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 3.3 times as much as Donaldson ($32.7B against $10.0B).
On earnings, Donaldson is cheaper: it trades at 22.5× trailing earnings, against 24.0× 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 1.4% and Ingersoll Rand 0.07%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DCI | IR |
|---|---|---|
| Size and price | ||
| Market cap | $10.0B | $32.7B |
| Share price | $86.70 | $85.06 |
| Change, 1 year | −1.7% | 9.5% |
| Change, 5 years | 42.9% | 38.4% |
| Beta (5Y) | 0.80 | 1.11 |
| Employees | 250 | 21K |
| StockData Score | ||
| Total score | 17 | 17 |
| Valuation score | 1 | 5 (better) |
| Growth score | 2 (better) | 1 |
| Performance score | 6 (better) | 4 |
| Health score | 4 | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 22.5× (better) | 24.0× |
| P/S | 2.6× (better) | 4.1× |
| P/B | 5.7× | 3.1× (better) |
| EV/EBITDA | 15.8× | 15.1× (better) |
| P/FCF | 23.6× | 21.5× (better) |
| PEG | 2.27 | – |
| FCF yield | 4.2% | 4.6% (better) |
| Fair value | $83.84 | $125.63 |
| Margin of safety | −3.4% | 32.3% (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 | 5.47 (better) | 3.63 |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.4% (better) | 0.07% |
| Payout ratio | 31.1% | 2.2% |
| Years of dividend growth | 17 | – |
| Dividend growth, 5Y average | 7.2% | – |
| Buyback yield | 1.1% | 3.1% (better) |
| Shareholder yield | 2.5% | 3.1% (better) |
| Ownership | ||
| Held by institutions | 90.7% | 105% |
| Held by insiders | 0.65% | 0.21% |
| Insider net buying, 12 months | −$8.6M (better) | −$59.4M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 2.9% | 3.8% |
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.