Donaldson Company, Inc.

Donaldson Company, Inc.

DCIยทNYSE

$85.24

-2.2%
IndustrialsIndustrial - Machinery

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and transportation markets; and to independent distributors, OEM dealer networks, private label accounts, and large fleets. The company's Industrial Products segment offers dust, fume, and mist collectors; compressed air purification systems; gas and liquid filtration for food, beverage, and industrial processes; air filtration systems for gas turbines; polytetrafluoroethylene membrane-based products; and specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, indicators, and monitoring systems. This segment sells its products to various dealers, distributors, OEMs of gas-fired turbines, and OEMs and end-users requiring air filtration solutions and replacement filters. Donaldson Company, Inc. was founded in 1915 and is headquartered in Bloomington, Minnesota.

At a Glance

Live Snapshot
Market Cap$9.88B
EPS3.0900
P/E Ratio27.59
Earnings Date06/09/2026
Donaldson Company, Inc.

Donaldson Company, Inc. Fair Value Envelope

DCI ยท NYSE

Our analysis suggests that DCI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $85.24, this represents a potential HIDDEN relative to our calculated worth for Donaldson Company, Inc..

Intrinsic Value
Current Price: $85.24

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$1.8B
+ Cash & Equivalents$180.4M
Firm Value$2.0B
- Debt$730.2M
Equity Value$1.2B
/ Shares Outstanding115,938,303B
DCF Value$11
OVERVALUED BY 87%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$349.8M
$292.2M
$244.1M
$203.9M
$170.3M
$142.3M
$118.9M
$99.3M
$82.9M
$69.3M
Maintenance CapEx
-$13.2M
-$11.0M
-$9.2M
-$7.7M
-$6.4M
-$5.4M
-$4.5M
-$3.7M
-$3.1M
-$2.6M
Owner Earnings
$336.7M
$281.2M
$234.9M
$196.2M
$163.9M
$136.9M
$114.4M
$95.6M
$79.8M
$66.7M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$311.7M
$241.1M
$186.5M
$144.2M
$111.6M
$86.3M
$66.7M
$51.6M
$39.9M
$30.9M
Terminal Value represents 29.2% of Enterprise Value