Is DCI a good stock to buy right now?

Based on our 6-factor quantitative model, DONALDSON Co INC (DCI) receives a "Hold" rating with a composite score of 49.2/100. It is ranked #1,851 out of 4,446 stocks. Key factor scores: Quality 50/100, Value 43/100, Momentum 53/100. The timing signal is "Neutral". This is quantitative analysis only — not investment advice.

What is the stock rating for DCI?

DONALDSON Co INC (DCI) has a "Hold" rating and 3-star score. The composite score of 49.2 ranks it #1,851 among 4,446 U.S. stocks. Ratings are updated weekly using academically-proven factor models.

What sector is DCI in?

DONALDSON Co INC operates in the Industrials sector (Machinery industry) with a market cap of $9.97 billion. It is classified as a mid-cap stock.

Does DCI pay a dividend?

Yes, DCI pays a dividend with a current yield of 1.35%. For every $1,000 invested, you would receive approximately $13.50 in annual dividend income.

What is DCI's P/E ratio?

DCI has a trailing P/E ratio of 27.51x. The Industrials sector average is 28.3x. This P/E is in a moderate range relative to the broader market.

How profitable is DCI?

DCI's quality factor score is 50/100. Gross margin: 34.5%. ROE: 22.9% vs sector average 8.9%. Margins are moderate to low, reflecting competitive market dynamics.

How is DCI valued compared to peers?

DCI's value factor score is 43/100 (higher = cheaper). Key multiples: P/E 27.5x, EV/EBITDA 20.6x. Valuation is roughly in line with peers.

What is DCI's debt level?

DCI's debt-to-equity ratio is 94%. Sector average: 70%. Moderate leverage is normal for established companies.

DCI has a beta of 0.88, meaning it tracks the market. Stability score: 78/100.

Does DCI have high short interest?

DCI's short interest factor score is 34/100 (higher = less short selling). Elevated short interest may indicate bearish sentiment or short squeeze potential.

DCI Stock Analysis: Top Mid-Cap Hold (Score 49.2/100) | Blank Capital Research

Data Series	1D	5D	1M	YTD	1Y	3Y	5Y	10Y
DCI	-0.51%	+4.01%	-0.09%	-0.01%	+42.64%	-	-	-
Industry Proxy XLI	-0.39%	+4.73%	+0.88%	+10.57%	+38.89%	-	-	-
U.S. Market SPY	-0.07%	+3.60%	+0.34%	-0.36%	+29.52%	-	-	-
Alpha vs Market	-0.44%	+0.41%	-0.43%	+0.35%	+13.11%	-	-	-
Alpha vs Sector	-0.12%	-0.72%	-0.97%	-10.58%	+3.74%	-	-	-

Metric	DCI	Benchmark
P/E Ratio	27.5x	-3%
EV/EBITDA	20.6x	+262%
Price / Book	6.3x

Stock Entity	Score▼	Quality	Value	Momentum	P/E Ratio	ROE	Gross Margin	Net Margin	Rev Growth	D/E Ratio	Market Cap	Compare
STNG Scorpio Tankers Inc.	64	43	96	73	-	93.3%	63.1%	53.8%	-	30.0x	$3.8B	VS
TNK TEEKAY TANKERS LTD.	62	50	97	71	6.3x	91.9%	67.0%	32.8%	-	0.0x	$2.5B	VS
TEN TSAKOS ENERGY NAVIGATION LTD	61	50	86	75	7.8x	42.1%	97.8%	22.6%	-	103.0x	$1.2B	VS
HAFN Hafnia Ltd	60	42	79	77	-	439.1%	48.5%	27.0%	-	0.0x	$3.8B	VS
TPH Tri Pointe Homes, Inc.	57	50	67	66	13.6x	8.8%	47.5%	7.9%	-26.0%	50.0x	$4.0B	VS
GLDD Great Lakes Dredge & Dock CORP	57	50	69	70	16.3x	13.5%	22.2%	8.1%	14.8%	73.0x	$1.1B	VS
SOBO South Bow Corp	57	39	79	66	21.9x	48.4%	82.3%	14.9%	-	219.0x	$6.8B	VS
IMPP Imperial Petroleum Inc./Marshall Islands	54	44	98	58	2.8x	47.7%	100.0%	34.0%	-19.7%	0.0x	$156M	VS
CCO Clear Channel Outdoor Holdings, Inc.	52	48	58	69	59.3x	-	53.4%	-0.3%	7.7%	-	$1.2B	VS
IMXI International Money Express, Inc.	52	50	73	52	11.6x	25.5%	0.0%	6.4%	-9.7%	221.0x	$476M	VS
DCI DONALDSON Co INC	49	50	43	53	27.5x	22.9%	34.5%	9.9%	-0.4%	94.0x	$10.0B

