DCI vs. PH
Compare and contrast key facts about Donaldson Company, Inc. (DCI) and Parker-Hannifin Corporation (PH).
Performance
DCI vs. PH - Performance Comparison
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DCI vs. PH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCI Donaldson Company, Inc. | -3.61% | 33.71% | 4.62% | 12.80% | 0.96% | 7.56% | -1.41% | 34.98% | -9.95% | 18.17% |
PH Parker-Hannifin Corporation | 3.50% | 39.54% | 39.58% | 60.81% | -6.91% | 18.30% | 34.78% | 40.75% | -24.00% | 44.91% |
Fundamentals
DCI:
$10.05B
PH:
$116.32B
DCI:
$3.19
PH:
$27.53
DCI:
26.69
PH:
32.99
DCI:
3.09
PH:
1.39
DCI:
2.69
PH:
5.70
DCI:
6.38
PH:
7.59
DCI:
$3.75B
PH:
$20.46B
DCI:
$1.29B
PH:
$7.63B
DCI:
$596.10M
PH:
$5.26B
Returns By Period
In the year-to-date period, DCI achieves a -3.61% return, which is significantly lower than PH's 3.50% return. Over the past 10 years, DCI has underperformed PH with an annualized return of 12.27%, while PH has yielded a comparatively higher 25.46% annualized return.
DCI
- 1D
- -0.96%
- 1M
- -8.79%
- YTD
- -3.61%
- 6M
- 3.78%
- 1Y
- 35.68%
- 3Y*
- 10.99%
- 5Y*
- 9.31%
- 10Y*
- 12.27%
PH
- 1D
- -1.38%
- 1M
- -8.07%
- YTD
- 3.50%
- 6M
- 19.46%
- 1Y
- 64.62%
- 3Y*
- 40.46%
- 5Y*
- 25.12%
- 10Y*
- 25.46%
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Return for Risk
DCI vs. PH — Risk / Return Rank
DCI
PH
DCI vs. PH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Donaldson Company, Inc. (DCI) and Parker-Hannifin Corporation (PH). 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 | PH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.49 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.46 | 2.08 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 2.83 | -1.71 |
Martin ratioReturn relative to average drawdown | 3.89 | 10.67 | -6.78 |
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 | PH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.49 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.89 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.81 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.45 | +0.06 |
Correlation
The correlation between DCI and PH is 0.47, 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.
Dividends
DCI vs. PH - Dividend Comparison
DCI's dividend yield for the trailing twelve months is around 1.41%, more than PH's 0.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PH Parker-Hannifin Corporation | 0.79% | 0.80% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% |
Drawdowns
DCI vs. PH - Drawdown Comparison
The maximum DCI drawdown since its inception was -56.90%, smaller than the maximum PH drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for DCI and PH.
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Drawdown Indicators
| DCI | PH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.90% | -66.92% | +10.02% |
Max Drawdown (1Y)Largest decline over 1 year | -25.08% | -15.79% | -9.29% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -28.64% | -3.56% |
Max Drawdown (10Y)Largest decline over 10 years | -42.72% | -54.68% | +11.96% |
Current DrawdownCurrent decline from peak | -22.71% | -11.24% | -11.47% |
Average DrawdownAverage peak-to-trough decline | -11.03% | -15.35% | +4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.25% | 4.71% | +2.54% |
Volatility
DCI vs. PH - Volatility Comparison
The current volatility for Donaldson Company, Inc. (DCI) is 6.95%, while Parker-Hannifin Corporation (PH) has a volatility of 10.26%. This indicates that DCI experiences smaller price fluctuations and is considered to be less risky than PH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DCI | PH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.95% | 10.26% | -3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 20.72% | 18.13% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.13% | 30.98% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.32% | 28.33% | -5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.86% | 31.53% | -5.67% |
Financials
DCI vs. PH - Financials Comparison
This section allows you to compare key financial metrics between Donaldson Company, Inc. and Parker-Hannifin 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. PH - Profitability Comparison
DCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported a gross profit of 299.80M and revenue of 896.30M. Therefore, the gross margin over that period was 33.5%.
PH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported a gross profit of 1.93B and revenue of 5.17B. Therefore, the gross margin over that period was 37.3%.
DCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported an operating income of 118.70M and revenue of 896.30M, resulting in an operating margin of 13.2%.
PH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported an operating income of 1.09B and revenue of 5.17B, resulting in an operating margin of 21.1%.
DCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported a net income of 92.50M and revenue of 896.30M, resulting in a net margin of 10.3%.
PH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported a net income of 845.00M and revenue of 5.17B, resulting in a net margin of 16.3%.