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Donaldson Company, Inc. (DCI) vs Generac Holdings Inc. (GNRC)

Donaldson Company, Inc. and Generac Holdings Inc. are both Specialty Industrial Machinery companies. Generac Holdings Inc. is the larger, with a market value of $11.7B against $10.2B — 1.2× the size. Donaldson Company, Inc. trades at the lower P/E: 22.5× against 43.7×. Donaldson Company, Inc. grew revenue faster over the last twelve months: 5.28% against 0.61%. Donaldson Company, Inc. has the higher net margin (11.7% vs 5.82%) and the higher return on invested capital (13.4% vs 6.68%). Across the 22 metrics below, Donaldson Company, Inc. leads on 16 and Generac Holdings Inc. on 6.

Valuation

Metric DCI GNRC Specialty Industrial Machinery median
P/E 22.50 43.69 28.39
P/S 2.62 2.55 2.70
P/B 5.77 3.94 3.02
Price to free cash flow 23.32 29.64 23.32
EV/EBITDA 15.90 19.42 15.39
EV/Sales 2.89 2.79 2.81
Earnings yield 4.44% 2.29% 3.12%
Free cash flow yield 4.29% 3.37% 3.24%

Profitability

Metric DCI GNRC Specialty Industrial Machinery median
Gross margin 34.64% 39.54% 35.90%
Operating margin 15.44% 9.50% 11.22%
Net margin 11.68% 5.82% 7.80%
Free cash flow margin 11.24% 8.61% 9.51%
Return on equity 28.20% 9.47% 10.50%
Return on assets 13.03% 4.63% 4.60%
Return on invested capital 13.42% 6.68% 5.36%

Growth

Metric DCI GNRC Specialty Industrial Machinery median
Revenue growth (TTM) 5.28% 0.61% 6.45%
EPS growth (last fiscal year) 26.23% (50.09%) 4.97%
Revenue growth, 5-year CAGR 6.37% 11.11% 8.31%
Net income growth, 5-year CAGR 9.60% (14.57%) 5.04%

Health

Metric DCI GNRC Specialty Industrial Machinery median
Debt to equity 0.73 0.46 0.35
Current ratio 2.08 2.04 2.11
Net debt to EBITDA 1.46 2.04 1.32

Dividend

Metric DCI GNRC Specialty Industrial Machinery median
Dividend yield 1.41% — 1.10%
Payout ratio 0.32 — 0.31

Size

Metric DCI GNRC Specialty Industrial Machinery median
Market cap 10.17b 11.72b 1.91b

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