Donaldson Stock Five Year Return

DCI Stock

USD 71.65 0.46 0.65%

Donaldson fundamentals help investors to digest information that contributes to Donaldson's financial success or failures. It also enables traders to predict the movement of Donaldson Stock. The fundamental analysis module provides a way to measure Donaldson's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Donaldson stock.

Short Long Term Debt Total Total Assets

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Donaldson Company Five Year Return Analysis

Donaldson's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Donaldson Five Year Return

1.57 %

Most of Donaldson's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Donaldson is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Donaldson Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Donaldson is extremely important. It helps to project a fair market value of Donaldson Stock properly, considering its historical fundamentals such as Five Year Return. Since Donaldson's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Donaldson's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Donaldson's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Accounts Payable	Common Stock	Long Term Debt	Treasury Stock	Intangible Assets	Property Plant Equipment	Current Deferred Revenue	Good Will	Net Tangible Assets	Long Term Debt Total	Deferred Long Term Liab	Short Long Term Debt	Long Term Investments	Net Invested Capital	Cash And Equivalents	Net Working Capital	Capital Stock	Capital Surpluse
Total Assets		0.96	0.62	0.93	0.98	0.96	0.97	0.04	0.96	0.61	0.56	-0.75	0.75	0.76	-0.35	0.94	-0.27	0.59	0.71	-0.59	0.74	-0.16	-0.76	-0.46	-0.6	0.71
Total Stockholder Equity	0.96		0.4	0.89	0.92	0.86	0.94	0.06	0.96	0.55	0.35	-0.58	0.78	0.66	-0.32	0.9	-0.09	0.38	0.78	-0.39	0.66	-0.09	-0.68	-0.52	-0.65	0.74
Net Debt	0.62	0.4		0.64	0.62	0.79	0.53	0.01	0.47	0.47	0.9	-0.89	0.37	0.75	-0.3	0.64	-0.67	0.9	0.23	-0.89	0.65	-0.25	-0.66	-0.15	-0.15	0.34
Retained Earnings	0.93	0.89	0.64		0.86	0.91	0.83	-0.13	0.93	0.35	0.58	-0.81	0.88	0.73	-0.52	0.99	-0.34	0.67	0.77	-0.65	0.84	-0.16	-0.86	-0.51	-0.65	0.81
Net Receivables	0.98	0.92	0.62	0.86		0.96	0.98	0.09	0.92	0.7	0.57	-0.73	0.64	0.72	-0.35	0.86	-0.29	0.58	0.61	-0.6	0.67	-0.18	-0.72	-0.4	-0.55	0.62
Total Liab	0.96	0.86	0.79	0.91	0.96		0.92	0.02	0.89	0.63	0.74	-0.87	0.67	0.81	-0.35	0.91	-0.43	0.76	0.59	-0.74	0.77	-0.21	-0.78	-0.37	-0.5	0.63
Total Current Assets	0.97	0.94	0.53	0.83	0.98	0.92		0.11	0.92	0.71	0.5	-0.65	0.61	0.69	-0.25	0.82	-0.2	0.5	0.63	-0.5	0.61	-0.14	-0.63	-0.35	-0.56	0.59
Short Term Debt	0.04	0.06	0.01	-0.13	0.09	0.02	0.11		-0.08	0.36	-0.23	0.15	-0.1	-0.03	0.27	-0.05	-0.08	-0.34	-0.13	0.23	-0.38	0.02	0.38	-0.24	0.11	0.02
