Donaldson Company, Inc. DCI
Composite 56/100; the shares have moved about 24% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 42/100 — a slight mark against it.
Balance-sheet strength ranks 64/100 — a moderate point in its favour. Quality ranks 64/100 — a moderate point in its favour. Growth ranks 61/100 — a slight point in its favour.
Valuation ranks 42/100 — a slight mark against it.
What the company does Donaldson Company (DCI) designs and manufactures filtration systems and replacement parts for mobile, industrial, and life sciences applications. Its Mobile Solutions segment serves construction, mining, agriculture, and transportation markets, while Industrial Solutions provides dust/fume collectors, compressed air purification, and aerospace filtration.
Key financials DCI posts strong profitability: ROE 28%, ROA 12%, ROCE 25%, net margin 12%, and gross margin 35%. Revenue grew 6% and EPS surged 108% year-over-year. The balance sheet is healthy with a debt-to-equity of 0.36 and interest coverage of 21x.
Stock health The Sideravia score ranks DCI in the 63rd percentile overall, with Strength 83%, Quality 68%, and Growth 68%. Momentum is mixed: +7% over 3 months but -8% over 6 months; RSI(14) is 59. Dividend yield is 1.4% with a 32% payout ratio.
Price vs fair value The stock trades at a PREMIUM of 35% to our fair-value estimate of 60.22 and a discount of 4.47% to the 12-month target of 96.80. - Trading at a 35% premium to fair value (Sideravia) - Forward P/E of 21.32 vs trailing P/E of 25.01 (Valuation block) - EV/EBITDA of 16.07 vs peer medians ~14x (Valuation block) - 12-month EPS growth of 108% vs revenue growth of 6% (Key Financials) - RSI(14) at 59 indicates mild upward momentum (Momentum)
Looking forward Analysts expect continued growth driven by industrial and aerospace demand, but valuation remains rich relative to historical averages. Forward PEG of 1.23 suggests moderate growth expectations are already priced in.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.