Core Insights - Dana Incorporated will participate in the Wolfe Research Virtual Autos Summit on March 18, 2025, with a virtual fireside chat hosted by CFO Timothy Kraus [1] - The company reported sales of $10.3 billion in 2024 and employs 39,600 people across 30 countries [3] Company Overview - Dana is a leader in designing and manufacturing efficient propulsion and energy-management solutions for various mobility markets globally [2] - The company has a history dating back to 1904 and has received recognition as one of the "World's Most Ethical Companies" for 2024 and "America's Most Responsible Companies 2025" [3] - Dana focuses on sustainable progress through both conventional and clean-energy solutions, supporting nearly every vehicle manufacturer with various technologies [2][3]

Core Viewpoint - The article emphasizes the importance of value investing and highlights Dana (DAN) as a strong value stock based on various financial metrics [2][8]. Group 1: Value Investing - Value investing is a preferred strategy for identifying strong stocks in any market, focusing on companies believed to be undervalued [2]. - The Zacks Rank system, which emphasizes earnings estimates and revisions, is used to identify winning stocks [1]. Group 2: Dana (DAN) Financial Metrics - Dana (DAN) has a Zacks Rank of 1 (Strong Buy) and an A grade for Value, indicating strong investment potential [4]. - The current P/E ratio for DAN is 8.41, significantly lower than the industry average of 20.82 [4]. - DAN's Forward P/E has fluctuated between 5.44 and 13.55 over the past year, with a median of 9.22 [4]. - The PEG ratio for DAN is 0.44, compared to the industry's average of 1.05, indicating potential undervaluation [5]. - The P/B ratio for DAN is 1.47, which is attractive compared to the industry average of 3.44 [6]. - Over the past year, DAN's P/B has ranged from 0.72 to 1.75, with a median of 1.11 [6]. - The P/S ratio for DAN is 0.19, compared to the industry's average of 0.55, further suggesting undervaluation [7]. Group 3: Earnings Outlook - The combination of the above metrics suggests that Dana is likely undervalued and stands out as one of the market's strongest value stocks based on its earnings outlook [8].

Core Viewpoint - Dana Incorporated is focusing on streamlining operations and enhancing efficiency, which has positively impacted investor confidence and led to a 23% increase in share price year-to-date, outperforming its industry and competitors [1][4]. Financial Performance - In 2024, Dana reported sales of $10.3 billion, a decrease of 2.8% year-over-year due to reduced demand for electric vehicle (EV) and internal combustion engine (ICE) programs [5]. - Despite the revenue decline, EBITDA increased by 4.7% to $885 million, with EBITDA margins improving by 60 basis points to 8.6% [6]. - The company achieved a free cash flow (FCF) of $70 million, a significant turnaround from a $25 million outflow in 2023 [6]. Sales Backlog and Earnings Estimates - Dana has a three-year net new sales backlog of $650 million, with expectations of $150 million in 2025, $300 million in 2026, and $200 million in 2027 [7]. - The Zacks Consensus Estimate for Dana's 2025 and 2026 EPS indicates year-over-year growth of 70% and 31%, respectively, with upward revisions noted [17]. Strategic Initiatives - Dana is implementing a cost-reduction plan targeting $300 million in savings by 2026, which includes reducing complexity and overhead costs [10]. - The company plans to sell its Off-Highway business, which generated $2.76 billion in sales in 2024, to focus on light and commercial vehicles [11]. - Dana will restructure into two core segments: Light Vehicle Systems and Commercial Vehicle Systems, integrating the Power Technologies business to enhance efficiency [12]. 2025 Outlook - For 2025, Dana anticipates revenues of $9.77 billion, reflecting a 5% decline from 2024, primarily due to lower demand and unfavorable currency exchange rates [13]. - Adjusted EBITDA is projected at $975 million, an increase of $90 million from 2024, with FCF expected to rise to $225 million [16]. Valuation and Market Position - Dana trades at 0.21X forward sales, which is lower than some peers, indicating a relatively better valuation [19]. - The company has a long-term debt-to-capital ratio of 65%, higher than the industry average of 21%, but is taking steps to improve financial health through cost-cutting and portfolio optimization [21].

Core Viewpoint - Dana (DAN) has shown a downtrend recently, losing 8.3% over the past week, but a hammer chart pattern suggests a potential trend reversal as buying interest may be emerging to counteract selling pressure [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, suggesting that selling pressure may be subsiding, which is a bullish signal for the stock [2][4]. - A hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a downtrend, buyers are starting to emerge [3][4]. - This pattern can occur across various timeframes and is utilized by both short-term and long-term investors [4]. Fundamental Analysis - There has been a notable upward trend in earnings estimate revisions for Dana, which is a bullish indicator as it correlates strongly with near-term stock price movements [6]. - The consensus EPS estimate for the current year has increased by 23.1% over the last 30 days, indicating strong agreement among analysts regarding the company's potential for better earnings [7]. - Dana currently holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks, which typically outperform the market [8].