Accounts Payable	0.96	0.96	0.47	0.93	0.92	0.89	0.92	-0.08		0.46	0.45	-0.66	0.82	0.64	-0.45	0.92	-0.15	0.51	0.81	-0.49	0.74	-0.18	-0.78	-0.45	-0.66	0.77
Common Stock	0.61	0.55	0.47	0.35	0.7	0.63	0.71	0.36	0.46		0.54	-0.46	0.06	0.71	0.13	0.37	-0.11	0.38	0.14	-0.4	0.36	0.05	-0.26	0.01	0.06	0.23
Long Term Debt	0.56	0.35	0.9	0.58	0.57	0.74	0.5	-0.23	0.45	0.54		-0.89	0.28	0.83	-0.24	0.55	-0.49	0.97	0.2	-0.88	0.73	-0.12	-0.65	0.08	0.02	0.33
Treasury Stock	-0.75	-0.58	-0.89	-0.81	-0.73	-0.87	-0.65	0.15	-0.66	-0.46	-0.89		-0.53	-0.85	0.35	-0.78	0.44	-0.91	-0.49	0.88	-0.82	0.28	0.81	0.21	0.2	-0.51
Intangible Assets	0.75	0.78	0.37	0.88	0.64	0.67	0.61	-0.1	0.82	0.06	0.28	-0.53		0.49	-0.62	0.91	-0.21	0.4	0.78	-0.33	0.7	-0.09	-0.75	-0.65	-0.67	0.92
Property Plant Equipment	0.76	0.66	0.75	0.73	0.72	0.81	0.69	-0.03	0.64	0.71	0.83	-0.85	0.49		-0.16	0.72	-0.23	0.77	0.5	-0.71	0.85	-0.03	-0.71	-0.16	-0.08	0.57
Current Deferred Revenue	-0.35	-0.32	-0.3	-0.52	-0.35	-0.35	-0.25	0.27	-0.45	0.13	-0.24	0.35	-0.62	-0.16		-0.51	0.31	-0.35	-0.35	0.27	-0.5	-0.02	0.7	0.31	0.37	-0.6
Good Will	0.94	0.9	0.64	0.99	0.86	0.91	0.82	-0.05	0.92	0.37	0.55	-0.78	0.91	0.72	-0.51		-0.37	0.63	0.75	-0.61	0.82	-0.14	-0.84	-0.59	-0.65	0.83
Net Tangible Assets	-0.27	-0.09	-0.67	-0.34	-0.29	-0.43	-0.2	-0.08	-0.15	-0.11	-0.49	0.44	-0.21	-0.23	0.31	-0.37		-0.56	0.24	0.63	-0.25	-0.17	0.29	0.24	0.33	-0.12
Long Term Debt Total	0.59	0.38	0.9	0.67	0.58	0.76	0.5	-0.34	0.51	0.38	0.97	-0.91	0.4	0.77	-0.35	0.63	-0.56		0.27	-0.91	0.78	-0.14	-0.73	-0.02	-0.14	0.38
Deferred Long Term Liab	0.71	0.78	0.23	0.77	0.61	0.59	0.63	-0.13	0.81	0.14	0.2	-0.49	0.78	0.5	-0.35	0.75	0.24	0.27		-0.25	0.64	-0.33	-0.65	-0.39	-0.52	0.72
Short Long Term Debt	-0.59	-0.39	-0.89	-0.65	-0.6	-0.74	-0.5	0.23	-0.49	-0.4	-0.88	0.88	-0.33	-0.71	0.27	-0.61	0.63	-0.91	-0.25		-0.67	0.13	0.65	0.05	0.19	-0.3
Long Term Investments	0.74	0.66	0.65	0.84	0.67	0.77	0.61	-0.38	0.74	0.36	0.73	-0.82	0.7	0.85	-0.5	0.82	-0.25	0.78	0.64	-0.67		-0.12	-0.93	-0.3	-0.35	0.69
Net Invested Capital	-0.16	-0.09	-0.25	-0.16	-0.18	-0.21	-0.14	0.02	-0.18	0.05	-0.12	0.28	-0.09	-0.03	-0.02	-0.14	-0.17	-0.14	-0.33	0.13	-0.12		0.21	0.13	0.06	0.04
Cash And Equivalents	-0.76	-0.68	-0.66	-0.86	-0.72	-0.78	-0.63	0.38	-0.78	-0.26	-0.65	0.81	-0.75	-0.71	0.7	-0.84	0.29	-0.73	-0.65	0.65	-0.93	0.21		0.39	0.44	-0.67
Net Working Capital	-0.46	-0.52	-0.15	-0.51	-0.4	-0.37	-0.35	-0.24	-0.45	0.01	0.08	0.21	-0.65	-0.16	0.31	-0.59	0.24	-0.02	-0.39	0.05	-0.3	0.13	0.39		0.62	-0.5
Capital Stock	-0.6	-0.65	-0.15	-0.65	-0.55	-0.5	-0.56	0.11	-0.66	0.06	0.02	0.2	-0.67	-0.08	0.37	-0.65	0.33	-0.14	-0.52	0.19	-0.35	0.06	0.44	0.62		-0.43
Capital Surpluse	0.71	0.74	0.34	0.81	0.62	0.63	0.59	0.02	0.77	0.23	0.33	-0.51	0.92	0.57	-0.6	0.83	-0.12	0.38	0.72	-0.3	0.69	0.04	-0.67	-0.5	-0.43

