Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products …
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Competitive advantage assessment
Key strengths
ROIC Sustainably Above PeersROIC at 83.1th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.95), demonstrating pricing resilience across cycles.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Donaldson Company, Inc. ranks #17 of 82
scored companies in Specialty Industrial Machinery by moat score — the top 21%.
The widest moat in the group is Graco Inc. (GGG)
at 86/100.
Moat scores for companies ranked near DCI in Specialty Industrial Machinery
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 73
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 72
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 89
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 57
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 56
· 15% of the moat score
Scale matters only when it converts into economics.
Donaldson Company, Inc. (DCI) scores 70 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #17 of 82 scored companies in Specialty Industrial Machinery, the top 21%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 81 companies in Specialty Industrial Machinery. Its strongest defense is Capital Efficiency (89/100) and its weakest is Scale & Market Position (56/100).
How does Donaldson Company, Inc. compare with other Specialty Industrial Machinery companies?
Donaldson Company, Inc. ranks #17 of 82 scored companies in Specialty Industrial Machinery by moat score. The widest moat in Specialty Industrial Machinery is Graco Inc. (GGG) at 86/100. The companies ranked closest are Crane Company (CR) at 70 just above it and Omega Flex, Inc. (OFLX) at 69 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 81 companies in Specialty Industrial Machinery. The defenses are then weighted to produce the overall score out of 100.
Why is Donaldson Company, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Donaldson Company, Inc.?
The Corporate Default template measures 6 defenses, and DCI scores: Pricing Power (72), Cost Advantage (73), Customer Stickiness (72), Capital Efficiency (89), Resilience (57), Scale & Market Position (56). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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