Donaldson Stock Buy Hold or Sell Recommendation
| DCI Stock | USD 67.85 1.09 1.58% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Donaldson is 'Buy'. The recommendation algorithm takes into account all of Donaldson's available fundamental, technical, and predictive indicators you will find on this site.
Check out Donaldson Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Donaldson Stock please use our How to Invest in Donaldson guide. In addition, we conduct extensive research on individual companies such as Donaldson and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Donaldson. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Donaldson |
Execute Donaldson Buy or Sell Advice
The Donaldson recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Donaldson. Macroaxis does not own or have any residual interests in Donaldson or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Donaldson's advice using the current market data and latest reported fundamentals.
Time Horizon
3 Months |
Risk Tolerance
I am an educated risk taker |
 |  |
Buy
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Donaldson Trading Alerts and Improvement Suggestions
| Over 88.0% of the company shares are held by institutions such as insurance companies | |
| On 28th of February 2025 Donaldson paid $ 0.27 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Filtration and Contamination Control Global Market Review 2019-2024 and Forecast 2025-2034, Featuring Profiles of Donaldson Company, Cummins, Filtration Group Corp., HYDAC Intl, and MANNHUMMEL |
Donaldson Returns Distribution Density
The distribution of Donaldson's historical returns is an attempt to chart the uncertainty of Donaldson's future price movements. The chart of the probability distribution of Donaldson daily returns describes the distribution of returns around its average expected value. We use Donaldson price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Donaldson returns is essential to provide solid investment advice for Donaldson.
| Mean Return | -0.07 |
| Value At Risk | -2.15 |
| Potential Upside | 1.91 |
| Standard Deviation | 1.22 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Donaldson historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Donaldson Stock Institutional Investors
| Shares | |||
| Fuller & Thaler Asset Management Inc | 2024-12-31 | 1.6 M | |
| American Century Companies Inc | 2024-12-31 | 1.6 M | |
| Amvescap Plc. | 2024-12-31 | 1.5 M | |
| Td Asset Management Inc | 2024-12-31 | 1.4 M | |
| Mairs & Power Inc | 2024-12-31 | 1.3 M | |
| Hhg Plc | 2024-12-31 | 1.3 M | |
| Bank Of New York Mellon Corp | 2024-12-31 | 1.3 M | |
| Td Global Investment Solutions – Td Epoch | 2024-12-31 | 1.2 M | |
| Northern Trust Corp | 2024-12-31 | 1.2 M | |
| Vanguard Group Inc | 2024-12-31 | 12.7 M | |
| Blackrock Inc | 2024-12-31 | 11.3 M |
Donaldson Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | (56.3M) | (147.8M) | 99.8M | (65.6M) | (59.0M) | (56.1M) | |
| Change In Cash | (13.8M) | (29.5M) | (6.2M) | 45.6M | 41.0M | 43.1M | |
| Free Cash Flow | 343.6M | 167.7M | 426.4M | 406.9M | 467.9M | 491.3M | |
| Depreciation | 95.3M | 93.8M | 92.3M | 98.4M | 113.2M | 118.8M | |
| Other Non Cash Items | 17.5M | 10.9M | 6.3M | (1M) | (900K) | (945K) | |
| Dividends Paid | 107.2M | 110.1M | 114.4M | 122.8M | 141.2M | 148.3M | |
| Capital Expenditures | 58.3M | 85.1M | 118.1M | 85.6M | 98.4M | 67.4M | |
| Net Income | 286.9M | 332.8M | 358.8M | 414M | 476.1M | 499.9M | |
| End Period Cash Flow | 222.8M | 193.3M | 187.1M | 232.7M | 267.6M | 140.6M | |
| Net Borrowings | 83.8M | (17.7M) | (131.1M) | 155.4M | 139.9M | 146.9M | |
| Change To Netincome | 39.1M | 25.8M | 29.9M | 11.4M | 13.1M | 10.4M | |
| Investments | (58.3M) | (154M) | (327.3M) | (86.9M) | (78.2M) | (82.1M) |
Donaldson Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Donaldson or Machinery sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Donaldson's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Donaldson stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.77 | |
σ | Overall volatility | 1.17 | |
