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DAN · NYSE · STOCK

Dana (DAN) Stock Analysis

Consumer Cyclical Updated September 17, 2026
$29.96
52W $17.74 – $39.56
51/100
$3.76B
-18.8
2.00
AI Committee Verdict
Watch
51/100
Conviction: Contested · 50% agreement · 6 analysts
+20.1%
-18.4%
1.09:1
Contested

Is DAN Bullish or Bearish?

Mixed. Innellis AI committee rates Dana Incorporated (DAN) Watch with a composite score of 51/100 , based on 6 analysts with 50% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +9.18 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -10.82 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.33 across 3 articles, 14d). Growth Analyst remains cautious — revenue declining -23.4% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 2.8 is inexpensive for the broad market — Value
  • ROE of 90.1% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 3.0% pays you to wait — Value
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • News sentiment is positive (+0.33 across 3 articles, 14d) — News
Bear Case
  • Debt-to-equity of 3.82 adds balance-sheet risk to the value case — Value
  • Revenue declining -23.4% YoY -- this is not a growth story right now — Growth
  • 3 consecutive earnings misses -- execution concerns — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
51/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 83%
of 178 Consumer Cyclical peers
Value Analyst bullish
61 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 2.8 is inexpensive for the broad market
− Debt-to-equity of 3.82 adds balance-sheet risk to the value case
Growth Analyst bearish
23 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -23.4% YoY -- this is not a growth story right now
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
30 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 3.82) amplifies downside in a stress scenario
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 3 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score moved marginally from 50.8 to 50.8.

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
44.4
Neutral
MACD Histogram
-0.127
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$24.61
Resistance
$36.20
Bollinger %B
0.32
Inside Bands
Price vs Moving Averages
EMA 9
$30.61 Below
EMA 21
$30.36 Below
EMA 50
$30.00 Below
EMA 200
$28.96 Above

Fundamental Analysis

Valuation
99
Growth
22
Profitability
40
Financial Health
72
Cash Flow
70
Valuation
P/E Ratio -18.8×
P/B Ratio 1.70×
PEG Ratio -0.03
Dividend Yield 1.53%
52W High $39.56
52W Low $17.74
Quality & Growth
ROE 987.2%
ROA 108.9%
Gross Margin -171.2%
Operating Margin 317.9%
Revenue Growth YoY
Debt / Equity 0.78
AI Fundamental Assessment
P/E ratio of -18.8 (inexpensive relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of -0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 9.9%; Return on assets of 1.1%; Net margin of 47.4%; Gross margin of -1.7%; Current ratio of 1.49 (tight short-term liquidity); Debt-to-equity of 0.78; Free cash flow per share is positive (1.22); Most recent quarter missed estimates by 72.9%; 3 consecutive earnings misses; EPS growth decelerating (+341.6% -> -44.1% QoQ); Analyst estimates rising over recent quarters
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