<p>德纳（NYSE:DAN）最近关闭了底特律的一家工厂，并解雇了 200 名员工，以应对电动车需求下降。这一变化是在联邦对电动车买家的激励措施被取消后发生的，这影响了该行业的持续订单。</p>
<p>查看我们对德纳的最新分析。</p>
<p>尽管面临电动车的挑战，德纳的股价动能依然强劲，今年迄今已上涨近 75%，收于 19.67 美元。最新一波消息，包括分红公告和新董事会任命，短暂改变了市场情绪。然而，真正的驱动力是公司强劲的长期叙事，反映在近 99% 的年度总股东回报上。随着市场需求的变化，投资者似乎更加关注中期风险和机会。</p>
<p>如果最近汽车需求的变化让你感到好奇，现在可能是探索该行业趋势的最佳时机。查看完整的汽车制造商名单，免费获取。</p>
<p>鉴于股票的快速上涨和乐观的分析师目标，关键问题是德纳是否为新投资者提供进一步的上涨空间，还是近期的涨幅已经反映了公司未来增长的全部潜力。</p>
<h2>最受欢迎的叙事：19.9% 低估</h2>
<p>德纳最受关注的叙事将公允价值定为 24.57 美元，而最新收盘价为 19.67 美元，这表明如果长期愿景实现，仍有显著的上涨空间。该叙事将雄心勃勃的运营目标和电气化增长潜力视为未来的关键催化剂。</p>
<blockquote>
<p><em>公司的强劲新业务赢得和三年销售积压，依托于主要的电气化和轻型车辆项目（例如，JLR、福特超级重型、Wrangler），使德纳能够抓住向电动和下一代出行加速转型的机会。这支持了更高的经常性收入和潜在的市场份额增长。</em></p>
</blockquote>
<p>阅读完整叙事。</p>
<p>想了解推动德纳乐观前景的预测吗？关于未来利润的一个大胆预测可能会改变你对这家汽车供应商估值的看法。上升的利润率和现金流真的是秘密成分吗？揭示支持这一目标的细节。</p>
<p><strong>结果：公允价值为 24.57 美元（低估）</strong></p>
<p>完整阅读叙事，了解预测背后的原因。</p>
<p>然而，关于成本削减的执行失误或关键北美市场的意外放缓可能会迅速挑战长期的乐观观点。</p>
<p>了解德纳叙事的关键风险。</p>
<h2>另一种观点：倍数发出警示信号</h2>
<p>尽管分析师模型暗示潜在的上涨，但德纳当前的市盈率高达 92.1 倍。这远高于汽车零部件行业平均的 18.4 倍和同行平均的 13.3 倍。即使与市场指示的公允比率 43.3 倍相比，德纳看起来也很昂贵。这种差距表明，如果增长目标未能实现，估值风险将更高。这种乐观是否合理，还是预期过于高涨？</p>
<p>查看数字对这一价格的看法——在我们的估值分析中了解更多。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/7564ceea-de92-4ec2-804a-f268b7f0499e/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/7564ceea-de92-4ec2-804a-f268b7f0499e/chart/pe-multiple-vs-industry"/></p>
<p>截至 2025 年 10 月的 NYSE:DAN 市盈率</p>
<h2>构建你自己的德纳叙事</h2>
<p>如果你想要不同的视角或更喜欢自己深入研究数字，只需几分钟即可组建自己的观点。按照你的方式进行。</p>
<p>进行德纳研究的一个良好起点是我们的分析，突出 3 个关键奖励和 3 个可能影响你投资决策的重要警示信号。</p>
<h2>寻找更多投资想法？</h2>
<p>机会不会等待，你也不应该。使用 Simply Wall Street 筛选器，发现被忽视的股票，为你的投资组合做好准备。</p>
<ul>
<li>通过审查这些 17 只股息收益率超过 3% 且表现稳定的股息股票，追求可观的回报和稳定的收入来源。</li>
<li>利用人工智能快速发展的突破，访问这 26 只在机器学习和自动化领域引起轰动的 AI 便士股票。</li>
<li>通过搜索这 27 只推动量子计算进步的量子计算股票，抓住明天的技术和颠覆性进展。</li>
</ul>
<p><em>本文由 Simply Wall St 撰写，内容具有一般性。<strong>我们基于历史数据和分析师预测提供评论，仅使用无偏见的方法，我们的文章不构成财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

德纳

<p>德纳（NYSE:DAN）已关闭其底特律工厂，并裁员 200 人，原因是联邦激励措施取消后电动车需求下降。尽管如此，德纳的股价今年上涨了近 75%，收于 19.67 美元。分析师建议的公允价值为 24.57 美元，显示出潜在的上涨空间。然而，德纳高达 92.1 倍的市盈率引发了对估值风险的担忧，如果未能实现增长目标，可能会面临挑战。投资者被建议考虑乐观前景与潜在挑战</p>

<p>Dana (NYSE:DAN) recently closed a Detroit facility and let go of 200 workers in response to lower demand for electric vehicles. This shift comes after federal incentives for EV buyers were removed, which has impacted ongoing orders in the sector.</p>
<div class="lb-trans"><p>德纳（NYSE:DAN）最近关闭了底特律的一家工厂，并解雇了 200 名员工，以应对电动车需求下降。这一变化是在联邦对电动车买家的激励措施被取消后发生的，这影响了该行业的持续订单。</p>
</div><p>See our latest analysis for Dana.</p>
<div class="lb-trans"><p>查看我们对德纳的最新分析。</p>
