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DCI vs. GOOG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DCI vs. GOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Donaldson Company, Inc. (DCI) and Alphabet Inc (GOOG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DCI achieves a -2.28% return, which is significantly lower than GOOG's 14.29% return. Over the past 10 years, DCI has underperformed GOOG with an annualized return of 11.09%, while GOOG has yielded a comparatively higher 25.97% annualized return.


DCI

1D
1.18%
1M
5.44%
YTD
-2.28%
6M
-6.11%
1Y
27.67%
3Y*
13.77%
5Y*
8.47%
10Y*
11.09%

GOOG

1D
0.45%
1M
-8.88%
YTD
14.29%
6M
15.49%
1Y
104.22%
3Y*
42.67%
5Y*
23.51%
10Y*
25.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DCI vs. GOOG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DCI
Donaldson Company, Inc.
-2.28%33.71%4.62%12.80%0.96%7.56%-1.41%34.98%-9.95%18.17%
GOOG
Alphabet Inc
14.29%65.42%35.62%58.83%-38.67%65.17%31.03%29.10%-1.03%35.58%

Correlation

The correlation between DCI and GOOG is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2014

0.35

The correlation between DCI and GOOG shifts across timeframes, from 0.24 (3 years) to 0.35 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

DCI:

$10.20B

GOOG:

$4.38T

EPS

DCI:

$3.72

GOOG:

$13.11

PE Ratio

DCI:

23.23

GOOG:

27.31

PEG Ratio

DCI:

2.69

GOOG:

1.34

PS Ratio

DCI:

2.68

GOOG:

10.35

PB Ratio

DCI:

6.02

GOOG:

9.16

Total Revenue (TTM)

DCI:

$3.81B

GOOG:

$422.57B

Gross Profit (TTM)

DCI:

$1.30B

GOOG:

$255.12B

EBITDA (TTM)

DCI:

$664.30M

GOOG:

$174.08B

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Return for Risk

DCI vs. GOOG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DCI
DCI Risk / Return Rank: 6868
Overall Rank
DCI Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
DCI Sortino Ratio Rank: 6868
Sortino Ratio Rank
DCI Omega Ratio Rank: 7070
Omega Ratio Rank
DCI Calmar Ratio Rank: 6363
Calmar Ratio Rank
DCI Martin Ratio Rank: 6363
Martin Ratio Rank

GOOG
GOOG Risk / Return Rank: 9696
Overall Rank
GOOG Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
GOOG Sortino Ratio Rank: 9898
Sortino Ratio Rank
GOOG Omega Ratio Rank: 9696
Omega Ratio Rank
GOOG Calmar Ratio Rank: 9393
Calmar Ratio Rank
GOOG Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DCI vs. GOOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Donaldson Company, Inc. (DCI) and Alphabet Inc (GOOG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DCIGOOGDifference
Sharpe ratioReturn per unit of total volatility

-2.62

Sortino ratioReturn per unit of downside risk

-3.45

Omega ratioGain probability vs. loss probability

1.21

1.59

-0.38

Calmar ratioReturn relative to maximum drawdown

1.00

4.99

-3.99

Martin ratioReturn relative to average drawdown

2.17

17.56

-15.39

DCI vs. GOOG - Sharpe Ratio Comparison

The current DCI Sharpe Ratio is 0.99, which is lower than the GOOG Sharpe Ratio of 3.60. The chart below compares the historical Sharpe Ratios of DCI and GOOG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DCI vs. GOOG - Drawdown Comparison

The maximum DCI drawdown since its inception was -56.90%, which is greater than GOOG's maximum drawdown of -44.60%. Use the drawdown chart below to compare losses from any high point for DCI and GOOG.


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Drawdown Indicators


DCIGOOGDifference

Max Drawdown

Largest peak-to-trough decline

-56.90%

-44.60%

-12.30%

Max Drawdown (1Y)

Largest decline over 1 year

-26.05%

-20.75%

-5.30%

Max Drawdown (3Y)

Largest decline over 3 years

-26.05%

-29.35%

+3.30%

Max Drawdown (5Y)

Largest decline over 5 years

-32.20%

-44.60%

+12.40%

Max Drawdown (10Y)

Largest decline over 10 years

-42.72%

-44.60%

+1.88%

Current Drawdown

Current decline from peak

-21.65%

-10.19%

-11.46%

Average Drawdown

Average peak-to-trough decline

-11.09%

-8.89%

-2.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.98%

5.88%

+6.10%

Volatility

DCI vs. GOOG - Volatility Comparison

Donaldson Company, Inc. (DCI) has a higher volatility of 8.17% compared to Alphabet Inc (GOOG) at 7.29%. This indicates that DCI's price experiences larger fluctuations and is considered to be riskier than GOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DCIGOOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.17%

7.29%

+0.88%

Volatility (6M)

Calculated over the trailing 6-month period

20.95%

20.47%

+0.48%

Volatility (1Y)

Calculated over the trailing 1-year period

26.36%

28.75%

-2.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.53%

31.15%

-7.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.90%

29.02%

-3.12%

Dividends

DCI vs. GOOG - Dividend Comparison

DCI's dividend yield for the trailing twelve months is around 1.39%, more than GOOG's 0.24% yield.


PositionTTM20252024202320222021202020192018201720162015
DCI
Donaldson Company, Inc.
1.39%1.32%1.57%1.50%1.55%1.47%1.50%1.42%1.73%1.45%1.65%2.36%
GOOG
Alphabet Inc
0.24%0.26%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

DCI vs. GOOG - Financials Comparison

This section allows you to compare key financial metrics between Donaldson Company, Inc. and Alphabet 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B120.00B20222023202420252026
995.10M
109.90B
(DCI) Total Revenue
(GOOG) Total Revenue
Values in USD except per share items

DCI vs. GOOG - Profitability Comparison

The chart below illustrates the profitability comparison between Donaldson Company, Inc. and Alphabet Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%50.0%55.0%60.0%65.0%20222023202420252026
33.5%
62.5%
Portfolio components
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%.

GOOG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported a gross profit of 68.63B and revenue of 109.90B. Therefore, the gross margin over that period was 62.5%.

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%.

GOOG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported an operating income of 39.70B and revenue of 109.90B, resulting in an operating margin of 36.1%.

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%.

GOOG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported a net income of 62.58B and revenue of 109.90B, resulting in a net margin of 56.9%.


Frequently Asked Questions


DCI and GOOG have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DCI has higher volatility (8.17%) compared to GOOG (7.29%). In terms of maximum drawdown, DCI dropped -56.90% vs GOOG's -44.60%.

GOOG currently has the higher Sharpe Ratio (3.60 vs 0.99), 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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