DCI — Stock Film
STOCK FILMSCENE 1/11DCI · $89.25
Stock Expert AI presents
DCI
Donaldson Company, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Donaldson Company, Inc. What it actually does.

Manufactures and sells air filtration systems. Produces liquid filtration systems for fuel, lube, and hydraulic applications. Now — the numbers.

on the stock market since 1980
15K employees
$10B market value
WHERE DOES THE MONEY COME FROM?
62%Mobile Solutions
Mobile SolutionsIndustrial Solutions 30%Life Sciences 8%
62% of all revenue comes from a single line: Mobile Solutions.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$3.9B
The net profit left over:
$453.8M
Out of every $100 in sales, $12 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 12%

This is an established company with proven profits.

Cash on hand:
$250.4M
Total debt:
$1.3B
The debt outweighs the cash.

The gap is $1.1B. In times of high interest rates, a gap like that can squeeze a company.

What executives did with their own stock over the last 12 months:
57 buy21 sell

Buys outnumber sells, but taken together the trades don’t add up to a strong signal of confidence.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
82
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
73
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
43
weak

Clearly below the class average.

GROWTH
79
strong

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
63
average

The price is looking for direction — no strong breakout, no collapse.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 19% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/1
Pays a steady dividend

It pays out $1.24 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 43/100.

2
THE RISKS · 2/3
Little set aside for the future

The share set aside for the future is small; the pace of new ideas may slow.

3
THE RISKS · 3/3
Executives aren’t buying

No clear buy-side message is coming from the executive floor.

FINALE · THE GRADE
A
77 / 100 · MoonshotScore

On our five-subject report card, DCI sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: DCI is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film