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Donaldson Company, Inc.

$0012345678900123456789.0012345678900123456789+5.0%
52w low (est.) $72.27$115.42 52w high (est.)
Market data
Market cap
USD10.35B
52-week range
USD69.48 – USD112.84
Beta (vs market)
0.94
Sector
Industrials
Data quality
100/100
Valuation
P/E ratio
24.1x
DCF fair value
USD142.84
Margin of safety
+56.8%
Forward P/E
20.4x
PEG ratio
1.70
Dividend yield
1.37%
Quality & efficiency
Moat score
60/100
Return on equity
27.8%
Profit margin
11.5%
Debt / equity
0.36
Growth & analysts
Revenue growth (YoY)
+5.8%
Analyst target
USD96.80
Target upside
+6.2%
Analysts covering
5

About Donaldson Company, Inc.

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.

Valuation

ValueGrowthProfitHealthIncome59QUALITY
Overall Rating
74
Strong Buy
Strong Buy

Derived from filed metrics · High confidence (100% of the inputs available)

Moat Score60
DCF Intrinsic Value
USD142.84+56.8% upside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
USD10.35B
P/E Ratio
24.1
Dividend Yield
1.37%
Revenue Growth
+5.8%
Profit Margin
11.5%
ROE
27.8%
Debt / Equity
0.36
Beta
0.94
vs Industrials sector:P/E 24 vs 28 · cheaperMoat 60 vs 1Yield 1.37% vs 0.0%

Statistics

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