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Regulatory disclosure and filing software (XBRL, EDGAR) plus financial printing for capital-markets transactions and compliance.
Regulatory disclosure and filing software (XBRL, EDGAR) plus financial printing for capital-markets transactions and compliance.
Revenue splits between recurring filing and compliance work, tied to the quarterly and annual reports every listed company must file, and deal-driven work that comes with IPOs and mergers and swings with capital-markets activity. Software, sold by subscription, is the part it is steering the mix toward. It was spun off from printer RR Donnelley in 2016.
Moat: narrow (switching costs, regulatory licence). Filing deadlines and compliance risk make issuers reluctant to switch disclosure vendors.
Headquarters: Chicago, Illinois, US · Founded: 2016 · Employees: 1,750
Size Donnelley Financial Solutions (DFIN) is a United States Information Technology company (Packaged Software) with a market value of $1.63B, the 1933rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $66.98 on 6 Nov 2026.
Performance Over six months the shares gained 56.4%, against -4.7% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 4.8% over the last twelve months (peer median +11.3%); the operating margin is 20.3% (peer median 8.9%).
Valuation It trades at 12.3× forward earnings against a peer median of 26.3× (5th cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 16.6 points above its cost of capital (7.9% WACC).
Short interest Short interest is 3.4% of the free float (15 Oct 2026).
Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $787M | $767M | $782M | $797M | $834M |
| Revenue growth | — | -2% | -2% | -4% | — |
| Gross profit | $450M | $427M | $424M | $407M | $417M |
| EBITDA | $225M | $216M | $202M | $197M | $215M |
| Net income | $97.4M | $32.4M | $92.4M | $82.2M | $102M |
| Free cash flow | $179M | $108M | $105M | $62.2M | $96.0M |
| Capital expenditure | $48.2M | $57.1M | $65.9M | $61.8M | $54.2M |
| Total debt | $134M | $182M | $144M | $158M | $221M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Donnelley Financial Solutions DFIN | $1.63B | +56% | +5% | 20% | 12.3× | -4.7% |
| Broadridge Financial Solutions BR | $21.5B | +28% | +7% | 17% | 17.9× | 8.5% |
| Workiva WK | $3.96B | +42% | +20% | 3% | 23.0× | 33.1% |
| Relx REL.L | $70.4B | +23% | +2% | 32% | 21.3× | 1.8% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | DFIN | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +33.4% | +5.2% | highest of 21 |
| 6-month return | +56.4% | -4.7% | 3rd highest of 20 |
| Distance from 52-week high | -7.0% | -31.8% | 4th highest of 21 |
| Revenue growth (TTM) | +4.8% | +11.3% | 8th lowest of 21 |
| Operating margin | 20.3% | 8.9% | 5th highest of 21 |
| Forward P/E | 12.3× | 26.3× | 5th cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -4.7% | 9.8% | 3rd least demanding of 13 |
| Growth delivered (Del g) | -3.0% | +11.0% | 2nd lowest of 12 |
| Hurdle (Req g minus delivered) | -1.7 pp | -6.8 pp | 6th most demanding of 12 |
| ROIC minus cost of capital | +16.6 pp | +1.3 pp | 2nd highest of 14 |
| EV / EBITDA | 7.7× | 10.9× | 4th cheapest of 11 |
| Net debt / EBITDA | 0.5× | -1.1× | 3rd most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Donnelley Financial Solutions DFIN | United States | $1.63B | +56% | +5% | 20% | 12.3× | -4.7% | -3.0% |
| Newborn Town 9911.HK | Hong Kong | $1.63B | -5% | +36% | 12% | 8.8× | -3.5% | +41.3% |
| Nazara Technologies NAZARA.NS | India | $1.62B | +50% | -2% | 3% | 138.0× | n/a | n/a |
| YOOZOO Interactive 002174.SZ | China | $1.61B | +9% | -1% | -20% | 24.7× | n/a | n/a |
| Wealthfront WLTH | United States | $1.66B | -7% | +18% | -41% | 26.7× | -4.2% | n/a |
| Sansan 4443.T | Japan | $1.67B | +65% | +22% | 18% | 27.4× | 20.3% | +27.1% |
| Weaver Network Technology 603039.SS | China | $1.59B | -8% | +2% | 12% | 29.1× | 15.8% | +9.0% |
| Kfin Technologies KFINTECH.NS | India | $1.67B | -1% | +27% | 32% | 40.6× | n/a | n/a |
| KPIT Technologies KPITTECH.NS | India | $1.57B | -25% | +9% | 14% | 26.3× | 14.8% | +26.0% |
| Lyntris LYNX | United States | $1.69B | n/a | +16% | 9% | n/a | n/a | n/a |
| Hangzhou Shunwang Technology 300113.SZ | China | $1.70B | -32% | -36% | 26% | 27.1× | 26.2% | +11.0% |
| MIXI 2121.T | Japan | $1.56B | +51% | +30% | 14% | 10.7× | -18.1% | +7.5% |
| Hacksaw HACK.ST | Sweden | $1.71B | -22% | +21% | 82% | 8.1× | -10.2% | +85.9% |
| Adeia ADEA | United States | $1.71B | -47% | +22% | 44% | 11.8× | 2.7% | -13.0% |
| TRS Information Technology 300229.SZ | China | $1.71B | -27% | -23% | -76% | n/a | n/a | n/a |
| Sprinklr CXM | United States | $1.55B | +25% | +6% | 6% | 13.0× | 4.8% | +17.2% |
| freee K.K 4478.T | Japan | $1.72B | +100% | +28% | 3% | 79.1× | n/a | n/a |
| Paradox Interactive PDX.ST | Sweden | $1.54B | +6% | +13% | 6% | 25.3× | 20.8% | +4.1% |
| CloudWalk Technology 688327.SS | China | $1.54B | -28% | -47% | -165% | n/a | n/a | n/a |
| Digiwin 300378.SZ | China | $1.54B | -2% | +10% | 9% | 32.5× | n/a | n/a |
| Yusys Technologies 300674.SZ | China | $1.53B | -23% | -11% | 8% | 20.8× | 15.6% | +4.0% |