(DORM) Dorman Products - Overview
Sector: Consumer Cyclical | Industry: Auto Parts | Exchange: NASDAQ (USA) | Market Cap: 3.497m USD | Total Return: -7.4% in 12m
Avg Turnover: 28.1M
EPS Trend: 96.5%
Qual. Beats: 0
Rev. Trend: 97.9%
Qual. Beats: 0
Warnings
Below Avwap Earnings
Tailwinds
No distinct edge detected
Dorman Products, Inc. (DORM) is a supplier of replacement parts and upgrade components for the motor vehicle aftermarket. The company operates across Light Duty, Heavy Duty, and Specialty Vehicle segments, providing a catalog that includes engine, undercar, steering, suspension, and electronic products. Its business model focuses on OE FIX solutions, which involve re-engineering original equipment parts to address known failure patterns or improve ease of installation.
The company distributes its products through diverse channels, including retail chains, wholesale distributors, and specialty markets under brands such as DORMAN, HELP!, and SuperATV. The automotive aftermarket sector is characterized by steady demand driven by the increasing average age of vehicles on the road, which necessitates more frequent maintenance and repairs. Dorman’s strategy relies on a high volume of Stock Keeping Units (SKUs) to capture fragmented demand across various vehicle makes and models.
To better understand the companys valuation and historical performance metrics, you may find it useful to explore additional data on ValueRay. Founded in 1918 and headquartered in Pennsylvania, Dorman continues to expand its portfolio through both organic product development and the acquisition of specialty component manufacturers.
- Average age of US vehicle fleet drives replacement part demand volume
- Expansion into heavy-duty and specialty vehicle markets diversifies revenue streams
- Proprietary OE FIX product engineering maintains high gross margin capture
- Supply chain stability and logistics costs influence quarterly operating income
- Integration of SuperATV acquisition scales presence in high-growth powersports sector
| Net Income: 190.2m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.03 > 0.02 and ΔFCF/TA -4.95 > 1.0 |
| NWC/Revenue: 47.75% < 20% (prev 41.49%; Δ 6.26% < -1%) |
| CFO/TA 0.04 > 3% & CFO 106.2m > Net Income 190.2m |
| Net Debt (583.4m) to EBITDA (337.5m): 1.73 < 3 |
| Current Ratio: 3.29 > 1.5 & < 3 |
| Outstanding Shares: last quarter (30.4m) vs 12m ago -1.26% < -2% |
| Gross Margin: 40.67% > 18% (prev 0.41%; Δ 4.03k% > 0.5%) |
| Asset Turnover: 88.48% > 50% (prev 84.37%; Δ 4.12% > 0%) |
| Interest Coverage Ratio: 10.42 > 6 (EBITDA TTM 337.5m / Interest Expense TTM 27.0m) |
| A: 0.42 (Total Current Assets 1.48b - Total Current Liabilities 448.1m) / Total Assets 2.44b |
| B: 0.55 (Retained Earnings 1.34b / Total Assets 2.44b) |
| C: 0.12 (EBIT TTM 281.6m / Avg Total Assets 2.43b) |
| D: 1.38 (Book Value of Equity 1.33b / Total Liabilities 968.4m) |
| Altman-Z'' = 6.78 = AAA |
| DSRI: 0.86 (Receivables 503.0m/555.1m, Revenue 2.15b/2.05b) |
| GMI: 1.00 (GM 40.67% / 40.65%) |
| AQI: 0.89 (AQ_t 0.28 / AQ_t-1 0.32) |
| SGI: 1.05 (Revenue 2.15b / 2.05b) |
| TATA: 0.03 (NI 190.2m - CFO 106.2m) / TA 2.44b) |
| Beneish M = -3.14 (Cap -4..+1) = AA |
As of May 25, 2026, the stock is trading at USD 118.08 with a total of 258,308 shares traded.
Over the past week, the price has changed by +1.65%,
over one month by +6.20%,
over three months by -6.58% and
over the past year by -7.44%.
Dorman Products has received a consensus analysts rating of 3.75. Therefore, it is recommended to hold DORM.
