Donaldson Company, Inc. (Donaldson) provides technology-led filtration products and solutions worldwide, serving a broad range of industries and advanced markets.
Donaldson’s diverse and skilled employees at more than 150 locations on six continents…
Analysis
Quality compounder
Donaldson Company, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is fair. The owner-earnings multiple stands at 21.3×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 7% a year, against analyst forecasts of 10%. The price, in other words, assumes less than the experts do.
Growth is moderate; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202375
62
2023202420252026
All-time high
76
Jan 2024
All-time low
60
Mar 2026
Average rank
69
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
54
50
40
43
Price/Earnings
56
50
45
42
Price/Book
20
12
5
22
Dividend Yield
87
83
80
73
Value (overall)
64
57
41
49
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.