Added to YB: 2026-07-13
Pitch date: 2026-07-09
DAN [neutral]
Dana Incorporated
+3.44%
current return
Author Info
No bio for this author
Company Info
Dana Incorporated, together with its subsidiaries, provides power-conveyance and energy-management solutions for on-highway vehicles in North America, Europe, South America, and the Asia Pacific.
Market Cap
$2.9B
Pitch Price
$26.42
Price Target
N/A
Dividend
1.76%
EV/EBITDA
5.72
P/E
-50.90
EV/Sales
0.53
Sector
Automobile Components
Category
special_situation
This Week in Special Situations: Dana Incorporated
DAN (overview): Capital-return setup. $2B buyback thru 2030 (~74% of $2.7B mkt cap) funded by $2.732B Off-Highway sale to Allison (closed Jan 2026). Debt cut $3.21B→$1.26B; shares -21% QoQ to 109.9M. $650M done, $1.35B left. On-highway trades 4-5x EV/EBITDA on $750-850M '26 EBITDA; buybacks near $25 accretive.
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