Ir | Information ratio | -0.0014 |
Donaldson Volatility Alert
Donaldson exhibits very low volatility with skewness of -0.35 and kurtosis of 0.07. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Donaldson's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Donaldson's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Donaldson Fundamentals Vs Peers
Comparing Donaldson's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Donaldson's direct or indirect competition across all of the common fundamentals between Donaldson and the related equities. This way, we can detect undervalued stocks with similar characteristics as Donaldson or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Donaldson's fundamental indicators could also be used in its relative valuation, which is a method of valuing Donaldson by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Donaldson to competition |
| Fundamentals | Donaldson | Peer Average |
| Return On Equity | 0.29 | -0.31 |
| Return On Asset | 0.12 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | 0.15 % | (5.51) % |
| Current Valuation | 8.54 B | 16.62 B |
| Shares Outstanding | 119.52 M | 571.82 M |
| Shares Owned By Insiders | 0.55 % | 10.09 % |
| Shares Owned By Institutions | 87.75 % | 39.21 % |
| Number Of Shares Shorted | 2.03 M | 4.71 M |
| Price To Earning | 32.03 X | 28.72 X |
| Price To Book | 5.28 X | 9.51 X |
| Price To Sales | 2.27 X | 11.42 X |
| Revenue | 3.59 B | 9.43 B |
| Gross Profit | 1.3 B | 27.38 B |
| EBITDA | 655.1 M | 3.9 B |
| Net Income | 414 M | 570.98 M |
| Cash And Equivalents | 187.1 M | 2.7 B |
| Cash Per Share | 1.58 X | 5.01 X |
| Total Debt | 536.7 M | 5.32 B |
| Debt To Equity | 0.61 % | 48.70 % |
| Current Ratio | 2.23 X | 2.16 X |
| Book Value Per Share | 12.92 X | 1.93 K |
| Cash Flow From Operations | 492.5 M | 971.22 M |
| Short Ratio | 3.97 X | 4.00 X |
| Earnings Per Share | 3.45 X | 3.12 X |
| Price To Earnings To Growth | 2.20 X | 4.89 X |
| Target Price | 73.83 | |
| Number Of Employees | 14 K | 18.84 K |
| Beta | 1.04 | -0.15 |
| Market Capitalization | 8.24 B | 19.03 B |
| Total Asset | 2.91 B | 29.47 B |
| Retained Earnings | 2.38 B | 9.33 B |
| Working Capital | 655.6 M | 1.48 B |
Note: Disposition of 4295 shares by Thomas Scalf of Donaldson at 73.33 subject to Rule 16b-3 [view details]
Donaldson Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Donaldson . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 10992.07 | |||
| Daily Balance Of Power | (1.01) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 68.37 | |||
| Day Typical Price | 68.2 | |||
| Price Action Indicator | (1.07) | |||
| Period Momentum Indicator | (1.09) | |||
| Relative Strength Index | 48.13 |
About Donaldson Buy or Sell Advice
When is the right time to buy or sell Donaldson? Buying financial instruments such as Donaldson Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Donaldson Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Donaldson Stock please use our How to Invest in Donaldson guide.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Donaldson. If investors know Donaldson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Donaldson listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.03) | Dividend Share 1.08 | Earnings Share 3.45 | Revenue Per Share | Quarterly Revenue Growth (0.01) |
The market value of Donaldson is measured differently than its book value, which is the value of Donaldson that is recorded on the company's balance sheet. Investors also form their own opinion of Donaldson's value that differs from its market value or its book value, called intrinsic value, which is Donaldson's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Donaldson's market value can be influenced by many factors that don't directly affect Donaldson's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Donaldson's value and its price as these two are different measures arrived at by different means. Investors typically determine if Donaldson is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Donaldson's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.