Key Ratio	TTM	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017
Gross Margin %	0.3%	0.3%	0.3%	0.4%	0.3%	0.3%	0.3%	0.3%	0.3%	0.3%	0.3%
Operating Margin %	0.1%	0.1%	0.1%	0.2%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%
EBITDA Margin %	0.1%	0.1%	0.1%	0.2%	0.1%	0.1%	0.2%	0.2%	0.2%	0.2%	0.2%
Net Margin %	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%
FCF Margin %	2.5%	-	-	-	-	-	12.0%	10.2%	6.9%	6.0%	10.6%
ROE %	0.2%	0.1%	0.3%	0.3%	0.3%	0.3%	0.3%	0.3%	0.3%	0.2%	0.3%
ROA %	0.1%	0.0%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%	0.1%
ROIC %	18.6%	6.0%	18.7%	21.5%	19.5%	19.7%	21.3%	19.5%	22.8%	24.9%	22.1%

Key Ratio

TTM

2026

2025

2024

2023

2022

2021

2020

2019

2018

2017

Gross Margin %

0.3%

0.4%

0.3%

Operating Margin %

0.1%

0.2%

0.1%

EBITDA Margin %

0.1%

0.2%

0.1%

0.2%

Net Margin %

0.1%

FCF Margin %

2.5%

12.0%

10.2%

6.9%

6.0%

10.6%

ROE %

0.2%

0.1%

0.3%

0.2%

0.3%

ROA %

0.1%

0.0%

0.1%

ROIC %

18.6%

6.0%

18.7%

21.5%

19.5%

19.7%

21.3%

19.5%

22.8%

24.9%

22.1%

Line Item	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
	$3.6B	$3.7B	$3.6B	$3.4B	$3.3B	$2.9B	$2.6B	$2.8B	$2.7B	$2.4B	$2.2B	$2.4B
	—	$2.4B	$2.3B	$2.3B	$2.2B	—	—	—	—	—	—	—
	$1.3B	$1.3B	$1.3B	$1.2B	$1.1B	$972M	$872M	$948M	$936M	$821M	$755M	$809M
Gross Margin	34.5%	34.8%	35.5%	33.8%	32.3%	34.1%	33.8%	33.3%	34.2%	34.6%	34.0%	34.1%
	—	$641M	$637M	$602M	$555M	—	—	—	—	—	—	—
Research & Development	—	$88M	$94M	$78M	$69M	$68M	$61M	$62M	$60M	$55M	$56M	$60M
Depreciation	—	—	—	—	—	$95M	$88M	$81M	$77M	$75M	$75M	$74M
Total Operating Expenses	—	$791M	$730M	$680M	$624M	—	—	—	—	—	—	—
	$481M	$495M	$544M	$480M	$444M	$385M	$340M	$388M	$377M	$324M	$274M	$288M
EBIT	$481M	$495M	$544M	$480M	$444M	$385M	$340M	$388M	$377M	$324M	$274M	$288M
EBITDA	$481M	$495M	$544M	$480M	$444M	$489M	$440M	$476M	$462M	$417M	$353M	$378M
Operating Margin	13.2%	13.4%	15.2%	14.0%	13.4%	13.5%	13.2%	13.7%	13.8%	13.6%	12.3%	12.2%
EBITDA Margin	13.2%	13.4%	15.2%	14.0%	13.4%	17.1%	17.1%	16.7%	16.9%	17.6%	15.9%	15.9%
	—	—	—	$19M	$15M	$13M	$17M	$20M	$21M	$20M	$21M	$15M
	—	$492M	$535M	$469M	$438M	—	—	—	—	—	—	—
Income Tax Expense	—	$125M	$121M	$110M	$106M	$94M	$78M	$108M	$183M	$89M	$67M	$81M
	$360M	$367M	$414M	$359M	$333M	$287M	$257M	$267M	$180M	$233M	$191M	$208M
Net Margin	9.9%	9.9%	11.5%	10.5%	10.1%	10.1%	10.0%	9.4%	6.6%	9.8%	8.6%	8.8%
	$0.80	$3.09	$3.43	$2.95	$2.69	$2.27	$2.03	$2.08	$1.38	$1.76	$1.43	$1.51
Diluted EPS	$0.80	$3.05	$3.38	$2.90	$2.66	$2.27	$2.03	$2.08	$1.38	$1.76	$1.43	$1.51
Weighted Avg Basic	—	119M	121M	122M	124M	—	—	—	—	—	—	—
Weighted Avg Diluted	—	120M	123M	124M	125M	—	—	—	—	—	—	—

