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Stock Analysis & ValuationNN, Inc. (NNBR)

Previous Close
$1.49
Sector Valuation Confidence Level
Moderate
Valuation methodValue, $Upside, %
Artificial intelligence (AI)26.371670
Intrinsic value (DCF)1.09-27
Graham-Dodd Methodn/a
Graham Formulan/a

Strategic Investment Analysis

Company Overview

NN, Inc. (NASDAQ: NNBR) is a diversified industrial company specializing in high-precision components and assemblies for critical applications across multiple industries. Headquartered in Charlotte, North Carolina, NN operates through two key segments: Mobile Solutions and Power Solutions. The Mobile Solutions segment serves the automotive and general industrial markets with components for power steering, braking, transmissions, and HVAC systems. The Power Solutions segment provides precision metal and plastic components for electrical, aerospace, defense, and medical sectors, including orthopedics and surgical tools. Founded in 1980, NN, Inc. plays a vital role in industries requiring exacting tolerances and reliability, positioning itself as a key supplier in industrial and automotive supply chains. With a focus on innovation and engineering excellence, NN caters to demanding applications where performance and durability are paramount.

Investment Summary

NN, Inc. presents a high-risk, high-reward investment opportunity due to its exposure to cyclical industrial and automotive markets. The company's negative net income (-$38.3M) and diluted EPS (-$1.11) in the latest fiscal year raise concerns, though its operating cash flow ($11.1M) suggests some underlying operational strength. With a high beta of 2.159, NNBR stock is significantly more volatile than the broader market. The lack of dividends and substantial debt ($197M against $18.1M cash) further increase risk. However, its niche in precision components for critical applications could position it well for recovery in industrial and automotive sectors. Investors should weigh its potential in electrification and aerospace against its current financial challenges.

Competitive Analysis

NN, Inc. competes in the precision components market by focusing on high-tolerance, application-critical products where engineering expertise differentiates suppliers. Its Mobile Solutions segment benefits from long-standing relationships with automotive OEMs, though it faces pricing pressure from larger suppliers. The Power Solutions segment's strength lies in its diversified end markets (aerospace, medical), which provide some insulation from automotive cyclicality. However, NN's relatively small scale ($464M revenue) limits its bargaining power against both customers and suppliers. The company's competitive advantage stems from its technical capabilities in complex metal and plastic components, but it lacks the vertical integration or brand recognition of larger competitors. Its financial constraints may hinder R&D and capacity investments compared to better-capitalized peers. The shift toward electric vehicles presents both a risk (reduced demand for traditional automotive components) and opportunity (new precision part requirements).

Major Competitors

  • Dana Incorporated (DAN): Dana is a larger player in drivetrain and mobility solutions with stronger automotive OEM relationships. It outperforms NN in scale and vertical integration but is more exposed to traditional powertrain risks. Dana's broader product portfolio gives it more stability than NN's niche focus.
  • Ball Corporation (BLL): Ball's aerospace and precision engineering segments overlap with NN's Power Solutions. Ball's much larger size and government/aerospace contracts provide more stable revenue streams, though NN may be more agile in specialized medical and industrial components.
  • Aptiv PLC (APTV): Aptiv dominates in advanced vehicle architecture solutions, competing indirectly with NN's Mobile Solutions. Aptiv's stronger position in electrification and autonomous driving gives it better growth prospects, though NN maintains an edge in certain mechanical precision components.
  • Hexcel Corporation (HEXI): Hexcel specializes in advanced composites for aerospace, competing with NN's aerospace-focused Power Solutions. Hexcel's technological leadership in lightweight materials is superior, but NN offers more diversified industrial applications.
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