In the specialty industrial machinery sector, DCI and GGG stand out as key players serving overlapping markets like construction, manufacturing, and aerospace. This stock comparison analyzes their business models, recent performance, and market positioning amid evolving industrial demand and economic shifts. Traders seeking relative value in industrials or investors tracking dividend payers will find insights into momentum, valuation, and growth drivers. With both exhibiting stability—betas around 1.06-1.09—the analysis highlights trade-offs in efficiency, scale, and sentiment for informed decision-making in today's market environment.
Donaldson Company, Inc. (DCI) is a global leader in filtration systems and parts, operating across mobile solutions, industrial solutions, and life sciences segments. Its products serve OEMs (original equipment manufacturers) in construction, mining, agriculture, and aerospace, with recent expansions in bioprocessing and emissions control. In recent market activity, DCI shares have pulled back from 52-week highs near $113, trading around $89 with a market cap of $10.3 billion. Trailing P/E stands at 27.7, with EPS (earnings per share) of $3.20 and revenue of $3.75 billion (TTM). Influences include the release of its FY25 sustainability report emphasizing environmental advancements, alongside analyst price target tweaks—Baird lowered its target but maintained a bullish stance on industrial filtration demand. Year-to-date gains remain flat at 0.24%, reflecting broader sector rotations away from cyclicals.
Graco Inc. (GGG) designs and markets equipment for moving, measuring, and spraying fluids and powders, spanning contractor, industrial, and expansion markets like semiconductors and oil & gas. Headquartered in Minneapolis, it targets applications in painting, lubrication, and powder finishing. Shares recently hover near $87, up slightly in the session, with a larger market cap of $14.5 billion versus peers. Trailing P/E is 28.3, forward P/E 27.2, EPS $3.08, and revenue $2.24 billion (TTM). Recent performance shows 7.09% YTD appreciation, buoyed by positive industrials sentiment and anticipation around Q1 earnings. Analysts upgraded ratings to Buy, citing resilient prospects despite headwinds, with strong free cash flow of $518 million supporting dividends. Monthly gains around 0.5-1% underscore steady momentum.
Tickeron’s Trending AI Robots page showcases the top 25 AI-powered trading bots curated from over 350 available agents that trade thousands of stocks, ETFs, and cryptos across sectors like industrials, semiconductors, and energy. These bots employ diverse strategies—such as trend trading, swing trades, dip buying, and multi-agent setups—with timeframes from 15 minutes to 60 minutes. Performance stats impress: annualized returns range from +15% to +168%, win rates 54%-88%, profit factors 1.5-11.7, and profit-to-drawdown ratios up to 22. Selected for current market suitability, they include industrials-focused signals (e.g., ETN, PWR) and offer virtual or brokerage-linked copy trading with risk controls. Explore these high-performing bots to align with real-time opportunities.
DCI and GGG share sector exposure in specialty machinery but diverge in focus: DCI emphasizes filtration across life sciences and aerospace for diversified growth, while GGG excels in fluid dispensing with high-margin contractor and semiconductor applications. Growth drivers include DCI's larger revenue base ($3.75B vs. $2.24B) and ROE (return on equity) of 24%, contrasting GGG's superior 23% profit margins and cash generation. Recent momentum favors GGG with YTD outperformance, while DCI appears undervalued on forward multiples. Risk profiles align with similar betas (~1.07), but GGG benefits from upbeat sentiment and upgrades amid industrial recovery. Trade-offs pit DCI's scale against GGG's efficiency.
Tickeron’s AI models would likely favor GGG in the current environment, driven by superior YTD momentum, elevated profit margins, analyst upgrades, and upcoming earnings catalysts signaling trend consistency. While DCI offers compelling valuation and sustainability tailwinds, GGG's relative stability and market positioning provide a probabilistic edge for short- to medium-term trades.
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DCI’s FA Score shows that 1 FA rating(s) are green whileGGG’s FA Score has 1 green FA rating(s).