</div><p>Despite this challenging EV backdrop, Dana’s share price momentum has stayed remarkably strong, climbing nearly 75% so far this year and finishing at $19.67. The latest wave of news, which includes a dividend announcement and a new board appointment, briefly shifted sentiment. However, the real driver has been the company’s resilient long-term narrative, as reflected in a standout one-year total shareholder return of almost 99%. As market demand evolves, investors seem to be weighing medium-term risks and opportunities with greater focus.</p>
<div class="lb-trans"><p>尽管面临电动车的挑战，德纳的股价动能依然强劲，今年迄今已上涨近 75%，收于 19.67 美元。最新一波消息，包括分红公告和新董事会任命，短暂改变了市场情绪。然而，真正的驱动力是公司强劲的长期叙事，反映在近 99% 的年度总股东回报上。随着市场需求的变化，投资者似乎更加关注中期风险和机会。</p>
</div><p>If recent shifts in auto demand have you curious, this could be the perfect moment to explore what’s trending across the sector. See the full list of auto manufacturers via See the full list for free..</p>
<div class="lb-trans"><p>如果最近汽车需求的变化让你感到好奇，现在可能是探索该行业趋势的最佳时机。查看完整的汽车制造商名单，免费获取。</p>
</div><p>Given the stock’s rapid climb and upbeat analyst targets, the key question now is whether Dana offers further upside for new investors or if recent gains already reflect all the company’s potential for future growth.</p>
<div class="lb-trans"><p>鉴于股票的快速上涨和乐观的分析师目标，关键问题是德纳是否为新投资者提供进一步的上涨空间，还是近期的涨幅已经反映了公司未来增长的全部潜力。</p>
</div><h2>Most Popular Narrative: 19.9% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙事：19.9% 低估</h2>
</div><p>With Dana's most-followed narrative assigning a fair value of $24.57, the latest close at $19.67 points to significant upside if the long-term vision plays out. This narrative considers ambitious operational targets and electrification growth potential as key catalysts ahead.</p>
<div class="lb-trans"><p>德纳最受关注的叙事将公允价值定为 24.57 美元，而最新收盘价为 19.67 美元，这表明如果长期愿景实现，仍有显著的上涨空间。该叙事将雄心勃勃的运营目标和电气化增长潜力视为未来的关键催化剂。</p>
</div><blockquote>
<p><em>The company's robust new business wins and three-year sales backlog, anchored by major electrified and light vehicle programs (for example, JLR, Ford Super Duty, Wrangler), position Dana to capitalize on the accelerating shift toward electric and next-generation mobility. This supports higher recurring revenues and potential share gains.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>公司的强劲新业务赢得和三年销售积压，依托于主要的电气化和轻型车辆项目（例如，JLR、福特超级重型、Wrangler），使德纳能够抓住向电动和下一代出行加速转型的机会。这支持了更高的经常性收入和潜在的市场份额增长。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙事。</p>
</div><p>Want to see the projections fueling Dana's bullish outlook? One bold forecast around future profits could change how you see this auto supplier’s valuation. Are rising margins and cash flow really the secret ingredient? Uncover the details that justify this target.</p>
<div class="lb-trans"><p>想了解推动德纳乐观前景的预测吗？关于未来利润的一个大胆预测可能会改变你对这家汽车供应商估值的看法。上升的利润率和现金流真的是秘密成分吗？揭示支持这一目标的细节。</p>
</div><p><strong>Result: Fair Value of $24.57 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 24.57 美元（低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙事，了解预测背后的原因。</p>
