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Donaldson Co (Donaldson Co) Cyclically Adjusted Price-to-FCF : 31.01 (As of Jun. 04, 2024)


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What is Donaldson Co Cyclically Adjusted Price-to-FCF?

As of today (2024-06-04), Donaldson Co's current share price is $71.95. Donaldson Co's Cyclically Adjusted FCF per Share for the quarter that ended in Jan. 2024 was $2.32. Donaldson Co's Cyclically Adjusted Price-to-FCF for today is 31.01.

The historical rank and industry rank for Donaldson Co's Cyclically Adjusted Price-to-FCF or its related term are showing as below:

DCI' s Cyclically Adjusted Price-to-FCF Range Over the Past 10 Years
Min: 22.34   Med: 31.7   Max: 45.21
Current: 30.96

During the past years, Donaldson Co's highest Cyclically Adjusted Price-to-FCF was 45.21. The lowest was 22.34. And the median was 31.70.

DCI's Cyclically Adjusted Price-to-FCF is ranked better than
52.08% of 1033 companies
in the Industrial Products industry
Industry Median: 32.99 vs DCI: 30.96

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted free cash flow per share of a company over the past 10 years.

Donaldson Co's adjusted free cash flow per share data for the three months ended in Jan. 2024 was $0.538. Add all the adjusted free cash flow per share for the past 10 years together and divide 10 will get our Cyclically Adjusted FCF per Share, which is $2.32 for the trailing ten years ended in Jan. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Donaldson Co Cyclically Adjusted Price-to-FCF Historical Data

The historical data trend for Donaldson Co's Cyclically Adjusted Price-to-FCF can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Donaldson Co Cyclically Adjusted Price-to-FCF Chart

Donaldson Co Annual Data
Trend Jul14 Jul15 Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23
Cyclically Adjusted Price-to-FCF
Get a 7-Day Free Trial Premium Member Only Premium Member Only 31.88 28.98 35.05 26.77 27.89

Donaldson Co Quarterly Data
Apr19 Jul19 Oct19 Jan20 Apr20 Jul20 Oct20 Jan21 Apr21 Jul21 Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24
Cyclically Adjusted Price-to-FCF Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 29.20 29.34 27.89 25.16 27.79

Competitive Comparison of Donaldson Co's Cyclically Adjusted Price-to-FCF

For the Specialty Industrial Machinery subindustry, Donaldson Co's Cyclically Adjusted Price-to-FCF, along with its competitors' market caps and Cyclically Adjusted Price-to-FCF data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Donaldson Co's Cyclically Adjusted Price-to-FCF Distribution in the Industrial Products Industry

For the Industrial Products industry and Industrials sector, Donaldson Co's Cyclically Adjusted Price-to-FCF distribution charts can be found below:

* The bar in red indicates where Donaldson Co's Cyclically Adjusted Price-to-FCF falls into.



Donaldson Co Cyclically Adjusted Price-to-FCF Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted Price-to-FCF takes the Free Cash Flow per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/FCF calculation. Because it considers this 10-year average, it's often referred to as the CAPFCF Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF.

Donaldson Co's Cyclically Adjusted Price-to-FCF for today is calculated as

Cyclically Adjusted Price-to-FCF=Share Price/ Cyclically Adjusted FCF per Share
=71.95/2.32
=31.01

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Donaldson Co's Cyclically Adjusted FCF per Share for the quarter that ended in Jan. 2024 is calculated as:

For example, Donaldson Co's adjusted Free Cash Flow per Share data for the three months ended in Jan. 2024 was:

Adj_FreeCashFlowPerShare=Free Cash Flow per Share/CPI of Jan. 2024 (Change)*Current CPI (Jan. 2024)
=0.538/130.1244*130.1244
=0.538

Current CPI (Jan. 2024) = 130.1244.

