Análisis Argos
DORM
DORMCara
Dorman Products, Inc. · Consumer Cyclical
US$ 137.65
precio al 2026-07-04
Valor justo Argos*
US$ 79–96
vs. su valor justo
58% por encima
Score Argos
57/100
LA RESPUESTA
El mercado le pide crezca 26.3% al año — más de lo que ha demostrado (12.3%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 7% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO2/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos57de 100Cara
Ingresos6%
US$ 2.1 B
Margen operativo15%
16.8%
Flujo de caja libre58%
US$ 0.1 B
Deuda neta
US$ 0.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.1B
P/E20.1x
EV/EBITDA11.4x
FCF yield1.8%
ROIC12.9%
Margen operativo16.8%
Crecim. ingresos+6.0%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 7 jun
Dorman: Buy Before Margins Snap Back
Dorman is undervalued, with earnings power projected at $10/share in 2027 and a price target of $160. Q1 results were impacted by peak tariff costs under FIFO accounting, but margin normalization and growth are expected through year-end. Management reaffirmed full-year guidance, anticipating 7-9% sales growth and operating margins exiting 2024 in the high teens.
globenewswire.com · 2 jun
Dorman Products, Inc. Announces Pricing of $450 Million Senior Notes Offering
COLMAR, Pa., June 02, 2026 (GLOBE NEWSWIRE) -- Dorman Products, Inc. (the “Company” or “Dorman”) (NASDAQ: DORM), a leading supplier in the motor vehicle aftermarket industry, announced today that it priced its private offering of $450.0 million aggregate principal amount of 6.25% senior notes due 2034 (the “Notes”) at an issue price of 100.000%. The sale of the Notes is expected to close on June 16, 2026, subject to customary closing conditions.
globenewswire.com · 2 jun
Dorman Products, Inc. Announces Private Offering of $450 Million Of Senior Notes Due 2034
COLMAR, Pa., June 02, 2026 (GLOBE NEWSWIRE) -- Dorman Products, Inc. (the “Company” or “Dorman”) (NASDAQ: DORM), a leading supplier in the motor vehicle aftermarket industry, announced today the commencement of a private offering of $450.0 million aggregate principal amount of senior notes due 2034 (the “Notes”), subject to market and other conditions. The interest rate and other terms of the Notes will be determined at pricing.
fool.com · 6 may
Aurora Investment Council Loads Up on DORM Stock, According to Latest SEC Filing
Dorman Products supplies a broad range of proprietary automotive replacement parts to retailers and distributors worldwide.
seekingalpha.com · 5 may
Dorman Products, Inc. (DORM) Q1 2026 Earnings Call Transcript
Dorman Products, Inc. (DORM) Q1 2026 Earnings Call Transcript
zacks.com · 4 may
Dorman Products (DORM) Beats Q1 Earnings and Revenue Estimates
Dorman Products (DORM) came out with quarterly earnings of $1.57 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $2.02 per share a year ago.
globenewswire.com · 4 may
Dorman Products, Inc. Reports First Quarter 2026 Results and Reaffirms 2026 Guidance
Highlights (All comparisons are to the prior year period unless otherwise noted) :
zacks.com · 30 abr
Standard Motor Products (SMP) Q1 Earnings and Revenues Beat Estimates
Standard Motor Products (SMP) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.81 per share a year ago.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.