Quality Investor

Dover Corporation

Rank #302Capital Return

DOV · NYSE · Industrials

Dover Corporation (DOV) — Rank #302 by gross profitability (GP/assets 0.24) · ROE 14.2% · Piotroski F-Score 8 / 9.

As-of 2026-09-15 · CIK 0000029905 · all metrics point-in-time as of the filing date.

About

Dover Corporation provides equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services worldwide.

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The company's Engineered Products segment provides various equipment, component, software, solution, and services that are used in vehicle aftermarket, aerospace and defense, industrial winch and hoist, and fluid dispensing end-market. This segment offers software solutions and services used in light and heavy-duty vehicle lifts, wheel service equipment, vehicle diagnostics, and vehicle collision repair solutions; winches, hoists, bearings, drives, and electric monitoring system; and radio frequency and microwave filters and switches, and signal intelligence solutions, as well as soldering and fluid dispensing solutions. Its Clean Energy & Fueling segment offers component, equipment, and software and service solution enabling safe storage and transport of fuel, cryogenic gases, and hazardous fluids, as well as operation of retail fueling and vehicle wash establishment. The company's Imaging & Identification segment provides precision marking and coding, product traceability equipment, brand protection, and digital textile printing equipment and solution, as well as consumable, software, and service to packaged and consumer goods, pharmaceutical, industrial manufacturing, textile, and other end-market. Its Pumps & Process Solutions segment manufactures specialty pump, connector, flow meter, fluid connecting solution, plastics and polymer processing equipment, and engineered components for rotating and reciprocating machines. The company's Climate & Sustainability Technologies segment manufactures refrigeration system, refrigeration display case, commercial glass refrigerator and freezer door, and brazed plate heat exchanger for industrial heating and cooling, and residential climate control applications.

Dover Corporation was incorporated in 1947 and is headquartered in Downers Grove, Illinois.

Industry
Specialty Industrial Machinery
Sector
Industrials
State
NY
Filer Category
Large accelerated filer
Fiscal Year End
December 31

Price History

DOV+14.9% · +2.8% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

$25.40B

P/E (annual)

23.8

P/S (annual)

3.1

P/B

3.3

P/OCF (annual)

19.0

Shareholder Yield

13.8%

Employees

24,000

Industry

Specialty Industrial Machinery

Exchange

NYSE

Signal Flags

4 green1 yellow
Revenue growth acceleratingGrowth rate increasing year over year
Operating leverage expandingOperating income growing faster than revenue
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 2-quarter streak
Disclosure regressionA previously-disclosed line item is no longer reported — worth checking the filing for why

Quality Profile

Profitability

1/1 pass
GP / assets
0.24
Return on equity
14.2%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.78
Current ratio
1.98×
Net cash
-$2.19B

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
0.5%

Growth

2/2 pass
Revenue growth
18.6%
Piotroski F-Score
8 / 9
Share dilution
-12.7%

Terry Smith quality gate

Passes 1/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

9.8%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Buyback tailwind: -12.7% — per-share value needs a total required return of -2.9% once share-count change is priced in.

vs. own 6-year median revenue growth: 2.5%

priced above its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

5.3%

r = 10% (base)

9.8%

r = 12%

13.6%

Net debt / market cap: 8.4%

Base FCF: $1.1B3Y mean FCF: $618.2M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

20.7xFair
9.9xmed 22.5x28.1x

P / S

Price / revenue per share

2.6xFair
0.8xmed 2.4x2.9x

P / B

Price / book value per share

5.1xFair
1.5xmed 5.1x5.8x

P / GP

Price / gross profit per share

7.2xFair
2.1xmed 6.6x7.8x

P / FCF

Price / free cash flow per share

37.6xExpensive
7.0xmed 23.6x37.6x

FCF yield, shareholder yield, and buyback activity are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.24

Primary signal (Novy-Marx).

37th pctl of 36 SIC 35 peers

Return on equity

14.2%

Gross margin

39.8%

43rd pctl of 36 SIC 35 peers

Revenue growth (YoY)

18.6%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2018202020212022
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

1.0%

Revenue CAGR (5Y)

3.9%

Earnings CAGR (3Y)

0.9%

FCF CAGR (3Y)

24.1%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.78

60th pctl of 36 SIC 35 peers (best = lowest)

Current ratio

1.98×

43rd pctl of 36 SIC 35 peers

Quick ratio

1.31×

Net cash

-$2.19B

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$1.12B

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

0.02

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.5%

Stock-based comp intensity.

Dividend safety

Composite score

3.0 / 5

Good
Payout ratio
25.9%5/5 Strong
FCF coverage
3.95×5/5 Strong
Dividend growth streak
0 yr0/5 Weak
Balance-sheet health
D/E 0.78 · IC N/A2/5 Fair

Piotroski F-Score

F-Score

8 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20162022
Value
Capital Return
Op. Leverage