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Upturn AI Summary - About
Donaldson Company Inc(DCI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DCI
10/27/2026: DCI (1-star) is currently NOT-A-BUY. Pass it for now.
Donaldson Company is a well-established industrial firm that specializes in advanced filtration systems and replacement parts for diverse end-markets. Its primary strength lies in its high mix of recurring revenue from replacement parts and its proprietary nanofiber technology, which provides a competitive edge. The company is currently focused on expanding its higher-margin Life Sciences portfolio to drive future growth and reduce cyclicality. While it enjoys a leading position, investors should monitor risks regarding industrial economic cycles, raw material inflation, and competition in generic segments. Donaldson may suit conservative investors seeking steady dividend growth, though its valuation often reflects its high-quality, reliable business model.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady but moderate growth prospects rather than aggressive, high-velocity expansion. |
| Momentum investor | Mixed fit | Momentum is generally tied to industrial cycles; fit depends on a strong upward signal in the broader industrial sector. |
| Value investor | Strong fit | The company is often reasonably priced relative to its steady cash flows and high-quality business model. |
| Dividend investor | Strong fit | Donaldson has a multi-decade record of consistent dividend payments and annual increases. |
| Low-risk investor | Strong fit | The business's reliance on replacement parts provides stability and lowers overall investment risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock tends to track industrial macro cycles, which can cause intermittent price swings. |
| Valuation risk | Medium | While quality is high, the stock often trades at a premium that requires consistent earnings delivery. |
| Competition risk | Medium | Aggressive pricing from competitors in core engine segments remains a constant threat to margins. |
| Business quality | Strong | The company's strong brand and high replacement parts mix contribute to a high-quality franchise. |
| Dividend income | Low / none | The risk to the dividend is low given the company's strong history and free cash flow generation. |
| Execution risk | Medium | Successful integration of acquisitions in the Life Sciences segment is critical for long-term growth targets. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 39.34% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/27/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.90B USD | Price to earnings Ratio 22.21 | 1Y Target Price 100.4 |
Price to earnings Ratio 22.21 | 1Y Target Price 100.4 | ||
Volume (30-day avg) 617.7K shares | Beta 0.87 | 52 Weeks Range 79.05 - 112.05 | Updated Date 10/26/2026 |
52 Weeks Range 79.05 - 112.05 | Updated Date 10/26/2026 | ||
Dividends yield (FY) 1.46% | Basic EPS (TTM) 3.85 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Mobile Solutions | Air and liquid filtration for construction, mining, and trucks. | This is a reliable, cycle-dependent cash cow segment. |
| Industrial Solutions | Dust collection and gas turbine filters for factories. | This segment benefits from global industrialization and safety trends. |
| Life Sciences | Filters for bioprocessing and medical use. | This is the primary growth driver for higher valuation multiples. |
| Geography | Sales across North America, EMEA, and Asia-Pacific. | Geographic diversification helps mitigate regional economic slowdowns. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 22.21 | Forward PE 19.46 | Enterprise Value 10.89B | Price to Sales(TTM) 2.55 |
Enterprise Value 10.89B | Price to Sales(TTM) 2.55 | ||
Enterprise Value to Revenue 2.8 | Enterprise Value to EBITDA 14.97 | Shares Outstanding 115.82M | Shares Floating 115.18M |
Shares Outstanding 115.82M | Shares Floating 115.18M | ||
Percent Insiders 0.58 | Percent Institutions 93.1 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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