Donaldson Company, Inc.

Fundamentals6.0
Price Action3.0
News Sentiment6.0
AI Rating
6.0

Key Drivers

  • Strong margins
  • Weak cash conversion
  • Rich valuation

AI
AI Summary

6.0

DCI remains a high-quality industrial compounder with strong returns and balance sheet support, but after the Facet acquisition and soft cash conversion, the stock has become a “prove it” name where upside depends on management showing sustained margin expansion and working-capital improvement before the current premium valuation compresses further.

ExecutionRisk
ValuationRisk
QualityGrowth‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

6.0

Key Financial Insights:

  • Strong margins
  • Weak cash conversion
  • Rich valuation

DCI remains financially healthy with strong profitability, solid liquidity, and manageable leverage, but weak recent cash conversion, heavy working-capital needs, and a rich valuation temper the investment case.

Profitable
Overvalued

Price Behavior

3.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Lower highs
  • Failed rebound
  • Near support

DCI is still in a short-term downtrend over the last month, with failed rebounds, resistance in the mid-to-upper $80s, and support at $83.8-$84.0 and $81.94 keeping the outlook cautious unless it reclaims $85.5-$86.0.

bearish
oversold
Support Level: $83.8-$84.0, then $81.94
Resistance Level: $85.5-$86.0, then $87.7-$89.8

Brief rally to $87.66 quickly reversed and continued weaker into mid-May

Sentiment & News

6.0

Key News Insights:

  • Acquisition Expansion
  • Investor Interest
  • Innovation Focus

Donaldson is drawing investor attention as acquisitions, solid segment demand, and innovation efforts offset near-term cost and on-road demand pressures.

growth
acquisition

The stock looks fundamentally supported by strategic growth initiatives and active market interest, but near-term headwinds could temper upside