Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DLX
STRONG BUYDeluxe Corporation · Industrials · United States · $1.1B · Avg Vol: $11M/d
COMPANY DESCRIPTION
Deluxe Corporation is a trusted provider of payments, branding, websites, and data services to small businesses, financial institutions, and enterprise clients, best known for its long history of providing checks. Its competitive moat lies in long-standing relationships with financial institutions and small businesses, coupled with a growing suite of digital services that enable it to evolve beyond its traditional check printing core. Deluxe is a historic provider of essential services, now transforming into a broader business technology and marketing solutions provider.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.2B | 2.2B | 2.1B | 2.1B | -1.6% | 2.1B | 2.0B | 2.0B | -2.3% |
| EPS | 1.51 | 0.60 | 1.19 | 1.89 | 7.7% | 2.29 | 1.95 | 2.12 | 5.9% |
| Shares | 43.2M | 43.7M | 44.3M | 45.0M | +4.2% | 45.8M | — | — | — |
| Debt | 1.7B | 1.7B | 1.6B | 1.5B | -4.6% | 1.4B | — | — | — |
| Equity | 603.8M | 604.1M | 620.7M | 680.4M | 4.1% | — | — | — | — |
| Op CF | 191.5M | 198.4M | 194.3M | 270.6M | 12.2% | 273.0M | — | — | — |
| Inv CF | -80.3M | -43.3M | -69.8M | -131.7M | — | — | — | — | — |
| Fin CF | -48.6M | -37.7M | -267.2M | -136.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of DLX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DLX | Deluxe Corporation(you) | $1.1B | 97 | STRONG BUY |
| MATW | Matthews International Corporation | $850M | 65 | HOLD |
| RCMT | RCM Technologies, Inc. | $200M | 89 | STRONG BUY |
| OTTR | Otter Tail Corporation | $3.8B | 74 | BUY |
| SEB | Seaboard Corporation | $4.5B | 73 | BUY |
| CODI | Compass Diversified | $783M | 44 | HOLD |
| TTI | TETRA Technologies, Inc. | $1.6B | 41 | HOLD |
| VMI | Valmont Industries, Inc. | $11.0B | 79 | BUY |
| BOOM | DMC Global Inc. | $124M | 62 | HOLD |
| FBYD | Falcon's Beyond Global, Inc. | $786M | 20 | STRONG SELL |
Peer medians: ROE 11.3% · P/E 29.9x · Gross margin 28.3%