← Top Holdings

DCIDONALDSON INC

CUSIP: 257651109

3

Guru Owners

$53.8M

Total Value Held

607,281

Total Shares

📊 Fundamentals

Market Cap$10.4B
P/E Ratio28.0x
Above market avg
Forward P/E20.5x
P/FCF41.0x
EPS (TTM)$3.20
Revenue (TTM)$3.8B
Profit Margin10.09%
Div Yield1.35%
Beta1.06

52-Week Range

$62.03
$112.84

Current: $89.53

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 28.0x trailing earnings → 20.5x forward · 10.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$14.5M$28.9M$43.4M$57.8MQ2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '253 owners · $53.8M
REDUCEDMairs & Power$49.7M
INCREASEDRay Dalio$581K
Q3 '253 owners · $57.8M
Q2 '251 owners · $4.6M

No changes

Q1 '251 owners · $4.5M
Q3 '241 owners · $2.1M
REDUCEDRay Dalio$2.1M
Q2 '241 owners · $2.1M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 5.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.7%current: 6.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

DCI: Held by 3 superinvestors · 2 congress member trades

$1,001 - $15,0002025-08-21
$15,001 - $50,0002025-01-23