Donaldson Co., Inc.

  • Market Cap: Small Cap
  • Industry: Auto Components & Equipments
  • ISIN: US2576511099
USD
94.16
6.56 (7.49%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

1.01 M

Shareholding (Apr 2025)

FII

10.63%

Held by 182 FIIs

DII

52.36%

Held by 49 DIIs

Promoter

0.01%

How big is Donaldson Co., Inc.?

22-Jun-2025

As of Jun 18, Donaldson Co., Inc. has a market capitalization of $9.89 billion, with net sales of $3.65 billion and a net profit of $362.4 million over the latest four quarters.

Market Cap: As of Jun 18, Donaldson Co., Inc. has a market capitalization of 9,885.63 million, categorizing it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Donaldson Co., Inc. reported net sales of 3,645.60 million and a net profit of 362.40 million.<BR><BR>Balance Sheet Snapshot: As of Jul 24, the company reported shareholder's funds of 1,489.10 million and total assets of 2,914.30 million.

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What does Donaldson Co., Inc. do?

22-Jun-2025

Donaldson Co., Inc. is a mid-cap manufacturer of filtration systems and replacement parts, with recent net sales of $940 million and a net profit of $58 million. Key financial metrics include a P/E ratio of 24.00 and a dividend yield of 1.36%.

Overview:<BR>Donaldson Co., Inc. is a manufacturer of filtration systems and replacement parts in the Auto Components & Equipments industry, categorized as a mid-cap company.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 940 Million (Quarterly Results - Apr 2025) <BR>Most recent Net Profit: 58 Million (Quarterly Results - Apr 2025) <BR>Market cap: USD 9,885.63 Million (Mid Cap)<BR><BR>Key Metrics:<BR>P/E: 24.00 <BR>Dividend Yield: 1.36% <BR>Debt Equity: 0.37 <BR>Return on Equity: 28.54% <BR>Price to Book: 6.75<BR><BR>Contact Details:<BR>Address: 1400 W 94th St, MINNEAPOLIS MN: 55431-2301 <BR>Tel: ['1 612 8873131', '1 952 7034965'] <BR>Fax: 1 302 6555049 <BR>Website: https://www.donaldson.com/

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Who are in the management team of Donaldson Co., Inc.?

22-Jun-2025

As of March 2022, the management team of Donaldson Co., Inc. includes Mr. Tod Carpenter as Chairman, President, and CEO, with Mr. Willard Oberton as Lead Independent Director, alongside Independent Directors Mr. Andrew Cecere, Ms. Pilar Cruz, Mr. Michael Hoffman, and Mr. Douglas Milroy.

As of March 2022, the management team of Donaldson Co., Inc. includes Mr. Tod Carpenter, who serves as the Chairman of the Board, President, and Chief Executive Officer. Additionally, Mr. Willard Oberton holds the position of Lead Independent Director. The board also includes several Independent Directors: Mr. Andrew Cecere, Ms. Pilar Cruz, Mr. Michael Hoffman, and Mr. Douglas Milroy.

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Is Donaldson Co., Inc. overvalued or undervalued?

20-Sep-2025

As of June 30, 2025, Donaldson Co., Inc. is considered very expensive with a high P/E ratio of 24, significantly above its peers, indicating overvaluation despite recent strong stock performance.

As of 30 June 2025, the valuation grade for Donaldson Co., Inc. has moved from expensive to very expensive, indicating a significant increase in perceived valuation. The company appears to be overvalued, particularly when considering its P/E ratio of 24, which is notably higher than peers like Autoliv, Inc. with a P/E of 18.06 and Allison Transmission Holdings, Inc. at 9.98. Additionally, Donaldson's EV to EBITDA stands at 16.00, while its PEG ratio is a high 4.61, further supporting the notion of overvaluation compared to its industry.<BR><BR>In terms of peer comparison, Donaldson's valuation metrics are considerably higher than those of its competitors, which suggests that investors may be paying a premium for its stock. The recent stock performance shows that while Donaldson has outperformed the S&P 500 year-to-date with a return of 21.37% compared to 12.22%, its longer-term returns over 3 years and 5 years lag behind the S&P 500, indicating potential concerns about sustainability at these elevated valuation levels.

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Is Donaldson Co., Inc. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, Donaldson Co., Inc. shows a mildly bullish trend with mixed signals from technical indicators, outperforming the S&P 500 year-to-date but lagging over longer periods.

As of 3 October 2025, the technical trend for Donaldson Co., Inc. has changed from bullish to mildly bullish. The weekly MACD and Bollinger Bands indicate a bullish stance, while the weekly RSI is bearish, suggesting mixed signals. The daily moving averages are bullish, supporting the mildly bullish outlook. However, the KST is bullish on a weekly basis but mildly bearish monthly, adding to the complexity of the trend. <BR><BR>In terms of performance, Donaldson has outperformed the S&P 500 on a year-to-date basis with a return of 23.25% compared to the S&P's 14.18%, but it has lagged over longer periods such as 1 year (12.63% vs. 17.82%) and 3 years (61.37% vs. 82.57%). Overall, the current technical stance is mildly bullish, driven by the bullish indicators in MACD and Bollinger Bands, despite some bearish signals in the RSI.

