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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash to Debt 1.26
DCI's Cash to Debt is ranked higher than
63% of the 1947 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.42 vs. DCI: 1.26 )
DCI' s 10-Year Cash to Debt Range
Min: 0.11   Max: 1.86
Current: 1.26

0.11
1.86
Equity to Asset 0.59
DCI's Equity to Asset is ranked higher than
72% of the 1955 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.51 vs. DCI: 0.59 )
DCI' s 10-Year Equity to Asset Range
Min: 0.4   Max: 0.64
Current: 0.59

0.4
0.64
Interest Coverage 31.47
DCI's Interest Coverage is ranked higher than
63% of the 1225 Companies
in the Global Diversified Industrials industry.

( Industry Median: 29.39 vs. DCI: 31.47 )
DCI' s 10-Year Interest Coverage Range
Min: 9.66   Max: 34.42
Current: 31.47

9.66
34.42
F-Score: 7
Z-Score: 7.49
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 14.09
DCI's Operating margin (%) is ranked higher than
90% of the 1955 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.03 vs. DCI: 14.09 )
DCI' s 10-Year Operating margin (%) Range
Min: 9.1   Max: 14.56
Current: 14.09

9.1
14.56
Net-margin (%) 10.15
DCI's Net-margin (%) is ranked higher than
88% of the 1955 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.34 vs. DCI: 10.15 )
DCI' s 10-Year Net-margin (%) Range
Min: 5.47   Max: 10.6
Current: 10.15

5.47
10.6
ROE (%) 22.80
DCI's ROE (%) is ranked higher than
96% of the 1938 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.13 vs. DCI: 22.80 )
DCI' s 10-Year ROE (%) Range
Min: 17.41   Max: 29.04
Current: 22.8

17.41
29.04
ROA (%) 14.19
DCI's ROA (%) is ranked higher than
98% of the 1960 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.42 vs. DCI: 14.19 )
DCI' s 10-Year ROA (%) Range
Min: 9.89   Max: 15.28
Current: 14.19

9.89
15.28
ROC (Joel Greenblatt) (%) 43.88
DCI's ROC (Joel Greenblatt) (%) is ranked higher than
94% of the 1954 Companies
in the Global Diversified Industrials industry.

( Industry Median: 13.42 vs. DCI: 43.88 )
DCI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 26.04   Max: 48.31
Current: 43.88

26.04
48.31
Revenue Growth (%) 11.00
DCI's Revenue Growth (%) is ranked higher than
86% of the 1725 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.70 vs. DCI: 11.00 )
DCI' s 10-Year Revenue Growth (%) Range
Min: 0.6   Max: 14.4
Current: 11

0.6
14.4
EBITDA Growth (%) 13.90
DCI's EBITDA Growth (%) is ranked higher than
83% of the 1501 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.90 vs. DCI: 13.90 )
DCI' s 10-Year EBITDA Growth (%) Range
Min: 1.6   Max: 24.6
Current: 13.9

1.6
24.6
EPS Growth (%) 16.00
DCI's EPS Growth (%) is ranked higher than
80% of the 1343 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.30 vs. DCI: 16.00 )
DCI' s 10-Year EPS Growth (%) Range
Min: 2.1   Max: 27.7
Current: 16

2.1
27.7
» DCI's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

DCI Guru Trades in Q3 2013

Jim Simons 669,600 sh (New)
Steven Cohen 260,921 sh (+3810.69%)
Chuck Royce 1,247,652 sh (+11.91%)
Bill Frels 4,136,649 sh (+5.55%)
Columbia Wanger 11,879,300 sh (-0.17%)
Mario Gabelli 2,118,212 sh (-1.46%)
PRIMECAP Management 814,800 sh (-18.09%)
First Pacific Advisors 1,300 sh (-23.53%)
Joel Greenblatt 36,666 sh (-34.71%)
» More
Q4 2013

DCI Guru Trades in Q4 2013

Ken Fisher 4,736 sh (New)
Joel Greenblatt 149,381 sh (+307.41%)
Bill Frels 4,253,337 sh (+2.82%)
First Pacific Advisors 1,300 sh (unchged)
PRIMECAP Management 812,900 sh (-0.23%)
Columbia Wanger 11,771,300 sh (-0.91%)
Mario Gabelli 2,096,612 sh (-1.02%)
Chuck Royce 1,183,752 sh (-5.12%)
Jim Simons 495,998 sh (-25.93%)
Steven Cohen 7,214 sh (-97.24%)
» More
Q1 2014

