Dividend compounder review

DCI

Donaldson Company Inc · NYSE · US

Industrials · Specialty Industrial Machinery

Score91.50/100
Confidence100.00/100
DecisionWatchlist
RatingExceptional Dividend Compounder
Scoring

Quality breakdown

Dividend Reliability 25.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 20.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 21.5 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 15.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 10.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years39
Dividend Yield0.35%
Payout Ratio32.3%
Dividend Cut 5YNo
Net Income$367.0M
Free Cash Flow$339.9M
FCF Covers DividendYes
Debt / Equity0.36
P/E23.3
Revenue Growth 5Y7.4%
Net Margin11.5%
ROE27.8%
Price vs Trend-5.2%
3Y Return48.4%
5Y Return46.9%
CurrencyUSD
Warnings

Review flags

Dividend yield normalized from payment history because provider yield looked inconsistent.
Dividend diary

Activity record

DCI dividend review warning Warning · Warning

Dividend yield normalized from payment history because provider yield looked inconsistent.

DCI qualified as a dividend compounder candidate Qualified · Positive

Score 91.5/100, decision Watchlist.

DCI dividend payment 0.3 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

DCI dividend payment 0.3 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

DCI dividend payment 0.3 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

Dividend increased 11.1% Dividend Increase · Positive

Payment changed from 0.27 to 0.3.

DCI dividend payment 0.3 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

DCI dividend payment 0.27 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

DCI dividend payment 0.27 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

DCI dividend payment 0.27 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

Dividend increased 8.0% Dividend Increase · Positive

Payment changed from 0.25 to 0.27.

DCI dividend payment 0.27 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

DCI dividend payment 0.25 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

DCI dividend payment 0.25 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

DCI dividend payment 0.25 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

Dividend increased 8.7% Dividend Increase · Positive

Payment changed from 0.23 to 0.25.

DCI dividend payment 0.25 USD Dividend Payment · Info

Recorded dividend payment for Donaldson Company Inc.

Dividend increased 10.5% Dividend Increase · Positive

Payment changed from 0.19 to 0.21.

Dividend increased 5.6% Dividend Increase · Positive

Payment changed from 0.18 to 0.19.

Dividend increased 17.9% Dividend Increase · Positive

Payment changed from 0.14 to 0.165.