Donaldson Co vs JBT Marel
Donaldson Co and JBT Marel are similar in size: $3.89bn and $3.80bn of revenue in their latest fiscal years. JBT Marel grew faster (121.3% against 5.3%). Donaldson Co kept more of each dollar of sales as profit: a net margin of 11.7% against -1.3%. JBT Marel carries less debt relative to equity (51.4% against 75.3%).
| Latest fiscal year | Donaldson CoDCI, 2026 | JBT MarelJBTM, 2025 |
|---|---|---|
| Revenue | $3.89bn | $3.80bn |
| Revenue growth | 5.3% | 121.3% |
| Net income | $454m | −$50.5m |
| Operating margin | 15.4% | 5.0% |
| Net margin | 11.7% | -1.3% |
| Return on equity | 28.2% | -1.7% |
| Free cash flow | $426m | $238m |
| Cash | $250m | $168m |
| Total debt | $1.33bn | $2.29bn |
| Debt to equity | 75.3% | 51.4% |
| Dividend per share | $1.24 | $0.40 |
| Dividend yield | 1.4% | 0.3% |
| Share buybacks | $111m | $0 |
| Employees | — | 11,500 |
| Market value | $10.17bn | $6.18bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 80 (Strong) | 31 (Weak) |
| Insider trades, 12 months | 0 buys, 11 sales | 0 buys, 5 sales |