DCI Guru Trades in Q1 2014

Jeremy Grantham 87,600 sh (New)
Louis Moore Bacon 5,000 sh (New)
Manning & Napier Advisors, Inc 29,430 sh (New)
Steven Cohen 41,771 sh (+479.03%)
Joel Greenblatt 257,700 sh (+72.51%)
First Pacific Advisors 1,300 sh (unchged)
Ken Fisher 4,736 sh (unchged)
Jim Simons Sold Out
Bill Frels 4,248,805 sh (-0.11%)
Mario Gabelli 2,090,812 sh (-0.28%)
Columbia Wanger 11,723,300 sh (-0.41%)
Chuck Royce 1,169,052 sh (-1.24%)
PRIMECAP Management 150,000 sh (-81.55%)
» More
Q2 2014

DCI Guru Trades in Q2 2014

Jeremy Grantham 165,200 sh (+88.58%)
Manning & Napier Advisors, Inc 36,790 sh (+25.01%)
Bill Frels 4,506,485 sh (+6.06%)
Columbia Wanger 11,840,500 sh (+1%)
First Pacific Advisors 1,300 sh (unchged)
Louis Moore Bacon 5,000 sh (unchged)
Ken Fisher 4,736 sh (unchged)
Mario Gabelli 2,082,920 sh (-0.38%)
Chuck Royce 1,162,252 sh (-0.58%)
PRIMECAP Management 25,000 sh (-83.33%)
Joel Greenblatt 42,420 sh (-83.54%)
» More
» Details

Insider Trades

Latest Guru Trades with DCI

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-06-30 Reduce -83.54%0.13%$39.55 - $42.94 $ 42.322%42420
PRIMECAP Management 2014-06-30 Reduce -83.33%0.01%$39.55 - $42.94 $ 42.322%25000
Joel Greenblatt 2014-03-31 Add 72.51%0.07%$39.01 - $43.47 $ 42.320%257700
PRIMECAP Management 2014-03-31 Reduce -81.55%0.03%$39.01 - $43.47 $ 42.320%150000
Joel Greenblatt 2013-12-31 Add 307.41%0.11%$37.89 - $43.58 $ 42.324%149381
Joel Greenblatt 2013-09-30 Reduce -34.71%0.03%$35.15 - $38.73 $ 42.3214%36666
Joel Greenblatt 2013-06-30 Add 338.8%0.07%$34.3 - $39.26 $ 42.3216%56162
Joel Greenblatt 2013-03-31 Reduce -49.47%0.02%$32.84 - $38.04 $ 42.3216%12799
PRIMECAP Management 2013-03-31 Reduce -25.17%0.02%$32.84 - $38.04 $ 42.3216%993800
PRIMECAP Management 2012-12-31 Reduce -34.6%0.04%$32.02 - $34.95 $ 42.3227%1328000
PRIMECAP Management 2012-09-30 Reduce -36.24%0.07%$31.44 - $36.79 $ 42.3223%2030700
Joel Greenblatt 2012-06-30 New Buy0.06%$31.7 - $36.6 $ 42.3222%25164
Mario Gabelli 2012-03-31 Add 99.03%0.31%$35.53 - $77.38 $ 42.32-34%2432612
PRIMECAP Management 2012-03-31 Add 100%0.09%$35.53 - $77.38 $ 42.32-34%3240400
Ray Dalio 2011-12-31 Sold Out 0.03%$52.35 - $69.76 $ 42.32-34%0
Ray Dalio 2011-09-30 Reduce -32.44%0.01%$46.62 - $62.58 $ 42.32-25%31334
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about Donaldson Co Inc

