Donaldson Company Inc (DCI)vsEmerson Electric Company (EMR)
DCI
Donaldson Company Inc
$87.12
+0.95%
INDUSTRIALS · Cap: $10.09B
EMR
Emerson Electric Company
$130.86
+0.55%
INDUSTRIALS · Cap: $73.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Emerson Electric Company generates 385% more annual revenue ($18.19B vs $3.75B). EMR leads profitability with a 12.7% profit margin vs 10.1%. EMR appears more attractively valued with a PEG of 1.64. EMR earns a higher WallStSmart Score of 51/100 (C-).
DCI
Buy51
out of 100
Grade: C-
EMR
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-408.1%
Fair Value
$21.76
Current Price
$87.12
$65.36 premium
Margin of Safety
-159.6%
Fair Value
$59.58
Current Price
$130.86
$71.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Large-cap with strong market position
Strong operational efficiency at 24.6%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
3.0% revenue growth
Earnings declined 1.3%
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.1% revenue growth
4.9% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : DCI
The strongest argument for DCI centers on Altman Z-Score, Return on Equity.
Bull Case : EMR
The strongest argument for EMR centers on Market Cap, Operating Margin.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : EMR
The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
EMR carries more volatility with a beta of 1.24 — expect wider price swings.
EMR is growing revenue faster at 4.1% — sustainability is the question.
EMR generates stronger free cash flow (602M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DCI scores higher overall (51/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Donaldson Company Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
Visit Website →Emerson Electric Company
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Emerson Electric Co. is an American multinational corporation headquartered in Ferguson, Missouri. The Fortune 500 company manufactures products and provides engineering services for a wide range of industrial, commercial, and consumer markets.
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