CECO Environmental (CECO) vs Donaldson (DCI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
CECO Environmental (CECO) has outperformed Donaldson (DCI) over the past year, gaining 39.6% versus a gain of 5.9%. Over five years, CECO leads with a +906.5% price change compared with +48.5% for DCI. Donaldson is the larger company by market cap ($10.11 billion vs $4.17 billion), about 2.4 times the size, while CECO Environmental is growing revenue faster (+38.8% vs +5.3%).
On valuation, Donaldson trades at a lower forward P/E (18.0x vs 22.6x for CECO Environmental). Donaldson pays a dividend yielding 1.42%, while CECO Environmental does not currently pay one. Donaldson converts more of its revenue into profit, with a net margin of 11.7% versus 6.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CECO | DCI |
|---|---|---|
| Share price | $71.16 | $87.26 |
| Market cap | $4.17B | $10.11B |
| 1-day change | -5.69% | -3.16% |
| YTD return | +18.90% | -1.58% |
| 1-year return | +39.56% | +5.95% |
| 5-year return | +906.51% | +48.50% |
| P/E ratio (TTM) | — | 22.66 |
| Forward P/E | 22.58 | 17.97 |
| EPS (TTM) | $-0.77 | $3.85 |
| Dividend yield | 0.00% | 1.42% |
| Annual dividend | $0.00 | $1.24 |
| Revenue (latest FY) | $774.38M | $3.89B |
| Revenue growth (YoY) | +38.79% | +5.28% |
| Net income (latest FY) | $50.05M | $453.80M |
| Gross margin | 34.77% | 34.64% |
| Operating margin | 13.67% | 15.44% |
| Net margin | 6.46% | 11.68% |
| 52-week high | $101.24 | $112.84 |
| 52-week low | $42.82 | $79.42 |
| Distance from 52-week high | -29.71% | -22.67% |
| Analyst consensus | none | hold |
| Avg. price target upside | +57.20% | +15.06% |
| Average volume | 797.59K | 673.16K |
| Shares outstanding | 58.57M | 115.91M |
| Employees | 1,540 | 15,500 |
| Sector | Industrials | Industrials |
| Industry | Pollution Control Equipment | Pollution Control Equipment |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Donaldson is about 2.4 times larger than CECO Environmental by market value ($10.11B vs $4.17B).
- CECO has outperformed DCI by 33.6 percentage points over the past year.
- Donaldson offers a meaningfully higher dividend yield (1.42% vs 0.00%).
- Donaldson is more profitable, keeping 11.7 cents of every revenue dollar as net income versus 6.5 cents for CECO Environmental.
- CECO Environmental grew revenue faster in its latest fiscal year (+38.79% vs +5.28%).
About CECO Environmental
CECO stock →CECO Environmental Corp. provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally.
Industrials · Pollution Control Equipment · 1,540 employees
About Donaldson
DCI stock →Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide.
Industrials · Pollution Control Equipment · 15,500 employees
CECO vs DCI FAQ
Which is bigger, CECO Environmental or Donaldson?
Donaldson (DCI) is larger, with a market capitalization of $10.11B compared with $4.17B for CECO Environmental (CECO).
Which stock has performed better over the past year, CECO or DCI?
CECO returned +39.56% over the past 12 months, compared with +5.95% for DCI (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, CECO Environmental or Donaldson?
Donaldson pays a dividend yielding 1.42%, while CECO Environmental does not currently pay a regular dividend.
Are CECO Environmental and Donaldson in the same industry?
Yes. Both are classified in the Pollution Control Equipment industry within the Industrials sector.