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Company Analysis

Donnelley Financial Solutions, DFIN

A comprehensive view of key metrics, scores, and financial health for Donnelley Financial Solutions,

Overview of Donnelley Financial Solutions, Inc.

DFIN NYQ
Technology Software - Application Small Cap
Donnelley Financial Solutions, Inc. (DFIN), is a Small Cap company, in the Software - Application industry, last closed at $49.53, about 161.8% undervalued vs fair value, +13.1% 1Y return, placing in the top 25% of its sector.
$49.53
2.14%
As of March 13, 2026
Previous close • Vol 90d: 49.5%
52-Week Range
Market Cap
$1.31B
Enterprise Value
$1.47B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.dfinsolutions.com
HQ Lancaster, PA
Employees 1,750
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$119
$130
$142
Current: $49.53 +162% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$767.0M
-1.9%%
Gross Profit
$486.6M
0.5%%
Operating Income
$141.1M
-1.5%%
Net Income
$32.4M
-64.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
324.7%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$577.6M
549.0% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
1
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Donnelley Financial Solutions, 's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
68
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
74
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing DFIN's balance between Growth (19.3%), Profitability (48.0%), and Safety (32.7%). Growth 19% Safety 33% Profitability 48%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

27th percentile vs peers
27
Key Signals
Rev Growth YoY -1.9% 28p EPS Growth YoY 13.9% 45p Revenue CAGR 3Y -2.7% 20p EPS CAGR 3Y -9.6% 14p
Strengths
  • Operating Margin in top 20% of peers (18.4%, 83th percentile)
  • Roic in top 20% of peers (18.9%, 84th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Consistently strong margins across 3 metrics
Risks
  • Growth below peer median (percentile: 27)

Profitability

67th percentile vs peers
68
Key Signals
Strengths
Risks
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Safety

45th percentile vs peers
46
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Donnelley Financial Solutions, .

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$129.65
- - -
+161.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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