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← CockpitCompetitor Analysis › DCH Dauch CorporationOpen in the cockpit ↗

Dauch CorporationDCHCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Auto Parts: OEM

Global Tier 1 supplier of driveline and metal-forming components (axles, driveshafts) for combustion, hybrid and EV vehicles.

Momentum laggard 13
Mkt cap
$1.07B
US dollars, full cap
Free float
96%
of shares outstanding
$/day
$23.9M
20-day average traded
Fwd P/E
5.5×
forward earnings
ROIC−WACC
-3.0 pp
WACC 6.8%
Hurdle
n/a
no reverse DCF
Close · USD$4.52
1D+2.3%
1W-5.4%
1M-20.6%
3M-31.9%
6M-31.9%
YTDn/a
1Yn/a
ATR %6.6%
52w lowhigh51.1% off high

What Dauch does

Global Tier 1 supplier of driveline and metal-forming components (axles, driveshafts) for combustion, hybrid and EV vehicles.

Supplies axles, driveshafts and metal-formed parts under contracts awarded years before a vehicle launches, then paid per part, so earnings follow customers' production volumes. Formerly American Axle & Manufacturing, it has long relied heavily on General Motors trucks and SUVs.

Products and services

  • Driveline (axles, driveshafts)
  • Metal Forming
  • EV driveline systems

Customers

  • General Motors
  • Stellantis
  • Global light and commercial OEMs

Where it sits in the supply chain

  • Consumer Discretionary
  • Auto parts
  • Driveline and metal-forming systems

What could go right

  • Commercial vehicle and EV driveline content
  • Diversification beyond GM

What could go wrong

  • GM/Stellantis customer concentration
  • EV transition risk to ICE driveline volumes

Moat: narrow (scale, customer qualification, installed base). Long-standing axle and driveline supplier to Detroit OEMs; GM concentration and EV transition are key risks.

Headquarters: Detroit, Michigan, US · Founded: 1994 · Employees: 18,000

Named competitors

Dauch at a glance

Size Dauch (DCH) is a United States Consumer Discretionary company (Auto Parts: OEM) with a market value of $1.07B, the 2202nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.52 on 6 Nov 2026.

Performance Over six months the shares fell 31.9%, against -13.2% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue grew 41.0% over the last twelve months (peer median +7.3%); the operating margin is 3.4% (peer median 7.2%).

Valuation It trades at 5.5× forward earnings against a peer median of 13.2× (cheapest of 18).

Capital Return on invested capital runs 3.0 points below its cost of capital (6.8% WACC).

Short interest Short interest is 6.7% of the free float (15 Oct 2026).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 86DCH 68
Six months, rebased to 100: Dauch against the median of its 20 peers (local-currency closes).

Dauch financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$8.22B$5.84B$6.12B$6.08B$5.80B
Revenue growth—-5%+1%+5%—
Gross profit$784M$625M$652M$514M$613M
EBITDA$914M$696M$734M$634M$760M
Net income-$164M-$19.7M$33.8M-$33.6M$61.6M
Free cash flow-$13.3M$155M$207M$202M$278M
Capital expenditure$332M$256M$248M$195M$171M
Total debt$5.20B$4.25B$2.82B$2.98B$3.13B

Quarterly statements and history in the cockpit →

Dauch competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%0%ARB0009803004730022846009605975JSTSFQ204320001285002537727860316672426053190025163016070024340112107296DCH6-month return →1-month return →
Up and to the right = strong over both horizons. Dauch is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%10×20×30×ARB3004730022846009605975JSTSFQ2043200012857278603166605319301607002434DCHRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Dauch is the large dot.

