DCI
Donaldson Company Inc
NYSE: DCI · INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY
$89.25
+1.21% today
Updated 2026-09-11
Market cap
$10.55B
P/E ratio
23.63
P/S ratio
2.76x
EPS (TTM)
$3.85
Dividend yield
1.36%
52W range
$78 – $112
Volume
0.7M
WallStSmart proprietary scores
62
out of 100
Grade: C+
Hold
Investment rating
5.3
Growth
C+5.8
Quality
C+7.5
Profitability
B+4.0
Valuation
C3/9
Piotroski F-Score
Weak
—
Altman Z-Score
—
—
Industry rank
—
View all highly rated stocks (75+) →251 stocks currently score above 75
Price targets
Analyst target
$100.20
+12.27%
12-Month target
$87.12
-2.39%
Intrinsic (DCF)
$65.77
Margin of safety
-68.12%
0 Strong Buy2 Buy5 Hold0 Sell1 Strong Sell
Price chart
Stock snapshot
Strengths
+ ROE 24.03% — strong efficiency
+ Free cash flow $185.00M — positive
Risks
- Piotroski 3/9 — weak financial health
- 68.12% above intrinsic value
Key financials
Revenue Net Income Free Cash Flow
| Metric | 2023 | 2024 | 2025 | 2026 | TTM | 2027 (E) |
|---|---|---|---|---|---|---|
| Revenue | $3.43B | $3.59B | $3.69B | $3.89B | $3.89B | $4.3B |
| Net income | $358.80M | $414.00M | $367.00M | $453.80M | $129.30M | — |
| EPS | — | — | — | — | $3.85 | $4.62 |
| Free cash flow | $426.40M | $406.90M | $339.90M | $426.30M | $185.00M | — |
| Profit margin | 10.46% | 11.54% | 9.94% | 11.68% | 11.70% | — |
Recent insider activity
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-08-31 | CARPENTER, TOD E. | Sale | 3,032 | — |
| 2026-08-31 | CARPENTER, TOD E. | Buy | 3,032 | $42.72 |
| 2026-08-27 | POGALZ, BRADLEY J. | Sale | 3,000 | — |
Peer comparison
Smart narrative
Donaldson Company Inc trades at $89.25. representing a P/E of 23.63x trailing earnings. Our Smart Value Score of 62/100 indicates the stock is good. The company scores 3/9 on the Piotroski F-Score. TTM revenue stands at $3.89B. with profit margins at 11.70%. Our DCF model estimates intrinsic value at $65.77.
Frequently asked questions
What is Donaldson Company Inc's stock price?
Donaldson Company Inc (DCI) trades at $89.25, on a P/E of 23.6x and a P/S of 2.8x. Those multiples show what the market is paying for each dollar of earnings and sales, which is the real starting point for judging whether the price is reasonable.
Is Donaldson Company Inc overvalued?
Donaldson Company Inc carries a Smart Value Score of 62/100 (Grade C+), which we rate Hold. That score blends growth, quality, and valuation into one read. On valuation specifically, our conservative DCF puts intrinsic value at $65.77 against the $89.25 price, so on cash flow terms the market is paying a premium for Donaldson Company Inc's growth. The Hold rating reflects that growth and quality, while the DCF flags that the price already assumes a lot.
What is the price target of Donaldson Company Inc (DCI)?
The 12-month analyst consensus target is $100.20, about 12.3% above the current $89.25. A consensus target is the average of Wall Street's 12-month forecasts, so it works as a sentiment gauge rather than a guarantee, and it resets with every earnings cycle.
What is the future stock price of DCI by 2030?
Our research-backed model puts the 2030 base case at $55.28, built from revenue projections, a growth-adjusted P/S multiple, net debt, and share dilution. It is a scenario rather than a prediction, and the bull and bear cases around it matter more than the single number when you are sizing a position.
What is the intrinsic value of Donaldson Company Inc (DCI)?
Our DCF model estimates intrinsic value at $65.77, a -68.1% margin of safety versus today's $89.25. Intrinsic value is what the projected cash flows are worth today. A negative reading means the price is running ahead of that conservative estimate, leaving little downside cushion if growth slows.
What is Donaldson Company Inc's revenue?
Donaldson Company Inc's trailing twelve-month revenue is $3.89B, and our model projects it reaching about $5.48B by 2030. Revenue scale anchors the valuation multiples and shows whether growth is reaching the top line, so it is best read alongside margin and growth trends to see if that revenue is getting more profitable over time.
Company info
SectorINDUSTRIALS
IndustrySPECIALTY INDUSTRIAL MACHINERY
CountryUSA
ExchangeNYSE
CurrencyUSD
Quick metrics
P/S ratio2.76x
ROE24.03%
Beta0.92
50D MA$92.35
200D MA$91.41
Shares out0.12B
Float0.12B
Short ratio—
Avg volume0.7M
Performance
1 week-2.08%
1 month-9.58%
3 months-7.79%
YTD-5.40%
1 year—
3 years—
5 years—