Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DCI
BuyPremium GrowerFLAGDonaldson Company, Inc. · Industrials · United States · $10.8B · Avg Vol: $58M/d
Donaldson Company has exceptional quality Q79 and momentum M58 with a buyback retiring 2.50% of shares, but value at V34 is below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
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 | 4.1% |
| EPS | 2.69 | 2.95 | 3.43 | 3.09 | 4.7% | 3.85 | 3.36 | 3.78 | 6.9% |
| Shares | 122.6M | 121.1M | 120.1M | 116.0M | -5.3% | — | — | — | — |
| Debt | 648.0M | 655.7M | 536.7M | 668.3M | 1.0% | 1.3B | — | — | — |
| 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 | — | — | — | — | — |
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) | $10.8B | 75 | Buy |
| GGG | Graco Inc. | $12.8B | 67 | Buy |
| GTES | Gates Industrial Corporation Ltd. | $6.5B | 76 | Buy |
| AOS | A. O. Smith Corporation | $8.2B | 68 | Buy |
| WTS | Watts Water Technologies, Inc. | $12.2B | 84 | Strong Buy |
| NDSN | Nordson Corporation | $18.1B | 78 | Buy |
| IEX | IDEX Corporation | $17.0B | 69 | Buy |
| FLS | Flowserve Corporation | $10.2B | 58 | Hold |
| CR | Crane Company | $12.0B | 56 | Hold |
| MWA | Mueller Water Products, Inc. | $3.8B | 76 | Buy |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.2%