Donaldson Stock Return On Equity
| DCI Stock | USD 72.27 0.07 0.1% |
Donaldson fundamentals help investors to digest information that contributes to Donaldson's financial success or failures. It also enables traders to predict the movement of Donaldson Stock. The fundamental analysis module provides a way to measure Donaldson's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Donaldson stock.
| Last Reported | Projected for Next Year | ||
| Return On Equity | 0.24 | 0.18 |
Donaldson | Return On Equity |
Donaldson Company Return On Equity Analysis
Donaldson's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Donaldson Return On Equity | 0.29 |
Most of Donaldson's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Donaldson is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Donaldson Return On Equity Driver Correlations
Understanding the fundamental principles of building solid financial models for Donaldson is extremely important. It helps to project a fair market value of Donaldson Stock properly, considering its historical fundamentals such as Return On Equity. Since Donaldson's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Donaldson's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Donaldson's interrelated accounts and indicators.
Click cells to compare fundamentals
Donaldson Return On Equity Historical Pattern
Today, most investors in Donaldson Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Donaldson's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's return on equity growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Donaldson return on equity as a starting point in their analysis.
Donaldson Return On Equity |
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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Donaldson Total Stockholder Equity
Total Stockholder Equity |
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Based on the latest financial disclosure, Donaldson has a Return On Equity of 0.2929. This is 33.43% lower than that of the Machinery sector and significantly higher than that of the Industrials industry. The return on equity for all United States stocks is 194.48% lower than that of the firm.
Donaldson Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Donaldson's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Donaldson could also be used in its relative valuation, which is a method of valuing Donaldson by comparing valuation metrics of similar companies.Donaldson is currently under evaluation in return on equity category among related companies.
Donaldson ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Donaldson's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Donaldson's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Donaldson Fundamentals
| Return On Equity | 0.29 | |||
| Return On Asset | 0.12 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.15 % | |||
| Current Valuation | 9.14 B | |||
| Shares Outstanding | 120.37 M | |||
| Shares Owned By Insiders | 0.54 % | |||
| Shares Owned By Institutions | 87.63 % | |||
| Number Of Shares Shorted | 1.56 M | |||
| Price To Earning | 32.03 X | |||
| Price To Book | 6.43 X | |||
| Price To Sales | 2.54 X | |||
| Revenue | 3.43 B | |||
| Gross Profit | 1.16 B | |||
| EBITDA | 580.2 M | |||
| Net Income | 358.8 M | |||
| Cash And Equivalents | 187.1 M | |||
| Cash Per Share | 1.58 X | |||
| Total Debt | 655.7 M | |||
| Debt To Equity | 0.61 % | |||
| Current Ratio | 2.23 X | |||
| Book Value Per Share | 11.43 X | |||
| Cash Flow From Operations | 544.5 M | |||
| Short Ratio | 2.63 X | |||
| Earnings Per Share | 3.06 X | |||
| Price To Earnings To Growth | 2.17 X | |||
| Target Price | 73.75 | |||
| Number Of Employees | 13 K | |||
| Beta | 1.09 | |||
| Market Capitalization | 8.72 B | |||
| Total Asset | 2.77 B | |||
| Retained Earnings | 2.09 B | |||
| Working Capital | 529.6 M | |||
| Current Asset | 1.01 B | |||
| Current Liabilities | 543.8 M | |||
| Annual Yield | 0.01 % | |||
| Five Year Return | 1.57 % | |||
| Net Asset | 2.77 B | |||
| Last Dividend Paid | 1.0 |
About Donaldson Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Donaldson's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Donaldson using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Donaldson based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Donaldson
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Donaldson position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Donaldson will appreciate offsetting losses from the drop in the long position's value.Moving together with Donaldson Stock
| 0.66 | B | Barnes Group Earnings Call This Week | PairCorr |
| 0.81 | CR | Crane Company Financial Report 8th of May 2024 | PairCorr |
| 0.76 | HI | Hillenbrand Earnings Call This Week | PairCorr |
| 0.88 | IR | Ingersoll Rand Earnings Call This Week | PairCorr |
Moving against Donaldson Stock
| 0.78 | ATS | ATS Corporation | PairCorr |
| 0.46 | RR | Richtech Robotics Class | PairCorr |
The ability to find closely correlated positions to Donaldson could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Donaldson when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Donaldson - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Donaldson to buy it.
The correlation of Donaldson is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Donaldson moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Donaldson moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Donaldson can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Donaldson Piotroski F Score and Donaldson Altman Z Score analysis. For more detail on how to invest in Donaldson Stock please use our How to Invest in Donaldson guide.Note that the Donaldson information on this page should be used as a complementary analysis to other Donaldson's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
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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Is Donaldson's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Donaldson. If investors know Donaldson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Donaldson listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.157 | Dividend Share 1 | Earnings Share 3.06 | Revenue Per Share 28.734 | Quarterly Revenue Growth 0.058 |
The market value of Donaldson is measured differently than its book value, which is the value of Donaldson that is recorded on the company's balance sheet. Investors also form their own opinion of Donaldson's value that differs from its market value or its book value, called intrinsic value, which is Donaldson's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Donaldson's market value can be influenced by many factors that don't directly affect Donaldson's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Donaldson's value and its price as these two are different measures arrived at by different means. Investors typically determine if Donaldson is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Donaldson's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.