Columbia Wanger Reports Top Five Holdings
The guru ranked fund recently released its fourth quarter portfolio holdings. These holdings boasted 301 stocks, with 26 of these being new, valued at $26.181 billion. The following five stocks are Columbia Wanger (Trades, Portfolio)’s top five holdings. Read more...
Columbia Wanger’s Top Five Year-End Holdings
The guru ranked fund recently released its fourth quarter portfolio holdings.  These holdings boasted 301 stocks, with 26 of these being new, valued at $26.181 billion.  The following five stocks are Columbia Wanger (Trades, Portfolio)’s top five holdings. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 24.30
DCI's P/E(ttm) is ranked higher than
67% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 24.00 vs. DCI: 24.30 )
DCI' s 10-Year P/E(ttm) Range
Min: 10.27   Max: 31.29
Current: 24.3

10.27
31.29
P/B 5.50
DCI's P/B is ranked lower than
66% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.81 vs. DCI: 5.50 )
DCI' s 10-Year P/B Range
Min: 2.63   Max: 6.24
Current: 5.5

2.63
6.24
P/S 2.60
DCI's P/S is ranked lower than
61% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.05 vs. DCI: 2.60 )
DCI' s 10-Year P/S Range
Min: 0.81   Max: 2.66
Current: 2.6

0.81
2.66
PFCF 20.80
DCI's PFCF is ranked higher than
81% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. DCI: 20.80 )
DCI' s 10-Year PFCF Range
Min: 10.28   Max: 185.8
Current: 20.8

10.28
185.8
EV-to-EBIT 16.56
DCI's EV-to-EBIT is ranked higher than
71% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 17.27 vs. DCI: 16.56 )
DCI' s 10-Year EV-to-EBIT Range
Min: 9.1   Max: 23.5
Current: 16.56

9.1
23.5
PEG 1.32
DCI's PEG is ranked higher than
88% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. DCI: 1.32 )
DCI' s 10-Year PEG Range
Min: 0.65   Max: 4.91
Current: 1.32

0.65
4.91
Shiller P/E 29.20
DCI's Shiller P/E is ranked higher than
78% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 243.13 vs. DCI: 29.20 )
DCI' s 10-Year Shiller P/E Range
Min: 13.46   Max: 34.76
Current: 29.2

13.46
34.76
Current Ratio 2.54
DCI's Current Ratio is ranked higher than
78% of the 1647 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.84 vs. DCI: 2.54 )
DCI' s 10-Year Current Ratio Range
Min: 1.32   Max: 2.54
Current: 2.54

1.32
2.54
Quick Ratio 1.99
DCI's Quick Ratio is ranked higher than
81% of the 1647 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.31 vs. DCI: 1.99 )
DCI' s 10-Year Quick Ratio Range
Min: 0.86   Max: 1.99
Current: 1.99

0.86
1.99

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.50
DCI's Dividend Yield is ranked higher than
52% of the 1516 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.51 vs. DCI: 1.50 )
DCI' s 10-Year Dividend Yield Range
Min: 0.59   Max: 1.97
Current: 1.5

0.59
1.97
Dividend Payout 0.31
DCI's Dividend Payout is ranked higher than
74% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.59 vs. DCI: 0.31 )
DCI' s 10-Year Dividend Payout Range
Min: 0.15   Max: 0.4
Current: 0.31

0.15
0.4
Dividend growth (3y) 20.40
DCI's Dividend growth (3y) is ranked higher than
88% of the 994 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.60 vs. DCI: 20.40 )
DCI' s 10-Year Dividend growth (3y) Range
Min: 3.7   Max: 22.1
Current: 20.4

3.7
22.1
Yield on cost (5-Year) 3.15
DCI's Yield on cost (5-Year) is ranked higher than
75% of the 1546 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.76 vs. DCI: 3.15 )
DCI' s 10-Year Yield on cost (5-Year) Range
Min: 1.24   Max: 4.14
Current: 3.15

1.24
4.14
Share Buyback Rate 1.70
DCI's Share Buyback Rate is ranked higher than
90% of the 1252 Companies
in the Global Diversified Industrials industry.