Line Item

TTM

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

$3.6B

$3.7B

$3.6B

$3.4B

$3.3B

$2.9B

$2.6B

$2.8B

$2.7B

$2.4B

$2.2B

$2.4B

—

$2.4B

$2.3B

$2.2B

—

$1.3B

$1.2B

$1.1B

$972M

$872M

$948M

$936M

$821M

$755M

$809M

Gross Margin

34.5%

34.8%

35.5%

33.8%

32.3%

34.1%

33.8%

33.3%

34.2%

34.6%

34.0%

34.1%

—

$641M

$637M

$602M

$555M

—

Research & Development

—

$88M

$94M

$78M

$69M

$68M

$61M

$62M

$60M

$55M

$56M

$60M

Depreciation

—

$95M

$88M

$81M

$77M

$75M

$74M

Total Operating Expenses

—

$791M

$730M

$680M

$624M

—

$481M

$495M

$544M

$480M

$444M

$385M

$340M

$388M

$377M

$324M

$274M

$288M

EBIT

$481M

$495M

$544M

$480M

$444M

$385M

$340M

$388M

$377M

$324M

$274M

$288M

EBITDA

$481M

$495M

$544M

$480M

$444M

$489M

$440M

$476M

$462M

$417M

$353M

$378M

Operating Margin

13.2%

13.4%

15.2%

14.0%

13.4%

13.5%

13.2%

13.7%

13.8%

13.6%

12.3%

12.2%

EBITDA Margin

13.2%

13.4%

15.2%

14.0%

13.4%

17.1%

16.7%

16.9%

17.6%

15.9%

—

$19M

$15M

$13M

$17M

$20M

$21M

$20M

$21M

$15M

—

$492M

$535M

$469M

$438M

—

Income Tax Expense

—

$125M

$121M

$110M

$106M

$94M

$78M

$108M

$183M

$89M

$67M

$81M

$360M

$367M

$414M

$359M

$333M

$287M

$257M

$267M

$180M

$233M

$191M

$208M

Net Margin

9.9%

11.5%

10.5%

10.1%

10.0%

9.4%

6.6%

9.8%

8.6%

8.8%

$0.80

$3.09

$3.43

$2.95

$2.69

$2.27

$2.03

$2.08

$1.38

$1.76

$1.43

$1.51

Diluted EPS

$0.80

$3.05

$3.38

$2.90

$2.66

$2.27

$2.03

$2.08

$1.38

$1.76

$1.43

$1.51

Weighted Avg Basic

—

119M

121M

122M

124M

—

Weighted Avg Diluted

—

120M

123M

124M

125M

—

DONALDSON Co INC (DCI) Stock Analysis — April 2026 Rating, Price, and Forecast

Last updated: April 2026

Company Overview — What Does DONALDSON Co INC Do?

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and transportation markets; and to independent distributors, OEM dealer networks, private label accounts, and large fleets. The company's Industrial Products segment offers dust, fume, and mist collectors; compressed air purification systems; gas and liquid filtration for food, beverage, and industrial processes; air filtration systems for gas turbines; polytetrafluoroethylene membrane-based products; and specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, indicators, and monitoring systems. This segment sells its products to various dealers, distributors, OEMs of gas-fired turbines, and OEMs and end-users requiring air filtration solutions and replacement filters. Donaldson Company, Inc. was founded in 1915 and is headquartered in Bloomington, Minnesota. DONALDSON Co INC (DCI) is classified as a mid-cap stock in the Industrials sector, specifically within the Machinery industry. The company is led by CEO Tod E. Carpenter and employs approximately 14,000 people, headquartered in Bloomington, Minnesota. With a market capitalization of $10.0B, DCI is one of the notable companies in the Industrials sector.

DONALDSON Co INC (DCI) Stock Rating — Hold (April 2026)

As of April 2026, DONALDSON Co INC receives a Hold rating with a composite score of 49.2/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.DCI ranks #1,851 out of 4,446 stocks in our coverage universe. Within the Industrials sector, DONALDSON Co INC ranks #294 of 752 stocks, placing it in the upper half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).

DCI Stock Price and 52-Week Range

DONALDSON Co INC (DCI) currently trades at $88.65. The stock lost $0.45 (0.5%) in the most recent trading session. The 52-week high for DCI is $112.84, which means the stock is currently trading -21.4% from its annual peak. The 52-week low is $57.45, putting the stock 54.3% above its annual trough. Recent trading volume was 417K shares, suggesting relatively thin trading activity.

Is DCI Overvalued or Undervalued? — Valuation Analysis

DONALDSON Co INC (DCI) carries a value factor score of 43/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 27.51x, compared to the Industrials sector average of 28.33x — a discount of 3%. The price-to-book ratio stands at 6.29x, versus the sector average of 2.23x. The price-to-sales ratio is 2.72x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, DCI trades at 20.60x EV/EBITDA, versus 5.70x for the sector.

