0.42%
-0.56%
-3.89%
-0.88%
-2.73%
35.42%
52.27%
AI Spotlight on DCI
Company Description
Donaldson Company, Inc.manufactures and sells filtration systems and replacement parts worldwide.The company operates through two segments, Engine Products and Industrial Products.
Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems.This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and transportation markets; and to independent distributors, OEM dealer networks, private label accounts, and large fleets.The company's Industrial Products segment offers dust, fume, and mist collectors; compressed air purification systems; gas and liquid filtration for food, beverage, and industrial processes; air filtration systems for gas turbines; polytetrafluoroethylene membrane-based products; and specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, indicators, and monitoring systems.
This segment sells its products to various dealers, distributors, OEMs of gas-fired turbines, and OEMs and end-users requiring air filtration solutions and replacement filters.Donaldson Company, Inc.was founded in 1915 and is headquartered in Bloomington, Minnesota.
Market Data
| Last Price | 69.74 |
| Change Percentage | 0.42% |
| Open | 69.03 |
| Previous Close | 69.45 |
| Market Cap ( Millions) | 8335 |
| Volume | 680694 |
| Year High | 78.95 |
| Year Low | 65.1 |
| M A 50 | 69.31 |
| M A 200 | 72.27 |
Financial Ratios
| FCF Yield | 4.15% |
| Dividend Yield | 1.55% |
| ROE | 27.60% |
| Debt / Equity | 37.39% |
| Net Debt / EBIDTA | 59.46% |
| Price To Book | 5.4 |
| Price Earnings Ratio | 19.95 |
| Price To FCF | 24.1 |
| Price To sales | 2.29 |
| EV / EBITDA | 13.36 |
News
- Mar -05 - Zacks Industry Outlook Donaldson, Austry Outlook Donaldson, tmus Filtration Technologies, CECO Environmental and Energy Recovery
- Mar -04 - 4 Top Stocks to Pick From a Promising Pollution Control Industry
- Feb -28 - Donaldson's Q2 Earnings Miss Estimates, Revenues Decline Y/Y
- Feb -27 - Donaldson Company, Inc. (DCI) Q2 2025 Earnings Call Transcript
- Feb -27 - Compared to Estimates, Donaldson (DCI) Q2 Earnings: A Look at Key Metrics
- Feb -27 - Donaldson (DCI) Q2 Earnings and Revenues Miss Estimates
- Feb -12 - Zacks Industry Outlook Donaldson, Environmental, Energy Recovery and Fuel Tech
- Feb -11 - 4 Pollution Control Stocks to Watch Despite Industry Headwinds
- Feb -11 - Donaldson to Webcast Second Quarter Fiscal 2025 Earnings Conference Call
- Jan -31 - Donaldson: Stay The Course And Keep Reinvesting Those Dividends
- Jan -30 - Donaldson Partners with Daimler Truck North America for Freightliner's SuperTruck III Project
- Jan -29 - Donaldson Company Declares Quarterly Cash Dividend
- Jan -14 - Donaldson Stock Exhibits Strong Prospects Despite Headwinds
- Dec -12 - Zacks Industry Outlook Donaldson, Tetra Tech, and Atmus Filtration Technologies
- Dec -11 - 3 Pollution Control Stocks Poised to Gain on Prospering Industry Trends
- Dec -04 - Donaldson's Q1 Earnings Surpass Estimates, Sales Rise Year Over Year
- Dec -03 - Donaldson Company, Inc. (DCI) Q1 2025 Earnings Call Transcript
- Dec -03 - Donaldson (DCI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
- Dec -03 - Donaldson (DCI) Q1 Earnings and Revenues Surpass Estimates
- Dec -03 - Donaldson Reports Record First Quarter Fiscal 2025 Sales and Earnings
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Mobile Solutions
Expected Growth : 5.5 %
What the company do ?
Donaldson's Mobile Solutions provide filtration systems and contamination control products for on-road and off-road vehicles, protecting engines and components from dust, dirt, and other contaminants.
Why we expect these perspectives ?
