Donaldson vs Nordson
DCI and NDSN 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 NDSN compare
Nordson is the larger company, worth 1.9 times as much as Donaldson ($18.0B against $9.6B).
On earnings, Donaldson is cheaper: it trades at 21.5× trailing earnings, against 32.6× for Nordson.
Nordson grew revenue faster over the last twelve months (7.0% versus 5.3% for Donaldson).
Nordson keeps more of each dollar of sales as profit, with a net margin of 18.6% compared with 11.7% at Donaldson.
Both pay dividends: Donaldson yields 1.5% and Nordson 1.1%.
Donaldson scores higher on the StockData Score (19 against 18 for Nordson), 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 | NDSN |
|---|---|---|
| Size and price | ||
| Market cap | $9.6B | $18.0B |
| Share price | $82.96 | $322.67 |
| Change, 1 year | −0.74% | 38.4% |
| Change, 5 years | 35.1% | 23.5% |
| Beta (5Y) | 0.80 | 1.01 |
| Employees | 250 | 8,000 |
| StockData Score | ||
| Total score | 19 (better) | 18 |
| Valuation score | 3 (better) | 0 |
| Growth score | 2 | 3 (better) |
| Performance score | 6 | 6 |
| Health score | 4 | 5 (better) |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 21.5× (better) | 32.6× |
| P/S | 2.5× (better) | 6.0× |
| P/B | 5.4× (better) | 5.5× |
| EV/EBITDA | 15.1× (better) | 22.3× |
| P/FCF | 22.6× (better) | 24.8× |
| PEG | 2.18 | – |
| FCF yield | 4.4% (better) | 4.0% |
| Fair value | $85.76 | $247.33 |
| Margin of safety | 3.3% (better) | −30.5% |
| Growth | ||
| Revenue growth (TTM) | 5.3% | 7.0% (better) |
| Revenue growth, 5Y average | 6.4% (better) | 5.6% |
| Net income growth (TTM) | 23.7% (better) | 22.0% |
| EPS growth (TTM) | 26.2% (better) | 24.2% |
| EPS growth, 5Y average | 11.4% | 14.8% (better) |
| Profitability | ||
| Gross margin | 34.6% | 55.3% (better) |
| Operating margin | 15.4% | 26.9% (better) |
| Net margin | 11.7% | 18.6% (better) |
| FCF margin | 11.0% | 24.3% (better) |
| Return on equity | 28.2% (better) | 17.8% |
| Return on invested capital | 19.4% (better) | 13.4% |
| Financial health | ||
| Debt / equity | 0.75 | 0.53 (better) |
| Net debt / EBITDA | 1.52 (better) | 1.84 |
| Interest coverage | 16.7× (better) | 8.8× |
| Current ratio | 2.08 (better) | 1.82 |
| Altman Z-score | 5.35 | 6.24 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.5% (better) | 1.1% |
| Payout ratio | 31.1% | 33.0% |
| Years of dividend growth | 17 (better) | 16 |
| Dividend growth, 5Y average | 7.2% | 15.6% (better) |
| Buyback yield | 1.2% (better) | 1.1% |
| Shareholder yield | 2.7% (better) | 2.1% |
| Ownership | ||
| Held by institutions | 90.7% | 76.5% |
| Held by insiders | 0.65% | 0.55% |
| Insider net buying, 12 months | −$8.6M (better) | −$25.6M |
| Short interest, % of float | 2.9% | 2.6% |
Go deeper
- DCI stock overview
- DCI income statement
- DCI valuation and score
- NDSN stock overview
- NDSN income statement
- NDSN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.