Is Donaldson Company, Inc. (DCI) Overvalued?
We dive into why Donaldson Company, Inc. (DCI) could be considered overvalued on 2026-07-23, based on AAII’s Value Score and Grade.Michael Rose
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
COMPANY SUMMARY
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 for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.
Commentary & Analysis
What You Need to Know About Donaldson Company, Inc.'s Q4 Earnings
Donaldson Company, Inc.'s fiscal Q4 earnings report was released on Tuesday, June 02. Let's dive in to see if (DCI) missed or beat analyst's expectations.Tudor Pop
Which Is a Better Investment, Blue Bird Corporation or Donaldson Company, Inc. Stock?
Learn more about whether Blue Bird Corporation or Donaldson Company, Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Michael Rose
Which Is a Better Investment, Donaldson Company, Inc. or The Gorman-Rupp Company Stock?
Learn more about whether Donaldson Company, Inc. or The Gorman-Rupp Company is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Michael Rose
Which Is a Better Investment, CECO Environmental Corp. or Donaldson Company, Inc. Stock?
Learn more about whether CECO Environmental Corp. or Donaldson Company, Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Omar Beirat
Financial Summary
| Share Statistics | DCI | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $10,923.5 | $3,906.4 | 78% |
|
| Shares Out (Mil) | 118.1 | 45.1 | 66% |
|
| Institutional Ownership | 99.3% | 73.3% | 87% |
|
| Float (Mil) | 115.1 | 57.0 | 64% |
|
| Beta | 0.95 | 1.11 | 57% |
|
| Avg Daily Volume (000s) | 702 | 154 | 64% |
|
| Price Change (52-week) |
30.8% | 78.1% | 69% |
|
| Growth | DCI | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 7.4% | 5.5% | 48% |
|
| Net Income (5yr) | 7.4% | 9.7% | 51% |
|
| EPS (5yr) | 8.8% | 11.5% | 44 |
|
| Dividends (5yr) | 6.3% | 1.3% | 83% |
|
| Cash Flow (5yr) | (24.2%) | (16.5%) | 27% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 6 | 6 | 6 | |
| Current EPS | $1.123 | $3.952 | $4.385 | |
| Month Ago EPS | $1.123 | $3.952 | $4.385 | |
| # Rev Up | 1 | 0 | 0 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $1.166 | $3.978 | $4.343 | |
| Year/Year Chg | 12.3% | 29.6% | 59.7% | |
| Financials | DCI | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $3,808 | $2,162 | 71% |
|
| Net Income (TTM) (Mil) | $439 | $133 | 77% |
|
| EPS (TTM) | $3.783 | $1.100 | 82% |
|
| Operating Cash Flow (TTM) (Mil) | $462 | $236 | 70% |
|
| Net Cash Flow (TTM) (Mil) | $26 | $3 | 65% |
|
| Long-Term Debt (Q1) (Mil) | $592 | $392 | 61% |
|
| Enterprise Value (Q1) (Mil) | $10,100 | $4,027 | 74% |
|
| Valuation | DCI | Industry Median |
Percentile (All Stocks) |
|
| P/B | 6.44 | 2.62 | 83% |
|
| P/E | 25.4 | 27.9 | 62% |
|
| Dividend Yield | 1.4% | 0.3% | 71% |
|
| PEG (5yr hist) | 2.9 | 1.5 | 77% |
|
| Ratios | DCI | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 34.6% | 31.4% | 42% |
|
| Net Margin | 11.5% | 6.5% | 66% |
|
| ROA | 14.4% | 4.5% | 93% |
|
| ROE | 27.8% | 9.6% | 86% |
|
| Liabilities to Assets | 45.1% | 51.8% | 36% |
|
| F-Score | 8 | 5 | 94% |
|
Donaldson Company, Inc. did not pass any screens on 7/31/2026.
