SMP vs LEA vs DORM Stock Comparison

Standard Motor Products, Lear and Dorman Products Prices as of Oct 28, 2026 Peers: Industry group
LEA Lear Corp
$116.80 -2.9% 1M +13.2% 1Y
Market cap
$5.92B
P/E
10.6x
Revenue (TTM)
$23.70B
Div. yield
0.03%
Auto Parts Consumer Discretionary
4 wins
DORM Dorman Products, Inc.
$129.74 +4.9% 1M -6.5% 1Y
Market cap
$3.93B
P/E
19.4x
Revenue (TTM)
$2.17B
Div. yield
–
Auto Parts Consumer Discretionary
5 wins

Head to Head

12 decided of 12

Dorman Products leads on 5 of the 12 questions below (Dorman Products 5, Lear 4, Standard Motor Products 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSMPLEADORMLeader
Larger companyMarket capitalisation $848.42M $5.92B $3.93B LEA
Cheaper on earningsLower P/E, profitable companies only 16.6x 10.6x 19.4x LEA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 8.4x 8.3x 14.4x LEA
Faster revenue growthRevenue growth, trailing twelve months +11.3% +3.5% +2.2% SMP
More profitableNet margin, trailing twelve months 2.8% 2.3% 9.3% DORM
Better return on capitalReturn on invested capital 8.3% 8.8% 10.8% DORM
Less leveragedLower net debt / EBITDA 2.9x 1.2x 0.8x DORM
Higher dividend yieldTrailing dividend yield 0.03% 0.03% 0.00% SMP
Better 1-year returnPrice return, last 12 months -5.0% +13.2% -6.5% LEA
Better 5-year returnAnnualised price return, 5 years -4.6%/yr -7.4%/yr +4.4%/yr DORM
Less volatileAnnualised volatility, 1 year 30.5% 34.5% 34.8% SMP
Higher overall scoreMean of the five percentile scores vs peers 79/100 79/100 80/100 DORM

Percentile Scorecard

SMPLEADORM

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSMPLEADORM
Valuation 74 #14 of 50 96 #3 of 50 49 #26 of 50
Growth 94 #4 of 49 79 #11 of 49 92 #5 of 49
Profitability 87 #7 of 47 80 #10 of 47 91 #5 of 47
Financial Health 62 #21 of 53 71 #16 of 53 92 #5 of 53
Shareholder Returns 77 #8 of 31 67 #11 of 31 73 #9 of 31
Overall 79 79 80
  • SMP ranked among 56 companies in Automobiles and Components
  • LEA ranked among 56 companies in Automobiles and Components
  • DORM ranked among 56 companies in Automobiles and Components

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSMPLEADORMSPY
1 month +0.2%-2.9%+4.9% +0.9%
3 months -6.5%-20.8%-8.2% +5.9%
6 months +2.7%-5.7%+17.9% +8.5%
Year to date +2.8%+1.9%+5.3% +13.3%
1 year -5.0%+13.2%-6.5% +12.4%
3 years +14.1%-8.8%+84.1% +88.1%
3 years, per year +4.5%-3.0%+22.6% +23.5%
5 years -20.9%-32.0%+24.3% +68.2%
5 years, per year -4.6%-7.4%+4.4% +11.0%
10 years -20.4%-3.7%+108.0% +263.4%
10 years, per year -2.3%-0.4%+7.6% +13.8%

Risk

MeasureSMPLEADORMSPY
Volatility, 1Y 30.5%34.5%34.8% 12.7%
Downside volatility, 1Y 29.8%32.7%30.3% 12.7%
Beta vs S&P 500, 1Y 0.581.000.76 1.00
Return / volatility, 1Y -0.160.38-0.19 0.98
Max drawdown, 5Y -59.9%-61.0%-49.3% -25.4%
From 52-week high -16.0%-21.4%-12.2% -0.9%
52-week high $45.14$148.51$147.80 $779.14
52-week low $34.70$99.28$100.50 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSMPLEADORM
P/E now vs peer median 16.6xmedian 20.0x 10.6xmedian 20.0x 19.0xmedian 20.0x
P/S now vs peer median 0.5xmedian 0.5x 0.2xmedian 0.5x 1.8xmedian 0.5x
EV/EBITDA now vs peer median 7.1xmedian 8.7x 5.0xmedian 8.7x 11.9xmedian 8.7x
P/FCF now vs peer median 9.7xmedian 9.4x 6.8xmedian 9.4x 14.3xmedian 9.4x
P/B now vs peer median 1.2xmedian 0.9x 1.1xmedian 0.9x 2.5xmedian 0.9x
PEG now vs peer median 1.76median 1.35 1.40median 1.35 0.63median 1.35

