Dauch Corporation
DCH · Consumer Discretionary · $645.7M mkt cap · FY2025 filings · No moat ·
Doesn't clear the bar
The four filters
Median gross margin 13.1% over 10y, stable.
Median ROIC 4.9%, above the 9% hurdle in 20% of years.
Net debt/EBITDA 5.9x, interest coverage 1x.
Owner earnings -3.0%/yr, share count growing (dilution).
Margin of safety
- Owner earnings (normalized)
- $259.0M
- Est. intrinsic value / share
- $24.24
- Recent price
- $5.44
- Discount to value
- 78% below value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
18 years of fundamentals
The business, in plain English
Dauch Corporation booked $5.8B of revenue in FY2025 in the Consumer Discretionary sector and kept 12.1% of it as gross profit — a thin-margin business by that measure. After every other cost, −0.3% of each revenue dollar reached the bottom line.
Across the filed record, revenue grew from $1.5B (FY2009) to $5.8B (FY2025) — about 8.8% a year compounded over 16 years.
It earned 1.8% on invested capital in FY2025, with a median of 7.7% across 13 filed years. The Returns on Capital filter above scores it 7/100.
The balance sheet carried $4.1B of total debt in FY2025 against $183.3M of owner earnings — roughly 22.3 years of owner earnings to retire it all. Balance-Sheet Safety scores it 0/100.
The share count rose 57.0% between FY2013 and FY2025 — existing owners have been diluted over the record. Capital Discipline scores it 7/100.
Put together: Pricing Power is the strongest of the four filters (12/100) and Balance-Sheet Safety the weakest (0/100), which is how DCH lands at 7/100 — a None moat.
This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.
Gaps in a line mean that item isn’t in DCH’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.
Moat Score history
Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.
Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars
None yet — DCH has read No moat for every logged capture since Jul 17, 2026.
Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.
Consumer Discretionary context
#340 of 340 scored Consumer Discretionary companies, ranked by Moat Score.
Nearest peers by Moat Score
- #336ARMK Aramark8.6 out of 100, No moatNo moat
- #337UFI UNIFI, INC.7.6 out of 100, No moatNo moat
- #338SIF SIFCO Industries, Inc.7.3 out of 100, No moatNo moat
- #339BA THE BOEING COMPANY7.2 out of 100, No moatNo moat
Compare DCH with its nearest peers →All Consumer Discretionary companies on the Index →
Common questions about DCH
- Does Dauch Corporation have an economic moat?
- Based on its FY2025 SEC filings, the Moat Index scores Dauch Corporation (DCH) 7.1 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 12, returns on capital 7, balance-sheet safety 0, capital discipline 7.
- Is DCH stock trading below its intrinsic value?
- Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $24.24 per share versus a recent price of $5.44 — 78% below value. This is an educational estimate computed from primary SEC filings, not investment advice.
- How has DCH's Moat Score changed over time?
- The record logs 3 readings since Jul 17, 2026; the latest reads 7.1 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.