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Donaldson Company, Inc. (DCI) vs Graco Inc. (GGG)

Donaldson Company, Inc. and Graco Inc. are both Specialty Industrial Machinery companies. Graco Inc. is the larger, with a market value of $10.8B against $9.6B — 1.1× the size. Graco Inc. trades at the lower P/E: 21.8× against 21.9×. Graco Inc. grew revenue faster over the last twelve months: 5.39% against 5.28%. Graco Inc. has the higher net margin (22.4% vs 11.7%) and the higher return on invested capital (15.9% vs 13.4%). Both pay a dividend; Graco Inc. yields more (1.71% vs 1.45%). Across the 23 metrics below, Graco Inc. leads on 17 and Donaldson Company, Inc. on 6.

Valuation

Metric DCI GGG Specialty Industrial Machinery median
P/E 21.91 21.84 26.79
P/S 2.55 4.81 2.85
P/B 5.62 4.50 3.07
Price to free cash flow 22.71 18.52 24.35
EV/EBITDA 15.52 15.20 15.52
EV/Sales 2.82 4.80 2.91
Earnings yield 4.57% 4.58% 3.02%
Free cash flow yield 4.40% 5.40% 3.36%

Profitability

Metric DCI GGG Specialty Industrial Machinery median
Gross margin 34.64% 51.96% 35.90%
Operating margin 15.44% 26.82% 10.95%
Net margin 11.68% 22.40% 7.46%
Free cash flow margin 11.24% 25.98% 9.04%
Return on equity 28.20% 20.38% 11.24%
Return on assets 13.03% 15.93% 4.60%
Return on invested capital 13.42% 15.91% 5.25%

Growth

Metric DCI GGG Specialty Industrial Machinery median
Revenue growth (TTM) 5.28% 5.39% 6.31%
EPS growth (last fiscal year) 26.23% 9.22% 5.97%
Revenue growth, 5-year CAGR 6.37% 6.27% 8.53%
Net income growth, 5-year CAGR 9.60% 9.57% 6.58%

Health

Metric DCI GGG Specialty Industrial Machinery median
Debt to equity 0.73 0.04 0.35
Current ratio 2.08 2.13 2.04
Net debt to EBITDA 1.46 (0.85) 1.32

Dividend

Metric DCI GGG Specialty Industrial Machinery median
Dividend yield 1.45% 1.71% 1.12%
Payout ratio 0.32 0.38 0.32

Size

Metric DCI GGG Specialty Industrial Machinery median
Market cap 9.61b 10.82b 2.13b

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