Stocktoria
DONALDSON Co INC DCI
DONALDSON Co INC (DCI) earns a Piotroski F-score of 6/9 (mixed financial health), with an Altman Z″ in the safe zone. It pays a dividend yielding 1.29% (safety: safe). FY2025 revenue was $3.7B at a 9.9% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Beneish M-score: -2.51 — low (below −2.22 — no manipulation red flag) . A statistical screen for earnings manipulation, not proof — and it doesn't apply to most banks/insurers.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-06-04 | Stifel | Hold (main) |
| 2026-03-30 | Baird | Outperform (main) |
| 2026-03-09 | Morgan Stanley | Equal-Weight (main) |
| 2026-02-27 | Baird | Outperform (main) |
| 2026-02-03 | Jefferies | Buy (main) |
| 2026-01-09 | Jefferies | Buy (up) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Forward estimates · earnings calendar →
Consensus analyst estimates and scheduled dates — forward-looking, may change.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Manufacturing · percentile among 1957 companies
Percentile vs other Manufacturing companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 6/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″ components · safe zone
| Component | Value |
|---|---|
| Working capital / assets | 0.237 |
| Retained earnings / assets | 0.877 |
| EBIT / assets | 0.166 |
| Equity / liabilities | 0.954 |
Sector peers · similar-size Manufacturing companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| DCI | DONALDSON Co INC | 6/9 | 6.53 | 28 | +2.9% |
| CECO | CECO ENVIRONMENTAL CORP | 5/9 | 2.36 | 107.2 | +3.3% |
| PPIH | Perma-Pipe International Holdings, Inc. | 5/9 | 4.24 | 13.2 | +33.2% |
| FTEK | FUEL TECH, INC. | 5/9 | 0.41 | — | +6.1% |
| VFS | VinFast Auto Ltd. | 4/9 | -13.01 | — | +57.9% |
| TM | TOYOTA MOTOR CORP/ | 7/9 | 2.55 | — | -1% |
| HMC | HONDA MOTOR CO LTD | 6/9 | 2.79 | — | +19.9% |
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. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.
FAQ
Is DCI financially healthy?
DONALDSON Co INC's Piotroski F-score is 6/9 (8–9 is excellent, 0–3 weak), and its Altman Z″ distress score is in the safe zone.
Does DCI pay a dividend, and is it safe?
Yes. DONALDSON Co INC pays a dividend yielding about 1.29% with a 35.9% payout ratio, rated “safe” for safety.
How profitable is DCI?
In FY2025, DONALDSON Co INC had a net margin of 9.9% and a return on equity of 25.2%.
Is DCI overvalued or undervalued?
DONALDSON Co INC trades at about 31.6× trailing earnings — above its 10-year norm (10-year range 19.3×–37.2×, median 26.1×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for DCI?
The average Wall-Street price target for DONALDSON Co INC is $96.80, about 0.6% above the recent price, from 5 analysts (consensus: hold).
Is DCI a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on DONALDSON Co INC: a Piotroski F-score of 6/9, an Altman Z″ in the safe zone, a P/E of about 28.0×, a dividend yield of 1.29%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-07-31. Facts plus Stocktoria's own computed scores — not investment advice.