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Donaldson CoFRA:DNZ -1.26%94 5-Year Yield-on-Cost % is 1.78 as of Jul. 20, 2026, which is 11% below its 10-year median of 2.00. GuruFocus rates FRA:DNZ with a GF Score™ of 94/100 and a GF Value™ of €70.17 (Modestly Overvalued). Among 1,925 Industrial Products companies, Donaldson Co ranks worse than 52.26% on this metric.
Donaldson Co's yield on cost for the quarter that ended in Apr. 2026 was 1.78.
The historical rank and industry rank for Donaldson Co's 5-Year Yield-on-Cost % or its related term are showing as below:
FRA:DNZ'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.43 Med: 2 Max: 3.05
Current: 1.78
During the past 13 years, Donaldson Co's highest Yield on Cost was 3.05. The lowest was 1.43. And the median was 2.00.
FRA:DNZ's 5-Year Yield-on-Cost % is ranked worse than 52.26% of 1925
companies
in the Industrial Products industry
Industry Median: 1.93
vs FRA:DNZ: 1.78
Donaldson Co (FRA:DNZ) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Donaldson Co 5-Year Yield-on-Cost % Related Terms
FRA:DNZ vs GTLS, FLS, WTS: 5-Year Yield-on-Cost % Comparison
For the Specialty Industrial Machinery subindustry, Donaldson Co's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Donaldson Co's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Donaldson Co's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Donaldson Co is calculated as
Donaldson Co (FRA:DNZ) has a 5-Year Yield-on-Cost % of 1.78 as of Jul. 20, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Donaldson Co and its competitors. This is 11% below median its historical median of 2.00. Over the past decade, Donaldson Co's 5-Year Yield-on-Cost % has ranged from 1.43 to 3.05. According to the industry distribution chart, Donaldson Co ranks #1006 out of 1925 companies in the Industrial Products industry, placing it in the top 52.3%.
Is Donaldson Co's 5-Year Yield-on-Cost % too high?
Donaldson Co's current 5-Year Yield-on-Cost % of 1.78 is 11% below median its 10-year median of 2.00. Over the past 10 years, this metric has ranged from a low of 1.43 to a high of 3.05. The Industrial Products industry median 5-Year Yield-on-Cost % is 1.93. Donaldson Co's value of 1.78 is 7.8% below this industry median. Based on the distribution chart, Donaldson Co ranks #1006 out of 1925 companies in the Industrial Products industry, which is below the industry midpoint. Overall, Donaldson Co has a GF Score™ of 94/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Donaldson Co's 5-Year Yield-on-Cost % compare to GTLS and FLS?
According to the Industrial Products industry distribution chart, Donaldson Co ranks #1006 out of 1925 companies for 5-Year Yield-on-Cost %. This places Donaldson Co in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 1.93. Donaldson Co's value of 1.78 is 7.8% below this benchmark. Historically, Donaldson Co's own 5-Year Yield-on-Cost % has ranged from 1.43 to 3.05 over the past decade. While the company's 10-year median is 2.00 vs. the industry median of 1.93, Donaldson Co has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Industrial Products company?
The median 5-Year Yield-on-Cost % among Industrial Products companies is 1.93, based on 1,925 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Donaldson Co's current 5-Year Yield-on-Cost % of 1.78 is 7.8% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Donaldson Co and its competitors. For the Industrial Products industry, the median 5-Year Yield-on-Cost % is 1.93 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Donaldson Co's current 5-Year Yield-on-Cost % is 1.78, which is 11% below median its own 10-year median of 2.00. 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 (FRA:DNZ) is currently considered Modestly Overvalued. The stock's GF Value™ is €70.17, compared to a current price of €78.50 — trading 11.9% above its estimated fair value. The current 5-Year Yield-on-Cost % is 1.78, which is 11% below median its 10-year median of 2.00 and 7.8% below the Industrial Products industry median of 1.93. Donaldson Co's overall GF Score™ is 94/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Donaldson Co (FRA:DNZ), the current 5-Year Yield-on-Cost % is 1.78 as of Jul. 20, 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 (FRA:DNZ) Overvalued in 2026?
Based on GuruFocus' analysis, Donaldson Co stock appears to be overvalued.
The current stock price of €78.50 is trading 11.9% above its estimated GF Value™ of €70.17.
GuruFocus considers Donaldson Co to be Modestly Overvalued.
Key valuation signals for FRA:DNZ:
5-Year Yield-on-Cost %: 1.78 (11% below median its 10-year median of 2.00)
GF Value™: €70.17 vs. price of €78.50 (11.9% above fair value)
Industry Position: 7.8% below the Industrial Products median (#1006 of 1925)
No single metric tells the full story. See the FRA:DNZ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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
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