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Douglas Dynamics, Inc.NYSE:PLOW 株式レポート

時価総額 US$1.1b
株価
US$45.29
US$50.5
10.3% 割安 内在価値ディスカウント
1Y69.1%
7D-2.0%
ポートフォリオ価値
表示

Douglas Dynamics, Inc.

NYSE:PLOW 株式レポート

時価総額:US$1.1b

Douglas Dynamics(PLOW)株式概要

ダグラス・ダイナミックス社は、北米で商用車用アタッチメントおよび機器の製造・アップフィッターとして事業を展開している。 詳細

PLOW ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長2/6
過去の実績2/6
財務の健全性5/6
配当金5/6

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Douglas Dynamics, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Douglas Dynamics
過去の株価
現在の株価US$45.23
52週高値US$52.33
52週安値US$25.79
ベータ1.26
1ヶ月の変化6.27%
3ヶ月変化12.04%
1年変化69.08%
3年間の変化62.35%
5年間の変化6.20%
IPOからの変化300.62%

最新ニュース

ナラティブ更新 Apr 28

PLOW: Constructive 2026 Outlook And Q4 Update Will Support Further Upside

Analysts now frame Douglas Dynamics around a revised price target of about $48 to $50, up from prior levels in the mid $30s to high $30s. This reflects updated models after Q4 results and a view that the recent share rally has brought the stock closer to fair value.
ナラティブ更新 Apr 11

PLOW: Constructive 2026 Outlook And Q4 Update Suggest Shares Are Fairly Priced

Analysts have lifted their price target range for Douglas Dynamics to about $48 to $50, up from $35 to $39. This reflects updated models after Q4 results and a view that the 2026 outlook is constructive while the recent share rally has brought the stock closer to fair value.

Recent updates

ナラティブ更新 Apr 28

PLOW: Constructive 2026 Outlook And Q4 Update Will Support Further Upside

Analysts now frame Douglas Dynamics around a revised price target of about $48 to $50, up from prior levels in the mid $30s to high $30s. This reflects updated models after Q4 results and a view that the recent share rally has brought the stock closer to fair value.
ナラティブ更新 Apr 11

PLOW: Constructive 2026 Outlook And Q4 Update Suggest Shares Are Fairly Priced

Analysts have lifted their price target range for Douglas Dynamics to about $48 to $50, up from $35 to $39. This reflects updated models after Q4 results and a view that the 2026 outlook is constructive while the recent share rally has brought the stock closer to fair value.
ナラティブ更新 Mar 27

PLOW: 2026 Outlook And Q4 Revisions Will Support Further Upside

Analysts have lifted their price targets on Douglas Dynamics into a $48 to $50 range, reflecting updated models after Q4 results and the view that the recent share move now places the stock closer to estimated fair value. Analyst Commentary Bullish Takeaways Bullish analysts see the updated Q4 models as supportive of a higher valuation range, which is reflected in price targets moving into the high $40s to $50 level.
ナラティブ更新 Mar 13

PLOW: 2026 Outlook And Q4 Revisions Will Drive Bullish Repricing

Analysts have lifted their price target on Douglas Dynamics to $50.50 from $48.25, citing updated models following recent quarterly results and a view that shares are now closer to fair value after the latest rally. Analyst Commentary Bullish Takeaways Bullish analysts point to updated models after Q4 results as support for higher valuation ranges, with targets such as $50 and $50.50 indicating more confidence in the company’s execution on its current plan.
Seeking Alpha Mar 10

Douglas Dynamics: I Should Have Upgraded This Play Sooner

Summary Douglas Dynamics delivered a 43.7% share price surge, driven by robust revenue and profit growth, especially in Q4 2025. 2025 saw significant gains in both Work Truck Attachments and Work Truck Solutions segments, fueled by strong snowfall and municipal demand. Management guides for 2026 sales of $710–$760 million, EBITDA of $100–$120 million, and adjusted EPS of $2.25–$2.85. PLOW is upgraded to a soft ‘buy’ as growth momentum and fair valuation outweigh concerns about recent multiple expansion. Read the full article on Seeking Alpha
新しいナラティブ Feb 27

Municipal Demand And Replacement Cycle Tailwinds Will Support Stronger Long Term Prospects

