Advertisement
DCI vs KMT
Which Stock Would AI Choose? Donaldson Company, Inc. (DCI) vs. Kennametal Inc. (KMT) Stock Comparison
Key Takeaways
- Donaldson Company, Inc. (DCI) recently raised its quarterly dividend by 6.7%, reinforcing its status as a dividend aristocrat with 30 consecutive years of increases.
- Kennametal Inc. (KMT) reported strong fiscal Q3 2026 results with sales growth and raised its annual outlook, followed by balance sheet enhancements through debt refinancing and added liquidity.
- Both stocks operate in the industrials sector, with DCI focused on filtration systems and KMT on metalworking tools and hard materials, exposing them to different end-market cycles.
- Recent market activity shows DCI benefiting from consistent dividend appeal, while KMT has drawn attention for operational momentum and financial flexibility moves.
- Relative performance reflects contrasting drivers: stability and shareholder returns for DCI versus growth catalysts and liquidity improvements for KMT.
- Sector exposure and sentiment shifts highlight trade-offs between defensive industrial exposure and cyclical tooling demand.
Introduction
Investors and traders often compare stocks within the same broad sector to identify relative strengths in business models, performance drivers, and market positioning. Donaldson Company, Inc. (DCI) and Kennametal Inc. (KMT) both fall under the industrials umbrella yet serve distinct niches, making them relevant for those assessing diversification within industrial exposure. This comparison appeals to market participants seeking objective insights into recent momentum, financial developments, and positioning amid evolving economic conditions.
DCI Overview and Recent Performance
Donaldson Company, Inc. (DCI) is a leading provider of filtration systems and replacement parts for air, liquid, and industrial applications. The company has maintained a track record of dividend growth, recently declaring a 6.7% increase in its quarterly cash dividend to $0.32 per share, payable June 30, 2026. In recent market activity, the stock has reflected steady interest tied to its consistent shareholder return policy and position in the S&P High-Yield Dividend Aristocrats Index. Broader sentiment has been supported by the company's long history of quarterly dividends spanning 70 years, with performance influenced by stable demand for filtration solutions across industrial and transportation markets.
KMT Overview and Recent Performance
Kennametal Inc. (KMT) develops and applies tungsten carbides, ceramics, and hard materials for metal cutting, infrastructure, and other industrial uses. The company delivered fiscal 2026 third-quarter results showing sales of $593 million, up 22% year-over-year, and raised its full-year sales and adjusted earnings outlook. Subsequent developments in late May 2026 included refinancing activities that extended debt maturities and added $700 million in liquidity through a new term loan and expanded revolving credit facility. Recent market activity has highlighted these operational and financial moves, with sentiment shaped by improved visibility into growth and balance sheet flexibility.
Trending AI Robots
Trending AI Robots showcases a curated selection of Tickeron’s AI trading bots. Tickeron offers hundreds of AI Trading Bots that trade thousands of different tickers, yet only the highest-performing and most suitable options for prevailing market conditions earn placement in this section. Available bots span a wide range of trading styles, strategies, timeframes, and performance statistics, with many demonstrating win rates between 60% and 80% alongside varying drawdown profiles and return metrics across diverse ticker sets. This resource allows users to explore algorithmic approaches tailored to individual preferences. Review the full selection on the Trending AI Robots page for detailed bot profiles and live performance data.
Head-to-Head Comparison
Donaldson Company, Inc. (DCI) and Kennametal Inc. (KMT) differ markedly in business models: DCI emphasizes filtration solutions with recurring replacement demand, while KMT focuses on consumable tooling and engineered materials tied to manufacturing activity. Growth drivers for DCI center on steady industrial filtration needs and dividend consistency, whereas KMT benefits from cyclical upturns in metalworking and infrastructure sectors, as evidenced by its recent sales increase and outlook revision. Recent momentum favors KMT’s operational results and liquidity actions, contrasting with DCI’s emphasis on dividend reliability. Risk factors include exposure to raw material costs and economic cycles for both, though KMT’s higher cyclicality contrasts with DCI’s more defensive end markets. Sector sentiment reflects broader industrial trends, with each stock positioned differently relative to capital expenditure patterns and supply chain stability.
Tickeron AI Verdict
Based on observable factors such as trend consistency, operational catalysts, and relative financial positioning, Tickeron’s AI would currently assign a probabilistic edge to Kennametal Inc. (KMT). The company’s recent earnings beat, raised outlook, and liquidity enhancements provide measurable support for near-term momentum compared with Donaldson Company, Inc. (DCI)’s more stable but less dynamic recent developments. This assessment remains conditional on ongoing market conditions and does not constitute investment advice.
Disclaimer
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 disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DCI is a Buy and KMT is a StrongBuy.
Long-Term Analysis
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 whileKMT’s FA Score has 2 green FA rating(s).
- DCI’s FA Score: 1 green, 4 red.
- KMT’s FA Score: 2 green, 3 red.
Short-Term Analysis
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 5 TA indicator(s) are bullish while KMT’s TA Score has 3 bullish TA indicator(s).
- DCI’s TA Score: 5 bullish, 4 bearish.
- KMT’s TA Score: 3 bullish, 5 bearish.
