Donaldson Company, Inc.

Valuation Analysis

About the Company

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 to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration f

Donaldson Company, Inc. Stock at a Glance

Donaldson Company, Inc. (DCI) is currently trading at $86.40 with a market capitalization of $10B. The trailing P/E ratio stands at 23.29x, with a forward P/E of 19.7x. The 52-week range spans from $67.71 to $112.84; the current price is 23.4% below the yearly high. Year-over-year revenue growth stands at +5.8%. The net profit margin stands at 11.53%.

💰 Dividend

Donaldson Company, Inc. pays an annual dividend of $1.22 per share, representing a yield of 1.41%. The payout ratio stands at 32.35%.

📊 Analyst Rating

5 analysts rate Donaldson Company, Inc. (DCI) on consensus: Buy. The average price target is $96.80, implying +12.04% from the current price. Analyst price targets range from $79.00 to $123.00.

Donaldson Company, Inc.: The Investment Case in Detail

Donaldson Company, Inc. (DCI) operates in the Industrials — specifically Specialty Industrial Machinery — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Earnings growth of 108.3% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base. Return on equity of 27.78% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard.

What to Watch Next

• The forward P/E of 19.7x is meaningfully below the trailing 23.29x — analysts expect earnings to step up; the next earnings release is the test.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

The price is in a transition zone relative to the moving averages — no clear signal.

Risk Profile

The data points to relatively defensive market behavior.

Trading Data

💵 Dividend Info

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