Donaldson Co IncDCI
Price$87.76Intrinsic value$74.4815% below price

Valuation

How Intrinsic Value compares with model outputs

Intrinsic Value $74.48median of 6 methods · middle span $65-$107based on filings through 30 Apr 2026
Market Price $87.76Price as of 1 Oct 2026
Margin of Safety -15.1%as of 1 Oct 2026

Valuation methods vs. Market Price

Company vs. peer median Members

This section is available to registered members. Create a free account or sign in to unlock the full breakdown.

Sign in / Sign up

Assumptions

ParameterValue
Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 5.5% (near-term consensus, capped) · years 2–5: 11.2%/yr (balance of the path).10.0% per year
Years 6–10: glide to demonstrated growth
Per-year rates
Yr 610.7%Yr 710.2%Yr 89.8%Yr 99.3%Yr 108.8%
11.2% → 8.8%
Years 11–20: glide to long-run rate
Per-year rates
Yr 118.2%Yr 127.6%Yr 137.1%Yr 146.5%Yr 155.9%Yr 165.3%Yr 174.7%Yr 184.2%Yr 193.6%Yr 203.0%
8.8% → 3.0%
Beyond year 20: terminal growthPerpetual long-run rate3.0%
Historical EPS growth (multi-year median)median of 3 windows (5/6/7y)8.8%
Discount rate (cost of equity) 9.2%
Volatility vs market (adjusted beta)0.95

Valuation Detail Members

This section is available to registered members. Create a free account or sign in to unlock the full breakdown.

Sign in / Sign up

Assumptions Sandbox Members

This section is available to registered members. Create a free account or sign in to unlock the full breakdown.

Sign in / Sign up

Compare with peers

Search any company to compare valuation, profitability, returns, growth, and financial strength side by side.

Compare the target company plus 1 peer. Sign in / Sign up to compare a maximum of 3 peers.

Best in rowHigher is betterLower is better—Data not available
TargetDonaldson Co IncDCIIndustrials
Valuation
P/E23.7×
P/S2.6×
P/B5.9×
EV / Revenue2.7×
EV / EBITDA14.9×
Profitability
Gross margin33.5%
Operating margin15.6%
Net margin11.5%
FCF margin10.3%
Returns
ROE25.9%
ROA14.2%
ROIC20.6%
Growth
Revenue growth (YoY)6.2%
5-yr fwd EPS growth10.0%
Financial strength
Debt / Equity0.38×
Current ratio2.35×
Altman Z-Score7.8
Interest coverage—
Dividend yield0.7%

Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.