Donaldson Co Quarterly Data

Free Cash Flow per Share CPI Adj_FreeCashFlowPerShare
201404 0.375 100.023 0.488
201407 0.391 100.520 0.506
201410 0.158 100.176 0.205
201501 0.087 98.604 0.115
201504 0.392 99.824 0.511
201507 0.219 100.691 0.283
201510 0.270 100.346 0.350
201601 0.224 99.957 0.292
201604 0.564 100.947 0.727
201607 0.562 101.524 0.720
201610 0.662 101.988 0.845
201701 1.075 102.456 1.365
201704 0.375 103.167 0.473
201707 0.468 103.278 0.590
201710 0.332 104.070 0.415
201801 0.490 104.578 0.610
201804 0.164 105.708 0.202
201807 0.608 106.324 0.744
201810 0.268 106.695 0.327
201901 0.312 106.200 0.382
201904 0.270 107.818 0.326
201907 0.648 108.250 0.779
201910 0.381 108.577 0.457
202001 0.373 108.841 0.446
202004 0.485 108.173 0.583
202007 0.811 109.318 0.965
202010 0.860 109.861 1.019
202101 0.482 110.364 0.568
202104 0.729 112.673 0.842
202107 0.605 115.183 0.683
202110 0.195 116.696 0.217
202201 0.173 118.619 0.190
202204 0.327 121.978 0.349
202207 0.647 125.002 0.674
202210 0.727 125.734 0.752
202301 0.590 126.223 0.608
202304 0.794 127.992 0.807
202307 1.339 128.974 1.351
202310 0.936 129.810 0.938
202401 0.538 130.124 0.538

Add all the adjusted free cash flow per share together and divide 10 will get our Cyclically Adjusted FCF per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Donaldson Co  (NYSE:DCI) Cyclically Adjusted Price-to-FCF Explanation

Compared with the regular Price-to-Free-Cash-Flow, which works poorly for cyclical businesses, the Cyclically Adjusted Price-to-FCF smoothed out the fluctuations of free cash flow during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted Price-to-FCF should give similar results to regular Price-to-Free-Cash-Flow.


Donaldson Co Cyclically Adjusted Price-to-FCF Related Terms

Thank you for viewing the detailed overview of Donaldson Co's Cyclically Adjusted Price-to-FCF provided by GuruFocus.com. Please click on the following links to see related term pages.


Donaldson Co (Donaldson Co) Business Description

Traded in Other Exchanges
Address
1400 West 94th Street, Minneapolis, MN, USA, 55431
Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.4 billion in revenue and $480 million in operating income in its fiscal 2023.
Executives
Willard D Oberton director 2001 THEURER BLVD, WINONA MN 55987
Ajita G Rajendra director A. O. SMITH WATER PRODUCTS COMPANY, 500 LINDAHL PARKWAY, ASHLAND CITY TN 37015
Guillermo Briseno officer: President PO BOX 1299, MINNEAPOLIS MN 55440
James Owens director 1200 WILLOW LAKE BOULEVARD, P.O. BOX 64683, ST. PAUL MN 55164-0683
Douglas A. Milroy director PO BOX 1299, MINNEAPOLIS MN 55440
Amy C Becker officer: Vice President P.O. BOX 1299, MINNEAPOLIS MN 55440-1299
Scott J. Robinson officer: Senior Vice President P.O. BOX 1299, MINNEAPOLIS MN 55440-1299
Christopher M. Hilger director PO BOX 1299, MINNEAPOLIS MN 55440
Thomas R Scalf officer: Senior Vice President P.O. BOX 1299, MINNEAPOLIS MN 55440-1299
Andrew C Dahlgren officer: President PO BOX 1299, MINNEAPOLIS MN 55440
Wim Vermeersch officer: Vice President P.O. BOX 1299, MINNEAPOLIS MN 55440-1299
Tod E. Carpenter director, officer: Chairman, President and CEO P.O. BOX 1299, MINNEAPOLIS MN 55440-1299
Jeffrey E Spethmann officer: Senior Vice President P.O. BOX 1299, MINNEAPOLIS MN 55440-1299
Sheila G. Kramer officer: Vice President P.O. BOX 1299, MINNEAPOLIS MN 55440-1299
Richard Brent Lewis officer: Senior Vice President PO BOX 1299, MINNEAPOLIS MN 55440