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DCI vs LECO
Which Stock Would AI Choose? Donaldson Company (DCI) vs. Lincoln Electric (LECO) Stock Comparison
Key Takeaways
- Donaldson Company (DCI) and Lincoln Electric (LECO) operate in adjacent industrial sectors, with DCI focused on filtration systems and LECO on welding and cutting equipment.
- Recent market activity shows LECO reporting stronger year-over-year sales growth in its latest quarter compared to broader industrial peers.
- DCI announced a 6.7% quarterly dividend increase in late May 2026, extending its long history of increases.
- Both stocks have exhibited relative stability amid broader market volatility in recent weeks, with sector exposure to manufacturing and infrastructure.
- Market sentiment reflects cautious optimism for industrials, influenced by economic indicators and supply chain developments.
- Relative positioning favors companies demonstrating consistent earnings momentum and strategic initiatives over the past quarter.
Introduction
Donaldson Company (DCI) and Lincoln Electric (LECO) represent established players in the industrial sector, offering investors exposure to filtration technologies and welding solutions, respectively. This comparison examines their business models, recent performance trends, and market positioning to assist portfolio managers, institutional investors, and active traders evaluating relative opportunities within industrials. The analysis draws on observable financial metrics and developments from the past month to highlight contrasts in growth drivers and risk profiles without projecting future outcomes.
DCI Overview and Recent Performance
Donaldson Company (DCI) manufactures filtration systems and replacement parts across mobile, industrial, and life sciences applications. In recent market activity, the stock has traded in a narrow range amid sector-wide pressures on manufacturing demand. A key development includes the board's approval of a 6.7% dividend increase to $0.32 per share, payable in June 2026, reinforcing its status as a dividend aristocrat. Sentiment has been shaped by anticipation surrounding the upcoming quarterly earnings release and broader industrial production data, contributing to measured price behavior over recent weeks.
LECO Overview and Recent Performance
Lincoln Electric (LECO) designs and manufactures welding, cutting, and brazing products, serving fabrication, energy, and construction markets through its Americas, international, and Harris segments. Recent performance reflects positive momentum following first-quarter 2026 results that showed double-digit sales growth and an upgraded full-year outlook tied to the RISE strategy emphasizing technology and automation. The stock has maintained relative resilience, supported by stable operating margins near 17% and consistent dividend declarations, with market sentiment influenced by infrastructure spending trends and global fabrication demand in recent weeks.
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Head-to-Head Comparison
Donaldson Company (DCI) emphasizes aftermarket filtration replacement parts with recurring revenue characteristics, while Lincoln Electric (LECO) derives strength from equipment sales and consumables in welding applications, creating differing exposure to capital expenditure cycles versus maintenance demand. LECO has demonstrated more pronounced sales expansion in its most recent reporting period, contrasting with DCI’s emphasis on dividend growth and stability. Both face sector risks from input cost inflation and economic sensitivity, though LECO’s international footprint introduces additional currency and geopolitical considerations. Market sentiment has tilted toward firms articulating clear growth initiatives, positioning LECO with a modest edge in recent momentum relative to DCI’s more defensive profile.
Tickeron AI Verdict
Based on observable trend consistency, earnings momentum, and strategic catalysts, Tickeron’s AI would currently assign a higher probabilistic favorability to Lincoln Electric (LECO) over Donaldson Company (DCI). Factors include LECO’s reported sales growth and forward outlook updates, which align with steadier recent positioning compared to broader industrial benchmarks, though outcomes remain subject to evolving market conditions.
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 Hold and LECO is a Hold.
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 whileLECO’s FA Score has 2 green FA rating(s).
- DCI’s FA Score: 1 green, 4 red.
- LECO’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 LECO’s TA Score has 5 bullish TA indicator(s).
- DCI’s TA Score: 5 bullish, 5 bearish.
- LECO’s TA Score: 5 bullish, 4 bearish.
