DCI
Donaldson Company, Inc.Industrials · $10.1B market cap
Verdict
Share price
$88.65
close of Oct 3, 2026
Fair value
$74.63
Sticker Price
Payback Price
$29.85
buy price
DCI is Overpriced: at $88.65 it trades 19% above its fair value of $74.63. Its buy price (Payback Price) is $29.85, 66% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold DCI. In Q2 2026, 1 trimmed. Who we track
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$41.6M
463,717 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$1.2M
13,490 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$287K
3,200 shares
Moves in Q2 2026
Trimmed: Jensen Investment Management
Insider activity
Since Jul 3, 2026: no open-market purchases, 2 sales worth $3.2M and 8 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Carpenter Tod E.
Chairman, President and CEO · 2026-09-04
Sold
$2.9M
Carpenter Tod E.
Chairman, President and CEO · 2026-08-31
Sold
$276K
Other filings
Carpenter Tod E.
Chairman, President and CEO · 2026-09-04
Option exercise
$1.4M
Carpenter Tod E.
Chairman, President and CEO · 2026-08-31
Option exercise
$130K
Pogalz Bradley J.
Chief Financial Officer · 2026-08-27
Tax withholding
$196K
Pogalz Bradley J.
Chief Financial Officer · 2026-08-27
Option exercise
$128K
Hilger Christopher M.
director · 2026-07-03
Award
$36K
Show all 8 other filingsShow fewer
Owens James
director · 2026-07-03
Award
$24K
Rautio Trudy A.
director · 2026-07-03
Award
$30K
Smiley Jacinth C
director · 2026-07-03
Award
$24K
About Donaldson Company, Inc.
Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products. The Engine Products division provides a variety of solutions, including replacement filters for both air and liquid…
Industrial - Machinery
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works