Overall, DCI's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.

DONALDSON Co INC Profitability — ROE, Margins, and Quality Score

DONALDSON Co INC (DCI) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 22.9%, compared to the Industrials sector average of 8.9%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 11.8% versus the sector average of 3.3%.

On a margin basis, DONALDSON Co INC reports gross margins of 34.5%, compared to 35.8% for the sector. The operating margin is 13.2% (sector: 6.2%). Net profit margin stands at 9.9%, versus 3.9% for the average Industrials stock. Revenue growth is running at -0.4% on a trailing basis, compared to 6.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.

DCI Debt, Balance Sheet, and Financial Health

DONALDSON Co INC has a debt-to-equity ratio of 94.0%, compared to the Industrials sector average of 70.0%. Leverage is within a manageable range for the industry, though investors should monitor debt trends over time. The current ratio is 2.29x, indicating strong short-term liquidity. Total debt on the balance sheet is $681M. Cash and equivalents stand at $211M.

DCI has a beta of 0.88, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for DONALDSON Co INC is 78/100, indicating low-volatility characteristics and consistent price behavior that appeals to risk-averse investors.

DONALDSON Co INC Revenue and Earnings History — Quarterly Trend

In TTM 2026, DONALDSON Co INC reported revenue of $3.64B and earnings per share (EPS) of $0.80. Net income for the quarter was $360M. Gross margin was 34.5%. Operating income came in at $481M.

In Q2 2026, DONALDSON Co INC reported revenue of $896M and earnings per share (EPS) of $0.80. Net income for the quarter was $93M. Gross margin was 33.5%. Revenue grew 3.0% year-over-year compared to Q2 2025. Operating income came in at $119M.

In Q1 2026, DONALDSON Co INC reported revenue of $935M and earnings per share (EPS) of $0.98. Net income for the quarter was $114M. Gross margin was 35.1%. Revenue grew 3.9% year-over-year compared to Q1 2025. Operating income came in at $149M.

In FY 2025, DONALDSON Co INC reported revenue of $3.69B and earnings per share (EPS) of $3.09. Net income for the quarter was $367M. Gross margin was 34.8%. Revenue grew 2.9% year-over-year compared to FY 2024. Operating income came in at $495M.

Over the past 8 quarters, DONALDSON Co INC has demonstrated a growth trajectory, with revenue expanding from $3.59B to $3.64B. Investors analyzing DCI stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.

DCI Dividend Yield and Income Analysis

DONALDSON Co INC (DCI) currently pays a dividend yield of 1.4%. At this yield, a $10,000 investment in DCI stock would generate approximately $$135.00 in annual dividend income. The net margin of 9.9% provides reasonable coverage for the dividend, though investors should monitor payout sustainability.

DCI Momentum and Technical Analysis Profile

DONALDSON Co INC (DCI) has a momentum factor score of 53/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 34/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 34/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.

DCI vs Competitors — Industrials Sector Ranking and Peer Comparison

Within the Industrials sector, DONALDSON Co INC (DCI) ranks #294 out of 752 stocks based on the Blank Capital composite score. This places DCI in the upper half of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.

Comparing DCI against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full DCI vs S&P 500 (SPY) comparison to assess how DONALDSON Co INC stacks up against the broader market across all factor dimensions.

DCI Next Earnings Date

No upcoming earnings date has been announced for DONALDSON Co INC (DCI) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.

Should You Buy DCI? — Investment Thesis Summary

DONALDSON Co INC presents a balanced picture with arguments on both sides. Low volatility (stability score 78/100) reduces downside risk.

In summary, DONALDSON Co INC (DCI) earns a Hold rating with a composite score of 49.2/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on DCI stock.

Related Resources for DCI Investors

Explore more research and tools: DCI vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare DCI head-to-head with peers: DCI vs SOBO, DCI vs TEN, DCI vs GLDD.

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DONALDSON Co INC (DCI) Stock Analysis — April 2026 Rating, Price, and Forecast

Company Overview — What Does DONALDSON Co INC Do?

DONALDSON Co INC (DCI) Stock Rating — Hold (April 2026)

DCI Stock Price and 52-Week Range

Is DCI Overvalued or Undervalued? — Valuation Analysis

DONALDSON Co INC Profitability — ROE, Margins, and Quality Score

DCI Debt, Balance Sheet, and Financial Health

DONALDSON Co INC Revenue and Earnings History — Quarterly Trend

DCI Dividend Yield and Income Analysis

DCI Momentum and Technical Analysis Profile

DCI vs Competitors — Industrials Sector Ranking and Peer Comparison

DCI Next Earnings Date

Should You Buy DCI? — Investment Thesis Summary

Related Resources for DCI Investors

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