</div><p>However, execution missteps around cost reduction or an unexpected slowdown in key North American markets could quickly challenge the optimistic view for the long term.</p>
<div class="lb-trans"><p>然而，关于成本削减的执行失误或关键北美市场的意外放缓可能会迅速挑战长期的乐观观点。</p>
</div><p>Find out about the key risks to this Dana narrative.</p>
<div class="lb-trans"><p>了解德纳叙事的关键风险。</p>
</div><h2>Another View: Multiples Send a Cautionary Signal</h2>
<div class="lb-trans"><h2>另一种观点：倍数发出警示信号</h2>
</div><p>While analyst models suggest potential upside, the current price-to-earnings ratio for Dana is a striking 92.1x. This is dramatically higher than both the Auto Components industry average of 18.4x and the peer average of 13.3x. Even when compared to the fair ratio of 43.3x indicated by the market, Dana looks expensive. Such a gap points to higher valuation risk if growth targets are missed. Is this optimism justified or could expectations be running too hot?</p>
<div class="lb-trans"><p>尽管分析师模型暗示潜在的上涨，但德纳当前的市盈率高达 92.1 倍。这远高于汽车零部件行业平均的 18.4 倍和同行平均的 13.3 倍。即使与市场指示的公允比率 43.3 倍相比，德纳看起来也很昂贵。这种差距表明，如果增长目标未能实现，估值风险将更高。这种乐观是否合理，还是预期过于高涨？</p>
</div><p>See what the numbers say about this price — find out in our valuation breakdown.</p>
<div class="lb-trans"><p>查看数字对这一价格的看法——在我们的估值分析中了解更多。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/7564ceea-de92-4ec2-804a-f268b7f0499e/chart/pe-multiple-vs-industry" alt="" original-src="https://images.simplywall.st/company/7564ceea-de92-4ec2-804a-f268b7f0499e/chart/pe-multiple-vs-industry"/></p>
<p>NYSE:DAN PE Ratio as at Oct 2025</p>
<div class="lb-trans"><p>截至 2025 年 10 月的 NYSE:DAN 市盈率</p>
</div><h2>Build Your Own Dana Narrative</h2>
<div class="lb-trans"><h2>构建你自己的德纳叙事</h2>
</div><p>If you want a different perspective or prefer digging into the numbers on your own terms, it only takes a few minutes to assemble your own view. Do it your way.</p>
<div class="lb-trans"><p>如果你想要不同的视角或更喜欢自己深入研究数字，只需几分钟即可组建自己的观点。按照你的方式进行。</p>
</div><p>A great starting point for your Dana research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>进行德纳研究的一个良好起点是我们的分析，突出 3 个关键奖励和 3 个可能影响你投资决策的重要警示信号。</p>
</div><h2>Looking for More Investment Ideas?</h2>
<div class="lb-trans"><h2>寻找更多投资想法？</h2>
</div><p>Opportunities don’t wait, and neither should you. Use the Simply Wall Street Screener to spot overlooked stocks that could position your portfolio for what’s next.</p>
<div class="lb-trans"><p>机会不会等待，你也不应该。使用 Simply Wall Street 筛选器，发现被忽视的股票，为你的投资组合做好准备。</p>
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</ul>
<div class="lb-trans"><ul>
<li>通过审查这些 17 只股息收益率超过 3% 且表现稳定的股息股票，追求可观的回报和稳定的收入来源。</li>
<li>利用人工智能快速发展的突破，访问这 26 只在机器学习和自动化领域引起轰动的 AI 便士股票。</li>
<li>通过搜索这 27 只推动量子计算进步的量子计算股票，抓住明天的技术和颠覆性进展。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>本文由 Simply Wall St 撰写，内容具有一般性。<strong>我们基于历史数据和分析师预测提供评论，仅使用无偏见的方法，我们的文章不构成财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

德纳（NYSE:DAN）：在底特律工厂关闭和电动车市场面临挑战后评估其估值