Donaldson Co. Inc
Research Donaldson Co. Inc (DCI) on Bullrun: valuation model: 2.4% undervalued, market cap USD 10.81B, P/E 25.1, dividend yield 1.3%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerDCI
- ExchangeNYSE
- CountryUnited States
- SectorIndustrials
- IndustrySpecialty Industrial Machinery
- CurrencyUSD
- Valuation signal2.4% undervalued
- Market capUSD 10.81B
- P/E25.1
- Dividend yield1.3%
- Financial periodQ2 2026
- RevenueUSD 995.10M
- Net incomeUSD 118.10M
- Free cash flowUSD 112.10M
- Gross margin33.5%
Valuation Snapshot
Bullrun's latest valuation model marks Donaldson Co. Inc as 2.4% undervalued; latest market cap is USD 10.81B; P/E is 25.1; dividend yield is 1.3%.
Peer valuation comparison
Latest P/E is 25.07x versus a Industrials sector median of 20.76x (20.8% above).
Latest dividend yield is 1.34% versus a Industrials sector median of 2.39% (43.9% below).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 3.69B | USD 367.00M | USD 339.90M | 34.8% | 3.05 | USD 180.40M | USD 671.20M | USD 1.45B |
| FY2024 | USD 3.59B | USD 414.00M | USD 406.90M | 35.5% | 3.38 | USD 232.70M | USD 538.30M | USD 1.49B |
| FY2023 | USD 3.43B | USD 358.80M | USD 426.00M | 33.8% | 2.9 | USD 187.10M | USD 657.50M | USD 1.32B |
| FY2022 | USD 3.31B | USD 332.80M | USD 167.30M | 32.3% | 2.66 | USD 193.30M | USD 650.40M | USD 1.13B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-08-25 | USD 10.81B | 25.1 | 1.3% | 1.24 |
| 2025 | 2025-12-31 | USD 10.23B | 27.6 | 1.3% | 1.17 |
| 2024 | 2024-12-31 | USD 8.04B | 19.6 | 1.6% | 1.06 |
| 2023 | 2023-12-29 | USD 7.85B | 22.2 | 1.5% | 0.98 |
| 2022 | 2022-12-30 | USD 7.16B | 21.3 | 1.5% | 0.91 |
| 2021 | 2021-12-31 | USD 7.32B | 25.0 | 1.5% | 0.87 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 1.24 USD, yield 1.3%.
| Year | Dividends/share |
|---|---|
| FY2025 | 1.14 USD |
| FY2024 | 1.04 USD |
| FY2023 | 0.96 USD |
| FY2022 | 0.9 USD |
About Donaldson Co. 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.
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Frequently asked questions
Is Donaldson Co. Inc overvalued or undervalued?
Bullrun's valuation model currently marks Donaldson Co. Inc as 2.4% undervalued.
What is Donaldson Co. Inc's market cap?
Donaldson Co. Inc's market capitalization is USD 10.81B.
What is Donaldson Co. Inc's P/E ratio?
Donaldson Co. Inc's price-to-earnings (P/E) ratio is 25.1.
Does Donaldson Co. Inc pay a dividend?
Donaldson Co. Inc has a dividend yield of 1.3%.
What does Donaldson Co. Inc do?
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.