Skip to content
Company Analysis

Donaldson Company, Inc. DCI

A comprehensive view of key metrics, scores, and financial health for Donaldson Company, Inc.

Overview of Donaldson Company, Inc.

DCI NYQ
Industrials Specialty Industrial Machinery Mid Cap
Donaldson Company, Inc. (DCI), is a Mid Cap company, in the Specialty Industrial Machinery industry, last closed at $85.80, about 44.0% overvalued vs fair value, +24.3% 1Y return, placing in the top 25% of its sector.
$85.80
-1.36%
As of March 13, 2026
Previous close • Vol 90d: 32.8%
52-Week Range
Market Cap
$9.94B
Enterprise Value
$10.42B
Overall Score
Scores locked

Create a free account to see overall and pillar scores for Donaldson Company, Inc..

Top Beats

Quick Facts

Website https://www.donaldson.com
HQ Bloomington, MN
Employees 15,000
Fiscal year Jul 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$41
$48
$55
Current: $85.80 -44% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$3.7B
2.9%%
Gross Profit
$1.3B
0.9%%
Operating Income
$557.4M
2.4%%
Net Income
$367.0M
-11.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
92.6%
Good

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$463.4M
136.3% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
1
Critical
Locked Leak
Upgrade to view details
Premium
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Donaldson Company, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
68
/100
Moderate
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
68
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing DCI's balance between Growth (25.5%), Profitability (40.7%), and Safety (33.8%). Growth 25% Safety 34% Profitability 41%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

41th percentile vs peers
41
Key Signals
Rev Growth YoY 2.9% 43p Revenue CAGR 3Y 3.7% 42p EPS CAGR 3Y 4.7% 50p EPS Growth YoY -9.7% 34p TSR -2.3% 32p
Strengths
  • Interest Coverage Ratio in top 20% of peers (21.34, 87th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Roic in top 20% of peers (19.7%, 89th percentile)
  • Consistently strong margins across 3 metrics
Risks

No significant risks identified for this axis.

Profitability

65th percentile vs peers
66
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

54th percentile vs peers
55
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Donaldson Company, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$48.04
- - -
-44.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info