Donaldson Company leads structurally, with valuation as the clearest single gap between the two profiles. The remaining gap is narrow enough that the comparison remains open to different readings. In the market, Cummins carries the stronger setup — intact trend against Donaldson Company's broken trend. That leaves a split case: the structural lead stays with Donaldson Company, but the market is not currently confirming it.
The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.
Valuation still does most of the heavy lifting in this comparison. The overall score gap is 8 points in favour of Donaldson Company, Inc..
Both operate in: Specialty Industrial Machinery
This comparison is based on industry proximity, not on functional trajectory similarity. CMI and DCI share the same industry classification.
For a similarity-based comparison, see how Cummins and Donaldson Company each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
Pricing shapes this comparison more than a broad operating gap.
Left means cheaper relative valuation. Higher means stronger structure.
Structure stays fairly close here, while current pricing still looks more supportive for Donaldson Company, Inc..
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where CMI and DCI each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
The multiple-based pricing edge comes from a trailing P/E that is 8.8 turns lower.
On the market side, Cummins carries the stronger trend while Donaldson Company's trend has broken — the market setup does not confirm the structural advantage.
Valuation is still the cleanest way to understand the lead here.
Break down the CMI vs DCI comparison across all dimensions with the full interactive tool.
Explore how CMI and DCI each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.