Donaldson's Mobile Solutions segment growth of 5.5% is driven by increasing adoption of clean air and fuel filtration systems in the automotive and industrial markets, coupled with rising demand for efficient filtration solutions in the oil and gas industry. Additionally, the company's strategic investments in digital technologies and expansion into emerging markets are contributing to the segment's growth.
Segment n°2 -> Industrial Solutions
Expected Growth : 5.8 %
What the company do ?
Industrial Solutions from Donaldson Company, Inc. provides filtration systems and products for industrial processes, including dust collection, gas turbine, and industrial air filtration.
Why we expect these perspectives ?
Donaldson's Industrial Solutions segment growth of 5.8% is driven by increasing demand for filtration solutions in industrial processes, expansion in emerging markets, and strategic acquisitions. Additionally, the segment benefits from the company's focus on innovation, product diversification, and strong customer relationships, leading to market share gains and revenue growth.
Segment n°3 -> Life Sciences
Expected Growth : 5.2 %
What the company do ?
Life Sciences from Donaldson Company, Inc. provides filtration solutions for bioprocessing, pharmaceutical, and medical device industries, ensuring contamination control and product purity.
Why we expect these perspectives ?
Donaldson's Life Sciences segment growth of 5.2% is driven by increasing demand for bioprocessing and pharmaceutical products, expansion in emerging markets, and strategic acquisitions. Additionally, the company's innovative filtration solutions and strong relationships with key customers contribute to its growth momentum.
Donaldson Company, Inc. Products
| Product Range | What is it ? |
|---|---|
| Air Filtration Products | Donaldson's air filtration products are designed to capture contaminants and pollutants from the air, providing clean air for various industries such as industrial, commercial, and residential applications. |
| Liquid Filtration Products | Donaldson's liquid filtration products are designed to remove contaminants and impurities from liquids, providing clean fluids for various industries such as oil and gas, chemical processing, and power generation. |
| Gas Turbine Filtration Products | Donaldson's gas turbine filtration products are designed to provide clean air for gas turbines, improving efficiency and reducing downtime. |
| Dust Collection Products | Donaldson's dust collection products are designed to capture dust and other airborne contaminants, providing a cleaner and safer work environment. |
| Hydraulic Filtration Products | Donaldson's hydraulic filtration products are designed to remove contaminants and impurities from hydraulic fluids, improving system performance and reducing downtime. |
| Process Filtration Products | Donaldson's process filtration products are designed to remove contaminants and impurities from process fluids, improving product quality and reducing waste. |
Donaldson Company, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Donaldson Company, Inc. is medium due to the availability of alternative products in the market.
Bargaining Power Of Customers
The bargaining power of customers is high due to the presence of large and established customers who can negotiate prices and terms.
Bargaining Power Of Suppliers
The bargaining power of suppliers is low due to the company's ability to negotiate prices and terms with its suppliers.
Threat Of New Entrants
The threat of new entrants is medium due to the moderate barriers to entry in the industry.
Intensity Of Rivalry
The intensity of rivalry is high due to the presence of several established competitors in the market.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 33.18% |
| Debt Cost | 3.95% |
| Equity Weight | 66.82% |
| Equity Cost | 9.39% |
| WACC | 7.58% |
| Leverage | 49.65% |
Donaldson Company, Inc. : Quality Control
Donaldson Company, Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ITT | ITT Inc. manufactures and sells engineered critical components and customized technology solutions for the transportation, industrial, and energy markets worldwide. The company operates through three segments: Motion Technologies, Industrial Process, … |
| NDSN | Nordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids worldwide. It operates through two segments, Industrial Precision … |
| CSWI | CSW Industrials, Inc. operates as a diversified industrial company in the United States and internationally. It operates through three segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. The … |
| WTS | Watts Water Technologies, Inc. designs, manufactures, and sells products, solution, and systems that manage and conserve the flow of fluids and energy into, through and out of buildings in the … |
| AOS | A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Donaldson
A-Score
1-Year Total Return ->
🥈
A O Smith
A-Score
1-Year Total Return ->
🥉
CSW Industrials
A-Score
1-Year Total Return ->
4
ITT
A-Score
1-Year Total Return ->
5
Watts Water Technologies
A-Score
1-Year Total Return ->
6
