DTC vs. DCI

Last updated Apr 1, 2026

Compare and contrast key facts about Solo Brands, Inc. (DTC) and Donaldson Company, Inc. (DCI).

Performance

DTC vs. DCI - Performance Comparison

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

DTC vs. DCI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
DTC Solo Brands, Inc.	-37.85%	-86.73%	-81.49%	65.59%	-76.20%	-11.24%
DCI Donaldson Company, Inc.	-4.01%	33.71%	4.62%	12.80%	0.96%	-0.92%

Fundamentals

Market Cap DTC : $6.51M DCI : $10.01B
EPS DTC : -$121.97 DCI : $3.19
PS Ratio DTC : 0.01 DCI : 2.68
PB Ratio DTC : 0.13 DCI : 6.35
Total Revenue (TTM) DTC : $316.58M DCI : $3.75B
Gross Profit (TTM) DTC : $188.08M DCI : $1.29B
EBITDA (TTM) DTC : -$89.51M DCI : $596.10M

Returns By Period

In the year-to-date period, DTC achieves a -37.85% return, which is significantly lower than DCI's -4.01% return.

DTC

• 1D: 2.17%
• 1M: -47.49%
• YTD: -37.85%
• 6M: -75.13%
• 1Y: -43.98%
• 3Y*: -76.43%
• 5Y*: —
• 10Y*: —

DCI

• 1D: 2.74%
• 1M: -8.51%
• YTD: -4.01%
• 6M: 4.30%
• 1Y: 28.40%
• 3Y*: 10.78%
• 5Y*: 9.22%
• 10Y*: 12.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

DTC vs. DCI — Risk / Return Rank

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

DTC

DTC Risk / Return Rank: 44
DTC Sharpe Ratio Rank: 33
DTC Sortino Ratio Rank: 70
DTC Omega Ratio Rank: 67
DTC Calmar Ratio Rank: 22
DTC Martin Ratio Rank: 26

DCI

DCI Risk / Return Rank: 72
DCI Sharpe Ratio Rank: 76
DCI Sortino Ratio Rank: 70
DCI Omega Ratio Rank: 73
DCI Calmar Ratio Rank: 66
DCI Martin Ratio Rank: 74

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.

DTC vs. DCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Solo Brands, Inc. (DTC) 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.

	DTC	DCI	Difference
Sharpe ratio Return per unit of total volatility	-0.18	1.02	-1.20
Sortino ratio Return per unit of downside risk	1.58	1.54	+0.04
Omega ratio Gain probability vs. loss probability	1.20	1.23	-0.03
Calmar ratio Return relative to maximum drawdown	-0.59	1.13	-1.72
Martin ratio Return relative to average drawdown	-0.91	4.07	-4.98
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DTC vs. DCI - Sharpe Ratio Comparison

The current DTC Sharpe Ratio is -0.18, which is lower than the DCI Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of DTC and DCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DTC	DCI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.18	1.02	-1.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.40	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.47	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.50	0.51	-1.01

Correlation

The correlation between DTC and DCI is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

DTC vs. DCI - Dividend Comparison

DTC has not paid dividends to shareholders, while DCI's dividend yield for the trailing twelve months is around 1.41%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DTC Solo Brands, Inc.	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%

Drawdowns

DTC vs. DCI - Drawdown Comparison

The maximum DTC drawdown since its inception was -99.90%, which is greater than DCI's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for DTC and DCI.

Drawdown Indicators

	DTC	DCI	Difference
Max Drawdown Largest peak-to-trough decline	-99.90%	-56.90%	-43.00%
Max Drawdown (1Y) Largest decline over 1 year	-87.57%	-25.08%	-62.49%
Max Drawdown (5Y) Largest decline over 5 years	—	-32.20%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.72%	—
Current Drawdown Current decline from peak	-99.57%	-23.03%	-76.54%
Average Drawdown Average peak-to-trough decline	-82.34%	-11.03%	-71.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	56.37%	6.97%	+49.40%

Volatility

DTC vs. DCI - Volatility Comparison

Solo Brands, Inc. (DTC) has a higher volatility of 70.82% compared to Donaldson Company, Inc. (DCI) at 7.16%. This indicates that DTC'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.

Volatility by Period

	DTC	DCI	Difference
Volatility (1M) Calculated over the trailing 1-month period	70.82%	7.16%	+63.66%
Volatility (6M) Calculated over the trailing 6-month period	117.13%	20.67%	+96.46%
Volatility (1Y) Calculated over the trailing 1-year period	243.76%	28.08%	+215.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	138.18%	23.32%	+114.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	138.18%	25.86%	+112.32%

Financials

DTC vs. DCI - Profitability Comparison

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

DTC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Solo Brands, Inc. reported a gross profit of 57.03M and revenue of 94.03M. Therefore, the gross margin over that period was 60.7%.

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%.

DTC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Solo Brands, Inc. reported an operating income of -76.83M and revenue of 94.03M, resulting in an operating margin of -81.7%.

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%.

DTC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Solo Brands, Inc. reported a net income of -83.17M and revenue of 94.03M, resulting in a net margin of -88.4%.

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%.