Donaldson Company (DCI)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$91.03+0.47%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · DCI
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-06. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $91 DCI trades at 23× p/e, below its 26× p/e peer median, but our blended $78 fair value sits below the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $91–$105. Note: our $78 fair value sits below the entire analyst range ($91–$105). Even valued only for durable growth at sustainable margins, it's worth about $101 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $93.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $41.60 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $61.84 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $14.81 | — | — | TTM | high |
| graham number | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$91.00 – $105.00 (median $93.00) · 4 analysts · as of 2026-08-28
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 51% over what the business is worth with no growth; closing that gap needs roughly 12.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $3.53/sh owner earnings.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $35.85 |
| — |
| — |
| TTM |
| high |
| Peer EV/EBITDA | 12M | $86.22 | 16.9 | 5.29 | TTM | high |
| Peer P/FCF | 12M | $80.80 | 24.5 | 3.29 | TTM | high |
| Peer P/E | 12M | $90.91 | 20.7 | 4.38 | ntm analyst | high |
| Peer P/S | 12M | $92.16 | 2.9 | 32.24 | TTM | high |
| PEG | 12M | $142.30 | 35.8 | 3.98 | TTM | high |
| residual income | 12M | $24.87 | — | — | TTM | high |
| Own P/E history | 12M | $90.89 | 22.8 | 3.98 | TTM | high |
| triangulated | 12M | $102.79 | 25.6 | 4.01 | Triangulated | high |
| Peer P/FCF | 3Y | $91.99 | 24.5 | 3.75 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $100.79 | 20.7 | 4.86 | Analyst | medium |
| Peer P/S | 3Y | $105.96 | 2.9 | 37.07 | guidance | medium |
| PEG | 3Y | $173.81 | 35.8 | 4.86 | Analyst | medium |
| Own P/E history | 3Y | $111.02 | 22.8 | 4.86 | Analyst | medium |
| Peer P/FCF | 5Y | $100.30 | 24.5 | 4.09 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $100.39 | 20.7 | 4.84 | Analyst | high |
| Peer P/S | 5Y | $105.54 | 2.9 | 36.92 | guidance | high |
| PEG | 5Y | $173.13 | 35.8 | 4.84 | Analyst | high |
| Own P/E history | 5Y | $110.58 | 22.8 | 4.84 | Analyst | high |