Dana vs LCI Industries
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The short version
- Dana is the larger business, with $7.5B of revenue in fiscal 2025 against $4.1B for LCI Industries, about 1.8 times as much.
- LCI Industries grew revenue faster (10.2%, against −3.0%).
- LCI Industries kept more of each dollar of sales as operating profit (6.8% operating margin, against 1.9%).
- LCI Industries turned more of its sales into free cash flow (6.8% FCF margin, against 4.0%).
- LCI Industries earned a higher return on the capital invested in it (10.2%, against 3.1%).
- Investors pay more for each dollar of LCI Industries’s earnings: a P/E of 9.8x against 2.7x for Dana.
| Latest fiscal year | DAN · FY25 | LCII · FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.9B | $2.1B |
| Revenue | $7.5B | $4.1B |
| Free cash flow | $298M | $278M |
| Net income | $85.0M | $188M |
| Growth | ||
| Revenue growth | −3.0% | 10.2% |
| 5-year growth | 1.1% | 8.1% |
| Share count change | −7.9% | −2.6% |
| Profitability | ||
| Gross margin | 8.0% | 23.8% |
| Operating margin | 1.9% | 6.8% |
| Net margin | 1.1% | 4.6% |
| FCF margin | 4.0% | 6.8% |
| Return on capital | 3.1% | 10.2% |
| Return on equity | 7.8% | 13.7% |
| Balance sheet | ||
| Net debt | $2.7B | $723M |
| Net debt / EBITDA | 5.5x | 1.8x |
| Dividends and buybacks | $704M | $243M |
| Valuation & quality | ||
| P/E | 2.7x | 9.8x |
| Piotroski F-score | 7 | 8 |
Revenue
FY16
DAN $5.8B
LCII $1.7B
FY17
DAN $7.2B
LCII $2.1B
FY18
DAN $8.1B
LCII $2.5B
FY19
DAN $8.6B
LCII $2.4B
FY20
DAN $7.1B
LCII $2.8B
FY21
DAN $8.9B
LCII $4.5B
FY22
DAN $10.2B
LCII $5.2B
FY23
DAN $7.6B
LCII $3.8B
FY24
DAN $7.7B
LCII $3.7B
FY25
DAN $7.5B
LCII $4.1B
DAN
LCII
Operating margin
FY16
DAN 5.7%
LCII 12.0%
FY17
DAN 6.8%
LCII 10.0%
FY18
DAN 7.1%
LCII 8.0%
FY19
DAN 3.4%
LCII 8.4%
FY20
DAN 1.8%
LCII 8.0%
FY21
DAN 4.4%
LCII 8.9%
FY22
DAN 0.9%
LCII 10.6%
FY23
DAN −1.4%
LCII 3.3%
FY24
DAN −2.3%
LCII 5.8%
FY25
DAN 1.9%
LCII 6.8%
DAN
LCII
Free cash flow
FY16
DAN $62.0M
LCII $157M
FY17
DAN $161M
LCII $65.5M
FY18
DAN $243M
LCII $36.8M
FY19
DAN $211M
LCII $211M
FY20
DAN $60.0M
LCII $174M
FY21
DAN −$211M
LCII −$210M
FY22
DAN $209M
LCII $472M
FY23
DAN $49.0M
LCII $465M
FY24
DAN $138M
LCII $328M
FY25
DAN $298M
LCII $278M
DAN
LCII
Return on capital
FY16
DAN 17.4%
LCII 26.4%
FY17
DAN 10.9%
LCII 22.5%
FY18
DAN 19.4%
LCII 18.5%
FY19
DAN 9.0%
LCII 12.9%
FY20
DAN 2.6%
LCII 11.3%
FY21
DAN 7.1%
LCII 15.3%
FY22
DAN 1.8%
LCII 17.4%
FY23
DAN −2.3%
LCII 4.2%
FY24
DAN −3.8%
LCII 8.0%
FY25
DAN 3.1%
LCII 10.2%
DAN
LCII
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.