Douglas Dynamics, Inc. (PLOW)
NYSEConsumer DiscretionaryIndustrial - MachinerySnapshot 2026-09-14
$40.11-0.32%
Close 2026-09-14 · 1-day change
NYSEConsumer DiscretionaryIndustrial - MachinerySnapshot 2026-09-14
Research Workspace
Put PLOW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — EPS at least $2.25 in 2026: FY26 EPS guidance $2.90-$3.40 vs $2.25 target.
View ThesisRevenue growth is accelerating — up about 20% over the past year.
View GrowthManagement screens strong on capital allocation, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 22% growth a year, above the roughly 11% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 26% in its worst 12-month stretch.
View RiskPLOW's growth depends on maintaining strong earnings momentum and robust cash flow. Revenue grew 10% year over year, and the latest quarter beat expectations. It trades at 16× P/E versus a peer median of 13×, indicating it looks expensive based on peer multiples. The primary risk is a potential guidance cut, with a 23% miss probability for the next quarter. Peer multiples imply a price about 20% below where it trades. The thesis has broken due to EPS guidance of $2.90-$3.40 versus a target of $2.25.
Trailing returns as of 2026-09-14. PLOW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering PLOW (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare PLOW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PLOW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put PLOW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.