DCI (Donaldson Co) 3-Year RORE % : 7.37% (As of Apr. 2026)


DCI Donaldson Co Inc DCI
94 GF Score
Price $89.09
GF Value $81.22
Valuation Fairly Valued
! 1 Warning Sign
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What is Donaldson Co 3-Year RORE %?

Donaldson Co DCI +0.64% 94 3-Year RORE % is 7.37 as of Apr. 2026. GuruFocus rates DCI with a GF Score™ of 94/100 and a GF Value™ of $81.22 (Fairly Valued). The stock has 1 warning sign investors should review. Among 2,896 Industrial Products companies, Donaldson Co ranks better than 52.97% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Donaldson Co's 3-Year RORE % for the quarter that ended in Apr. 2026 was 7.37%.

The industry rank for Donaldson Co's 3-Year RORE % or its related term are showing as below:

DCI's 3-Year RORE % is ranked better than
52.97% of 2896 companies
in the Industrial Products industry
Industry Median: 5.185 vs DCI: 7.37

Donaldson Co  (NYSE:DCI) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Donaldson Co 3-Year RORE % Related Terms


Donaldson Co 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Donaldson Co's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Donaldson Co 3-Year RORE % Chart

Donaldson Co Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.96 15.01 13.06 11.80 2.23

Donaldson Co Quarterly Data
Jul21 Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24 Apr24 Jul24 Oct24 Jan25 Apr25 Jul25 Oct25 Jan26 Apr26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.16 2.23 3.86 2.01 7.37

DCI vs GTLS, FLS, WTS: 3-Year RORE % Comparison

For the Specialty Industrial Machinery subindustry, Donaldson Co's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Donaldson Co 3-Year RORE % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Donaldson Co's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Donaldson Co's 3-Year RORE % falls into.


DCI
94GF Score
Donaldson Co Inc DCI
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Donaldson Co 3-Year RORE % Calculation

Donaldson Co's 3-Year RORE % for the quarter that ended in Apr. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 3.72-3.23 )/( 9.93-3.28 )
=0.49/6.65
=7.37 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Apr. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 7.37 mean?
Donaldson Co (DCI) has a 3-Year RORE % of 7.37 as of Apr. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Donaldson Co and its competitors. According to the industry distribution chart, Donaldson Co ranks #1362 out of 2896 companies in the Industrial Products industry, placing it in the top 47%.
Is Donaldson Co's 3-Year RORE % too high?
Donaldson Co's current 3-Year RORE % is 7.37. The Industrial Products industry median 3-Year RORE % is 5.19. Donaldson Co's value of 7.37 is 42.1% above this industry median. Based on the distribution chart, Donaldson Co ranks #1362 out of 2896 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Donaldson Co has a GF Score™ of 94/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Donaldson Co's 3-Year RORE % compare to GTLS and FLS?
According to the Industrial Products industry distribution chart, Donaldson Co ranks #1362 out of 2896 companies for 3-Year RORE %. This puts Donaldson Co in the upper half of its industry. The industry median 3-Year RORE % is 5.19. Donaldson Co's value of 7.37 is 42.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Industrial Products company?
The median 3-Year RORE % among Industrial Products companies is 5.19, based on 2,896 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Donaldson Co's current 3-Year RORE % of 7.37 is 42.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Donaldson Co and its competitors. For the Industrial Products industry, the median 3-Year RORE % is 5.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Donaldson Co's current 3-Year RORE % is 7.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Donaldson Co stock overvalued right now?
Based on GuruFocus' analysis, Donaldson Co (DCI) is currently considered Fairly Valued. The stock's GF Value™ is $81.22, compared to a current price of $89.09 — trading 9.7% above its estimated fair value. The current 3-Year RORE % is 7.37 and 42.1% above the Industrial Products industry median of 5.19. Donaldson Co's overall GF Score™ is 94/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Donaldson Co (DCI), the current 3-Year RORE % is 7.37 as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Donaldson Co (DCI) Overvalued in 2026?

Based on GuruFocus' analysis, Donaldson Co stock appears to be overvalued. The current stock price of $89.09 is trading 9.7% above its estimated GF Value™ of $81.22. GuruFocus considers Donaldson Co to be Fairly Valued.

Key valuation signals for DCI:

  • 3-Year RORE %: 7.37
  • GF Value™: $81.22 vs. price of $89.09 (9.7% above fair value)
  • GF Score™: 94/100 with 1 warning sign
  • Industry Position: 42.1% above the Industrial Products median (#1362 of 2896)

No single metric tells the full story. See the DCI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Donaldson Co Business Description

Other Exchanges DNZ:Germany
Address 1400 West 94th Street, Minneapolis, MN, USA, 55431
Donaldson is a leading manufacturer of filtration systems and replacement parts, including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors. The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.7 billion in revenue in its fiscal 2025.
94GF Score

Get the complete analysis for DCI

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$89.09
Price
$81.22
GF Value