Donaldson's fiscal third-quarter adjusted EPS of $1.06 came in a penny above the FactSet consensus estimate, and revenue of $995 million beat consensus expectations by $21 million.
Donaldson generates a healthy stream of recurring revenue, as aftermarket parts and consumables account for over 60% of sales, which helps mitigate the firm’s exposure to cyclical end markets.
In the long run, the advent of electric powertrains poses a threat to Donaldson’s engine segment.
|
Metric
|
DCI
|
NDSN
|
ITT
|
|---|---|---|---|
Price/Earnings (Normalized) | 22.12 | 25.35 | 25.52 |
Price/Book Value | 5.84 | 4.85 | 3.49 |
Price/Sales | 2.64 | 5.41 | 3.55 |
Price/Cash Flow | 18.31 | 21.90 | 21.53 |
|
Metric
|
DCI
|
NDSN
|
ITT
|
|---|---|---|---|
Quick Ratio | 1.36 | 1.44 | 0.91 |
Current Ratio | 2.35 | 2.60 | 1.53 |
Interest Coverage | 21.02 | 7.72 | 10.71 |
|
Metric
|
DCI
|
NDSN
|
ITT
|
|---|---|---|---|
Return on Assets (Normalized) | 14.87% | 10.35% | 9.15% |
Return on Equity (Normalized) | 29.23% | 20.24% | 17.60% |
Return on Invested Capital (Normalized) | 21.34% | 13.39% | 12.60% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| GE Vernova Inc
GEV
| Qdggsyznc | Bcvfx | $253B | |||
| Siemens AG ADR
SIEGY
| Qjpgczzvdr | Twhws | $234B | |||
| Eaton Corp PLC
ETN
| Hssjbfsc | Jpmh | $152B | |||
| Parker Hannifin Corp
PH
| Cfsftmtdn | Cmmxvr | $114B | |||
| Cummins Inc
CMI
| Crfnfzsyb | Gshjbxn | $91B | |||
| Emerson Electric Co
EMR
| Bxtcmfgzz | Zwmd | $80B | |||
| Illinois Tool Works Inc
ITW
| Jhpwhsjs | Nyfy | $74B | |||
| AMETEK Inc
AME
| Xfhjfwvlb | Fjq | $52B | |||
| Rockwell Automation Inc
ROK
| Psmbtzkhh | Jqz | $51B | |||
| Fanuc Corp ADR
FANUY
| Gthdzvtpdl | Rrjr | $40B |
/author-service-images-prod-us-east-1.publishing.aws.arc.pub/morningstar/da3ef1a3-642c-4051-97c6-0cbdebded4c6.jpg)
United States