( Industry Median: -0.40 vs. DCI: 1.70 )
DCI' s 10-Year Share Buyback Rate Range
Min: 3.2   Max: 0.3
Current: 1.7

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 71.70
DCI's Price/Net Current Asset Value is ranked higher than
83% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. DCI: 71.70 )
DCI' s 10-Year Price/Net Current Asset Value Range
Min: 35.37   Max: 752.2
Current: 71.7

35.37
752.2
Price/Tangible Book 6.70
DCI's Price/Tangible Book is ranked lower than
52% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.33 vs. DCI: 6.70 )
DCI' s 10-Year Price/Tangible Book Range
Min: 2.7   Max: 7.69
Current: 6.7

2.7
7.69
Price/DCF (Projected) 1.70
DCI's Price/DCF (Projected) is ranked higher than
79% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.87 vs. DCI: 1.70 )
DCI' s 10-Year Price/DCF (Projected) Range
Min: 1.32   Max: 2.42
Current: 1.7

1.32
2.42
Price/Median PS Value 1.40
DCI's Price/Median PS Value is ranked higher than
57% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.17 vs. DCI: 1.40 )
DCI' s 10-Year Price/Median PS Value Range
Min: 0.44   Max: 1.38
Current: 1.4

0.44
1.38
Price/Peter Lynch Fair Value 1.40
DCI's Price/Peter Lynch Fair Value is ranked higher than
91% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. DCI: 1.40 )
DCI' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.9   Max: 4.69
Current: 1.4

0.9
4.69
Price/Graham Number 2.60
DCI's Price/Graham Number is ranked higher than
63% of the 2042 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.20 vs. DCI: 2.60 )
DCI' s 10-Year Price/Graham Number Range
Min: 1.31   Max: 2.81
Current: 2.6

1.31
2.81
Earnings Yield (Greenblatt) 5.90
DCI's Earnings Yield (Greenblatt) is ranked higher than
64% of the 1846 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.60 vs. DCI: 5.90 )
DCI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.2   Max: 11
Current: 5.9

4.2
11
Forward Rate of Return (Yacktman) 19.84
DCI's Forward Rate of Return (Yacktman) is ranked higher than
87% of the 1452 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.25 vs. DCI: 19.84 )
DCI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 7.5   Max: 20.7
Current: 19.84

7.5
20.7

Business Description

Industry: Industrial Products » Diversified Industrials
Compare:UTX, MMM, ARG, AP, EMR » details
Traded in other countries:DNZ.Germany
Donaldson Company, Inc. was founded in 1915 and organized under the laws of the State of Delaware in 1936. It is a manufacturer of filtration systems and replacement parts. The Company's product mix includes air and liquid filtration systems and exhaust and emission control products. Products are manufactured at 40 plants around the world and through three joint ventures. It has two reporting segments: Engine Products and Industrial Products. Products in the Engine Products segment consist of air filtration systems, exhaust and emissions systems, liquid filtration systems and replacement parts. The Engine Products segment sells to original equipment manufacturers in the construction, mining, agriculture, aerospace, defense, and truck markets and to independent distributors, OEM dealer networks, private label accounts and large equipment fleets. Products in the Industrial Products segment consist of dust, fume and mist collectors, compressed air purification systems, liquid filtration systems, air filter systems for gas turbines, and specialized air filtration systems for diverse applications including computer hard disk drives. The Industrial Products segment sells to various industrial end-users, OEMs of gas-fired turbines and OEMs and end-users requiring clean air. The Company owns various patents and trademarks, which it considers in the aggregate to constitute a valuable asset, including patents and trademarks for products sold under the Ultra-Web, PowerCore, and Donaldson trademarks.
» More Articles for DCI

Headlines

Articles On GuruFocus.com
Columbia Wanger Reports Top Five Holdings May 13 2014 
Columbia Wanger’s Top Five Year-End Holdings Jan 30 2014 
Columbia Wanger Becomes 10.8% Owner of Exa Corp. Jan 09 2013 
Weekly Guru Bargains Highlights: DCI, ANF, FWLT, JNPR, CRR Jul 07 2012 
Weekly Top Insider Buys: SLB, APA, CHK, DCI, BGC Jul 02 2012 
Weekly Guru Bargains Highlights: DCI, SWC, APKT, RFMD, SNE May 14 2012 
comment on DCI Apr 24 2012 
Donaldson's New Projects Will Drive Stock Higher Apr 23 2012 
Consider These 4 Stocks, Avoid 1 For Now Feb 17 2012 
Dividend Stocks Raising Yield on Cost May 31 2011 


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