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Donaldson Return On Tangible Assets

Return On Tangible Assets

0.096

As of now, Donaldson's Return On Tangible Assets are increasing as compared to previous years.

According to the company disclosure, Donaldson has a Five Year Return of 1.57%. This is much higher than that of the Machinery sector and significantly higher than that of the Industrials industry. The five year return for all United States stocks is notably lower than that of the firm.

Donaldson Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Donaldson's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Donaldson could also be used in its relative valuation, which is a method of valuing Donaldson by comparing valuation metrics of similar companies.

Donaldson is currently under evaluation in five year return category among its peers.

Donaldson ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Donaldson's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Donaldson's managers, analysts, and investors.

Environmental

Governance

Social

Donaldson Fundamentals

	Return On Equity	0.29
	Return On Asset	0.12
	Profit Margin	0.12 %
	Operating Margin	0.16 %
	Current Valuation	8.92 B
	Shares Outstanding	119.42 M
	Shares Owned By Insiders	0.54 %
	Shares Owned By Institutions	86.99 %
	Number Of Shares Shorted	1.29 M
	Price To Earning	32.03 X
	Price To Book	5.51 X
	Price To Sales	2.37 X
	Revenue	3.59 B
	Gross Profit	1.28 B
	EBITDA	655.1 M
	Net Income	414 M
	Cash And Equivalents	187.1 M
	Cash Per Share	1.58 X
	Total Debt	536.7 M
	Debt To Equity	0.61 %
	Current Ratio	2.23 X
	Book Value Per Share	12.40 X
	Cash Flow From Operations	492.5 M
	Short Ratio	2.68 X
	Earnings Per Share	3.44 X
	Price To Earnings To Growth	2.29 X
	Target Price	75.33
	Number Of Employees	14 K
	Beta	1.05
	Market Capitalization	8.5 B
	Total Asset	2.91 B
	Retained Earnings	2.38 B
	Working Capital	655.6 M
	Current Asset	1.01 B
	Current Liabilities	543.8 M
	Annual Yield	0.01 %
	Five Year Return	1.57 %
	Net Asset	2.91 B

About Donaldson Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Donaldson's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Donaldson using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Donaldson based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether Donaldson offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Donaldson's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Donaldson Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Donaldson Stock:

How To Invest In Donaldson

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Is Donaldson Stock a good investment?

Details

What is Donaldson's Net Worth?

Details

Largest Industrial Machinery & Supplies & Components Companies

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Largest Specialty Industrial Machinery Companies

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Check out Donaldson Piotroski F Score and Donaldson Altman Z Score analysis.

For more detail on how to invest in Donaldson Stock please use our How to Invest in Donaldson guide.

You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Donaldson. If investors know Donaldson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Donaldson listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.216

Earnings Share

3.44

Revenue Per Share

29.713

Quarterly Revenue Growth

0.064

Return On Assets

0.1207

The market value of Donaldson is measured differently than its book value, which is the value of Donaldson that is recorded on the company's balance sheet. Investors also form their own opinion of Donaldson's value that differs from its market value or its book value, called intrinsic value, which is Donaldson's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Donaldson's market value can be influenced by many factors that don't directly affect Donaldson's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Donaldson's value and its price as these two are different measures arrived at by different means. Investors typically determine if Donaldson is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Donaldson's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Donaldson Stock Five Year Return

Donaldson Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

Current Donaldson Five Year Return

Donaldson Five Year Return Driver Correlations

Donaldson Return On Tangible Assets

Return On Tangible Assets

0.096

Donaldson Five Year Return Peer Comparison

Donaldson ESG Sustainability

Donaldson Fundamentals

About Donaldson Fundamental Analysis

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