Dana (DAN) Narrative Centers On EV Wins As Shares Look Undervalued
Dana (DAN) has affirmed a quarterly dividend of US$0.1200 per share, payable on August 28, 2026. The ex dividend and record dates are both set for August 7, 2026, which places particular focus on income timing.
See our latest analysis for Dana.
At a share price of US$27.24, Dana has seen a 7 day share price return of 4.17% but a 90 day share price return that is down 27.61%, while the 1 year total shareholder return of 70.24% points to stronger longer term momentum.
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Dana has bounced in the past week while still carrying a wide gap between its current US$27.24 share price and several fair value estimates. Does that spread signal mispricing, or a market that is already cautious on the stock?
Most Popular Narrative: 27.5% Undervalued
Against Dana's last close of $27.24, the most followed narrative points to a fair value of $37.57, with the discount rate set at 9.49% in that model.
The company's robust new business wins and three-year sales backlog, anchored by major electrified and light vehicle programs (e.g., JLR, Ford Super Duty, Wrangler), position Dana to capitalize on the accelerating shift toward electric and next-generation mobility, supporting higher recurring revenues and potential share gains.
Want to see what underpins that gap between price and fair value? The narrative leans heavily on revenue acceleration, margin repair, and a different earnings base a few years out.
Result: Fair Value of $37.57 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, the Dana narrative also leans on smooth execution of cost cuts and EV program launches. These efforts could be disrupted by concentrated customers or ongoing supply chain pressures.
Find out about the key risks to this Dana narrative.
Next Steps
With both risks and rewards in the picture for Dana, this is a good time to review the numbers yourself and decide where you stand. To help frame that view, start with the 4 key rewards and 1 important warning sign
Looking for more investment ideas beyond Dana?
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- Target potential mispricings by reviewing companies screened for quality and value through the 51 high quality undervalued stocks.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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