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DCI’s TA Score shows that 4 TA indicator(s) are bullish while GGG’s TA Score has 5 bullish TA indicator(s).
DCI (@Industrial Machinery) experienced а +2.68% price change this week, while GGG (@Industrial Machinery) price change was +0.27% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +2.33%. For the same industry, the average monthly price growth was +0.68%, and the average quarterly price growth was +2.39%.
DCI is expected to report earnings on Sep 02, 2026.
GGG is expected to report earnings on Jul 29, 2026.
The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
| DCI | GGG | DCI / GGG | |
| Capitalization | 9.73B | 12.3B | 79% |
| EBITDA | 694M | 744M | 93% |
| Gain YTD | -5.021 | -8.915 | 56% |
| P/E Ratio | 22.64 | 24.24 | 93% |
| Revenue | 3.81B | 2.25B | 169% |
| Total Cash | 204M | 712M | 29% |
| Total Debt | 608M | 52.9M | 1,149% |
DCI | GGG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 55 | 3 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 22 Undervalued | 25 Undervalued | |
PROFIT vs RISK RATING 1..100 | 51 | 92 | |
SMR RATING 1..100 | 35 | 46 | |
PRICE GROWTH RATING 1..100 | 58 | 72 | |
P/E GROWTH RATING 1..100 | 54 | 70 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DCI's Valuation (22) in the Industrial Specialties industry is in the same range as GGG (25) in the Industrial Machinery industry. This means that DCI’s stock grew similarly to GGG’s over the last 12 months.
DCI's Profit vs Risk Rating (51) in the Industrial Specialties industry is somewhat better than the same rating for GGG (92) in the Industrial Machinery industry. This means that DCI’s stock grew somewhat faster than GGG’s over the last 12 months.
DCI's SMR Rating (35) in the Industrial Specialties industry is in the same range as GGG (46) in the Industrial Machinery industry. This means that DCI’s stock grew similarly to GGG’s over the last 12 months.
DCI's Price Growth Rating (58) in the Industrial Specialties industry is in the same range as GGG (72) in the Industrial Machinery industry. This means that DCI’s stock grew similarly to GGG’s over the last 12 months.
DCI's P/E Growth Rating (54) in the Industrial Specialties industry is in the same range as GGG (70) in the Industrial Machinery industry. This means that DCI’s stock grew similarly to GGG’s over the last 12 months.
| DCI | GGG | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 55% | 1 day ago 59% |
| Stochastic ODDS (%) | 1 day ago 41% | 1 day ago 45% |
| Momentum ODDS (%) | 1 day ago 52% | N/A |
| MACD ODDS (%) | 1 day ago 57% | 1 day ago 55% |
| TrendWeek ODDS (%) | 1 day ago 53% | 1 day ago 49% |
| TrendMonth ODDS (%) | 1 day ago 45% | 1 day ago 55% |
| Advances ODDS (%) | 15 days ago 48% | 5 days ago 49% |
| Declines ODDS (%) | 5 days ago 41% | 9 days ago 53% |
| BollingerBands ODDS (%) | 1 day ago 50% | 1 day ago 63% |
| Aroon ODDS (%) | 1 day ago 35% | 1 day ago 51% |
A.I.dvisor indicates that over the last year, DCI has been closely correlated with LECO. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if DCI jumps, then LECO could also see price increases.
| Ticker / NAME | Correlation To DCI | 1D Price Change % | ||
|---|---|---|---|---|
| DCI | 100% | +0.39% | ||
| LECO - DCI | 73% Closely correlated | -0.45% | ||
| SWK - DCI | 68% Closely correlated | +1.13% | ||
| ATMU - DCI | 67% Closely correlated | +0.52% | ||
| HLMN - DCI | 67% Closely correlated | +0.96% | ||
| KMT - DCI | 65% Loosely correlated | +1.90% | ||
More | ||||
A.I.dvisor indicates that over the last year, GGG has been closely correlated with LECO. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if GGG jumps, then LECO could also see price increases.