Donaldson Company, Inc. (DCI)

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Donaldson Company, Inc. (DCI) is down 2.4% since the beginning of the year. At $86 per share, DCI is trading 23.8% below its 52-week high of $113. Investors who bought $1,000 worth of DCI shares 5 years ago would now be looking at an investment worth $1,503.

Donaldson Company, Inc. (DCI) has returned -2.43% so far this year and 27.89% over the past 12 months. Over the last ten years, DCI has returned 11.26% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jun 18, 1987, DCI's average daily return is +0.07%, while the average monthly return is +1.42%. At this rate, an investment would double in approximately 4.1 years.

Historically, 57% of months were positive and 43% were negative. The best month was May 1990 with a return of +32.6%, while the worst month was Oct 1987 at -32.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, DCI closed higher 49% of trading days. The best single day was Sep 6, 2006 with a return of +16.0%, while the worst single day was Mar 16, 2020 at -12.7%.

Donaldson Company, Inc. has an annualized alpha of 9.45%, beta of 0.85, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since June 18, 1987.

• This stock captured 121.09% of S&P 500 Index gains but only 94.83% of its losses - a favorable profile for investors.
• R2 of 0.30 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

DCI ranks 68 for risk / return — better than 68% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Donaldson Company, Inc. provided a 1.42% dividend yield over the last twelve months, with an annual payout of $1.22 per share. The company has been increasing its dividends for 37 consecutive years, earning it the status of a dividend aristocrat.

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.

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.

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 21.77%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Donaldson Company, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Donaldson Company, Inc. is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.