US · DCI
Donaldson Company, Inc.
- Sector
- Industrials · Industrial - Machinery
- Headquarters
- Bloomington, MN 55431
- Website
- donaldson.com
Price · as of 2025-07-31
$86.22
Market cap 10.74B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $63.64 | -26.19% |
| Intrinsic Value(DCF) | $32.55 | -62.25% |
| Graham-Dodd Method(GD) | $6.88 | -92.02% |
| Graham Formula(GF) | $34.01 | -60.55% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | $22.64 | $39.95 | $1.97 | $8.25 | $42.85 |
| 2012 | $28.01 | $40.19 | $10.78 | $9.01 | $28.77 |
| 2013 | $32.14 | $38.62 | $2.68 | $8.44 | $10.05 |
| 2014 | $31.69 | $37.57 | $2.27 | $6.12 | $16.93 |
| 2015 | $25.75 | $32.13 | $0.88 | $1.65 | $6.21 |
| 2016 | $31.51 | $32.97 | $0.81 | $0.93 | $2.86 |
| 2017 | $40.62 | $41.48 | $1.47 | $2.97 | $25.69 |
| 2018 | $51.02 | $48.06 | $1.38 | $0.77 | $31.37 |
| 2019 | $46.62 | $43.48 | $2.72 | $3.35 | $24.90 |
| 2020 | $46.92 | $41.67 | $0.18 | $2.88 | $0.00 |
| 2021 | $54.21 | $48.39 | $0.34 | $5.07 | $41.47 |
| 2022 | $48.06 | $48.11 | $1.85 | $6.47 | $62.53 |
| 2023 | $57.73 | $49.52 | $20.86 | $7.53 | $34.66 |
| 2024 | $72.21 | $62.80 | $17.88 | $10.26 | $42.98 |
| 2025 | $79.41 | $63.64 | $1.60 | $6.88 | $34.01 |
AI valuation
Our deep-learning model estimates Donaldson Company, Inc.'s (DCI) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $63.64
- Current price
- $86.22
- AI upside
- -26.19%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$32.55
-62.25% upside
Graham-Dodd
$6.88
-92.02% upside
Graham Formula
$34.01
-60.55% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| DCI | Donaldson Company, Inc. | $86.22 | 10.74B | -26% | -62% | -92% | -61% | 25.68 | 6.48 | 2.55 | 16.20 | — | 10.93 | 34.85% | 15.10% | 9.94% | 24.94% | 21.55% | 12.46% | 0.50 | 23.03 | 1.93 | 1.11 | 0.89 | -976.00% | 292.00% | -1647.00% | 3.61% | 0.55 | 17.62% | 1.40% | 35.90% | 4.92% | 17.90 | 29.35 | 2.70 | 7.08 |
| AIT | Applied Industrial Techno… | $282.58 | 10.66B | -29% | -62% | -80% | -64% | 25.77 | 5.49 | 2.22 | 17.79 | 873.42 | 12.71 | 30.31% | 10.92% | 8.61% | 22.24% | 19.60% | 12.83% | 0.31 | 14.52 | 3.32 | 2.20 | 0.32 | 295.00% | 188.00% | 3425.00% | 4.59% | 0.94 | 23.31% | 0.63% | 16.20% | 3.03% | 20.68 | 22.16 | 2.26 | 8.06 |
| AOS | A. O. Smith Corporation | $78.00 | 11B | -8% | -56% | -91% | -57% | 19.97 | 5.87 | 2.85 | 13.76 | 315.10 | 13.89 | 38.83% | 19.01% | 14.26% | 29.20% | 30.21% | 17.11% | 0.10 | 53.93 | 1.50 | 0.90 | 0.02 | 634.00% | 32.00% | 1524.00% | 5.01% | 0.72 | 29.67% | 1.79% | 35.80% | 5.47% | 14.98 | 19.97 | 2.85 | 9.00 |