Catalysts About Douglas Dynamics Douglas Dynamics designs and manufactures work truck attachments and solutions, including snow and ice control equipment and truck upfits for municipal and commercial customers. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Feb 26

PLOW: Q4 Revisions And Profitability Outlook Will Shape Future Share Performance

Analysts have raised their price target on Douglas Dynamics to $50 from $35, reflecting updated views on fair value, P/E multiples, and profitability following recent Q4 results and model revisions. Analyst Commentary Analysts updating their models after Q4 results are signaling a reassessment of Douglas Dynamics' fair value, with the new US$50 price target sitting meaningfully above the prior US$35 level.
分析記事 Jan 08

Is There An Opportunity With Douglas Dynamics, Inc.'s (NYSE:PLOW) 29% Undervaluation?

Key Insights The projected fair value for Douglas Dynamics is US$49.65 based on 2 Stage Free Cash Flow to Equity...
分析記事 Dec 12

Douglas Dynamics (NYSE:PLOW) Is Due To Pay A Dividend Of $0.295

Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the 31st of...
分析記事 Sep 08

Douglas Dynamics (NYSE:PLOW) Has Affirmed Its Dividend Of $0.295

Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the 30th of...
ナラティブ更新 Aug 07

Operational Optimization And Tech Investment Will Navigate Milder Winters

With no material change in Douglas Dynamics’ net profit margin or consensus revenue growth forecasts, the analyst price target remains stable at $36.33. What's in the News Raised 2025 net sales guidance to $630–660 million from $610–650 million.
分析記事 Jul 05

Douglas Dynamics (NYSE:PLOW) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Apr 18

No Flurry Of Optimism: Why I'm Downgrading Douglas Dynamics

Summary Douglas Dynamics' financial performance has been mixed, resulting in a 24.1% stock drop despite cheaper EV to EBITDA valuation and economic uncertainty, prompting a downgrade to 'hold'. The company’s revenue has declined from $616.1 million to $568.5 million over three years, with a significant drop in the Work Truck Attachments segment. Management forecasts higher 2025 sales between $610 million and $650 million, but economic and supply chain uncertainties could impact these projections. Rising steel prices and climate change pose significant risks to the business, affecting profit margins and long-term revenue from snow-related products. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Douglas Dynamics: Tactical Play With Heavy Snowfall Winter

Summary Douglas Dynamics is possibly poised for growth due to already heavy snowfall in the Northeast and Midwest, where snowfall drives plow and ice control product demand. PLOW expects around 5% YoY sales and EBITDA growth, supported by cost-saving measures and improved price realization, which may be conservative with last year's mild winter. Current stock prices are at 2016 levels, presenting a compelling buying opportunity with forward PEs potentially dropping to 16.5x or lower, assuming success in cost savings. We also think that based on past years when sales were at higher levels in more normal winters, forward PEs could be even more compressed and attractive. At the very least, prices are quite languished, and below the levels of last mild winter. Even on that tactical basis, it is interesting, though current dealer inventories are elevated. Read the full article on Seeking Alpha
分析記事 Dec 09

Douglas Dynamics' (NYSE:PLOW) Dividend Will Be $0.295

The board of Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the...
分析記事 Nov 06

Concerns Surrounding Douglas Dynamics' (NYSE:PLOW) Performance

The market shrugged off Douglas Dynamics, Inc.'s ( NYSE:PLOW ) solid earnings report. Our analysis showed that there...
User avatar
新しいナラティブ Sep 24

Cost Savings And Tactical Alliances Propel Record Growth And Future Profitability

Strategic partnerships and expansions, including with John Deere, aim to enhance sales channels and customer bases, fostering revenue growth in key segments.
分析記事 Sep 08

Douglas Dynamics (NYSE:PLOW) Is Due To Pay A Dividend Of $0.295

Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the 30th of...
分析記事 Jul 31

Douglas Dynamics' (NYSE:PLOW) Returns Have Hit A Wall

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Seeking Alpha Jul 30

Douglas Dynamics Is Beginning To Prove Itself

Summary Douglas Dynamics, Inc. shares rose 5.5% after exceeding revenue, earnings, and adjusted earnings per share expectations in Q2 of fiscal year 2024. Despite a decline in revenue, the company's financial performance improved year over year, with higher earnings and cash flows reported. Management's guidance for the rest of the year suggests continued growth, making the stock look attractively priced on an absolute basis. Read the full article on Seeking Alpha
分析記事 Jul 17

