Loading stock…

Donaldson Company, Inc. (DCI) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Donaldson Company, Inc.

DCIMarket cap $10BPrice $87.3

Country🇺🇸United States

SectorIndustrials

IndustryMachinery

Makes filtration systems that clean air and fluids for engines, factories, and vehicles worldwide. Their filters keep everything from farm tractors to fighter jets running clean, generating over a century of steady, unglamorous, essential industrial demand.

In Bastion Portfolios?

52W Return+6%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%5

Revenue Forecast

Rev CAGR (1y)+8%5

Rev CAGR (3y)+6%5

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1+11%7

EPS Growth Y+2+10%7

EPS Growth Y+3+9%6

Quality

Margins

EBIT Margin16%6

Net Income Margin12%6

Free Cash Flow Margin11%6

Debt

Net Debt/EBITDA1.55

Efficiency

ROE28%9

ROA13%9

Earnings Stability88

GEAR+STRONG76

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)204

P/E Ratio (Forward 3y)174

P/BV5.73

EV Multiples

EV/EBITDA Fwd134

EV/EBIT Fwd165

Yield

Free Cash Flow Yield4.2%6

Dividend Yield1.5%4

Momentum

Short term

1 month return-4%6

3 month return-0%6

YTD return-1%5

Mid term

Price vs 52wHigh78%5

1 year return+6%6

Long term

3 year return+52%6

5 year return+62%6

Risk Shield

Price Risk

Beta0.86

Volatility26%8

Free Cash Flow

Free Cash Flow Margin11%6

Free Cash Flow Yield4.2%6

Quality

ROCE22%9

Earnings Stability88

Net Debt/EBITDA1.55

02Growth

Is it actually growing, and how fast?

DCIDonaldson Company

Revenue FY26$3.9B

GROWTH RATING↗

AVERAGE47 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+11%7

EPS growth, FY28E+10%7

EPS growth, FY29E+9%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 47% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE53 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-0%6

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high78%5

1-year return+6%6

3-year return+52%6

5-year return+62%6

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+52% over three years and +62% over five), roughly average for the market.

It's up 6% over the past year, but 22% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-4%), over three months (+0%) and so far this year (-1%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Donaldson. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

DCIDonaldson Company

Revenue FY26$3.9B

GROWTH RATING↗

AVERAGE47 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+11%7

EPS growth, FY28E+10%7

EPS growth, FY29E+9%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 47% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE53 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return-0%6

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high78%5

1-year return+6%6

3-year return+52%6

5-year return+62%6

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+52% over three years and +62% over five), roughly average for the market.

It's up 6% over the past year, but 22% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-4%), over three months (+0%) and so far this year (-1%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Donaldson. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community