Donaldson (DCI) Competitors

$73.20
+0.78 (+1.08%)
(As of 05/2/2024 ET)

DCI vs. AGCO, GPK, ATR, CCK, MIDD, MSA, SITE, TTEK, AIT, and RBC

Should you be buying Donaldson stock or one of its competitors? The main competitors of Donaldson include AGCO (AGCO), Graphic Packaging (GPK), AptarGroup (ATR), Crown (CCK), Middleby (MIDD), MSA Safety (MSA), SiteOne Landscape Supply (SITE), Tetra Tech (TTEK), Applied Industrial Technologies (AIT), and RBC Bearings (RBC). These companies are all part of the "industrial products" sector.

Donaldson vs.

AGCO (NYSE:AGCO) and Donaldson (NYSE:DCI) are both mid-cap industrial products companies, but which is the better stock? We will compare the two companies based on the strength of their earnings, risk, analyst recommendations, profitability, institutional ownership, dividends, community ranking, media sentiment and valuation.

Donaldson received 20 more outperform votes than AGCO when rated by MarketBeat users. Likewise, 64.69% of users gave Donaldson an outperform vote while only 51.67% of users gave AGCO an outperform vote.

CompanyUnderperformOutperform
AGCOOutperform Votes
449
51.67%
Underperform Votes
420
48.33%
DonaldsonOutperform Votes
469
64.69%
Underperform Votes
256
35.31%

AGCO has a beta of 1.32, indicating that its stock price is 32% more volatile than the S&P 500. Comparatively, Donaldson has a beta of 1.09, indicating that its stock price is 9% more volatile than the S&P 500.

Donaldson has a net margin of 10.82% compared to Donaldson's net margin of 8.13%. AGCO's return on equity of 28.52% beat Donaldson's return on equity.

Company Net Margins Return on Equity Return on Assets
AGCO8.13% 26.96% 10.36%
Donaldson 10.82%28.52%13.82%

AGCO currently has a consensus target price of $145.00, suggesting a potential upside of 31.07%. Donaldson has a consensus target price of $67.50, suggesting a potential downside of 7.79%. Given Donaldson's stronger consensus rating and higher probable upside, equities analysts plainly believe AGCO is more favorable than Donaldson.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AGCO
0 Sell rating(s)
0 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
3.00
Donaldson
1 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

AGCO has higher revenue and earnings than Donaldson. AGCO is trading at a lower price-to-earnings ratio than Donaldson, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AGCO$14.41B0.57$1.17B$15.637.08
Donaldson$3.43B2.57$358.80M$3.0723.84

78.8% of AGCO shares are owned by institutional investors. Comparatively, 82.8% of Donaldson shares are owned by institutional investors. 16.6% of AGCO shares are owned by company insiders. Comparatively, 2.6% of Donaldson shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

In the previous week, AGCO had 11 more articles in the media than Donaldson. MarketBeat recorded 24 mentions for AGCO and 13 mentions for Donaldson. Donaldson's average media sentiment score of 0.22 beat AGCO's score of -0.12 indicating that AGCO is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AGCO
4 Very Positive mention(s)
5 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Donaldson
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral

AGCO pays an annual dividend of $1.16 per share and has a dividend yield of 1.0%. Donaldson pays an annual dividend of $1.00 per share and has a dividend yield of 1.4%. AGCO pays out 7.4% of its earnings in the form of a dividend. Donaldson pays out 32.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. AGCO has increased its dividend for 3 consecutive years and Donaldson has increased its dividend for 37 consecutive years. Donaldson is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

AGCO beats Donaldson on 11 of the 21 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding DCI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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DCI vs. The Competition

MetricDonaldsonBlowers & fans IndustryIndustrial SectorNYSE Exchange
Market Cap$8.81B$2.42B$9.21B$17.36B
Dividend Yield1.38%1.38%2.05%3.58%
P/E Ratio23.8424.0523.1425.29
Price / Sales2.571.476.5310.31
Price / Cash18.7213.1818.1717.44
Price / Book6.722.673.844.91
Net Income$358.80M$76.15M$482.42M$964.63M
7 Day Performance1.39%2.77%-1.08%1.06%
1 Month Performance-0.88%-0.51%-4.69%-2.23%
1 Year Performance13.38%24.69%9.89%98.15%

Donaldson Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AGCO
AGCO
4.6098 of 5 stars
$117.45
-1.4%
$150.50
+28.1%
-13.5%$8.76B$14.41B7.5127,900Dividend Announcement
Short Interest ↑
News Coverage
GPK
Graphic Packaging
3.6442 of 5 stars
$27.07
-1.2%
$28.44
+5.1%
+5.7%$8.32B$9.43B11.5223,500Earnings Report
News Coverage
ATR
AptarGroup
4.4394 of 5 stars
$140.17
-0.1%
$148.25
+5.8%
+21.1%$9.28B$3.49B32.9813,800Analyst Report
Insider Selling
Short Interest ↑
CCK
Crown
4.4111 of 5 stars
$78.59
-1.1%
$99.21
+26.2%
-2.3%$9.49B$12.01B20.9025,000Earnings Report
Dividend Announcement
Analyst Report
Insider Selling
Options Volume
MIDD
Middleby
3.9265 of 5 stars
$145.36
+2.4%
$159.38
+9.6%
-4.3%$7.79B$4.04B19.6210,722Upcoming Earnings
MSA
MSA Safety
4.2099 of 5 stars
$190.04
+1.2%
$189.50
-0.3%
+39.9%$7.47B$1.79B131.065,100Earnings Report
SITE
SiteOne Landscape Supply
2.4441 of 5 stars
$162.55
+3.5%
$172.88
+6.4%
+2.1%$7.35B$4.30B43.008,230Earnings Report
Analyst Upgrade
Analyst Revision
News Coverage
TTEK
Tetra Tech
2.6785 of 5 stars
$188.94
+2.6%
$197.25
+4.4%
+46.6%$10.11B$4.52B43.7427,000Earnings Report
Analyst Report
News Coverage
AIT
Applied Industrial Technologies
3.5554 of 5 stars
$186.31
+1.5%
$201.00
+7.9%
+39.1%$7.20B$4.46B19.556,200Earnings Report
Dividend Announcement
RBC
RBC Bearings
0.7852 of 5 stars
$245.92
+0.7%
$275.86
+12.2%
+8.4%$6.93B$1.47B41.123,670

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This page (NYSE:DCI) was last updated on 5/3/2024 by MarketBeat.com Staff

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