Stock AnalizDONALDSON Co INC DCI
Pollution Control Equipment · data as of November 13, 2026
DONALDSON Co INC (DCI) is a industrial company listed in the US with a market value of about $10.0B. In fiscal year 2026 it had revenue of $3.9B and net income of $454M, a net margin of 11.7%.
Its overall Stock Analiz score is 3.0 out of 5 (average). The strongest part is shareholder returns (5/5); the weakest is future growth (1/5).
Key numbers: a P/E of 22.8, a price to free cash flow of 23.6, 5-year revenue growth of 6% a year, a 5-year average ROIC of 18%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 20% below the current price.
Score: 3.0 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- Profit margin improving
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- ROE above 15%
- Positive free cash flow
Checks not passed
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.9B | $3.7B | $3.6B | $3.4B | $3.3B | $2.9B | $2.6B | $2.8B | $2.7B | $2.4B |
| Net income | $454M | $367M | $414M | $359M | $333M | $287M | $257M | $267M | $180M | $233M |
| Free cash flow | $426M | $340M | $407M | $426M | $167M | $343M | $263M | $195M | $165M | $252M |
| EPS (diluted) | $3.85 | $3.05 | $3.38 | $2.90 | $2.66 | $2.24 | $2.00 | $2.05 | $1.36 | $1.74 |
| Net margin | 11.7% | 9.9% | 11.5% | 10.5% | 10.1% | 10.1% | 10.0% | 9.4% | 6.6% | 9.8% |
| ROIC | 14.8% | 17.0% | 20.4% | 18.4% | 18.4% | 17.1% | 15.4% | 17.3% | 21.5% | 16.2% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 5 analysts is $100.40, 16% above the current price; targets range from $79.00 to $123.00; the consensus rating is “Buy”; expected EPS is $4.33 for the fiscal year ending July 31, 2027.
Frequently asked questions
What is DONALDSON Co INC’s P/E ratio?
About 22.8, based on the last twelve months of diluted earnings per share (forward P/E about 20.2).
Is DONALDSON Co INC stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 20% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does DONALDSON Co INC pay a dividend?
Yes. The dividend yield is about 1.41%, and it has paid dividends for 10 years in our data.
Is DONALDSON Co INC a good stock to buy?
We do not give buy or sell advice. DONALDSON Co INC scores 3.0 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.