Douglas Dynamics, Inc.'s (NYSE:PLOW) Shareholders Might Be Looking For Exit

There wouldn't be many who think Douglas Dynamics, Inc.'s ( NYSE:PLOW ) price-to-earnings (or "P/E") ratio of 19.7x is...
分析記事 Jun 11

Douglas Dynamics (NYSE:PLOW) Is Due To Pay A Dividend Of $0.295

The board of Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the...
Seeking Alpha May 24

Douglas Dynamics: Market Leader Trading At Near-Trough Multiple On Depressed Earnings

Summary Due to weak demand caused by weather-related challenges, Douglas Dynamics is trading at depressed earnings and a near trough multiple. This is creating an opportunity to invest in a business with both a market-leading, stable, and cash-generative segment, and a segment with a history of consistent growth. I see a credible case for the stock to reach $35-$40 based on my estimates of FCF growth over the next few years and a 15-20x multiple. While these estimates are dependent on favorable weather conditions, I believe the Solutions segment will continue to grow due to commentary from other companies regarding demand from vocational trucking customers. Read the full article on Seeking Alpha
Seeking Alpha May 02

Douglas Dynamics: Priced For (Potentially) Attractive Returns

Summary Douglas Dynamics' stock price has declined by nearly half since the start of 2021 due to declining sales and EBITDA. The company's Work Truck Attachments segment has been affected by external headwinds, including lower snowfall levels, destocking, and macro headwinds. Should weather reverse course, and both their WTA and WTS segment maintain their margins, PLOW is priced to generate attractive IRRs for investors. Read the full article on Seeking Alpha

株主還元

PLOWUS MachineryUS 市場
7D-2.0%0.2%2.1%
1Y69.1%49.7%30.6%

業界別リターン: PLOW過去 1 年間で49.7 % の収益を上げたUS Machinery業界を上回りました。

リターン対市場: PLOW過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。

価格変動

Is PLOW's price volatile compared to industry and market?
PLOW volatility
PLOW Average Weekly Movement6.8%
Machinery Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: PLOW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: PLOWの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19461,764Mark Genderenwww.douglasdynamics.com

ダグラス・ダイナミックス社は、北米で商用車用アタッチメントおよび機器の製造・アップフィッターとして事業を展開している。ワークトラックアタッチメントとワークトラックソリューションの2つのセグメントで事業を展開している。ワークトラックアタッチメント部門は、FISHER、WESTERN、SNOWEXブランドの雪氷制御アタッチメントやその他の製品、VENCO、VENTUROブランドのトラック搭載型サービスクレーンやダンプホイストを製造・販売している。ワークトラック・ソリューション部門は、ヘンダーソン(HENDERSON)ブランドの地方自治体向け防雪・防氷製品の製造、ヘンダーソン(HENDERSON)、デジャーナ(DEJANA)ブランドおよび関連サブブランドのアタッチメントとストレージのアップフィットに従事している。また、運輸省や自治体などの政府機関向けに、カスタマイズしたターンキー・ソリューションも提供している。同社は、主に商業施設や住宅地の除雪を請け負うプロの除雪業者に、代理店ネットワークを通じて製品を販売している。ダグラス・ダイナミックス社は1946年に設立され、ウィスコンシン州ミルウォーキーに本社を置いている。

Douglas Dynamics, Inc. 基礎のまとめ

Douglas Dynamics の収益と売上を時価総額と比較するとどうか。
PLOW 基礎統計学
時価総額US$1.05b
収益(TTM)US$52.08m
売上高(TTM)US$678.78m
20.1x
PER(株価収益率
1.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
PLOW 損益計算書(TTM)
収益US$678.78m
売上原価US$494.39m
売上総利益US$184.39m
その他の費用US$132.31m
収益US$52.08m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)2.25
グロス・マージン27.16%
純利益率7.67%
有利子負債/自己資本比率59.1%

PLOW の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.6%
現在の配当利回り
52%
配当性向

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2026/05/07 03:03
終値2026/05/07 00:00
収益2026/03/31
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

Douglas Dynamics, Inc. 4 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。10

アナリスト機関
Timothy WojsBaird
Jason UrsanerCJS Securities, Inc.
Ryan SigdahlCraig-Hallum Capital Group LLC