E multiple, as key drivers of the new view.
ナラティブ更新 • Feb 11

DAN: Analyst Day And 2025 Outlook Will Support Balanced Returns

Analysts have kept their $33.43 price target for Dana steady, with only small tweaks to the discount rate and forward P/E assumptions. These adjustments reflect fine tuning of their models rather than a change in their overall view.
ナラティブ更新 • Jan 27

DAN: Cost Savings And Buybacks Will Support Balanced Returns With 2025 Guidance

Analysts have raised their price target on Dana from about $26.71 to roughly $33.43. This change reflects updated assumptions that include a lower discount rate, slightly adjusted revenue expectations, firmer profit margins and a modestly higher future P/E multiple.
ナラティブ更新 • Jan 12

DAN: Cost Savings And Share Buybacks Will Shape Balanced Returns Ahead

Analysts have kept their fair value estimate for Dana broadly unchanged at about $26.71 per share. They have modestly adjusted assumptions such as the discount rate and forward P/E to reflect updated views on the stock's risk profile and earnings power, rather than a major shift in outlook.
分析記事 • Dec 31

Calculating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$26.92 With US$24.10 share...
ナラティブ更新 • Dec 25

DAN: Cost Savings And Share Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target on Dana slightly higher to approximately 26.71 dollars from about 26.43 dollars, citing modestly improved profit margin expectations, a lower discount rate, and a slightly cheaper projected earnings multiple, despite largely unchanged revenue growth assumptions. What's in the News Dana raised its 2025 earnings guidance, now expecting sales of 7.3 to 7.5 billion dollars, driven by accelerated cost savings and improved profitability (company guidance).
ナラティブ更新 • Dec 11

DAN: Cost Savings And Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target for Dana slightly higher, to approximately $26.43 from about $26.14. They cite marginal improvements in projected profit margins, a modestly lower discount rate, and a slightly higher future earnings multiple, despite slightly weaker revenue growth expectations.
ナラティブ更新 • Nov 27

DAN: Share Repurchases And Cost Savings Will Unlock Value Ahead

Analysts have updated their price target for Dana to $26.14, reflecting a consistent outlook with stable fundamental projections and a modestly lower discount rate supporting valuation refinement. What's in the News Dana Incorporated has raised its earnings guidance for 2025 and now expects sales between $7.3 and $7.5 billion.
ナラティブ更新 • Nov 12

DAN: Share Buybacks And Margin Gains Will Drive Value Unlocking

Analysts have raised their price target for Dana, increasing it from $25 to $26.14 per share. They cited incremental improvements in profit margin and a lower projected future price-to-earnings ratio as reasons for the adjustment.
ナラティブ更新 • Oct 29

Share Repurchases And Improved Margins Will Drive Future Upside

Analysts have increased their price target for Dana from $24.57 to $25.00. This change reflects a modestly improved profit margin outlook despite more tempered revenue growth projections.
ナラティブ更新 • Sep 27

Operational Efficiency And Electrification Will Power Long-Term Success

Driven primarily by a modest increase in Dana’s forward P/E multiple, the consensus analyst price target has risen slightly from $24.00 to $24.57. What's in the News Dana raised full-year 2025 earnings guidance, now expecting sales between $7.25 billion and $7.55 billion, compared to a previous midpoint of $9.9 billion.
分析記事 • Sep 26

Is Dana Incorporated (NYSE:DAN) Worth US$19.7 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$15.67 Dana is estimated to be...
分析記事 • Sep 05

Dana Incorporated (NYSE:DAN) Shares Fly 25% But Investors Aren't Buying For Growth

Dana Incorporated ( NYSE:DAN ) shareholders would be excited to see that the share price has had a great month, posting...
ナラティブ更新 • Sep 05

Operational Efficiency And Electrification Will Power Long-Term Success

With both the discount rate and future P/E ratio essentially unchanged, analysts' consensus fair value for Dana remains steady at $24.00 per share. What's in the News Dana completed the repurchase of 14,600,000 shares (10.02%) for $250 million under the buyback announced in June 2025.
分析記事 • Aug 01

Dana (NYSE:DAN) Will Pay A Dividend Of $0.10

Dana Incorporated ( NYSE:DAN ) has announced that it will pay a dividend of $0.10 per share on the 29th of August...
分析記事 • Jun 23

Is Dana (NYSE:DAN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 26

Estimating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$17.98 Dana's US$16.42 share...
分析記事 • May 05

Revenues Not Telling The Story For Dana Incorporated (NYSE:DAN) After Shares Rise 30%

Dana Incorporated ( NYSE:DAN ) shareholders are no doubt pleased to see that the share price has bounced 30% in the...
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新しいナラティブ • May 03

Power Technologies Integration And Hybrid Transmission Will Improve Efficiency

Accelerated cost reduction and integration of Power Technologies improve margins and profitability through significant savings and efficiency gains.
分析記事 • May 03

Dana Incorporated Just Reported A Surprise Profit, And Analysts Lifted Their Estimates

Shareholders of Dana Incorporated ( NYSE:DAN ) will be pleased this week, given that the stock price is up 12% to...
分析記事 • Apr 28

Dana's (NYSE:DAN) Dividend Will Be $0.10

Dana Incorporated's ( NYSE:DAN ) investors are due to receive a payment of $0.10 per share on 31st of May. This makes...
Seeking Alpha • Apr 11