Price Growth
DCI (@Industrial Machinery) experienced а -0.56% price change this week, while KMT (@Tools & Hardware) price change was -0.31% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.40%. For the same industry, the average monthly price growth was +5.68%, and the average quarterly price growth was +9.97%.
The average weekly price growth across all stocks in the @Tools & Hardware industry was +0.18%. For the same industry, the average monthly price growth was +6.96%, and the average quarterly price growth was +15.78%.
Reported Earning Dates
DCI is expected to report earnings on Sep 02, 2026.
KMT is expected to report earnings on Aug 12, 2026.
Industries' Descriptions
@Industrial Machinery (+1.40% weekly)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.
@Tools & Hardware (+0.18% weekly)Tools & Hardware industry includes companies that manufacture security products, storage cabinets, steel rules and tapes, calipers, shoe hook fasteners, lumber, structural materials and other related supplies. Stanley Black & Decker, Inc., Snap-on Incorporated and L.S. Starrett Company are some of the largest, established players in this industry. The industry is also seeing rapid growth in online sales. The proliferation of do-it-yourself (DIY) projects has boosted industry demand. But oil price volatility poses potential risks to this industry, particularly to e-commerce companies which spend on services of shipping companies, which might alter charges based on oil price movements.
| DCI | KMT | DCI / KMT | |
| Capitalization | 9.96B | 2.7B | 369% |
| EBITDA | 694M | 360M | 193% |
| Gain YTD | -2.432 | 26.041 | -9% |
| P/E Ratio | 23.17 | 19.91 | 116% |
| Revenue | 3.81B | 2.14B | 178% |
| Total Cash | N/A | 107M | - |
| Total Debt | 681M | 660M | 103% |
DCI | KMT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 22 Undervalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 47 | 91 | |
SMR RATING 1..100 | 35 | 70 | |
PRICE GROWTH RATING 1..100 | 51 | 43 | |
P/E GROWTH RATING 1..100 | 52 | 30 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
KMT's Valuation (8) in the Industrial Machinery industry is in the same range as DCI (22) in the Industrial Specialties industry. This means that KMT’s stock grew similarly to DCI’s over the last 12 months.
DCI's Profit vs Risk Rating (47) in the Industrial Specialties industry is somewhat better than the same rating for KMT (91) in the Industrial Machinery industry. This means that DCI’s stock grew somewhat faster than KMT’s over the last 12 months.
DCI's SMR Rating (35) in the Industrial Specialties industry is somewhat better than the same rating for KMT (70) in the Industrial Machinery industry. This means that DCI’s stock grew somewhat faster than KMT’s over the last 12 months.
KMT's Price Growth Rating (43) in the Industrial Machinery industry is in the same range as DCI (51) in the Industrial Specialties industry. This means that KMT’s stock grew similarly to DCI’s over the last 12 months.
KMT's P/E Growth Rating (30) in the Industrial Machinery industry is in the same range as DCI (52) in the Industrial Specialties industry. This means that KMT’s stock grew similarly to DCI’s over the last 12 months.
| DCI | KMT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 55% | N/A |
| Stochastic ODDS (%) | 2 days ago 46% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 72% |
| MACD ODDS (%) | 2 days ago 51% | 2 days ago 61% |
| TrendWeek ODDS (%) | 2 days ago 47% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 50% | 2 days ago 67% |
| Advances ODDS (%) | 2 days ago 48% | 8 days ago 61% |
| Declines ODDS (%) | 19 days ago 41% | 2 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 45% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 44% | 2 days ago 68% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PSCW | 29.95 | 0.08 | +0.27% |
| Pacer Swan SOS Conservative (April) ETF | |||
| FTHI | 24.04 | 0.06 | +0.25% |
| First Trust BuyWrite Income ETF | |||
| VYLD | 29.49 | 0.02 | +0.08% |
| Inverse Vix Short-Term Futures Etns Due March 22, 2045 | |||
| JUNW | 34.28 | -0.06 | -0.17% |
| AllianzIM US Equity Buffer20 Jun ETF | |||
| PMBS | 49.19 | -0.11 | -0.21% |
| PIMCO Mortgage-Backed Securities Act ETF | |||
DCI and
Correlation & Price change
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% | +0.50% | ||
| LECO - DCI | 73% Closely correlated | -0.25% | ||
| SWK - DCI | 68% Closely correlated | -0.51% | ||
| ATMU - DCI | 67% Closely correlated | +0.64% | ||
| HLMN - DCI | 67% Closely correlated | -2.11% | ||
| KMT - DCI | 65% Loosely correlated | -2.42% | ||
More | ||||
KMT and
Correlation & Price change
A.I.dvisor indicates that over the last year, KMT has been closely correlated with HLIO. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if KMT jumps, then HLIO could also see price increases.
| Ticker / NAME | Correlation To KMT | 1D Price Change % | ||
|---|---|---|---|---|
| KMT | 100% | -2.42% | ||
| HLIO - KMT | 70% Closely correlated | +2.12% | ||
| MIDD - KMT | 69% Closely correlated | -3.31% | ||
| TNC - KMT | 68% Closely correlated | -0.66% | ||
| THR - KMT | 68% Closely correlated | N/A | ||
| SXI - KMT | 65% Loosely correlated | +1.73% | ||
More | ||||