CECO Environmental vs Donaldson
CECO and DCI side by side, both in general industrial machinery and equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CECO and DCI compare
Donaldson is the larger company, worth 3.0 times as much as CECO Environmental ($9.6B against $3.2B).
CECO Environmental grew revenue faster over the last twelve months (37.6% versus 5.3% for Donaldson).
Donaldson keeps more of each dollar of sales as profit, with a net margin of 11.7% compared with −3.4% at CECO Environmental.
Donaldson pays a dividend yielding 1.5%; CECO Environmental does not pay one.
Donaldson scores higher on the StockData Score (19 against 9 for CECO Environmental), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CECO | DCI |
|---|---|---|
| Size and price | ||
| Market cap | $3.2B | $9.6B |
| Share price | $54.70 | $82.96 |
| Change, 1 year | 12.8% | −0.74% |
| Change, 5 years | 628% | 35.1% |
| Beta (5Y) | 1.00 | 0.80 |
| Employees | 1,540 | 250 |
| StockData Score | ||
| Total score | 9 | 19 (better) |
| Valuation score | 1 | 3 (better) |
| Growth score | 4 (better) | 2 |
| Performance score | 1 | 6 (better) |
| Health score | 3 | 4 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | – | 21.5× |
| P/S | 3.5× | 2.5× (better) |
| P/B | 1.5× (better) | 5.4× |
| EV/EBITDA | 141× | 15.1× (better) |
| P/FCF | – | 22.6× |
| PEG | – | 2.18 |
| FCF yield | −0.67% | 4.4% (better) |
| Fair value | – | $85.76 |
| Margin of safety | – | 3.3% |
| Growth | ||
| Revenue growth (TTM) | 37.6% (better) | 5.3% |
| Revenue growth, 5Y average | 19.6% (better) | 6.4% |
| Net income growth (TTM) | −158% | 23.7% (better) |
| EPS growth (TTM) | −148% | 26.2% (better) |
| EPS growth, 5Y average | 42.9% (better) | 11.4% |
| Profitability | ||
| Gross margin | 32.1% | 34.6% (better) |
| Operating margin | −0.60% | 15.4% (better) |
| Net margin | −3.4% | 11.7% (better) |
| FCF margin | −2.4% | 11.0% (better) |
| Return on equity | −2.6% | 28.2% (better) |
| Return on invested capital | −0.26% | 19.4% (better) |
| Financial health | ||
| Debt / equity | 0.35 (better) | 0.75 |
| Net debt / EBITDA | 24.27 | 1.52 (better) |
| Interest coverage | −0.2× | 16.7× (better) |
| Current ratio | 1.50 | 2.08 (better) |
| Altman Z-score | 1.51 | 5.35 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.5% |
| Payout ratio | – | 31.1% |
| Years of dividend growth | – | 17 |
| Dividend growth, 5Y average | – | 7.2% |
| Buyback yield | – | 1.2% |
| Shareholder yield | 0.00% | 2.7% (better) |
| Ownership | ||
| Held by institutions | 89.0% | 90.7% |
| Held by insiders | 9.4% | 0.65% |
| Insider net buying, 12 months | −$7.7M (better) | −$8.6M |
| Short interest, % of float | 3.6% | 2.9% |
Go deeper
- CECO stock overview
- CECO income statement
- CECO valuation and score
- DCI stock overview
- DCI income statement
- DCI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.