Dauch competitors and peer comparison

Head to head with its named competitors (DCH vs DAN vs BWA)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Dauch DCH$1.07B-32%+41%3%5.5×n/a
Dana DAN$2.17B-38%-9%4%6.1×8.8%
BorgWarner BWA$9.80B-20%0%11%8.7×-3.2%

How Dauch compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Dauch against its 20 peers (data as of 6 Nov 2026)
MeasureDCHPeer medianRank in peer set
1-month return-20.6%-0.8%3rd lowest of 21
6-month return-31.9%-13.2%4th lowest of 21
Distance from 52-week high-51.1%-37.0%4th lowest of 21
Revenue growth (TTM)+41.0%+7.3%2nd highest of 21
Operating margin3.4%7.2%5th lowest of 21
Forward P/E5.5×13.2×cheapest of 18
ROIC minus cost of capital-3.0 pp+1.3 pp4th lowest of 21
EV / EBITDA5.9×6.5×5th cheapest of 10
Net debt / EBITDA4.7×1.2×most indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Dauch DCHUnited States$1.07B-32%+41%3%5.5×n/an/a
ARB ARB.AXAustralia$1.08B+1%-4%16%17.0×15.7%+2.4%
Zotye Automobile 000980.SZChina$1.05B-35%-33%-93%n/a37.5%-17.1%
Fuxin Dare Automotive Parts 300473.SZChina$1.10B+28%+21%5%33.5×20.8%+10.0%
Zhejiang Asia-Pacific Mechanical & Electronic 002284.SZChina$1.05B-29%+10%9%10.7×-1.8%+13.9%
Bohai Automotive Systems 600960.SSChina$1.04B-13%-26%-2%16.5×n/an/a
Topre 5975.TJapan$1.04B+32%+5%8%7.6×-1.2%+12.0%
JOST Werke JST.DEGermany$1.11B+5%+32%7%10.8×3.0%+14.1%
Saf-holland SFQ.DEGermany$1.11B+9%0%8%13.2×0.9%+12.6%
Hl Mando 204320.KSSouth Korea$1.13B-43%+2%3%9.6×-19.9%+11.2%
Guangzhou Ruili Kormee Automotive Electronic 001285.SZChina$1.14B-22%+21%14%17.4×n/an/a
HyUnion 002537.SZChina$1.01B-21%-6%4%n/a-1.7%+1.7%
Exedy 7278.TJapan$1.14B-17%0%7%11.3×-6.9%+6.0%
Guilin Fuda 603166.SSChina$1.01B-25%+9%15%17.9×n/an/a
KYB 7242.TJapan$1.15B+10%+11%6%9.6×-0.4%+8.0%
Wuxi Zhenhua Auto Parts 605319.SSChina$1.16B-18%+13%20%14.6×-4.7%+16.0%
Kuangda Technology 002516.SZChina$1.16B-13%+3%12%n/a9.3%+9.0%
Zhejiang EV-Tech 301607.SZChina$1.18B-7%+60%6%20.3×24.2%+35.3%
Zhejiang Wanliyang 002434.SZChina$1.19B-13%-30%-10%15.5×n/an/a
Hyundai Wia 011210.KSSouth Korea$962M-41%+12%2%10.2×-11.0%+5.2%
F.C.C.Co 7296.TJapan$1.20B+20%+10%8%9.0×-7.1%+12.3%

Questions

Who are Dauch's main competitors?
Named competitors: Dana Incorporated (DAN), BorgWarner (BWA), ZF Friedrichshafen (private or unlisted). The cockpit's measured peer set (industry) also includes ARB (ARB.AX), Zotye Automobile (000980.SZ), Fuxin Dare Automotive Parts (300473.SZ), Zhejiang Asia-Pacific Mechanical & Electronic (002284.SZ), Bohai Automotive Systems (600960.SS), Topre (5975.T).
Is Dauch expensive compared with its peers?
On forward p/e it trades at 5.5× against a peer median of 13.2×, cheapest of 18 in its peer set.
How has Dauch stock performed?
Over six months to 6 Nov 2026 the shares returned -31.9% against -13.2% for the median peer.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.