Price Growth
DCI (@Industrial Machinery) experienced а +2.52% price change this week, while LECO (@Tools & Hardware) price change was +6.46% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +5.12%. For the same industry, the average monthly price growth was +12.23%, and the average quarterly price growth was +15.41%.
The average weekly price growth across all stocks in the @Tools & Hardware industry was +4.96%. For the same industry, the average monthly price growth was +12.64%, and the average quarterly price growth was +19.89%.
Reported Earning Dates
DCI is expected to report earnings on Sep 02, 2026.
LECO is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Industrial Machinery (+5.12% 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 (+4.96% 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 | LECO | DCI / LECO | |
| Capitalization | 9.91B | 15.1B | 66% |
| EBITDA | 694M | 849M | 82% |
| Gain YTD | -3.113 | 12.855 | -24% |
| P/E Ratio | 23.05 | 28.40 | 81% |
| Revenue | 3.81B | 4.35B | 88% |
| Total Cash | N/A | 299M | - |
| Total Debt | 681M | 1.31B | 52% |
DCI | LECO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 20 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 21 Undervalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 47 | 26 | |
SMR RATING 1..100 | 35 | 25 | |
PRICE GROWTH RATING 1..100 | 51 | 47 | |
P/E GROWTH RATING 1..100 | 52 | 38 | |
SEASONALITY SCORE 1..100 | 50 | 90 |
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 (21) in the Industrial Specialties industry is somewhat better than the same rating for LECO (84) in the Industrial Machinery industry. This means that DCI’s stock grew somewhat faster than LECO’s over the last 12 months.
LECO's Profit vs Risk Rating (26) in the Industrial Machinery industry is in the same range as DCI (47) in the Industrial Specialties industry. This means that LECO’s stock grew similarly to DCI’s over the last 12 months.
LECO's SMR Rating (25) in the Industrial Machinery industry is in the same range as DCI (35) in the Industrial Specialties industry. This means that LECO’s stock grew similarly to DCI’s over the last 12 months.
LECO's Price Growth Rating (47) in the Industrial Machinery industry is in the same range as DCI (51) in the Industrial Specialties industry. This means that LECO’s stock grew similarly to DCI’s over the last 12 months.
LECO's P/E Growth Rating (38) in the Industrial Machinery industry is in the same range as DCI (52) in the Industrial Specialties industry. This means that LECO’s stock grew similarly to DCI’s over the last 12 months.
| DCI | LECO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | N/A |
| Stochastic ODDS (%) | 2 days ago 41% | 2 days ago 49% |
| Momentum ODDS (%) | 2 days ago 55% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 49% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 52% | 2 days ago 65% |
| TrendMonth ODDS (%) | 2 days ago 50% | 2 days ago 61% |
| Advances ODDS (%) | 4 days ago 48% | 4 days ago 62% |
| Declines ODDS (%) | 15 days ago 41% | 12 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 42% |
| Aroon ODDS (%) | 2 days ago 42% | 2 days ago 51% |
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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% | -1.66% | ||
| LECO - DCI | 73% Closely correlated | -1.45% | ||
| SWK - DCI | 68% Closely correlated | -2.54% | ||
| ATMU - DCI | 67% Closely correlated | -1.55% | ||
| HLMN - DCI | 67% Closely correlated | -1.15% | ||
| KMT - DCI | 65% Loosely correlated | -0.38% | ||
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LECO and
Correlation & Price change
A.I.dvisor indicates that over the last year, LECO has been closely correlated with GGG. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if LECO jumps, then GGG could also see price increases.
| Ticker / NAME | Correlation To LECO | 1D Price Change % | ||
|---|---|---|---|---|
| LECO | 100% | -1.45% | ||
| GGG - LECO | 74% Closely correlated | -1.31% | ||
| DOV - LECO | 73% Closely correlated | -0.83% | ||
| DCI - LECO | 73% Closely correlated | -1.66% | ||
| ZWS - LECO | 70% Closely correlated | -2.42% | ||
| FELE - LECO | 70% Closely correlated | -0.27% | ||
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