Donaldson Stock Performance

DCI Stock  USD 91.12  1.04  1.13%   
On a scale of 0 to 100, Donaldson holds a performance score of 10. The firm shows a Beta (market volatility) of 0.98, which means possible diversification benefits within a given portfolio. Donaldson returns are very sensitive to returns on the market. As the market goes up or down, Donaldson is expected to follow. Please check Donaldson's downside variance, daily balance of power, and the relationship between the maximum drawdown and skewness , to make a quick decision on whether Donaldson's price patterns will revert.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Donaldson are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak fundamental indicators, Donaldson may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more

Actual Historical Performance (%)

One Day Return
1.21
Five Day Return
3.84
Year To Date Return
2.48
Ten Year Return
237.21
All Time Return
31.6 K
Forward Dividend Yield
0.0132
Payout Ratio
0.3087
Last Split Factor
2:1
Forward Dividend Rate
1.2
Dividend Date
2025-12-22
1
Morgan Stanley Sees More Balanced RiskReward for Donaldson
12/02/2025
2
Donaldson tops Q1 estimates updates FY26 outlook
12/04/2025
3
YouTube megastar MrBeast once built 100 homes for Americans in need. How you can invest in the future you want
12/10/2025
4
What Donaldson Company s Upgraded 2026 EPS Outlook and Buyback Completion Means For Shareholders
12/16/2025
5
Donaldson Company, Inc. DCI Shares Acquired by Squarepoint Ops LLC
12/18/2025
 
Donaldson dividend paid on 22nd of December 2025
12/22/2025
6
Is Donaldson Stock Outpacing Its Industrial Products Peers This Year
12/24/2025
7
Western Force star Ben Donaldson opens up on inconsistent 2025 and how to learn from the year
12/26/2025
8
Donaldson leads Miami against Pittsburgh after 21-point outing
12/29/2025
9
Lego unveils Smart Bricks, its biggest innovation in 50 years
01/05/2026
Begin Period Cash Flow232.7 M
Total Cashflows From Investing Activities-150.4 M

Donaldson Relative Risk vs. Return Landscape

If you would invest  8,118  in Donaldson on October 9, 2025 and sell it today you would earn a total of  994.00  from holding Donaldson or generate 12.24% return on investment over 90 days. Donaldson is generating 0.1969% of daily returns assuming volatility of 1.4697% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Donaldson, and above 97% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Donaldson is expected to generate 1.93 times more return on investment than the market. However, the company is 1.93 times more volatile than its market benchmark. It trades about 0.13 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of risk.

Donaldson Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Donaldson's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Donaldson, and traders can use it to determine the average amount a Donaldson's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.134

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Based on monthly moving average Donaldson is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Donaldson by adding it to a well-diversified portfolio.

Donaldson Fundamentals Growth

Donaldson Stock prices reflect investors' perceptions of the future prospects and financial health of Donaldson, and Donaldson fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Donaldson Stock performance.

About Donaldson Performance

By evaluating Donaldson's fundamental ratios, stakeholders can gain valuable insights into Donaldson's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Donaldson has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Donaldson has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 70.16  47.40 
Return On Tangible Assets 0.14  0.10 
Return On Capital Employed 0.23  0.18 
Return On Assets 0.11  0.09 
Return On Equity 0.23  0.18 

Things to note about Donaldson performance evaluation

Checking the ongoing alerts about Donaldson for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Donaldson help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Over 90.0% of the company shares are held by institutions such as insurance companies
On 22nd of December 2025 Donaldson paid $ 0.3 per share dividend to its current shareholders
Latest headline from smh.com.au: Lego unveils Smart Bricks, its biggest innovation in 50 years
Evaluating Donaldson's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Donaldson's stock performance include:
  • Analyzing Donaldson's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Donaldson's stock is overvalued or undervalued compared to its peers.
  • Examining Donaldson's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Donaldson's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Donaldson's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Donaldson's stock. These opinions can provide insight into Donaldson's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Donaldson's stock performance is not an exact science, and many factors can impact Donaldson's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Donaldson Stock analysis

When running Donaldson's price analysis, check to measure Donaldson's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Donaldson is operating at the current time. Most of Donaldson's value examination focuses on studying past and present price action to predict the probability of Donaldson's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Donaldson's price. Additionally, you may evaluate how the addition of Donaldson to your portfolios can decrease your overall portfolio volatility.
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