Dana Incorporated

AI-generated fair value estimate for this company.

Method: 10-year unlevered FCF DCF: $300M normalized FCF base (FY2026 guided adjusted free cash flow midpoint, continuing operations only, post Off-Highway divestiture); 5% annual FCF growth for years 1-5; 3% for years 6-10; 10% discount rate; 2.5% terminal growth; $1.01B net debt; 108M shares outstanding.

Reasoning: Dana is now a leaner, pure-play driveline/e-propulsion supplier after divesting its Off-Highway segment and using proceeds to delever to about 1.5x net debt/EBITDA; growth assumptions reflect modest light-vehicle/commercial-truck production growth plus the company's 'Dana 2030' margin-expansion plan, with a discount rate reflecting standard auto-supplier cyclicality.