Donaldson vs ITT
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Donaldson and ITT side by side, using each one’s latest annual report. Here is what stands out:
- ITT is the larger business, with $3.9B of revenue in fiscal 2025 against $3.9B for Donaldson.
- ITT grew revenue faster (8.5%, against 5.3%).
- ITT kept more of each dollar of sales as operating profit (17.4% operating margin, against 15.4%).
- ITT turned more of its sales into free cash flow (13.9% FCF margin, against 11.0%).
- Donaldson earned a higher return on the capital invested in it (19.4%, against 16.8%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Donaldson
DCI
2/11
Return on capitalReturn on equity
ITT
ITT
8/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | DCI FY26 | ITT FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.1B | $17.1B |
| Revenue | $3.9B | $3.9B |
| Free cash flow | $426M | $548M |
| Net income | $454M | $488M |
| Growth | ||
| Revenue growth | 5.3% | 8.5% |
| 5-year growth | 6.4% | 9.7% |
| Share count change | −2.1% | −2.9% |
| Profitability | ||
| Gross margin | 34.6% | 35.4% |
| Operating margin | 15.4% | 17.4% |
| Net margin | 11.7% | 12.4% |
| FCF margin | 11.0% | 13.9% |
| Return on capital | 19.4% | 16.8% |
| Return on equity | 28.2% | 14.2% |
| Balance sheet | ||
| Net debt | $1.1B | −$957M |
| Net debt / EBITDA | 1.5x | −1.2x |
| Dividends and buybacks | $252M | $632M |
| Valuation & quality | ||
| P/E | — | 37.3x |
| Piotroski F-score | 7 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.