DanaSteve Madden

Dana vs Steve Madden

Dana and Steve Madden: this page compares their business models, financial performance, and market context in a clear, balanced way, helping readers understand each company's strategic landscape and c...

Which Baskets Do They Appear In?

Auto Suppliers (Stellantis Beneficiaries) May Gain

Auto Suppliers (Stellantis Beneficiaries) May Gain

Stellantis is investing $13 billion to dramatically increase its U.S. vehicle production, creating a ripple effect across the domestic auto industry. This theme focuses on the American automotive suppliers and industrial companies poised to benefit from the automaker's major expansion.

Published: October 15, 2025

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Domestic Auto Suppliers | Stellantis $10B Opportunity

Domestic Auto Suppliers | Stellantis $10B Opportunity

Automaker Stellantis is investing $10 billion to overhaul its U.S. manufacturing, signaling a major bet on American production. This move is expected to create a surge in demand for domestic auto parts suppliers and other industrial partners.

Published: October 6, 2025

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Detroit Auto: Could Tariff Changes Drive Gains?

Detroit Auto: Could Tariff Changes Drive Gains?

Reports of potential U.S. tariff relief for domestically produced vehicles have caused a surge in the stock prices of major Detroit automakers. This policy shift could boost the profitability of U.S.-based car manufacturers and their parts suppliers, creating a favorable investment landscape.

Published: October 5, 2025

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Vehicle Recall Impact | Auto Parts Investment Theme

Vehicle Recall Impact | Auto Parts Investment Theme

BMW's recall of nearly 200,000 vehicles due to a faulty engine starter highlights the critical need for reliable automotive components. This situation creates a potential advantage for high-quality parts suppliers as manufacturers prioritize durability to avoid costly recalls.

Published: September 28, 2025

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U.S. Truck Stocks (Heavy-Duty Tariff Winners)

U.S. Truck Stocks (Heavy-Duty Tariff Winners)

A new 25% tariff on imported heavy-duty trucks aims to protect U.S. manufacturers, creating a potential advantage for domestic companies. This theme identifies U.S.-based truck makers and parts suppliers that are positioned to benefit from this protectionist trade policy.

Published: September 27, 2025

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EV Slowdown Stocks | Automaker Pivot Opportunities

EV Slowdown Stocks | Automaker Pivot Opportunities

Following Stellantis's cancellation of its electric Ram pickup due to slowing EV demand, a new investment opportunity emerges. This theme focuses on automakers that are strategically pivoting to hybrid and traditional models to meet current market realities.

Published: September 14, 2025

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Driving The GM-Hyundai Alliance

Driving The GM-Hyundai Alliance

General Motors and Hyundai are partnering to develop five new vehicles, creating a significant opportunity for their shared automotive supply chain. This collaboration aims to reduce costs and expand market reach, benefiting suppliers of common components and raw materials.

Published: August 7, 2025

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The Engine Behind America's Trucks

The Engine Behind America's Trucks

Ford's recent 9.3% sales jump, powered by strong demand for its trucks and SUVs, highlights a resilient consumer appetite for larger vehicles. This trend creates a compelling investment case for the network of manufacturers and parts suppliers that form the backbone of the popular and profitable truck and SUV market.

Published: August 2, 2025

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American Autos: Driving Past Tariffs

American Autos: Driving Past Tariffs

Volkswagen's profit warning due to U.S. tariffs highlights the financial strain on foreign automakers. This situation creates a competitive edge for American car manufacturers and domestic parts suppliers who are not subject to these import duties.

Published: July 26, 2025

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Domestic Auto Advantage: Navigating U.S. Tariffs

Domestic Auto Advantage: Navigating U.S. Tariffs

Volkswagen's recent profit warning, caused by U.S. import tariffs, highlights a significant challenge for foreign automakers. This creates a competitive advantage for American-based car manufacturers and their parts suppliers who are shielded from these costs.

Published: July 25, 2025

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U.S. Auto's Tariff Shield

U.S. Auto's Tariff Shield

Volkswagen has lowered its financial outlook, citing the heavy impact of U.S. import tariffs. This creates a potential advantage for automakers and parts suppliers with significant manufacturing operations within the United States.

Published: July 25, 2025

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American Manufacturing's $550B Boost

American Manufacturing's $550B Boost

A new trade agreement between the U.S. and Japan establishes a 15% tariff on Japanese imports and secures a $550 billion investment in American industries. This deal creates a growth opportunity for domestic manufacturers and automotive suppliers set to benefit from the major industrial investment.

Published: July 24, 2025

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Driving Home: U.S. Auto Reshoring

Driving Home: U.S. Auto Reshoring

A new U.S.-Japan trade deal lowers tariffs on Japanese auto imports, creating a cost disadvantage for Detroit automakers reliant on North American manufacturing. This theme focuses on U.S. companies poised to benefit as automakers move production back to the U.S. to mitigate these new tariff-related costs.

Published: July 23, 2025

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Tesla's India Entry: Electric Vehicle Expansion Opportunity

Tesla's India Entry: Electric Vehicle Expansion Opportunity

This carefully selected group of stocks captures the opportunity created by Tesla's expansion into India's massive automotive market. Handpicked by our analysts, these companies span the entire EV ecosystem, from manufacturers to component suppliers and charging infrastructure providers.

Published: July 21, 2025

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U.S. Auto Tariff Shield: Domestic Winners

U.S. Auto Tariff Shield: Domestic Winners

This carefully selected group of stocks represents American automotive companies positioned to benefit from U.S. tariffs on imported vehicles. These domestic manufacturers and suppliers have a competitive pricing advantage that could lead to increased market share and profits.

Published: July 20, 2025

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US Protectionism: Tariffs on EU & Mexico

US Protectionism: Tariffs on EU & Mexico

This carefully selected group of stocks features American companies that could benefit from the upcoming 30% tariff on EU and Mexican imports. Our analysts have identified domestic manufacturers and suppliers that may gain competitive advantages as foreign goods become more expensive.

Published: July 14, 2025

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Canada's Automotive Opportunity

Canada's Automotive Opportunity

This carefully selected group of stocks represents companies poised to benefit from Nissan's production halt in Canada. Our professional analysts have identified automakers and parts suppliers strategically positioned to fill the market gap and capture abandoned market share during this unique industry disruption.

Published: July 11, 2025

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Investment Analysis

Dana

Dana

DAN

Pros

  • Dana reported strong Q3 2025 results with improved margins and raised full-year profit guidance.
  • The company is progressing with the sale of its Off-Highway business, which will generate substantial net cash proceeds.
  • Dana is executing a significant cost-savings initiative, helping to offset inflation and tariff pressures.

Considerations

  • Dana's net profit margin remains low, reflecting ongoing challenges in converting revenue into profit.
  • The company has a high debt-to-equity ratio, which could constrain financial flexibility in a downturn.
  • Recent earnings improvements are partly tied to one-off gains from asset sales, not just core operations.

Pros

  • Steven Madden benefits from consistent analyst upgrades and positive sentiment in the retail sector.
  • The company maintains a diversified revenue base across wholesale, direct-to-consumer, and licensing segments.
  • Steven Madden offers a relatively high dividend yield compared to industry peers.

Considerations

  • The stock's price-to-earnings ratio is elevated, suggesting limited margin for further valuation expansion.
  • Wholesale footwear remains highly competitive, exposing the business to margin pressure and shifting trends.
  • Recent analyst price targets imply only modest upside, indicating cautious expectations for near-term growth.

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