DCI Share Price | Donaldson Co., Inc. Stock Analysis & Recommendation

Q: How big is Donaldson Co., Inc.?

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.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.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.

Q: What does Donaldson Co., Inc. do?

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

Q: Is Donaldson Co., Inc. overvalued or undervalued?

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.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.

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

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. 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.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

724.27 k

Shareholding (Jan 2026)

FII

11.42%

Held by 195 FIIs

DII

52.75%

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.

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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%.

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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.

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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.

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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.

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Compare Donaldson Co., Inc. with Similar Stocks

Gentex Corp.Lear Corp.Autoliv, Inc.

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

High Management Efficiency with a high ROCE of 27.80%

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

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

Flat results in Jul 25

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

High Institutional Holdings at 91%

Market Beating Performance

Mojo Parameters

Stock DNA

Industry

Auto Components & Equipments

Market cap

USD 12,303 Million (Small Cap)

P/E

28.00

Industry P/E

Dividend Yield

0.94%

Debt Equity

0.31

Return on Equity

29.06%

Price to Book

8.11

Revenue and Profits:

Net Sales:

896 Million

(Quarterly Results - Jan 2026)

Net Profit:

92 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

-6.42%

6 Months

5.74%

1 Year

27.44%

2 Years

14.83%

3 Years

35.84%

4 Years

65.57%

5 Years

49.55%

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

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

7.92%

EBIT Growth (5y)

11.80%

EBIT to Interest (avg)

27.12

Debt to EBITDA (avg)

0.72

Net Debt to Equity (avg)

0.37

Sales to Capital Employed (avg)

1.71

Tax Ratio

24.80%

Dividend Payout Ratio

37.40%

Pledged Shares

Institutional Holding

93.39%

ROCE (avg)

27.80%

ROE (avg)

27.45%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

8.11

EV to EBIT

21.64

EV to EBITDA

18.55

EV to Capital Employed

6.43

EV to Sales

3.43

PEG Ratio

7.50

Dividend Yield

0.94%

ROCE (Latest)

29.71%

ROE (Latest)

29.06%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

No Trend

Mildly Bearish

OBV

No Trend

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Jan 2026

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 110 Schemes (35.8%)

Foreign Institutions

Held by 195 Foreign Institutions (11.42%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "val1": "24.20",
          "val2": "21.40",
          "chgp": "13.08%",
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          "val1": "-78.80",
          "val2": "-6.40",
          "chgp": "-1,131.25%",
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Quarterly Results Snapshot (Consolidated) - Jan'26 - YoY

Jan'26

Jan'25

Change(%)

Net Sales

896.30

870.00

3.02%

Operating Profit (PBDIT) excl Other Income

145.90

159.30

-8.41%

Interest

7.70

5.90

30.51%

Exceptional Items

-2.60

-8.80

70.45%

Consolidate Net Profit

92.50

95.90

-3.55%

Operating Profit Margin (Excl OI)

135.30%

154.40%

-1.91%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in quarter ended Jan 2026 is 3.02% vs -0.76% in Jan 2025

Consolidated Net Profit

YoY Growth in quarter ended Jan 2026 is -3.55% vs -2.84% in Jan 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Jul'25

Jul'25

Jul'24

Change(%)

Net Sales

3,690.90

3,586.30

2.92%

Operating Profit (PBDIT) excl Other Income

673.70

648.90

3.82%

Interest

24.20

21.40

13.08%

Exceptional Items

-78.80

-6.40

-1,131.25%

Consolidate Net Profit

367.00

414.00

-11.35%

Operating Profit Margin (Excl OI)

155.60%

153.50%

0.21%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Jul 2025 is 2.92% vs 4.53% in Jul 2024

Consolidated Net Profit

YoY Growth in year ended Jul 2025 is -11.35% vs 15.38% in Jul 2024

All Annual Results

Company CV

About Donaldson Co., Inc.

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

Company Details

1400 W 94th St , MINNEAPOLIS MN : 55431-2301

Tel: 1 612 88731311 952 7034965

https://www.donaldson.com/

Registrar Details