NYSE · Industrials · Specialty Industrial Machinery · USA
Donaldson Co Inc is a large cap company (market value between $10 billion and $200 billion) in the Specialty Industrial Machinery industry.
Donaldson Company develops filtration products and solutions for diverse industries worldwide. The company operates three segments: Mobile Solutions for construction, mining, agriculture and transportation equipment; Industrial Solutions providing dust collectors and systems for manufacturing; and Life Sciences offering bioprocessing equipment and filtration for food, semiconductors and medical devices. Donaldson sells through original equipment manufacturers, distributors and direct channels globally.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Donaldson Co Inc stock.
Overvalued: intrinsic value $63.29 per share, market price $87.32, margin of safety -38.0% (as of 2026-10-19).
Discounting its cash flows at 9.1% (average of 3 methods) values the shares at $63.29; the price of $87.32 is 38% above that value, and 76% of that value comes from beyond year five.
Leak Score: 63/100 on 12 of 12 signals (Faint Leak).
17 more funds hold it; the full list is part of the paid plan.
All 79 Specialty Industrial Machinery stocks
19 more in this industry show a wider margin of safety.
DCI is overvalued (as of the 2026-10-19 close). Discounting its cash flows at 9.1% (average of 3 methods) values the shares at $63.29; the price of $87.32 is 38% above that value, and 76% of that value comes from beyond year five.
$63.29 per share (as of the 2026-10-19 close), against a market price of $87.32. That is a margin of safety of -38.0%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
63 out of 100, which we rate "Faint Leak", on 12 of 12 value investing signals.