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Dashboard
1

High Management Efficiency with a high ROCE of 27.80%

 
2

Strong ability to service debt as the company has a low Debt to EBITDA ratio of 0.72 times

 
3

Poor long term growth as Net Sales has grown by an annual rate of 7.41% and Operating profit at 10.85% over the last 5 years

 
4

Flat results in Jul 25

5

With ROCE of 28.41%, it has a very expensive valuation with a 5.34 Enterprise value to Capital Employed

6

High Institutional Holdings at 91%

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Auto Components & Equipments

stock-summary
Market cap

USD 11,752 Million (Small Cap)

stock-summary
P/E

24.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

1.18%

stock-summary
Debt Equity

0.34

stock-summary
Return on Equity

28.72%

stock-summary
Price to Book

8.09

Revenue and Profits:
Net Sales:
981 Million
(Quarterly Results - Jul 2025)
Net Profit:
114 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
16.79%
0%
16.79%
6 Months
35.42%
0%
35.42%
1 Year
28.35%
0%
28.35%
2 Years
52.21%
0%
52.21%
3 Years
54.84%
0%
54.84%
4 Years
68.93%
0%
68.93%
5 Years
72.01%
0%
72.01%

Donaldson Co., Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
7.41%
EBIT Growth (5y)
10.85%
EBIT to Interest (avg)
27.12
Debt to EBITDA (avg)
0.72
Net Debt to Equity (avg)
0.37
Sales to Capital Employed (avg)
1.73
Tax Ratio
24.80%
Dividend Payout Ratio
30.80%
Pledged Shares
0
Institutional Holding
91.00%
ROCE (avg)
27.80%
ROE (avg)
27.45%
Valuation key factors
Factor
Value
P/E Ratio
24
Industry P/E
Price to Book Value
6.95
EV to EBIT
18.80
EV to EBITDA
16.00
EV to Capital Employed
5.34
EV to Sales
2.94
PEG Ratio
4.61
Dividend Yield
1.29%
ROCE (Latest)
28.41%
ROE (Latest)
28.54%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Bullish
Bullish
OBV
Mildly Bearish
Mildly Bullish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Apr 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 106 Schemes (36.98%)

Foreign Institutions

Held by 182 Foreign Institutions (10.63%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jul'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jul 2025 is 4.84% vs 6.36% in Jul 2024",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jul 2025 is 4.19% vs 19.37% in Jul 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jul'25",
        "Jul'24",
        "Change(%)"
      ],
      "body": [
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          "field": "Net Sales",
          "val1": "980.70",
          "val2": "935.40",
          "chgp": "4.84%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "176.10",
          "val2": "177.50",
          "chgp": "-0.79%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "7.10",
          "val2": "5.30",
          "chgp": "33.96%",
          "chgp_class": "negative"
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        {
          "field": "Exceptional Items",
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          "val2": "-6.40",
          "chgp": "100.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "114.30",
          "val2": "109.70",
          "chgp": "4.19%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "154.70%",
          "val2": "163.10%",
          "chgp": "-0.84%",
          "chgp_class": "negative"
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Jul 2024 is 15.38% vs 7.81% in Jul 2023",
        "dir": 1
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        "Jul'23",
        "Change(%)"
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          "field": "Interest",
          "val1": "21.40",
          "val2": "19.20",
          "chgp": "11.46%",
          "chgp_class": "negative"
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          "field": "Exceptional Items",
          "val1": "-6.40",
          "val2": "-21.80",
          "chgp": "70.64%",
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          "field": "Consolidate Net Profit",
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          "val2": "358.80",
          "chgp": "15.38%",
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Quarterly Results Snapshot (Consolidated) - Jul'25 - YoYstock-summary
Jul'25
Jul'24
Change(%)
Net Sales
980.70
935.40
4.84%
Operating Profit (PBDIT) excl Other Income
176.10
177.50
-0.79%
Interest
7.10
5.30
33.96%
Exceptional Items
0.00
-6.40
100.00%
Consolidate Net Profit
114.30
109.70
4.19%
Operating Profit Margin (Excl OI)
154.70%
163.10%
-0.84%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in quarter ended Jul 2025 is 4.84% vs 6.36% in Jul 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended Jul 2025 is 4.19% vs 19.37% in Jul 2024

Annual Results Snapshot (Consolidated) - Jul'24stock-summary
Jul'24
Jul'23
Change(%)
Net Sales
3,586.30
3,430.80
4.53%
Operating Profit (PBDIT) excl Other Income
648.90
594.30
9.19%
Interest
21.40
19.20
11.46%
Exceptional Items
-6.40
-21.80
70.64%
Consolidate Net Profit
414.00
358.80
15.38%
Operating Profit Margin (Excl OI)
153.50%
146.30%
0.72%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Jul 2024 is 4.53% vs 3.76% in Jul 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Jul 2024 is 15.38% vs 7.81% in Jul 2023

stock-summaryCompany CV
About Donaldson Co., Inc. stock-summary
stock-summary
Donaldson Co., Inc.
Auto Components & Equipments
Donaldson Company, Inc. is a manufacturer of filtration systems and replacement parts. The Company's segments include Engine Products, Industrial Products and Corporate. The Company's products are manufactured at approximately 44 plants around the world and through three joint ventures. The Company offers its products under the Ultra-Web, PowerCore and Donaldson brands. The Engine Products segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense and truck end-markets and to independent distributors, OEM dealer networks, private label accounts and large equipment fleets. The Industrial Products segment sells to various industrial dealers, distributors, OEMs of gas-fired turbines and OEMs and end users requiring clean air. Its products include dust, fume and mist collectors, compressed air purification systems, air filtration systems for gas turbines and polytetrafluoroethylene (PTFE) membrane-based products.
Company Coordinates stock-summary
Company Details
1400 W 94th St , MINNEAPOLIS MN : 55431-2301
stock-summary
Tel: 1 612 88731311 952 7034965
stock-summary
Registrar Details