Donaldson DCI
United StatesIndustrials · Specialty Industrial MachineryUSD
100.40 USD (+15.1%)
5 analysts
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Donaldson Company is a US industrial manufacturer of air and liquid filtration systems, selling to the mobile machinery, industrial, aerospace, and semiconductor sectors, with a recurring revenue model from replacement parts and consumables.
Key points
from its scores- ✓Very solid balance sheet7.0
- ✓High-quality business7.0
- ✓Favourable backdrop7.0
- !Somewhat demanding valuation5.2
- !Weak share-price trend5.8
AI analysis
bottom line, main risk, context and newsSolid quality and growth, but the valuation does not offer an attractive entry point without a clear catalyst.
Donaldson shows a solid quality profile with an ROE of 28.21% and an ROIC of 21.04%, earnings growth of 14%, and a healthy balance sheet (Net Debt/EBITDA of 1.59), although its valuation (P/E 22.66) and dividend yield (1.42%) do not offer an obvious margin of safety.
The main risk is concentration in the mobile and industrial machinery cycle: a global slowdown in manufacturing or construction activity would reduce demand for its filtration systems and replacement parts.
Context and risks
No recent relevant news and no material exposure to current macro factors: the rise in long-term US rates has a limited effect given its moderate leverage (Net Debt/EBITDA of 1.59), and its industrial filtration business does not depend on commodities or conflict shipping routes.
Is Donaldson stock cheap or expensive?
at the analysis dateOn P/E and EV / EBITDA, it trades in line with the Industrials median (within 15%).
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| P/E | 22.7 | 25.4 | −11% |
| EV / EBITDA | 15.8 | 14.5 | +9% |
| Price / book | 5.7 | 4.1 | +41% |
| Price / sales | 2.6 | 2.1 | +26% |
Sector: median of the 388 Industrials companies analysed. In bold, the multiples used for the comparison.
Valuation score: 5.2 out of 10 (median for Industrials: 5.0).
Average analyst target: 100.40 USD, +15.1% versus the price.
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Industrials medianValuation
- P/E
- 22.7
- Forward P/E
- 18.0
- EV / EBITDA
- 15.8
- Price / book
- 5.7
- Price / sales
- 2.6
- PEG
- 1.65
- Market cap
- 10.1B USD
- Enterprise value
- 11.2B USD
Profitability
- ROE
- 28.2%
- ROA
- 10.9%
- ROIC (approx.)
- 21.0%
- Gross margin
- 35.1%
- Operating margin
- 17.0%
- Net margin
- 11.7%
- Free cash flow
- 321.8M USD
- FCF yield
- 3.2%
- Cash conversion
- 45%
Solvency
- Total debt
- 1.4B USD
- Net debt
- 1.1B USD
- Cash
- 250.4M USD
- EBITDA
- 713.6M USD
- Net debt / EBITDA
- 1.59
- Debt / equity
- 78.37
- Current ratio
- 2.08
- Quick ratio
- 1.28
Growth
- Revenue growth
- +8.0%
- Earnings growth
- +14.0%
- EPS (TTM)
- 3.85 USD
- EPS (forward)
- 4.86 USD
Dividend
- Dividend yield
- 1.4%
- Payout
- 31.7%
Risk and market
- Beta
- 0.87
- Analyst consensus
- Hold (5)
- Target price
- 100.40 USD
- 52-week range
- 79.42 – 112.84
Recent news
All DCI news →Compare it with its sector
All 388 in Industrials →Frequently asked questions about Donaldson
Is Donaldson stock cheap or expensive?
On P/E and EV / EBITDA, it trades in line with the Industrials median (within 15%). Valuation score: 5.2 out of 10 (median for Industrials: 5.0). Average analyst target: 100.40 USD, +15.1% versus the price. This is not investment advice.
What score does Donaldson get on MeridIAn Screener?
It scores 6.3 out of 10, rank 710 of 2,130 (better than 63% of the companies analysed). Its strongest category is Financial health (7.0) and its weakest, Valuation (5.2). Analysis of 08/10/2026.
What is Donaldson's P/E ratio?
Its P/E is 22.7: the share price equals 22.7 times earnings per share over the last 12 months. The Industrials median is 25.4. Based on the earnings analysts expect, the forward P/E is 18.0.
How much is Donaldson worth on the stock market?
Its market capitalisation is 10.1B USD and its enterprise value, debt included, is 11.2B USD.
How much debt does Donaldson have?
Its net debt (debt minus cash) is 1.1B USD. That is 1.59 times its EBITDA; the Industrials median is 1.58.
Does Donaldson pay a dividend?
Yes: its dividend yield is 1.42% and it pays out 32% of its earnings.
How has Donaldson stock performed over the last year?
It has risen 10.7% over the last year, excluding dividends. Over the last 52 weeks it has traded between 79.42 and 112.84 USD. Past performance does not guarantee future results.
What do analysts think of Donaldson?
5 analysts cover it; their average recommendation is “Hold” and their average target is 100.40 USD (+15.1% versus the price). It is an estimate, not market data.