Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DFIN
STRONG BUYAPPROVEDonnelley Financial Solutions, Inc. · Technology · United States · $1.2B · Avg Vol: $15M/d
Donnelley Financial clears the calibrated bar on the largest single-filing repurchase in this batch: 5.83% of shares outstanding retired in 90 days, with all three legs above the floor (Q66 V64 M59). Retiring nearly 6% of the company in a quarter is an unambiguous capital-allocation statement, and nothing adverse is on file.
COMPANY DESCRIPTION
Donnelley Financial Solutions (DFIN) provides software and services for compliance, regulatory, and transaction management, primarily for the financial services industry. The company is a niche market leader in financial disclosure and reporting solutions, leveraging proprietary technology and deep industry expertise. DFIN is an essential partner for public companies and investment firms navigating complex regulatory environments.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 833.6M | 797.2M | 781.9M | 767.0M | -2.7% | 771.4M | 777.1M | 808.2M | 2.7% |
| EPS | 3.33 | 2.81 | 3.16 | 1.18 | -29.2% | 1.37 | 1.78 | 1.97 | 29.3% |
| Shares | 28.9M | 29.1M | 28.7M | 25.6M | -11.4% | 25.0M | — | — | — |
| Debt | 213.9M | 150.6M | 141.4M | 178.5M | -5.9% | 235.7M | — | — | — |
| Equity | 329.5M | 402.2M | 436.1M | 379.2M | 4.8% | — | — | — | — |
| Op CF | 150.2M | 124.0M | 171.1M | 164.9M | 3.2% | 197.0M | — | — | — |
| Inv CF | -50.9M | -51.3M | -53.3M | -57.0M | — | — | — | — | — |
| Fin CF | -121.1M | -84.6M | -82.1M | -141.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of DFIN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DFIN | Donnelley Financial Solutions, Inc.(you) | $1.2B | 90 | STRONG BUY |
| UPBD | Upbound Group, Inc. | $1.2B | 99 | STRONG BUY |
| MITK | Mitek Systems, Inc. | $762M | 86 | STRONG BUY |
| CXM | Sprinklr, Inc. | $1.3B | 78 | BUY |
| RDVT | Red Violet, Inc. | $859M | 81 | STRONG BUY |
| PLUS | ePlus inc. | $2.3B | 84 | STRONG BUY |
| BLKB | Blackbaud, Inc. | $1.5B | 75 | BUY |
| DBD | Diebold Nixdorf, Incorporated | $3.1B | 92 | STRONG BUY |
| MNTN | MNTN, Inc. | $634M | 83 | STRONG BUY |
| NATL | NCR Atleos Corporation | $3.5B | 91 | STRONG BUY |
Peer medians: ROE 7.5% · P/E 37.2x · Gross margin 53.1%