Donaldson Company, Inc. (DCI)
Company Info
US2576511099
257651109
Jan 1, 1987
Highlights
$9.35B
$3.36
23.08
2.53
$2.74B
$965.80M
$493.60M
$57.85 - $78.71
$76.40
1.24%
2.55
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Donaldson Company, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Donaldson Company, Inc. had a return of 18.24% year-to-date (YTD) and 28.49% in the last 12 months. Over the past 10 years, Donaldson Company, Inc. had an annualized return of 8.53%, while the S&P 500 had an annualized return of 11.16%, indicating that Donaldson Company, Inc. did not perform as well as the benchmark.
DCI
18.24%
0.92%
4.34%
28.49%
8.43%
8.53%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of DCI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.16% | 11.30% | 4.27% | -3.32% | 2.05% | -2.51% | 4.56% | -2.42% | 1.33% | -0.73% | 18.24% | ||
| 2023 | 5.91% | 1.81% | 3.30% | -2.74% | -7.90% | 7.26% | 0.51% | 2.06% | -6.62% | -3.32% | 5.52% | 7.85% | 12.80% |
| 2022 | -6.07% | -2.11% | -4.31% | -5.57% | 6.61% | -7.52% | 13.02% | -5.24% | -4.56% | 17.22% | 6.04% | -3.00% | 0.96% |
| 2021 | 6.37% | -0.55% | -1.27% | 8.12% | -2.05% | 3.51% | 4.19% | 2.69% | -15.26% | 4.53% | -5.97% | 5.43% | 7.56% |
| 2020 | -10.01% | -12.71% | -14.31% | 13.46% | 8.26% | -1.51% | 3.91% | 4.60% | -7.82% | 2.33% | 12.08% | 5.37% | -1.41% |
| 2019 | 8.97% | 9.55% | -2.97% | 6.95% | -11.37% | 7.64% | -1.79% | -2.76% | 7.69% | 1.27% | 6.33% | 3.14% | 34.98% |
| 2018 | 3.49% | -5.96% | -5.08% | -1.75% | 6.64% | -4.03% | 5.72% | 6.51% | 15.14% | -11.98% | 9.28% | -22.27% | -9.95% |
| 2017 | 0.40% | 2.08% | 5.98% | 1.67% | 3.63% | -4.68% | 4.28% | -0.12% | -2.77% | 2.76% | 5.70% | -1.54% | 18.17% |
| 2016 | -1.67% | 0.80% | 13.00% | 2.41% | 2.54% | 3.03% | 5.15% | 4.43% | -0.59% | -2.17% | 11.06% | 4.15% | 49.70% |
| 2015 | -5.36% | 1.76% | 1.81% | -0.90% | -4.58% | 0.87% | -6.15% | -6.35% | -10.32% | 7.55% | 3.97% | -8.20% | -24.32% |
| 2014 | -5.06% | 4.18% | -1.03% | -0.73% | -3.23% | 4.32% | -8.34% | 8.37% | -2.94% | 2.34% | -6.20% | -0.53% | -9.70% |
| 2013 | 14.52% | -3.94% | 0.44% | 0.52% | 3.11% | -4.60% | 1.65% | -2.45% | 8.20% | 3.88% | 5.35% | 4.50% | 34.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of DCI is 83, placing it in the top 17% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Donaldson Company, Inc. (DCI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Donaldson Company, Inc. provided a 1.36% dividend yield over the last twelve months, with an annual payout of $1.04 per share. The company has been increasing its dividends for 33 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.04 | $0.98 | $0.91 | $0.87 | $0.84 | $0.82 | $0.75 | $0.71 | $0.70 | $0.68 | $0.64 | $0.50 |
Dividend yield | 1.36% | 1.50% | 1.55% | 1.47% | 1.50% | 1.42% | 1.73% | 1.45% | 1.65% | 2.36% | 1.64% | 1.15% |
Monthly Dividends
The table displays the monthly dividend distributions for Donaldson Company, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.79 | |
| 2023 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.25 | $0.98 |
| 2022 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.23 | $0.91 |
| 2021 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.22 | $0.87 |
| 2020 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.21 | $0.84 |
| 2019 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.21 | $0.82 |
| 2018 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.19 | $0.75 |
| 2017 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 | $0.71 |
| 2016 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 | $0.70 |
| 2015 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 | $0.68 |
| 2014 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 | $0.64 |
| 2013 | $0.10 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.14 | $0.50 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Donaldson Company, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Donaldson Company, Inc. was 56.90%, occurring on Mar 9, 2009. Recovery took 420 trading sessions.
The current Donaldson Company, Inc. drawdown is 2.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.9% | Jun 6, 2008 | 190 | Mar 9, 2009 | 420 | Nov 4, 2010 | 610 |
| -50.56% | Aug 28, 1987 | 70 | Dec 7, 1987 | 73 | Mar 22, 1988 | 143 |
| -46.18% | Oct 22, 1997 | 240 | Oct 5, 1998 | 551 | Dec 8, 2000 | 791 |
| -42.72% | Dec 24, 2019 | 61 | Mar 23, 2020 | 200 | Jan 6, 2021 | 261 |
| -37.77% | Dec 27, 2013 | 519 | Jan 20, 2016 | 220 | Dec 1, 2016 | 739 |
Volatility
Volatility Chart
The current Donaldson Company, Inc. volatility is 4.58%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Donaldson Company, Inc. compared to its peers in the Specialty Industrial Machinery industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for DCI in comparison to other companies of the Specialty Industrial Machinery industry. Currently, DCI has a PE value of 23.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for DCI in comparison to other companies of the Specialty Industrial Machinery industry. Currently, DCI has a PEG value of 2.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Donaldson Company, Inc..
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Income Statement
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EBITDA | — |
EBIT | — |
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Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |