AME vs. DCI
Compare and contrast key facts about AMETEK, Inc. (AME) and Donaldson Company, Inc. (DCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AME or DCI.
Key characteristics
| AME | DCI | |
|---|---|---|
| YTD Return | 7.93% | 12.05% |
| 1Y Return | 29.66% | 16.66% |
| 3Y Return (Ann) | 10.37% | 6.75% |
| 5Y Return (Ann) | 16.34% | 8.36% |
| 10Y Return (Ann) | 13.72% | 7.46% |
| Sharpe Ratio | 1.93 | 0.86 |
| Daily Std Dev | 15.67% | 19.45% |
| Max Drawdown | -53.31% | -56.90% |
| Current Drawdown | -3.90% | -2.63% |
Fundamentals
| AME | DCI | |
|---|---|---|
| Market Cap | $41.04B | $8.70B |
| EPS | $5.66 | $3.06 |
| PE Ratio | 31.36 | 23.62 |
| PEG Ratio | 2.64 | 2.17 |
| Revenue (TTM) | $6.60B | $3.48B |
| Gross Profit (TTM) | $2.15B | $1.16B |
| EBITDA (TTM) | $2.05B | $607.00M |
Correlation
The correlation between AME and DCI is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AME vs. DCI - Performance Comparison
In the year-to-date period, AME achieves a 7.93% return, which is significantly lower than DCI's 12.05% return. Over the past 10 years, AME has outperformed DCI with an annualized return of 13.72%, while DCI has yielded a comparatively lower 7.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AME vs. DCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMETEK, Inc. (AME) and Donaldson Company, Inc. (DCI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AME vs. DCI - Dividend Comparison
AME's dividend yield for the trailing twelve months is around 0.58%, less than DCI's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AME AMETEK, Inc. | 0.58% | 0.61% | 0.63% | 0.54% | 0.60% | 0.56% | 0.83% | 0.50% | 0.74% | 0.67% | 0.63% | 0.46% |
DCI Donaldson Company, Inc. | 1.37% | 1.50% | 1.55% | 1.47% | 1.50% | 1.42% | 1.73% | 1.45% | 1.65% | 2.36% | 1.64% | 1.15% |
Drawdowns
AME vs. DCI - Drawdown Comparison
The maximum AME drawdown since its inception was -53.31%, smaller than the maximum DCI drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for AME and DCI. For additional features, visit the drawdowns tool.
Volatility
AME vs. DCI - Volatility Comparison
AMETEK, Inc. (AME) has a higher volatility of 3.16% compared to Donaldson Company, Inc. (DCI) at 2.81%. This indicates that AME's price experiences larger fluctuations and is considered to be riskier than DCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AME vs. DCI - Financials Comparison
This section allows you to compare key financial metrics between AMETEK, Inc. and Donaldson Company, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities