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Fair Value for Donaldson Company (DCI)

See growth priced into Donaldson Company (DCI): reverse DCF, implied rate vs history and analysts, FCF view. Free intrinsic value calculator for education.

Fair value (multi-method)

Four independent methods triangulate what DCI is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.

Estimated fair value (Forward DCF)

$89.52

Near fair value
+6.55% vs current price $83.65

Method range

$18.31 $100.33

median $84.28

Methods disagree

Valuation methods

Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.

  • Forward DCF$89.52
  • Exit multiple$79.04
  • Analyst target$100.33
  • Graham number$18.31

Stock price

$83.65

FCF / share (TTM)

$0.97

3Y FCF CAGR

1.3%

Fair value @ hist. growth

$13.30

This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.

Implied FCF growth

26.1%

per year over your projection horizon

Premium vs DCF

Margin of safety -529.1% vs hist-growth DCF

Historical 3Y CAGR

1.3%

Your model implies

26.1%

Analyst consensus is EPS-only — no comparable FCF / share estimate to show on this basis.

Model inputs

Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.

Discount rate (cost of equity proxy)9.3%
Terminal growth2.50%
Projection years10 yr
FCF growth per year (supplemental projection)1%
3Y CAGR 1%

Undiscounted FCF per share over 10 years at 1% annual growth.

Sensitivity — implied growth vs your assumptions

Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.

Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount1.5%2.0%2.5%3.0%3.5%
7.3%22.3%21.4%20.3%19.2%17.9%
8.3%25.1%24.2%23.4%22.4%21.4%
9.3%27.6%26.9%26.1%25.3%24.4%
10.3%29.9%29.3%28.6%27.9%27.2%
11.3%32.2%31.6%31.0%30.4%29.7%
Color≤ historical CAGRModerate premiumHigh premium (≥ 15pp above hist)Your inputs

Historical multiples

Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.

P/EToday23.3
5Y low20.4
Median21.8
5Y high29.2
P/SToday2.3
5Y low2.1
Median2.3
5Y high2.9
EV/EBITDAToday14.8
5Y low13.3
Median14.3
5Y high17.7

PEG

0.79

Low vs growth

Net debt

$550M

Total debt − cash

Beta

0.95

Vs market benchmark

Frequently asked questions