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 3.1 times as much as CECO Environmental ($10.0B against $3.3B).
CECO Environmental grew revenue faster over the last twelve months (54.5% versus 5.3% for Donaldson).
Donaldson keeps more of each dollar of sales as profit, with a net margin of 11.7% compared with −3.1% at CECO Environmental.
Donaldson pays a dividend yielding 1.4%; CECO Environmental does not pay one.
Donaldson scores higher on the StockData Score (17 against 10 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 | $3.3B | $10.0B |
| Share price | $56.00 | $86.70 |
| Change, 1 year | 4.1% | −1.7% |
| Change, 5 years | 752% | 42.9% |
| Beta (5Y) | 1.06 | 0.80 |
| Employees | 1,540 | 250 |
| StockData Score | ||
| Total score | 10 | 17 (better) |
| Valuation score | 1 | 1 |
| Growth score | 4 (better) | 2 |
| Performance score | 1 | 6 (better) |
| Health score | 4 | 4 |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | – | 22.5× |
| P/S | 3.0× | 2.6× (better) |
| P/B | 1.6× (better) | 5.7× |
| EV/EBITDA | 87.8× | 15.8× (better) |
| P/FCF | 28.3× | 23.6× (better) |
| PEG | – | 2.27 |
| FCF yield | 3.5% | 4.2% (better) |
| Fair value | $3.76 | $83.84 |
| Margin of safety | −1388% | −3.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 54.5% (better) | 5.3% |
| Revenue growth, 5Y average | 19.6% (better) | 6.4% |
| Net income growth (TTM) | −166% | 23.7% (better) |
| EPS growth (TTM) | −154% | 26.2% (better) |
| EPS growth, 5Y average | 42.9% (better) | 11.4% |
| Profitability | ||
| Gross margin | 32.1% | 34.6% (better) |
| Operating margin | −0.38% | 15.4% (better) |
| Net margin | −3.1% | 11.7% (better) |
| FCF margin | 10.4% | 11.0% (better) |
| Return on equity | −2.9% | 28.2% (better) |
| Return on invested capital | −0.22% | 19.4% (better) |
| Financial health | ||
| Debt / equity | 0.29 (better) | 0.75 |
| Net debt / EBITDA | 12.15 | 1.52 (better) |
| Interest coverage | −0.1× | 16.7× (better) |
| Current ratio | 1.29 | 2.08 (better) |
| Altman Z-score | 1.59 | 5.47 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.4% |
| Payout ratio | – | 31.1% |
| Years of dividend growth | – | 17 |
| Dividend growth, 5Y average | – | 7.2% |
| Buyback yield | – | 1.1% |
| Shareholder yield | 0.00% | 2.5% (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 | 1.4% | 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.