Added to YB: 2026-07-08
Pitch date: 2026-07-04
DCH [neutral]
Dauch Corporation
+0.78%
current return
Author Info
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Company Info
Dauch Corporation, together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles.
Market Cap
$1.3B
Pitch Price
$5.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.69
P/E
-5.92
EV/Sales
0.83
Sector
Automobile Components
Category
special_situation
$DCH: the CEO's bonus math starts at more than double the stock
DCH (overview): American Axle post-Dowlais/GKN merger, now Dauch. At $5.13, ~4x guided EBITDA vs CEO 'Breakout Awards' starting at $12 (2x). Q1 rev $2.38B, 13% EBITDA margin; FY26 guide $10.3-10.8B rev, $1.3-1.425B EBITDA. 2.7x net lev, $4.1B debt. Roepers pick. Q2 8/7. Levered cyclical risk.
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