Donaldson Company, Inc. (DCI) has a MoatMap StockRank of 75/100 based on Quality (81/100), Value (35/100), and Momentum (43/100) factor scores. The current signal is BUY. Donaldson is a premier quality compounder with an asset-light business model where over 80% of profits are driven by high-margin, recurring aftermarket filtration replacements. As manufacturing nearshores and mining/power infrastructure scales up to support electrification, Donaldson's industrial and engine filtration systems are indispensable. It possesses immense pricing power, high ROIC, and a long reinvestment runway that fits both the Terry Smith and Nick Sleep lenses perfectly.
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.
| Price | $86.16 |
| Market Cap | $9.7B |
| P/E (TTM) | 22.65 |
| P/E (Forward) | 19.41 |
| Price/Book | 5.75 |
| Return on Equity | 27.8% |
| Return on Invested Capital | 23.3% |
| Debt/Equity | 35.88 |
| Gross Margin | 34.6% |
| Operating Margin | 15.7% |
| Revenue Growth | 5.8% |
| Dividend Yield | 1.4% |
| Free Cash Flow | $295M |
Donaldson Company, Inc. operates in the Specialty Industrial Machinery industry, part of the Industrials sector (United States).