Dana May Face Tariff Headwinds But Is Unbelievably Cheap

Summary Management is positioning Dana Inc. for stronger profitability in the face of market headwinds. Significant cost-saving measures, including plant consolidation and off-highway business divestiture, are expected to yield $300mm in annual savings by 2026. Dana's adjusted EBITDA margins improved to 8% in Q4'24, driven by operational efficiencies and a focus on light and commercial vehicle customers. Despite a challenging automotive market and potential tariff impacts, Dana's improved operating model and cost reductions are expected to enhance long-term shareholder value. Read the full article on Seeking Alpha
分析記事 • Mar 17

Dana (NYSE:DAN) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Feb 13

What Dana Incorporated's (NYSE:DAN) 38% Share Price Gain Is Not Telling You

Despite an already strong run, Dana Incorporated ( NYSE:DAN ) shares have been powering on, with a gain of 38% in the...
分析記事 • Feb 06

These Return Metrics Don't Make Dana (NYSE:DAN) Look Too Strong

When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Seeking Alpha • Feb 05

Dana Deserves An Upgrade On Prospects Of A Bright Future

Summary Dana Incorporated's stock surged 92.2% since October, driven by strong preliminary fiscal results and increased cost savings estimates, making it a compelling 'strong buy'. Despite a slight revenue dip to $10.28 billion, EBITDA rose to $885 million and free cash flow nearly tripled to $70 million. Management's cost reduction plan increased to $300 million, with significant savings expected by 2026, enhancing EBITDA margins even amid revenue declines. The potential sale of profitable off-highway operations adds uncertainty but could further improve Dana's financial health and valuation, justifying an upgrade to a 'strong buy'. Read the full article on Seeking Alpha
分析記事 • Jan 16

Are Investors Undervaluing Dana Incorporated (NYSE:DAN) By 25%?

Key Insights The projected fair value for Dana is US$16.05 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Nov 26

These 4 Measures Indicate That Dana (NYSE:DAN) Is Using Debt In A Risky Way

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 04

Little Excitement Around Dana Incorporated's (NYSE:DAN) Revenues As Shares Take 28% Pounding

The Dana Incorporated ( NYSE:DAN ) share price has fared very poorly over the last month, falling by a substantial 28...
分析記事 • Nov 03

Earnings Miss: Dana Incorporated Missed EPS By 84% And Analysts Are Revising Their Forecasts

It's shaping up to be a tough period for Dana Incorporated ( NYSE:DAN ), which a week ago released some disappointing...
Seeking Alpha • Oct 31

Dana Incorporated Stock: Getting Close To An Upgrade

Summary Dana Incorporated shares plunged after management announced disappointing revenue and earnings results for the third quarter of the company's 2024 fiscal year. It doesn't help that the business also reduced guidance for the year, with revenue now expected to be well below what it was previously. Even with these troubles, though, DAN stock is incredibly cheap and investors would be wise to remain bullish on the business. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:DAN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,4474143867344
12/31/20277,9483623676836
12/31/20267,6282643837677
12/31/20257,500-70298512N/A
9/30/20259,9576573408N/A
6/30/20259,938289332N/A
3/31/202510,050-17130515N/A
12/31/20247,734-350138450N/A
9/30/20248,454-19086426N/A
6/30/20249,225-14383503N/A
3/31/20249,926-5293544N/A
12/31/20237,613-27249476N/A
9/30/202310,616-10241540N/A
6/30/202310,482-209123599N/A
3/31/202310,320-231156600N/A
12/31/202210,156-242209649N/A
9/30/20229,874-385446N/A
6/30/20229,54398-242200N/A
3/31/20229,162143-42210N/A
12/31/20218,945197-211158N/A
9/30/20218,780212-163210N/A
6/30/20218,570209268606N/A
3/31/20217,443-18148464N/A
12/31/20207,106-3160386N/A
9/30/20206,98514235544N/A
6/30/20207,1558097454N/A
3/31/20208,383186211602N/A
12/31/20198,620226211637N/A
9/30/20198,606241N/A619N/A
6/30/20198,420225N/A512N/A
3/31/20198,168417N/A580N/A
12/31/20188,143427N/A568N/A
9/30/20188,007220N/A430N/A
6/30/20187,860193N/A487N/A
3/31/20187,646138N/A515N/A
12/31/20177,209105N/A554N/A
9/30/20176,819697N/A563N/A
6/30/20176,372686N/A424N/A
3/31/20176,078670N/A422N/A
12/31/20165,826640N/A384N/A
9/30/20165,75469N/A322N/A
6/30/20165,838131N/A418N/A
3/31/20165,901137N/A399N/A
12/31/20156,060155N/A406N/A
9/30/20156,267361N/A449N/A
6/30/20156,436331N/A415N/A

アナリストによる今後の成長予測

収入対貯蓄率: DANは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: DAN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: DAN今後 3 年以内に収益を上げることが予想されます。

収益対市場: DANの収益 ( 3.7% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: DANの収益 ( 3.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DANの 自己資本利益率 は、3年後には高くなると予測されています ( 27.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 04:35
終値2026/05/11 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Dana Incorporated 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Dan LevyBarclays
James PicarielloBNP Paribas
Aileen SmithBofA Global Research