Borgwarner vs Dana
Borgwarner is the larger business, with $14.32bn of revenue in fiscal 2025 against $7.50bn for Dana (1.9 times as much). Borgwarner grew faster (1.6% against -3.0%). Borgwarner kept more of each dollar of sales as profit: a net margin of 1.9% against 1.1%.
| Latest fiscal year | BorgwarnerBWA, 2025 | DanaDAN, 2025 |
|---|---|---|
| Revenue | $14.32bn | $7.50bn |
| Revenue growth | 1.6% | -3.0% |
| Net income | $277m | $85.0m |
| Operating margin | — | 1.9% |
| Net margin | 1.9% | 1.1% |
| Return on equity | 5.0% | 7.8% |
| Free cash flow | $1.18bn | $298m |
| Cash | $2.31bn | $469m |
| Total debt | $3.90bn | $3.21bn |
| Debt to equity | — | 382.3% |
| Dividend per share | $0.56 | $0.40 |
| Dividend yield | 1.3% | 2.1% |
| Share buybacks | $508m | $650m |
| Employees | — | 26,900 |
| Market value | $10.61bn | $2.54bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 60 (Moderate) | 36 (Weak) |
| Insider trades, 12 months | 1 buys, 30 sales | 0 buys, 11 sales |