- StrongBuy: 0
- Buy: 3
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 152.3 | 28.9% |
P/E Trailing = 18.8742
P/E Forward = 13.7552
P/S = 1.6254
P/B = 2.2988
P/EG = 1.1703
Revenue TTM = 2.15b USD
EBIT TTM = 281.6m USD
EBITDA TTM = 337.5m USD
Long Term Debt = 402.5m USD (from longTermDebt, last quarter)
Short Term Debt = 37.5m USD (from shortTermDebt, last quarter)
Debt = 626.5m USD (from shortLongTermDebtTotal, last quarter) + Leases 93.2m
Net Debt = 583.4m USD (calculated: Debt 626.5m - CCE 43.1m)
Enterprise Value = 4.08b USD (3.50b + Debt 626.5m - CCE 43.1m)
Interest Coverage Ratio = 10.42 (Ebit TTM 281.6m / Interest Expense TTM 27.0m)
EV/FCF = 57.69x (Enterprise Value 4.08b / FCF TTM 70.7m)
FCF Yield = 1.73% (FCF TTM 70.7m / Enterprise Value 4.08b)
FCF Margin = 3.29% (FCF TTM 70.7m / Revenue TTM 2.15b)
Net Margin = 8.84% (Net Income TTM 190.2m / Revenue TTM 2.15b)
Gross Margin = 40.67% ((Revenue TTM 2.15b - Cost of Revenue TTM 1.28b) / Revenue TTM)
Gross Margin QoQ = 35.96% (prev 41.61%)
Tobins Q-Ratio = 1.68 (Enterprise Value 4.08b / Total Assets 2.44b)
Interest Expense / Debt = 4.31% (Interest Expense 27.0m / Debt 626.5m)
Taxrate = 22.54% (12.7m / 56.2m)
NOPAT = 218.1m (EBIT 281.6m * (1 - 22.54%))
Current Ratio = 3.29 (Total Current Assets 1.48b / Total Current Liabilities 448.1m)
Debt / Equity = 0.43 (Debt 626.5m / totalStockholderEquity, last quarter 1.47b)
Debt / EBITDA = 1.73 (Net Debt 583.4m / EBITDA 337.5m)
Debt / FCF = 8.25 (Net Debt 583.4m / FCF TTM 70.7m)
Total Stockholder Equity = 1.46b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.82% (Net Income 190.2m / Total Assets 2.44b)
RoE = 13.06% (Net Income TTM 190.2m / Total Stockholder Equity 1.46b)
RoCE = 15.15% (EBIT 281.6m / Capital Employed (Equity 1.46b + L.T.Debt 402.5m))
RoIC = 11.01% (NOPAT 218.1m / Invested Capital 1.98b)
WACC = 7.49% (E(3.50b)/V(4.12b) * Re(8.23%) + D(626.5m)/V(4.12b) * Rd(4.31%) * (1-Tc(0.23)))
Discount Rate = 8.23% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -64.44 | Cagr: -1.55%
[DCF] Terminal Value 73.10% ; FCFF base≈118.7m ; Y1≈104.1m ; Y5≈84.1m
[DCF] Fair Price = 25.65 (EV 1.35b - Net Debt 583.4m = Equity 766.5m / Shares 29.9m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 96.48 | EPS CAGR: 39.81% | SUE: 0.06 | # QB: 0
Revenue Correlation: 97.92 | Revenue CAGR: 5.27% | SUE: 0.22 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.89 | Chg30d=-1.11% | Revisions=-9% | Analysts=8
EPS next Quarter (2026-09-30): EPS=2.35 | Chg30d=+0.06% | Revisions=+40% | Analysts=8
EPS current Year (2026-12-31): EPS=8.28 | Chg30d=-0.14% | Revisions=-20% | GrowthEPS=-6.7% | GrowthRev=+7.5%
EPS next Year (2027-12-31): EPS=9.37 | Chg30d=+1.12% | Revisions=+33% | GrowthEPS=+13.2% | GrowthRev=+5.1%
[Analyst] Revisions Ratio: +40%