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

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.

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FELE vs. DCI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FELE
Franklin Electric Co., Inc.
-3.26%-0.86%1.82%22.38%-14.85%37.80%22.08%35.26%-5.61%19.21%
DCI
Donaldson Company, Inc.
-4.01%33.71%4.62%12.80%0.96%7.56%-1.41%34.98%-9.95%18.17%

Fundamentals

EPS

FELE:

$4.82

DCI:

$3.19

PE Ratio

FELE:

19.12

DCI:

26.58

PEG Ratio

FELE:

30.49

DCI:

3.08

PS Ratio

FELE:

1.32

DCI:

2.68

Total Revenue (TTM)

FELE:

$2.13B

DCI:

$3.75B

Gross Profit (TTM)

FELE:

$755.93M

DCI:

$1.29B

EBITDA (TTM)

FELE:

$251.99M

DCI:

$596.10M

Returns By Period

In the year-to-date period, FELE achieves a -3.26% return, which is significantly higher than DCI's -4.01% return. Both investments have delivered pretty close results over the past 10 years, with FELE having a 12.33% annualized return and DCI not far behind at 12.01%.


FELE

1D
1.80%
1M
-7.48%
YTD
-3.26%
6M
-2.65%
1Y
-0.70%
3Y*
0.34%
5Y*
3.83%
10Y*
12.33%

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)

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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: 3737
Overall Rank
FELE Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
FELE Sortino Ratio Rank: 3434
Sortino Ratio Rank
FELE Omega Ratio Rank: 3434
Omega Ratio Rank
FELE Calmar Ratio Rank: 3939
Calmar Ratio Rank
FELE Martin Ratio Rank: 3939
Martin Ratio Rank

DCI
DCI Risk / Return Rank: 7272
Overall Rank
DCI Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
DCI Sortino Ratio Rank: 7070
Sortino Ratio Rank
DCI Omega Ratio Rank: 7373
Omega Ratio Rank
DCI Calmar Ratio Rank: 6666
Calmar Ratio Rank
DCI Martin Ratio Rank: 7474
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.

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.


FELEDCIDifference

Sharpe ratio

Return per unit of total volatility

-0.02

1.02

-1.04

Sortino ratio

Return per unit of downside risk

0.17

1.54

-1.37

Omega ratio

Gain probability vs. loss probability

1.02

1.23

-0.20

Calmar ratio

Return relative to maximum drawdown

-0.08

1.13

-1.21

Martin ratio

Return relative to average drawdown

-0.20

4.07

-4.27

FELE vs. DCI - Sharpe Ratio Comparison

The current FELE Sharpe Ratio is -0.02, which is lower than the DCI Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of FELE 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.


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Sharpe Ratios by Period


FELEDCIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.02

1.02

-1.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

0.40

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.47

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.51

-0.13

Correlation

The correlation between FELE and DCI is 0.40, 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

FELE vs. DCI - Dividend Comparison

FELE's dividend yield for the trailing twelve months is around 1.17%, less than DCI's 1.41% yield.


TTM20252024202320222021202020192018201720162015
FELE
Franklin Electric Co., Inc.
1.17%1.11%1.03%0.93%0.98%0.74%0.90%1.01%1.09%0.92%1.02%1.42%
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

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.


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Drawdown Indicators


FELEDCIDifference

Max Drawdown

Largest peak-to-trough decline

-71.12%

-56.90%

-14.22%

Max Drawdown (1Y)

Largest decline over 1 year

-18.18%

-25.08%

+6.90%

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

-16.10%

-23.03%

+6.93%

Average Drawdown

Average peak-to-trough decline

-13.82%

-11.03%

-2.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.28%

6.97%

+0.31%

Volatility

FELE vs. DCI - Volatility Comparison

Franklin Electric Co., Inc. (FELE) and Donaldson Company, Inc. (DCI) have volatilities of 6.90% and 7.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FELEDCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.90%

7.16%

-0.26%

Volatility (6M)

Calculated over the trailing 6-month period

22.44%

20.67%

+1.77%

Volatility (1Y)

Calculated over the trailing 1-year period

29.35%

28.08%

+1.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.11%

23.32%

+3.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.28%

25.86%

+5.42%

Financials

FELE vs. DCI - Financials Comparison

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


300.00M400.00M500.00M600.00M700.00M800.00M900.00M1.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
506.86M
896.30M
(FELE) Total Revenue
(DCI) Total Revenue
Values in USD except per share items

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

31.0%32.0%33.0%34.0%35.0%36.0%37.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
33.8%
33.5%
Portfolio components
FELE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Franklin Electric Co., Inc. reported a gross profit of 171.49M and revenue of 506.86M. Therefore, the gross margin over that period was 33.8%.

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%.

FELE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Franklin Electric Co., Inc. reported an operating income of 51.62M and revenue of 506.86M, resulting in an operating margin of 10.2%.

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%.

FELE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Franklin Electric Co., Inc. reported a net income of 39.25M and revenue of 506.86M, resulting in a net margin of 7.7%.

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%.