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSMPLEADORM
Revenue $1.84B $23.70B $2.17B
Gross profit $587.59M $1.63B $892.07M
Operating income $154.15M $890.00M $289.18M
Net income $51.70M $637.10M $202.06M
Free cash flow $87.23M $849.40M $269.23M
EPS (diluted) $2.23 $10.94 $6.77
Cash & equivalents – $1.00B $167.01M
Total debt $588.83M $2.75B $440.72M
Shares (diluted) 22.86M 50.82M 29.86M
Enterprise value $848.42M $1.99B $3.54B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSMPLEADORM
P/E 16.6x 10.6x 19.0x
P/FCF 9.7x 6.8x 14.3x
P/Operating cash flow 7.0x 3.9x 12.7x
P/S 0.5x 0.2x 1.8x
P/B 1.2x 1.1x 2.5x
P/Tangible book 1.6x 1.1x 2.9x
EV/EBITDA 7.1x 5.0x 11.9x
EV/EBIT 9.3x 8.4x 14.2x
EV/Revenue 0.8x 0.3x 1.9x
EV/FCF 16.5x 8.8x 15.3x
EV/Operating cash flow 11.8x 5.1x 13.6x
PEG (3Y EPS CAGR) 1.76 1.40 0.63

Growth

14 metrics
MetricSMPLEADORM
Revenue growth (1Y) 11.3% 3.5% 2.2%
Revenue CAGR (3Y) 10.2% 1.8% 3.9%
Gross profit growth (1Y) 18.0% 2.3% 0.2%
Gross profit CAGR (3Y) 14.7% -0.2% 11.2%
Operating income growth (1Y) 42.3% -0.1% -18.6%
Operating income CAGR (3Y) 16.6% -1.8% 19.3%
Net income growth (1Y) 28.1% 12.8% -18.2%
Net income CAGR (3Y) 10.9% 1.6% 27.8%
EPS growth (1Y) 27.0% 25.9% -15.7%
EPS CAGR (3Y) 9.4% 7.5% 30.2%
Operating cash flow growth (1Y) 50.3% 43.3% 111.0%
Operating cash flow CAGR (3Y) 4.3% 11.6% 23.3%
Free cash flow growth (1Y) 115.1% 77.6% 155.4%
Free cash flow CAGR (3Y) 0.9% 23.6% 33.0%

Profitability

14 metrics
MetricSMPLEADORM
Gross margin 32.0% 6.9% 41.1%
EBITDA margin 10.9% 6.3% 15.9%
Operating margin 8.4% 3.8% 13.3%
Pretax margin 6.8% 3.1% 12.6%
Net margin 2.8% 2.3% 9.3%
FCF margin 4.7% 3.6% 12.4%
Operating cash flow margin 6.6% 6.2% 13.9%
Return on equity 7.2% 12.0% 13.1%
Return on assets 2.5% 4.1% 8.0%
Return on invested capital 8.3% 8.8% 10.8%
Return on capital employed 10.4% 9.7% 13.9%
Asset turnover 0.9x 1.5x 0.9x
Cash conversion (OCF / net income) 2.4x 2.3x 1.5x
Stock comp / revenue 0.6% – 1.1%

