Donaldson vs Ingersoll Rand
DCI and IR 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 DCI and IR compare
Ingersoll Rand is the larger company, worth 3.2 times as much as Donaldson ($31.1B against $9.6B).
On earnings, Donaldson is cheaper: it trades at 21.5× trailing earnings, against 22.5× for Ingersoll Rand.
Ingersoll Rand grew revenue faster over the last twelve months (8.0% versus 5.3% for Donaldson).
Ingersoll Rand keeps more of each dollar of sales as profit, with a net margin of 17.2% compared with 11.7% at Donaldson.
Both pay dividends: Donaldson yields 1.5% and Ingersoll Rand 0.10%.
Donaldson scores higher on the StockData Score (19 against 18 for Ingersoll Rand), 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 | DCI | IR |
|---|---|---|
| Size and price | ||
| Market cap | $9.6B | $31.1B |
| Share price | $82.96 | $80.05 |
| Change, 1 year | −0.74% | 0.44% |
| Change, 5 years | 35.1% | 39.8% |
| Beta (5Y) | 0.80 | 1.14 |
| Employees | 250 | 21K |
| StockData Score | ||
| Total score | 19 (better) | 18 |
| Valuation score | 3 | 6 (better) |
| Growth score | 2 (better) | 1 |
| Performance score | 6 (better) | 4 |
| Health score | 4 | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 21.5× (better) | 22.5× |
| P/S | 2.5× (better) | 3.9× |
| P/B | 5.4× | 3.0× (better) |
| EV/EBITDA | 15.1× | 14.4× (better) |
| P/FCF | 22.6× | 20.5× (better) |
| PEG | 2.18 | – |
| FCF yield | 4.4% | 4.9% (better) |
| Fair value | $85.76 | $127.42 |
| Margin of safety | 3.3% | 37.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 5.3% | 8.0% (better) |
| Revenue growth, 5Y average | 6.4% | 14.0% (better) |
| Net income growth (TTM) | 23.7% | 154% (better) |
| EPS growth (TTM) | 26.2% | 163% (better) |
| EPS growth, 5Y average | 11.4% | – |
| Profitability | ||
| Gross margin | 34.6% | 43.1% (better) |
| Operating margin | 15.4% | 22.9% (better) |
| Net margin | 11.7% | 17.2% (better) |
| FCF margin | 11.0% | 18.8% (better) |
| Return on equity | 28.2% (better) | 13.4% |
| Return on invested capital | 19.4% (better) | 11.5% |
| Financial health | ||
| Debt / equity | 0.75 | 0.45 (better) |
| Net debt / EBITDA | 1.52 | 1.42 (better) |
| Interest coverage | 16.7× (better) | 7.2× |
| Current ratio | 2.08 (better) | 1.69 |
| Altman Z-score | 5.35 (better) | 3.51 |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.5% (better) | 0.10% |
| Payout ratio | 31.1% | 2.2% |
| Years of dividend growth | 17 | – |
| Dividend growth, 5Y average | 7.2% | – |
| Buyback yield | 1.2% | 3.2% (better) |
| Shareholder yield | 2.7% | 3.3% (better) |
| Ownership | ||
| Held by institutions | 90.7% | 104% |
| Held by insiders | 0.65% | 0.21% |
| Insider net buying, 12 months | −$8.6M (better) | −$58.5M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 2.9% | 3.5% |
Go deeper
- DCI stock overview
- DCI income statement
- DCI valuation and score
- IR stock overview
- IR income statement
- IR valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.