Is Donaldson Stock a Good Investment?

Donaldson Investment Advice

DCI

To provide specific investment advice or recommendations on Donaldson stock, we recommend investors consider the following general factors when evaluating Donaldson. This will help you to make an informed decision on whether to include Donaldson in one of your diversified portfolios:

Examine Donaldson's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Donaldson's leadership team and their track record. Good management can help Donaldson navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Donaldson's business and its evolving consumer preferences.
Compare Donaldson's performance and market position to its competitors. Analyze how Donaldson is positioned in terms of product offerings, innovation, and market share.
Check if Donaldson pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Donaldson's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Donaldson stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Donaldson is a good investment.

Sell

Buy

Cautious Hold

Macroaxis provides unbiased investment recommendation on Donaldson that should be used to complement current analysts and expert consensus on Donaldson. Our trade advice engine determines the company's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. To make sure Donaldson is not overpriced, please confirm all Donaldson fundamentals, including its number of shares shorted, ebitda, current ratio, as well as the relationship between the price to sales and cash per share . Given that Donaldson has a price to earning of 32.03 X, we urge you to verify Donaldson market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	Weak	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Very Low	Details
Economic Sensitivity	Follows the market closely	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Donaldson Stock

Researching Donaldson's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 87.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.44. Donaldson last dividend was issued on the 13th of August 2024. The entity had 2:1 split on the 26th of March 2012.

To determine if Donaldson is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Donaldson's research are outlined below:

	Over 87.0% of the company shares are held by institutions such as insurance companies
	Latest headline from thelincolnianonline.com: Donaldson Company, Inc. Short Interest Update

Donaldson Quarterly Liabilities And Stockholders Equity

2.91 Billion

Donaldson uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Donaldson. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Donaldson's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	6th of March 2024 Upcoming Quarterly Report	View
	29th of May 2024 Next Financial Report	View
	31st of January 2024 Next Fiscal Quarter End	View
	3rd of September 2024 Next Fiscal Year End	View
	31st of October 2023 Last Quarter Report	View
	31st of July 2023 Last Financial Announcement	View

Earnings surprises can significantly impact Donaldson's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Donaldson's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
1999-05-18	1999-04-30	0.08	0.09	0.01	12
1997-09-19	1997-07-31	0.06	0.07	0.01	16
1996-11-15	1996-10-31	0.05	0.06	0.01	20
2009-05-26	2009-04-30	0.15	0.17	0.02	13
2006-09-05	2006-07-31	0.2	0.22	0.02	10
2005-11-29	2005-10-31	0.17	0.19	0.02	11
2004-05-26	2004-04-30	0.15	0.17	0.02	13
1999-09-13	1999-07-31	0.08	0.1	0.02	25

Know Donaldson's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Donaldson is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Donaldson backward and forwards among themselves. Donaldson's institutional investor refers to the entity that pools money to purchase Donaldson's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
American Century Companies Inc	2024-09-30	1.7 M
Fuller & Thaler Asset Management Inc	2024-09-30	1.6 M
Td Asset Management Inc	2024-09-30	1.5 M
Dimensional Fund Advisors, Inc.	2024-09-30	1.5 M
Allspring Global Investments Holdings, Llc	2024-06-30	1.5 M
Hhg Plc	2024-06-30	1.4 M
Mairs & Power Inc	2024-09-30	1.4 M
Bank Of New York Mellon Corp	2024-06-30	1.3 M
Td Global Investment Solutions – Td Epoch	2024-06-30	1.3 M
Vanguard Group Inc	2024-09-30	12.7 M
Blackrock Inc	2024-06-30	10.8 M

Note, although Donaldson's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Donaldson's market capitalization trends

The company currently falls under 'Mid-Cap' category with a total capitalization of 9.01 B.

Market Cap

4.37 Billion

Donaldson's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.18	0.10
Return On Capital Employed	0.26	0.25
Return On Assets	0.14	0.09
Return On Equity	0.28	0.18

The company has Net Profit Margin of 0.12 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.16 %, which entails that for every 100 dollars of revenue, it generated $0.16 of operating income.

Determining Donaldson's profitability involves analyzing its financial statements and using various financial metrics to determine if Donaldson is a good buy. For example, gross profit margin measures Donaldson's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Donaldson's profitability and make more informed investment decisions.

Donaldson's Earnings Breakdown by Geography

Evaluate Donaldson's management efficiency

Donaldson has Return on Asset of 0.1207 % which means that on every $100 spent on assets, it made $0.1207 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2947 %, implying that it generated $0.2947 on every 100 dollars invested. Donaldson's management efficiency ratios could be used to measure how well Donaldson manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Tangible Assets is estimated to decrease to 0.1. The current Return On Capital Employed is estimated to decrease to 0.25. As of now, Donaldson's Intangible Assets are increasing as compared to previous years. The Donaldson's current Fixed Asset Turnover is estimated to increase to 5.95, while Non Currrent Assets Other are projected to decrease to under 8.1 M.

	Last Reported	Projected for Next Year
Book Value Per Share	12.34	12.95
Tangible Book Value Per Share	6.95	7.30
Enterprise Value Over EBITDA	14.42	8.86
Price Book Value Ratio	6.06	3.58
Enterprise Value Multiple	14.42	8.86
Price Fair Value	6.06	3.58
Enterprise Value	4.5 B	4.7 B

Donaldson showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.

