Fundamentals Overview
Donaldson Company, Inc. is in the middle of its 52-week range with premium valuation, trading relatively flat today.
Valuation premium
Intrinsic value (DCF)
-30.8% downside vs price
Profitability
Risk (Beta)
1.06 — in line vol
Earnings & growth
BullzEye Analysis
Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
Analyst grade: B · Sentiment improving (2 upgrades)
Pressures (Sell):
DCF 30.8% downside vs price · 3M vs S&P 500: -8.5% · 3M vs Industrials sector: -12.7%
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B. Recent institutional grades: majority upgrades. Current institutional positions: Buy: 2, Equal Weight: 2, Hold: 6, Outperform: 11, Overweight: 5, Underweight: 4.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $61.28; current price is $88.52. That’s a -30.8% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 27.57 |
| DCF value (model) | $61.28 (-30.8% vs price) |
| PEG (TTM) | N/A |
| P/B (TTM) | 6.5 |
| P/S (TTM) | 2.73 |
| P/FCF (TTM) | 29.32 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 2.29 |
| Quick Ratio (TTM) | 1.46 |
| Cash Ratio (TTM) | 0.29 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 10.09% |
| Gross margin (TTM) | 34.36% |
| Operating margin (TTM) | 13.36% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for DCI.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Baird | maintain | Outperform | Outperform | 2026-03-30 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2026-03-09 |
| Baird | maintain | Outperform | Outperform | 2026-02-27 |
| Jefferies | maintain | Buy | Buy | 2026-02-03 |
| Jefferies | upgrade | Hold | Buy | 2026-01-09 |
| Baird | maintain | Outperform | Outperform | 2025-12-05 |
| Stifel | maintain | Hold | Hold | 2025-12-05 |
| Baird | maintain | Outperform | Outperform | 2025-12-03 |
| Stifel | maintain | Hold | Hold | 2025-11-24 |
| Morgan Stanley | upgrade | Underweight | Equal Weight | 2025-11-24 |
| Morgan Stanley | maintain | Underweight | Underweight | 2025-09-02 |
| Baird | maintain | Outperform | Outperform | 2025-08-29 |
| Stifel | maintain | Hold | Hold | 2025-08-28 |
| Morgan Stanley | maintain | Underweight | Underweight | 2025-06-06 |
| Baird | maintain | Outperform | Outperform | 2025-06-04 |
| Stifel | maintain | Hold | Hold | 2025-04-14 |
| Morgan Stanley | maintain | Underweight | Underweight | 2025-04-08 |
| Baird | maintain | Outperform | Outperform | 2024-12-04 |
| Morgan Stanley | maintain | Underweight | Underweight | 2024-12-04 |
| Stifel | maintain | Hold | Hold | 2024-08-29 |
| Baird | maintain | Outperform | Outperform | 2024-06-03 |
| Baird | maintain | Outperform | Outperform | 2024-04-11 |
| Stifel | maintain | Hold | Hold | 2023-11-30 |
| Baird | maintain | Outperform | Outperform | 2023-08-30 |
| Baird | maintain | Outperform | Outperform | 2023-08-29 |
| Morgan Stanley | maintain | Overweight | Overweight | 2023-06-01 |
| Morgan Stanley | maintain | Overweight | Overweight | 2023-05-31 |
| Morgan Stanley | maintain | Overweight | Overweight | 2023-04-20 |
| Morgan Stanley | maintain | Overweight | Overweight | 2023-04-19 |
| Morgan Stanley | maintain | Overweight | Overweight | 2023-03-02 |