Financial Health

11 metrics
MetricSMPLEADORM
Debt / assets 28.6% 17.5% 17.2%
Debt / equity 0.8x 0.5x 0.3x
Net debt / EBITDA 2.9x 1.2x 0.8x
Debt / FCF 6.8x 3.2x 1.6x
Liabilities / assets 64.5% 66.0% 38.8%
Equity / assets 35.5% 34.0% 61.2%
Interest coverage 5.1x 9.0x 10.8x
Current ratio 2.0x 1.3x 3.7x
Quick ratio – 0.8x 1.8x
Cash ratio – 0.2x 0.4x
Altman Z-score 2.28 2.77 4.87

Shareholder Returns

7 metrics
MetricSMPLEADORM
Dividend yield 3.4% 2.6% –
Net buyback yield 0.0% 7.9% 3.6%
Shareholder yield 3.5% 10.5% 3.6%
Payout ratio (earnings) 54.8% 25.3% –
Payout ratio (FCF) 32.5% 19.0% –
Dividend growth (1Y) 8.1% -4.5% –
Dividend CAGR (3Y) 5.5% -4.3% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSMPLEADORM
Forward P/E 8.4xFY2026 8.3xFY2026 14.4xFY2026
EPS, next fiscal year $4.49FY2026 $14.00FY2026 $9.02FY2026
EPS growth, next FY +11.7%FY2026 +9.4%FY2026 +1.7%FY2026
EPS growth, the year after +13.4% +24.6% +4.2%
Revenue, next fiscal year $1.78BFY2026 $23.22BFY2026 $2.14BFY2026
Revenue growth, next FY -0.5%FY2026 -0.2%FY2026 +0.6%FY2026
Revenue growth, the year after +14.2% +7.7% +5.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSMPLEADORM
Held by institutions 81.8% 100.0% 95.5%
Institutions holding 188 516 330
Change in shares held, QoQ +1.3% +1.1% +9.6%
Institutions buying 97 273 166
Institutions selling 64 166 122
Buyers to sellers 1.52 1.64 1.36

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SMPLEADORM
SMP 1.00 0.54 0.62
LEA 0.54 1.00 0.48
DORM 0.62 0.48 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SMP, LEA and DORM?

Lear (LEA) is the largest by market capitalisation: Standard Motor Products (SMP) $848.42M, Lear (LEA) $5.92B, Dorman Products (DORM) $3.93B.

Which stock is cheaper, SMP, LEA and DORM?

Lear (LEA) trades on the lowest price-to-earnings ratio (Standard Motor Products (SMP) 16.6x, Lear (LEA) 10.6x, Dorman Products (DORM) 19.4x). On next year's consensus earnings, Lear (LEA) is cheapest (Standard Motor Products (SMP) 8.4x, Lear (LEA) 8.3x, Dorman Products (DORM) 14.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Standard Motor Products (SMP) grew revenue fastest over the trailing twelve months: Standard Motor Products (SMP) +11.3%, Lear (LEA) +3.5%, Dorman Products (DORM) +2.2%.

Which company is more profitable?

Dorman Products (DORM) has the highest net margin (Standard Motor Products (SMP) 2.8%, Lear (LEA) 2.3%, Dorman Products (DORM) 9.3%). On return on invested capital, Dorman Products (DORM) leads (Standard Motor Products (SMP) 8.3%, Lear (LEA) 8.8%, Dorman Products (DORM) 10.8%).

Which stock has performed better?

Over the past year Lear (LEA) returned the most: Standard Motor Products (SMP) -5.0%, Lear (LEA) +13.2%, Dorman Products (DORM) -6.5%. Over five years, Dorman Products (DORM) compounded fastest (Standard Motor Products (SMP) -4.6%/yr, Lear (LEA) -7.4%/yr, Dorman Products (DORM) +4.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Standard Motor Products (SMP) has the highest dividend yield: Standard Motor Products (SMP) 0.03%, Lear (LEA) 0.03%, Dorman Products (DORM) 0.00%. Dorman Products (DORM) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Standard Motor Products (SMP) has been the steadiest (Standard Motor Products (SMP) 30.5%, Lear (LEA) 34.5%, Dorman Products (DORM) 34.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SMP, LEA and DORM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Dorman Products (DORM) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.