DCI vs RYAN

Comparison between Donaldson Co. Inc (DCI, Company) and Ryan Specialty Holdings Inc Class A (RYAN, Company).

DCI is from the Industrials sector, while RYAN is from the Financial Services sector.

5-Year PerformanceDCI has outperformed RYAN, delivering a return of +8.2% compared to +5.3%

DCI vs RYAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DCI(COMPANY)	RYAN(COMPANY)
Market Cap	$9.68B	$9.72B
Max Drawdown	57.32%	61.29%
Sharpe Ratio	0.77	-1.44
5Y Beta	0.86	0.32
Industry	Specialty Industrial Machinery	Insurance - Specialty
P/E Ratio	25.41	310.05
Forward P/E	19.34	17.01
PEG Ratio	1.60	N/A
Dividend Yield	1.50%	1.47%
5Y Dividends CAGR	6.96%	N/A
5Y EPS CAGR	8.97%	-29.84%
Debt to Equity	0.61%	544.80%
Free Cash Flow Yield	4.01%	5.92%
P/S Ratio	2.62	2.97
P/B Ratio	5.72	6.65

Market Cap

DCI

$9.68B

Winner

RYAN

$9.72B

Max Drawdown

Winner

DCI

57.32%

RYAN

61.29%

Sharpe Ratio

Winner

DCI

0.77

RYAN

-1.44

5Y Beta

DCI

0.86

Winner

RYAN

0.32

Industry

DCI

Specialty Industrial Machinery

RYAN

Insurance - Specialty

P/E Ratio

Winner

DCI

25.41

RYAN

310.05

Forward P/E

DCI

19.34

Winner

RYAN

17.01

PEG Ratio

DCI

1.60

RYAN

N/A

Dividend Yield

Winner

DCI

1.50%

RYAN

1.47%

5Y Dividends CAGR

DCI

6.96%

RYAN

N/A

5Y EPS CAGR

Winner

DCI

8.97%

RYAN

-29.84%

Debt to Equity

Winner

DCI

0.61%

RYAN

544.80%

Free Cash Flow Yield

DCI

4.01%

Winner

RYAN

5.92%

P/S Ratio

Winner

DCI

2.62

RYAN

2.97

P/B Ratio

Winner

DCI

5.72

RYAN

6.65

DCI vs RYAN - Historical Returns

Returns include dividend reinvestment.

Period	DCI	RYAN
1 month	-0.30%	+10.68%
3 months	-3.58%	-4.86%
6 months	-8.07%	-35.83%
1 year	+24.04%	-46.51%
5 years(CAGR)	+8.19%	+5.31%
10 years(CAGR)	+10.77%	N/A
Max(CAGR)	+12.03%	+5.31%

DCI

-0.30%

Winner

RYAN

+10.68%

Winner

DCI

-3.58%

RYAN

-4.86%

Winner

DCI

-8.07%

RYAN

-35.83%

Winner

DCI

+24.04%

RYAN

-46.51%

5Y(CAGR)

Winner

DCI

+8.19%

RYAN

+5.31%

10Y(CAGR)

DCI

+10.77%

RYAN

N/A

Max(CAGR)

Winner

DCI

+12.03%

RYAN

+5.31%

DCI vs RYAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DCI	RYAN
2026	-4.86%	-31.34%
2025	+33.81%	-16.94%
2024	+5.51%	+51.51%
2023	+12.54%	+3.02%
2022	+2.04%	+4.96%
2021	+9.42%	+46.73%
2020	-2.02%	N/A
2019	+36.15%	N/A
2018	-9.97%	N/A
2017	+17.64%	N/A
2016	+50.95%	N/A
2015	-24.00%	N/A
2014	-8.89%	N/A
2013	+29.09%	N/A
2012	-3.03%	N/A
2011	+16.59%	N/A
2010	+37.40%	N/A
2009	+26.50%	N/A
2008	-25.30%	N/A
2007	+35.04%	N/A
2006	+7.98%	N/A
2005	+0.48%	N/A
2004	+12.05%	N/A
2003	+63.44%	N/A
2002	-5.56%	N/A
2001	+47.64%	N/A
2000	+20.45%	N/A
1999	+2.71%	N/A

DCI vs RYAN Drawdown Comparison

The maximum drawdown for DCI was -56.91%, occurring on Mar 9, 2009. Recovery took 610 trading sessions.

The maximum drawdown for RYAN was -60.94%, occurring on May 6, 2026. This drawdown has not yet recovered.

The current DCI drawdown is -22.62%. The current RYAN drawdown is -53.97%.

Rank	DCI	RYAN
#1	-56.91% Jun 5, 2008 - Nov 4, 2010	-60.94% Apr 3, 2025 - May 6, 2026
#2	-42.72% Dec 23, 2019 - Jan 6, 2021	-30.16% Aug 15, 2022 - Aug 25, 2023
#3	-37.77% Dec 26, 2013 - Dec 1, 2016	-19.44% Nov 29, 2024 - Apr 3, 2025
#4	-32.20% Aug 30, 2021 - Feb 2, 2024	-17.72% Apr 20, 2022 - Jul 20, 2022
#5	-31.35% Apr 16, 2002 - Jun 12, 2003	-16.24% Mar 2, 2022 - Apr 20, 2022
#6	-30.94% Sep 21, 2018 - Dec 20, 2019	-15.25% Sep 11, 2023 - Feb 28, 2024
#7	-26.04% Feb 11, 2026 - May 19, 2026	-14.25% Nov 12, 2021 - Mar 2, 2022
#8	-25.50% Jul 7, 2011 - Oct 24, 2011	-12.59% Mar 20, 2024 - Jun 3, 2024
#9	-23.82% Nov 25, 2024 - Aug 27, 2025	-10.54% Sep 7, 2021 - Oct 8, 2021
#10	-22.42% Dec 9, 1999 - Nov 29, 2000	-9.12% Oct 14, 2024 - Nov 22, 2024
#11	-22.17% Dec 6, 2007 - May 28, 2008	-8.49% Aug 2, 2024 - Oct 2, 2024
#12	-18.46% Feb 14, 2012 - May 14, 2013	-7.61% Jun 3, 2024 - Jun 21, 2024
#13	-18.07% Jul 13, 2001 - Nov 6, 2001	-7.45% Jun 24, 2024 - Jul 30, 2024
#14	-17.12% Dec 11, 2003 - Nov 2, 2004	-4.39% Aug 24, 2021 - Aug 31, 2021
#15	-16.15% Dec 19, 2001 - Mar 6, 2002	-3.60% Aug 2, 2021 - Aug 9, 2021

Correlation

Correlation between DCI and RYAN is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (1999 - 2026)

DCI vs RYAN dividend yield comparison.

Year	DCI	RYAN
2026	0.35%	0.75%
2025	1.32%	0.93%
2024	1.57%	1.04%
2023	1.50%	0.00%
2022	1.55%	0.00%
2021	1.47%	0.00%
2020	1.50%	0.00%
2019	1.42%	0.00%
2018	1.73%	0.00%
2017	1.45%	0.00%
2016	1.65%	0.00%
2015	2.36%	0.00%
2014	1.64%	0.00%
2013	1.15%	0.00%
2012	1.07%	0.00%
2011	0.85%	0.00%
2010	0.85%	0.00%
2009	1.08%	0.00%
2008	1.32%	0.00%
2007	0.82%	0.00%
2006	0.98%	0.00%
2005	0.88%	0.00%
2004	0.69%	0.00%
2003	0.63%	0.00%
2002	0.92%	0.00%
2001	0.77%	0.00%
2000	1.03%	0.00%
1999	0.29%	0.00%