Company Performance - Dana (DAN) has shown a year-to-date performance increase of approximately 33.9%, significantly outperforming the average return of -15.1% for the Auto-Tires-Trucks sector [4] - The Zacks Consensus Estimate for Dana's full-year earnings has increased by 26.9% over the past quarter, indicating improved analyst sentiment and a more positive earnings outlook [4] - Dana currently holds a Zacks Rank of 1 (Strong Buy), suggesting it is poised to outperform the broader market in the near term [3] Industry Context - Dana is part of the Automotive - Original Equipment industry, which consists of 50 companies and currently ranks 173 in the Zacks Industry Rank [6] - The Automotive - Original Equipment industry has experienced an average gain of 6.5% this year, indicating that Dana is performing better than the industry average [6] - Another stock in the Auto-Tires-Trucks sector, Garrett Motion (GTX), has also outperformed the sector with a year-to-date return of 9.1% and holds a Zacks Rank of 2 (Buy) [5]

Core Insights - Investors in the Automotive - Original Equipment sector may consider Dana (DAN) or Gentex (GNTX) for potential value opportunities [1] - A strong Zacks Rank combined with a favorable Value grade is essential for identifying valuable investment opportunities [2] Company Analysis - Dana (DAN) holds a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook, while Gentex (GNTX) has a Zacks Rank of 5 (Strong Sell) [3] - The Zacks Rank emphasizes companies with positive earnings estimate revisions, suggesting that DAN is likely experiencing a more favorable earnings outlook compared to GNTX [3] Valuation Metrics - Dana has a forward P/E ratio of 10.47, while Gentex has a forward P/E of 12.17, indicating that DAN may be undervalued relative to GNTX [5] - Dana's PEG ratio is 0.70, compared to Gentex's PEG ratio of 0.85, suggesting that DAN offers better value when considering expected earnings growth [5] - Dana's P/B ratio is 1.63, while Gentex's P/B ratio is 2.24, further supporting the notion that DAN is more attractively valued [6] - These valuation metrics contribute to Dana receiving a Value grade of A, while Gentex has a Value grade of C, indicating that value investors may prefer DAN over GNTX [6]

Group 1: The Greenbrier Companies (GBX) - The Greenbrier Companies is a leading supplier of transportation equipment and services to the railroad and related industries [1] - The company has a Zacks Rank of 1 (Strong Buy) and has seen a 13.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1][2] - The PEG ratio for The Greenbrier Companies is 0.79, compared to 1.45 for the industry, and it possesses a Growth Score of A [2] Group 2: Dana (DAN) - Dana is a provider of technology driveline, sealing, and thermal-management products [2] - The company also carries a Zacks Rank of 1 (Strong Buy) and has experienced a 15.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Dana has a PEG ratio of 0.70, compared to 1.83 for the industry, and it possesses a Growth Score of A [2] Group 3: Patria Investments Limited (PAX) - Patria Investments Limited is a private market investment firm primarily focused on Latin America, offering asset management services for various funds [3] - The company holds a Zacks Rank of 1 and has seen a 1.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3][4] - The PEG ratio for Patria Investments Limited is 0.66, compared to 0.90 for the industry, and it possesses a Growth Score of B [4]

Core Viewpoint - Patria Investments Limited is highlighted as a strong investment opportunity with a Zacks Rank of 1 (Strong Buy) and an increase in earnings estimates, indicating positive market sentiment [1] Company Summary - Patria Investments Limited focuses on private market investments primarily in Latin America, offering various asset management services including private equity funds, infrastructure development funds, co-investments funds, constructivist equity funds, and real estate and credit funds [1] - The company has a price-to-earnings ratio (P/E) of 8.46, significantly lower than the industry average of 12.80, suggesting strong value characteristics [2] - Patria Investments Limited has achieved a Value Score of A, further emphasizing its attractiveness to value-oriented investors [2] Earnings Estimate - The Zacks Consensus Estimate for Patria Investments Limited's current year earnings has increased by 1.4% over the last 60 days, reflecting improved financial expectations [1]

Group 1: Patria Investments Limited (PAX) - Patria Investments Limited is a private market investment firm focused on Latin America, offering asset management services in various sectors including private equity and real estate [1] - The Zacks Consensus Estimate for its current year earnings has increased by 1.4% over the last 60 days [1] Group 2: Dana (DAN) - Dana is a provider of technology driveline, sealing, and thermal-management products [2] - The Zacks Consensus Estimate for its current year earnings has increased nearly 15.4% over the last 60 days [2] - Dana has a dividend yield of 2.6%, compared to the industry average of 0.0% [2] Group 3: SouthState Corporation (SSB) - SouthState Corporation provides consumer, commercial, mortgage, and wealth management solutions across several states including Florida and Virginia [3] - The Zacks Consensus Estimate for its current year earnings has increased nearly 7% over the last 60 days [3] - SouthState Corporation has a dividend yield of 2.2%, compared to the industry average of 0.0% [3]

The U.S. stock market took a hit on Friday as a wave of troubling economic news sent all major indexes tumbling. The S&P 500 suffered its worst drop in two months, sinking 1.7%, while the Dow and Nasdaq fell 1.7% and 2.2%, respectively.Consumer confidence slid sharply, with the University of Michigan’s sentiment index dropping to 64.7 from 71.7 in January. Rising inflation fears, weaker home sales and a slowdown in services activity signal economic cooling.Business activity hit a 17-month low, reflecting gr ...