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Designs and supplies aftermarket automotive replacement parts sold through auto parts retailers and distributors.
Designs and supplies aftermarket automotive replacement parts sold through auto parts retailers and distributors.
Sells replacement parts to a few large chains and distributors, so AutoZone and O'Reilly weigh heavily, and wins by supplying parts that carmakers sell only through dealers, often redesigned to fix known failures. Its 2022 purchase of SuperATV added accessories for off-road vehicles, a line outside car repair.
Moat: narrow (scale, distribution, brand). Broadest aftermarket SKU catalog and OE-quality reverse-engineering capability build retailer loyalty.
Headquarters: Colmar, Pennsylvania, US · Founded: 1918 · Employees: 3,871
Size Dorman Products (DORM) is a United States Consumer Discretionary company (Automotive Aftermarket) with a market value of $4.03B, the 1340th largest of 3,117 United States companies the cockpit tracks. Shares closed at $136.70 on 6 Nov 2026.
Performance Over six months the shares gained 10.1%, against -1.0% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 2.2% over the last twelve months (peer median +6.3%); the operating margin is 15.9% (peer median 8.2%).
Valuation It trades at 15.8× forward earnings against a peer median of 16.6× (9th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.0 points above its cost of capital (9.3% WACC).
Short interest Short interest is 5.6% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $2.17B | $2.13B | $2.01B | $1.93B | $1.73B |
| Revenue growth | — | +6% | +4% | +11% | — |
| Gross profit | $887M | $876M | $785M | $685M | $564M |
| EBITDA | $402M | $413M | $357M | $264M | $216M |
| Net income | $202M | $204M | $190M | $129M | $122M |
| Free cash flow | $269M | $75.7M | $192M | $165M | $3.81M |
| Capital expenditure | $33.4M | $38.0M | $39.4M | $44.0M | $37.9M |
| Total debt | $523M | $561M | $606M | $684M | $848M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Dorman Products DORM | $4.03B | +10% | +2% | 16% | 15.8× | 4.3% |
| Standard Motor Products SMP | $993M | +10% | +6% | 11% | 9.3× | -8.5% |
| Genuine Parts GPC | $16.9B | +19% | +5% | 5% | 15.5× | 7.5% |
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.
| Measure | DORM | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +12.3% | +0.7% | 3rd highest of 21 |
| 6-month return | +10.1% | -1.0% | 2nd highest of 21 |
| Distance from 52-week high | -12.0% | -25.1% | 2nd highest of 21 |
| Revenue growth (TTM) | +2.2% | +6.3% | 8th lowest of 21 |
| Operating margin | 15.9% | 8.2% | 2nd highest of 21 |
| Forward P/E | 15.8× | 16.6× | 9th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | 4.3% | -0.2% | 6th most demanding of 17 |
| Growth delivered (Del g) | +14.3% | +9.2% | 3rd highest of 17 |
| Hurdle (Req g minus delivered) | -10.0 pp | -7.3 pp | 7th least demanding of 17 |
| ROIC minus cost of capital | +5.0 pp | -0.8 pp | 4th highest of 21 |
| EV / EBITDA | 10.9× | 6.8× | 4th most expensive of 13 |
| Net debt / EBITDA | 0.9× | 1.5× | 4th least indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Dorman Products DORM | United States | $4.03B | +10% | +2% | 16% | 15.8× | 4.3% | +14.3% |
| Sumitomo Rubber Industries 5110.T | Japan | $3.40B | +1% | +5% | 8% | 9.8× | -3.3% | +8.8% |
| Balkrishna Industries BALKRISIND.NS | India | $4.93B | +7% | +20% | 15% | 30.5× | n/a | n/a |
| LKQ LKQ | United States | $5.06B | -31% | -3% | 7% | 9.3× | 0.0% | +3.3% |
| Toyo Tire 5105.T | Japan | $3.17B | +6% | +4% | 15% | 8.2× | -7.3% | +11.6% |
| Cheng Shin Rubber Ind 2105.TW | Taiwan | $2.95B | -3% | -1% | 9% | 20.3× | -9.3% | -1.2% |
| Hankook Tire & Technology 161390.KS | South Korea | $5.56B | +5% | +43% | 10% | 6.1× | -13.2% | +26.9% |
| MRF MRF.NS | India | $5.62B | -4% | +11% | 10% | 25.7× | 20.7% | +14.0% |
| Apollo Tyres APOLLOTYRE.NS | India | $2.80B | +1% | +14% | 8% | 16.6× | 15.6% | +10.7% |
| Sailun 601058.SS | China | $5.92B | -10% | +12% | 12% | 10.4× | n/a | n/a |
| Zhongce Rubber Group Co., Ltd. A 603049.SS | China | $2.70B | -19% | +14% | 8% | 9.7× | n/a | n/a |
| Qingdao Sentury Tire 002984.SZ | China | $2.62B | -25% | +2% | 8% | 16.7× | 3.4% | +12.8% |
| Yokohama Rubber 5101.T | Japan | $6.78B | +8% | +13% | 15% | 8.1× | n/a | n/a |
| Shandong Linglong Tyre 601966.SS | China | $2.32B | -19% | +8% | 3% | 50.3× | -0.4% | +6.0% |
| Nokian Renkaat TYRES.HE | Finland | $2.21B | +37% | +5% | 6% | 27.4× | 19.4% | +0.9% |
| Pirelli & C PIRC.MI | Italy | $8.27B | +10% | -1% | -9% | 13.3× | -2.4% | +9.5% |
| Haian Rubber 001233.SZ | China | $1.82B | +9% | -4% | 23% | 25.6× | 1.8% | +13.7% |
| CEAT CEATLTD.NS | India | $1.52B | +6% | +24% | 7% | 31.0× | 24.9% | +15.5% |
| Qingdao Doublestar 000599.SZ | China | $1.45B | -34% | +390% | 8% | n/a | -2.9% | +1.0% |
| Triangle Tyre 601163.SS | China | $1.38B | -21% | +2% | 5% | 18.2× | -7.2% | +2.9% |
| Goodyear Tire & Rubber GT | United States | $1.26B | -33% | -4% | 3% | n/a | 5.9% | +8.2% |