FELE vs. DCI

Last updated Jun 3, 2026

FELE (Franklin Electric Co., Inc.) and DCI (Donaldson Company, Inc.) are both stocks. Both operate in the Specialty Industrial Machinery industry within the Industrials sector. Over the past 10 years, FELE returned 12.54%/yr vs 10.74%/yr for DCI. At a 0.40 correlation, their price movements are largely independent.

Performance

FELE vs. DCI - Performance Comparison

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

Returns By Period

In the year-to-date period, FELE achieves a 5.22% return, which is significantly higher than DCI's -3.14% return. Over the past 10 years, FELE has outperformed DCI with an annualized return of 12.54%, while DCI has yielded a comparatively lower 10.74% annualized return.

FELE

• 1D: 2.60%
• 1M: 0.81%
• YTD: 5.22%
• 6M: 5.50%
• 1Y: 18.03%
• 3Y*: 2.25%
• 5Y*: 5.06%
• 10Y*: 12.54%

DCI

• 1D: 4.71%
• 1M: -0.67%
• YTD: -3.14%
• 6M: -2.28%
• 1Y: 25.61%
• 3Y*: 14.59%
• 5Y*: 7.65%
• 10Y*: 10.74%

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

FELE vs. DCI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FELE Franklin Electric Co., Inc.	5.22%	-0.86%	1.82%	22.38%	-14.85%	37.80%	22.08%	35.26%	-5.61%	19.21%
DCI Donaldson Company, Inc.	-3.14%	33.71%	4.62%	12.80%	0.96%	7.56%	-1.41%	34.98%	-9.95%	18.17%

Correlation

The correlation between FELE and DCI is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.68
Correlation (3Y) Calculated over the trailing 3-year period	0.72
Correlation (5Y) Calculated over the trailing 5-year period	0.73
Correlation (10Y) Calculated over the trailing 10-year period	0.70
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990	0.40

Over the past year, FELE and DCI have become more correlated (0.68) than their long-term average of 0.40, meaning their price movements have been converging.

Fundamentals

EPS FELE : $4.40 DCI : $3.72
PE Ratio FELE : 22.72 DCI : 23.03
PEG Ratio FELE : 36.23 DCI : 2.67
PS Ratio FELE : 1.57 DCI : 2.65
Total Revenue (TTM) FELE : $2.18B DCI : $3.81B
Gross Profit (TTM) FELE : $766.99M DCI : $1.30B
EBITDA (TTM) FELE : $258.17M DCI : $664.30M

Return for Risk

FELE vs. DCI — Risk / Return Rank

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

FELE

FELE Risk / Return Rank: 59
FELE Sharpe Ratio Rank: 62
FELE Sortino Ratio Rank: 53
FELE Omega Ratio Rank: 56
FELE Calmar Ratio Rank: 60
FELE Martin Ratio Rank: 62

DCI

DCI Risk / Return Rank: 65
DCI Sharpe Ratio Rank: 71
DCI Sortino Ratio Rank: 65
DCI Omega Ratio Rank: 68
DCI Calmar Ratio Rank: 60
DCI Martin Ratio Rank: 61

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.

FELE vs. DCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Electric Co., Inc. (FELE) 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.

	FELE	DCI	Difference
Sharpe ratio Return per unit of total volatility	0.66	0.99	-0.33
Sortino ratio Return per unit of downside risk	1.01	1.51	-0.51
Omega ratio Gain probability vs. loss probability	1.14	1.21	-0.07
Calmar ratio Return relative to maximum drawdown	0.94	0.96	-0.02
Martin ratio Return relative to average drawdown	2.41	2.21	+0.19
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FELE vs. DCI - Sharpe Ratio Comparison

The current FELE Sharpe Ratio is 0.66, which is lower than the DCI Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of FELE and DCI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FELE	DCI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.66	0.99	-0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.19	0.33	-0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.40	0.42	-0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.51	-0.12

Drawdowns

FELE vs. DCI - Drawdown Comparison

The maximum FELE drawdown since its inception was -71.12%, which is greater than DCI's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for FELE and DCI.

Drawdown Indicators

	FELE	DCI	Difference
Max Drawdown Largest peak-to-trough decline	-71.12%	-56.90%	-14.22%
Max Drawdown (1Y) Largest decline over 1 year	-18.18%	-26.05%	+7.87%
Max Drawdown (3Y) Largest decline over 3 years	-23.52%	-26.05%	+2.53%
Max Drawdown (5Y) Largest decline over 5 years	-29.22%	-32.20%	+2.98%
Max Drawdown (10Y) Largest decline over 10 years	-32.02%	-42.72%	+10.70%
Current Drawdown Current decline from peak	-8.75%	-22.34%	+13.59%
Average Drawdown Average peak-to-trough decline	-13.80%	-11.08%	-2.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.07%	11.26%	-4.19%

Volatility

FELE vs. DCI - Volatility Comparison

The current volatility for Franklin Electric Co., Inc. (FELE) is 6.62%, while Donaldson Company, Inc. (DCI) has a volatility of 7.33%. This indicates that FELE experiences smaller price fluctuations and is considered to be less risky than DCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FELE	DCI	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.62%	7.33%	-0.71%
Volatility (6M) Calculated over the trailing 6-month period	23.33%	21.96%	+1.37%
Volatility (1Y) Calculated over the trailing 1-year period	27.29%	25.94%	+1.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.07%	23.50%	+3.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.25%	25.88%	+5.37%

Dividends

FELE vs. DCI - Dividend Comparison

FELE's dividend yield for the trailing twelve months is around 1.09%, less than DCI's 1.40% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DCI Donaldson Company, Inc.	1.40%	1.32%	1.57%	1.50%	1.55%	1.47%	1.50%	1.42%	1.73%	1.45%	1.65%	2.36%
FELE Franklin Electric Co., Inc.	1.09%	1.11%	1.03%	0.93%	0.98%	0.74%	0.90%	1.01%	1.09%	0.92%	1.02%	1.42%

Financials

FELE vs. DCI - Profitability Comparison

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

FELE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Franklin Electric Co., Inc. reported a gross profit of 174.97M and revenue of 500.44M. Therefore, the gross margin over that period was 35.0%.

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%.

FELE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Franklin Electric Co., Inc. reported an operating income of 48.09M and revenue of 500.44M, resulting in an operating margin of 9.6%.

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%.

FELE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Franklin Electric Co., Inc. reported a net income of 34.33M and revenue of 500.44M, resulting in a net margin of 6.9%.

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%.

Frequently Asked Questions

Can I hold both FELE and DCI in my portfolio?

FELE and DCI have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FELE or DCI?

DCI has higher volatility (7.33%) compared to FELE (6.62%). In terms of maximum drawdown, FELE dropped -71.12% vs DCI's -56.90%.

Which has better risk-adjusted returns?

DCI currently has the higher Sharpe Ratio (0.99 vs 0.66), 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.