Dividend Yield

0.0144

Forward Dividend Yield

0.0144

Forward Dividend Rate

1.08

Beta

1.047

Basic technical analysis of Donaldson Stock

As of the 22nd of November, Donaldson shows the Coefficient Of Variation of 1900.0, downside deviation of 1.03, and Mean Deviation of 0.8069. Donaldson technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices.

Donaldson's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Donaldson insiders, such as employees or executives, is commonly permitted as long as it does not rely on Donaldson's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Donaldson insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Thomas Scalf over a month ago Disposition of 4295 shares by Thomas Scalf of Donaldson at 73.33 subject to Rule 16b-3
		Scott Robinson over three months ago Disposition of 37600 shares by Scott Robinson of Donaldson at 45.43 subject to Rule 16b-3
		Briseno Guillermo over three months ago Disposition of 2737 shares by Briseno Guillermo of Donaldson at 61.5 subject to Rule 16b-3
		Richard Lewis over three months ago Disposition of 3000 shares by Richard Lewis of Donaldson at 38.78 subject to Rule 16b-3
		Andrew Cebulla over three months ago Disposition of 498 shares by Andrew Cebulla of Donaldson at 73.2 subject to Rule 16b-3
		Scott Robinson over six months ago Acquisition by Scott Robinson of 37000 shares of Donaldson at 42.72 subject to Rule 16b-3

Donaldson's Outstanding Corporate Bonds

Donaldson issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Donaldson uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Donaldson bonds can be classified according to their maturity, which is the date when Donaldson has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Dana 575 percent Corp Bond US235822AB96	View
	Volcan Compania Minera Corp Bond USP98047AC08	View
	Boeing Co 2196 Corp Bond US097023DG73	View
	HSBC Holdings PLC Corp Bond US404280DR76	View
	MPLX LP 4875 Corp Bond US55336VAG59	View
	MPLX LP 4125 Corp Bond US55336VAK61	View
	MPLX LP 52 Corp Bond US55336VAL45	View
	International Game Technology Corp Bond US460599AD57	View

View All Donaldson Corporate Bonds

Understand Donaldson's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Donaldson's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.0425
	Market Risk Adjusted Performance	0.0622
	Mean Deviation	0.8069
	Semi Deviation	0.9722
	Downside Deviation	1.03
	Coefficient Of Variation	1900.0
	Standard Deviation	1.05
	Variance	1.11
	Information Ratio	(0.04)
	Jensen Alpha	(0.03)
	Total Risk Alpha	(0.07)
	Sortino Ratio	(0.04)
	Treynor Ratio	0.0522
	Maximum Drawdown	5.61
	Value At Risk	(1.67)
	Potential Upside	1.94
	Downside Variance	1.06
	Semi Variance	0.9452
	Expected Short fall	(0.91)
	Skewness	(0.41)
	Kurtosis	1.23

	Risk Adjusted Performance	0.0425
	Market Risk Adjusted Performance	0.0622
	Mean Deviation	0.8069
	Semi Deviation	0.9722
	Downside Deviation	1.03
	Coefficient Of Variation	1900.0
	Standard Deviation	1.05
	Variance	1.11
	Information Ratio	(0.04)
	Jensen Alpha	(0.03)
	Total Risk Alpha	(0.07)
	Sortino Ratio	(0.04)
	Treynor Ratio	0.0522
	Maximum Drawdown	5.61
	Value At Risk	(1.67)
	Potential Upside	1.94
	Downside Variance	1.06
	Semi Variance	0.9452
	Expected Short fall	(0.91)
	Skewness	(0.41)
	Kurtosis	1.23

Consider Donaldson's intraday indicators

Donaldson intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Donaldson stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	12222.85
	Daily Balance Of Power	0.6131
	Rate Of Daily Change	1.01
	Day Median Price	75.5
	Day Typical Price	75.67
	Price Action Indicator	0.94
	Period Momentum Indicator	0.84
	Relative Strength Index	65.95

Donaldson Corporate Filings

F3	7th of November 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock	View Verify
8K	29th of October 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F4	9th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
	2nd of October 2024 Other Reports	View Verify

Donaldson time-series forecasting models is one of many Donaldson's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Donaldson's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Donaldson Stock media impact

Far too much social signal, news, headlines, and media speculation about Donaldson that are available to investors today. That information is available publicly through Donaldson media outlets and privately through word of mouth or via Donaldson internal channels. However, regardless of the origin, that massive amount of Donaldson data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Donaldson news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Donaldson relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Donaldson's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Donaldson alpha.

Donaldson Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Donaldson can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Donaldson Historical Investor Sentiment

Investor biases related to Donaldson's public news can be used to forecast risks associated with an investment in Donaldson. The trend in average sentiment can be used to explain how an investor holding Donaldson can time the market purely based on public headlines and social activities around Donaldson. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Donaldson's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Donaldson and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Donaldson news discussions. The higher the estimate score, the more favorable the investor's outlook on Donaldson.

Donaldson Corporate Directors

Douglas Milroy	Independent Director	Profile
Michael Hoffman	Independent Director	Profile
John Wiehoff	Independent Director	Profile
Trudy Rautio	Independent Director	Profile

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: