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We are one of the leading suppliers of replacement and upgrade parts in the motor vehicle aftermarket industry, serving passenger cars, light-, medium-, and heavy-duty trucks, as well as specialty vehicles, including utility terrain vehicles ("UTVs") and all-terrain vehicles ("ATVs"). As of December 31, 2025, we marketed approximately 144,000 distinct parts compared to approximately 138…
$141.97
$2.15 (-1.49%)
EOD Jul 17, 2026
14.06% operating margin is respectable but not wide. ROIC at 11.64%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 6.0%, steady but not accelerating. Free cash flow declined 61% despite revenue growth, conversion is weakening.
Free cash flow declined 61% versus the prior year, cash generation momentum has weakened. Net debt of $512M represents 6.8x FCF, leverage limits flexibility.
22.9x earnings, 61.1x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$2.15B
▲ +6.0% YoY
Net Income (TTM)
$190M
▲ +7.5% YoY
Op. Margin
12.93%
▼ -0.5pp YoY
ROIC
10.50%
▼ -0.8pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$71M
▼ -60.5% YoY
Op. Cash Flow (TTM)
$106M
▼ -50.8% YoY
Net Debt
$490M
Cash & Equiv.
$43M
5Y CAGR: +14.3%
5Y CAGR: -11.1%
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At a P/E of 22.9 and a price-to-free-cash-flow of 61.1, Dorman Products (DORM) trades above a two-stage DCF intrinsic value of about $24.17 per share, so at $141.97 the stock looks overvalued (83.0% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Dorman Products scores 71/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $24.17 per share for DORM, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $18.13. At today's $141.97, that puts the stock about 83.0% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Dorman Products scores 71 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 12.9% operating margin and a 10.5% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. DORM currently trades above its estimated intrinsic value and scores 71/100 on quality (solid). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.