Professional
Added to YB: 2025-01-16
Pitch date: 2024-12-31
DCI [bullish]
Donaldson Company, Inc.
+38.39%
current return
Author Info
No bio for this author
Company Info
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments.
Market Cap
$9.9B
Pitch Price
$66.67
Price Target
N/A
Dividend
1.40%
EV/EBITDA
14.67
P/E
28.06
EV/Sales
2.83
Sector
Machinery
Category
value
Fiduciary Management Portfolio Holding: Donaldson Company, Inc.
DCI: Global air/liquid filtration leader. Tech-driven solutions boost efficiency. Durable since 1915, mission-critical low-cost products. High-margin aftermarket. Resilient growth despite cyclical markets. Conservative mgmt, solid balance sheet. Below-market valuation despite above-avg quality. Expect above-market growth with less volatility.
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