DCI
BuyPremium GrowerAI pickDonaldson Company, Inc. · Industrials · United States · $9.8B cap · $53.6M/day traded
$84.79 -1.5% · close 23 Oct · scored 24 Oct
StockRank down 1.0 since 23 Oct.
Premium Grower: Strong business with the market behind it, priced at a premium.
As of 24 Oct 2026, MoatMap's StockRank for Donaldson Company, Inc. (DCI) is 70/100, ranked against 24,000+ stocks in 35 markets (Quality 77, Value 34, Momentum 53, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Donaldson is a long-established filtration company whose products protect engines, industrial equipment, gas turbines and sensitive electronics. Much of its revenue is recurring replacement filters, which customers buy regardless of new-equipment cycles and which carry strong margins. It just reported record sales and earnings per share for fiscal 2026. Several current trends add demand: gas turbines and backup generators for data centers need air intake filtration, more drilling and mining outside the Gulf uses heavy equipment that consumes filters, and its disk drive and semiconductor process filters benefit from data storage growth. The balance sheet is conservative and funded by internal cash flow, which suits an environment of higher rates.
ABOUT DONALDSON COMPANY, INC.
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Donaldson Company, Inc. is a global leader in advanced filtration systems and parts, providing critical solutions for engine, industrial, and specialized process applications. The company's competitive advantage stems from its proprietary filtration technologies, extensive R&D capabilities, and global manufacturing presence, which serve a diverse range of OEM and aftermarket customers. Donaldson's essential products improve equipment performance, extend lifespan, and contribute to environmental compliance across various industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.3B | 3.4B | 3.6B | 3.7B | 3.7% | 3.9B | 4.0B | 4.2B | 4.2% |
| EPS | 2.69 | 2.95 | 3.43 | 3.09 | 4.7% | 3.85 | 3.36 | 3.77 | 6.9% |
| Shares | 122.6M | 121.1M | 120.1M | 116.0M | -5.3% | 115.8M | — | — | — |
| Debt | 648.0M | 655.7M | 536.7M | 668.3M | 1.0% | 1.4B | — | — | — |
| Equity | 1.1B | 1.3B | 1.5B | 1.5B | 8.7% | — | — | — | — |
| Op CF | 252.8M | 544.5M | 492.5M | 418.8M | 18.3% | 493.7M | — | — | — |
| Inv CF | -154.0M | -327.3M | -86.9M | -150.4M | — | — | — | — | — |
| Fin CF | -114.2M | -222.2M | -355.9M | -321.7M | — | — | — | — | — |
No new 52-week low for 20 weeks, 7% above that low, but not back above a rising 50-day average.
The Momentum score still reads 53: it looks back six months, so it has not caught up with this fall.
Calmer than 81% of stocks we rank over the past year (26% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of DCI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DCI | Donaldson Company, Inc.(you) | $9.8B | 70 | Buy |
| GGG | Graco Inc. | $10.7B | 68 | Buy |
| AOS | A. O. Smith Corporation | $8.4B | 74 | Buy |
| GTES | Gates Industrial Corporation Ltd. | $6.3B | 67 | Buy |
| IEX | IDEX Corporation | $16.9B | 72 | Buy |
| CR | Crane Company | $10.6B | 57 | Hold |
| WTS | Watts Water Technologies, Inc. | $12.0B | 81 | Strong Buy |
| FLS | Flowserve Corporation | $8.7B | 57 | Hold |
| NDSN | Nordson Corporation | $17.8B | 74 | Buy |
| MWA | Mueller Water Products, Inc. | $3.5B | 70 | Buy |
Peer medians: ROE 8.9% · P/E 25.9x · Gross margin 29.2%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.