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Stock Comparison · Industry comparison · Specialty Industrial Machinery

Donaldson Company vs ITT: Which Stock Looks Stronger in 2026?

Donaldson Company holds the cleaner structural position, with stability as the main driver and growth adding further support. ITT still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, ITT 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.

Updated 2026-05-17

The lead is spread across stability and profitability, rather than sitting in one isolated gap. Donaldson Company, Inc. leads by 12 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Specialty Industrial Machinery

This comparison is based on industry proximity, not on functional trajectory similarity. DCI and ITT share the same industry classification.

For a similarity-based comparison, see how Donaldson Company and ITT each position within their functional peer groups in AssetNext.

Peer-Relative Score
DCI
Donaldson Company, Inc.
48
Peer-Score
Signal qualityLow
Peer basis: Russell 1000
vs
ITT
ITT Inc.
36
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: DCI vs ITT Profitability 38 16 Stability 58 25 Valuation 67 54 Growth 25 53 DCI ITT
Gap Ranking
#1 Stability +33
#2 Growth +28
#3 Profitability +22
#4 Valuation +13
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for DCI and ITT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer DCIITT Relative valuation Structural strength

Donaldson Company, Inc. still looks stronger, and the price setup does not materially undermine that lead.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where DCI and ITT each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY DCI Elevated · above norm 0th 50th 100th 5 pct gap ITT Elevated · above norm 0th 50th 100th 92nd 97th
DCI (92nd percentile) and ITT (97th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Stability
Donaldson Company, Inc. sits in the stronger part of the group on stability, while ITT Inc. is closer to mid-pack.
Growth
ITT Inc. sits in the stronger part of the group on growth, while Donaldson Company, Inc. is closer to mid-pack.
Stability — Dominant Gap
DCI
58
ITT
25
Gap+33in favour of DCI

The stability gap is wide, with the stronger side looking materially steadier through time.

What keeps the gap from being one-sided

ITT still pushes back on growth, with a 30-point revenue-growth advantage that keeps the read from becoming one-way.

What this means for the comparison

The lead is clear, but growth's advantage in stability keeps the broader comparison from looking fully settled.

Explore full peer positioning in AssetNext

Break down the DCI vs ITT comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how DCI and ITT 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.

How AssetNext Peer Scores Work

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.