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Upturn AI Summary - About
Dana Inc(DAN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DAN
10/26/2026: DAN (1-star) is currently NOT-A-BUY. Pass it for now.
Dana Inc is a long-standing Tier 1 automotive supplier, currently navigating a strategic pivot toward electrification and e-Propulsion technologies. Its primary strength lies in its deep engineering expertise and entrenched relationships with global OEMs, providing a stable foundation in drivetrains and thermal management. The company's main growth story centers on capitalizing on the shift toward electric commercial and off-highway vehicles. However, it faces significant risks, including exposure to cyclical automotive demand, intense competition, and a substantial debt load. Dana may suit value-oriented investors seeking industrial exposure, though developments in its EV platform transitions and margin management remain critical to monitor.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Dana offers exposure to electrification growth but is constrained by the cyclicality of its legacy business. |
| Momentum investor | Weak fit | The stock often lacks strong trending momentum due to broad automotive sector volatility. |
| Value investor | Strong fit | Dana often trades at conservative valuation multiples, appealing to those seeking undervalued industrial assets. |
| Dividend investor | Mixed fit | Dana provides steady income, but the dividend growth and payout ratio are sensitive to industry earnings cycles. |
| Low-risk investor | Weak fit | The high cyclicality of the auto supply chain makes this a higher-volatility stock for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is highly sensitive to macroeconomic shifts and automotive industry production cycles. |
| Valuation risk | Medium | Valuation depends heavily on the successful execution of the EV transition, which remains a long-term projection. |
| Competition risk (Automotive electrification) | High | Intense competition from tech-forward suppliers could pressure margins in core electrification segments. |
| Business quality | Medium | While Dana has strong engineering expertise, its margins are typically pressured by dominant OEM customers. |
| Dividend income | Medium | Dividends are subject to the company's capital allocation priorities and cyclical profitability. |
| Execution risk | Medium / high | Successful integration of complex EV technologies into mass-market platforms requires flawless operational execution. |
Price Behavior

Downtrend
The stock has experienced a sustained decline in price over recent periods.

Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 16.46% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.89B USD | Price to earnings Ratio - | 1Y Target Price 38.67 |
Price to earnings Ratio - | 1Y Target Price 38.67 | ||
Volume (30-day avg) 1.5M shares | Beta 2.03 | 52 Weeks Range 18.75 - 39.25 | Updated Date 10/25/2026 |
52 Weeks Range 18.75 - 39.25 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 1.56% | Basic EPS (TTM) -0.36 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Light Vehicle Drive Systems | Axles and driveshafts for light vehicles. | This is a core legacy segment providing steady cash flow from consumer vehicle production. |
| Commercial/Off-Highway Systems | Drivetrain systems for trucks and industrial machinery. | These markets provide high-margin opportunities and are moving toward electrification. |
| Power Technologies | Sealing and thermal management products. | This is a critical segment for Dana's EV growth, as battery cooling is essential for EVs. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When Before Market | Estimate 0.69 | Actual - |
Profitability
Profit Margin 14.55% | Operating Margin (TTM) 5.08% |
Management Effectiveness
Return on Assets (TTM) 2.8% | Return on Equity (TTM) -1.63% |
Valuation
Trailing PE - | Forward PE 11.53 | Enterprise Value 5.54B | Price to Sales(TTM) 0.38 |
Enterprise Value 5.54B | Price to Sales(TTM) 0.38 | ||
Enterprise Value to Revenue 0.56 | Enterprise Value to EBITDA 7.5 | Shares Outstanding 107.58M | Shares Floating 105.85M |
Shares Outstanding 107.58M | Shares Floating 105.85M | ||
Percent Insiders 1.55 | Percent Institutions 102.33 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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