| CNM | Core & Main, Inc. | $54.16 | 10.23B | +6% | -63% | -82% | -26% | 21.52 | 5.50 | 1.26 | 12.97 | — | -8.23 | 26.61% | 9.66% | 5.52% | 27.56% | 14.02% | 7.93% | 1.48 | 5.06 | 2.34 | 1.24 | 2.74 | -93.00% | 1103.00% | -4311.00% | 6.27% | 0.72 | 15.19% | 0.00% | 0.00% | 1.88% | 16.47 | 20.20 | 1.59 | 3.38 |
| CR | Crane Company | $200.53 | 11.55B | -14% | -52% | -79% | -49% | 35.42 | 5.69 | 5.10 | 22.59 | 147.82 | 8.52 | 42.20% | 18.40% | 15.90% | 17.92% | 20.75% | 10.21% | 0.56 | 37.54 | 5.53 | 4.49 | -1.18 | 2396.00% | 816.00% | 4450.00% | 2.91% | 0.85 | 21.79% | 0.45% | 15.90% | 5.51% | 26.32 | 32.72 | 4.84 | 5.56 |
| FLS | Flowserve Corporation | $88.52 | 11.27B | -19% | -60% | -92% | -65% | 32.86 | 5.19 | 2.41 | 17.93 | 140.63 | 18.93 | 33.45% | 11.36% | 7.32% | 16.49% | 11.89% | 6.18% | 0.87 | 6.91 | 2.03 | 1.19 | 1.65 | 2336.00% | 376.00% | 2633.00% | 3.82% | 0.34 | 13.68% | 0.96% | 31.70% | 3.20% | 23.31 | 28.80 | 2.65 | 4.48 |
| GNRC | Generac Holdings Inc. | $225.37 | 13.23B | -26% | -59% | -85% | -92% | 83.56 | 5.12 | 3.20 | 29.90 | — | 27.51 | 38.29% | 6.87% | 3.79% | 6.29% | 6.41% | 3.02% | 0.51 | 4.09 | 2.03 | 0.78 | 2.05 | -5009.00% | -202.00% | -5565.00% | 1.99% | 0.36 | 7.33% | 0.00% | 0.20% | 2.60% | 50.05 | 53.98 | 3.44 | 4.71 |
| POOL | Pool Corporation | $227.18 | 8.48B | -18% | -61% | — | -63% | 20.29 | 6.96 | 1.56 | 13.44 | — | 42.51 | 29.73% | 10.97% | 7.68% | 33.06% | 22.68% | 11.62% | 0.29 | 12.41 | 2.24 | 0.27 | 0.39 | -398.00% | -41.00% | -4839.00% | 3.75% | 0.42 | 15.89% | 2.24% | 45.50% | 17.97% | 14.63 | 27.43 | 1.61 | 4.37 |
| RRX | Regal Rexnord Corporation | $220.98 | 14.67B | -16% | -60% | -98% | -87% | 52.43 | 2.15 | 2.48 | 16.02 | 120.43 | -4.62 | 37.37% | 11.55% | 4.71% | 4.29% | 4.78% | 2.01% | 0.74 | 1.96 | 2.15 | 0.83 | 3.77 | 4354.00% | -165.00% | 7866.00% | 6.07% | 0.78 | 7.82% | 0.63% | 33.10% | 5.25% | 28.10 | 21.56 | 3.24 | 2.19 |
| SPXC | SPX Technologies, Inc. | $226.94 | 11.31B | -26% | +26% | -78% | -51% | 44.11 | 4.81 | 4.75 | 22.48 | 255.72 | 33.02 | 36.66% | 15.55% | 10.84% | 13.47% | 12.90% | 7.72% | 0.22 | 7.32 | 2.48 | 1.56 | 0.28 | 1725.00% | 1417.00% | -270.00% | 2.24% | 0.72 | 11.30% | 0.00% | 0.00% | 3.52% | 30.94 | 45.18 | 4.81 | 6.09 |
| WTS | Watts Water Technologies,… | $328.74 | 10.96B | -24% | -35% | -83% | -51% | 32.02 | 5.38 | 4.47 | 20.85 | 187.99 | 12.48 | 49.46% | 19.35% | 13.98% | 18.25% | 21.61% | 12.91% | 0.10 | 43.69 | 2.51 | 1.37 | -0.40 | 1703.00% | 827.00% | 936.00% | 3.27% | 0.78 | 21.35% | 0.61% | 19.60% | 0.92% | 22.69 | 30.04 | 4.39 | 10.07 |
About Donaldson Company, Inc.
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.
- CEO
- Tod E. Carpenter
- Employees
- 14K
- Beta
- 1.01
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($32.55 ÷ $86.22) − 1 = -62.25% (DCF, example).