DCI vs. CVV
DCI (Donaldson Company, Inc.) and CVV (CVD Equipment Corporation) are both stocks. Both operate in the Specialty Industrial Machinery industry within the Industrials sector. Over the past 10 years, DCI returned 10.69%/yr vs -1.84%/yr for CVV. At a 0.13 correlation, their price movements are largely independent.
Performance
DCI vs. CVV - Performance Comparison
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Returns By Period
In the year-to-date period, DCI achieves a -3.60% return, which is significantly lower than CVV's 89.00% return. Over the past 10 years, DCI has outperformed CVV with an annualized return of 10.69%, while CVV has yielded a comparatively lower -1.84% annualized return.
DCI
- 1D
- -0.47%
- 1M
- 0.07%
- YTD
- -3.60%
- 6M
- -2.12%
- 1Y
- 24.81%
- 3Y*
- 14.41%
- 5Y*
- 7.32%
- 10Y*
- 10.69%
CVV
- 1D
- -5.04%
- 1M
- -20.87%
- YTD
- 89.00%
- 6M
- 70.26%
- 1Y
- 88.39%
- 3Y*
- -8.41%
- 5Y*
- 6.34%
- 10Y*
- -1.84%
DCI vs. CVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCI Donaldson Company, Inc. | -3.60% | 33.71% | 4.62% | 12.80% | 0.96% | 7.56% | -1.41% | 34.98% | -9.95% | 18.17% |
CVV CVD Equipment Corporation | 89.00% | -29.77% | -0.68% | -19.60% | 33.41% | 13.77% | 12.73% | -9.30% | -69.45% | 33.87% |
Correlation
The correlation between DCI and CVV is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Mar 2, 1999 | 0.13 |
Fundamentals
DCI:
$3.72
CVV:
-$0.70
DCI:
2.64
CVV:
1.56
DCI:
$3.81B
CVV:
$19.31M
DCI:
$1.30B
CVV:
$4.74M
DCI:
$664.30M
CVV:
-$3.15M
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Return for Risk
DCI vs. CVV — Risk / Return Rank
DCI
CVV
DCI vs. CVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Donaldson Company, Inc. (DCI) and CVD Equipment Corporation (CVV). 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.
| DCI | CVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.17 | -1.21 |
| Martin ratioReturn relative to average drawdown | 2.19 | 3.84 | -1.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DCI | CVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.83 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.08 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | -0.03 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.07 | +0.44 |
Drawdowns
DCI vs. CVV - Drawdown Comparison
The maximum DCI drawdown since its inception was -56.90%, smaller than the maximum CVV drawdown of -89.52%. Use the drawdown chart below to compare losses from any high point for DCI and CVV.
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Drawdown Indicators
| DCI | CVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.90% | -89.52% | +32.62% |
Max Drawdown (1Y)Largest decline over 1 year | -26.05% | -41.04% | +14.99% |
Max Drawdown (3Y)Largest decline over 3 years | -26.05% | -70.70% | +44.65% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -83.44% | +51.24% |
Max Drawdown (10Y)Largest decline over 10 years | -42.72% | -84.54% | +41.82% |
Current DrawdownCurrent decline from peak | -22.70% | -69.55% | +46.85% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -54.50% | +43.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.35% | 23.10% | -11.75% |
Volatility
DCI vs. CVV - Volatility Comparison
The current volatility for Donaldson Company, Inc. (DCI) is 7.24%, while CVD Equipment Corporation (CVV) has a volatility of 38.51%. This indicates that DCI experiences smaller price fluctuations and is considered to be less risky than CVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DCI | CVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 38.51% | -31.27% |
Volatility (6M)Calculated over the trailing 6-month period | 21.87% | 87.34% | -65.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.94% | 107.31% | -81.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 77.47% | -53.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.87% | 73.76% | -47.89% |
Dividends
DCI vs. CVV - Dividend Comparison
DCI's dividend yield for the trailing twelve months is around 1.41%, while CVV has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVV CVD Equipment Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DCI Donaldson Company, Inc. | 1.41% | 1.32% | 1.57% | 1.50% | 1.55% | 1.47% | 1.50% | 1.42% | 1.73% | 1.45% | 1.65% | 2.36% |
Financials
DCI vs. CVV - Financials Comparison
This section allows you to compare key financial metrics between Donaldson Company, Inc. and CVD Equipment Corporation. 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
DCI vs. CVV - Profitability Comparison
DCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Donaldson Company, Inc. reported a gross profit of 333.40M and revenue of 995.10M. Therefore, the gross margin over that period was 33.5%.
CVV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CVD Equipment Corporation reported a gross profit of 147.00K and revenue of 1.84M. Therefore, the gross margin over that period was 8.0%.
DCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Donaldson Company, Inc. reported an operating income of 155.30M and revenue of 995.10M, resulting in an operating margin of 15.6%.
CVV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CVD Equipment Corporation reported an operating income of -1.80M and revenue of 1.84M, resulting in an operating margin of -97.4%.
DCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Donaldson Company, Inc. reported a net income of 118.10M and revenue of 995.10M, resulting in a net margin of 11.9%.
CVV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CVD Equipment Corporation reported a net income of -1.66M and revenue of 1.84M, resulting in a net margin of -90.2%.
Frequently Asked Questions
DCI and CVV have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVV has higher volatility (38.51%) compared to DCI (7.24%). In terms of maximum drawdown, DCI dropped -56.90% vs CVV's -89.52%.
DCI currently has the higher Sharpe Ratio (0.96 vs 0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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