Zacks Investment Research·Jun 30, 2026
Best Value Stocks to Buy for June 30thHG, DFIN and EFXT made it to the Zacks Rank #1 (Strong Buy) value stocks list on June 30, 2026.
Donnelley Financial Solutions, Inc.(DFIN)Earnings, Financials & Key Ratios
DFIN•NYSE
$45.05
39.2× P/E·Price updated Jul 7, 2026
AboutDonnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets Software Solutions (CM-SS), Capital Markets Compliance and Communications Management (CM-CCM), Investment Companies Software Solutions (IC-SS), and Investment Companies Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue, ActiveDisclosure, eBrevia, and other solutions to public and private companies to manage public and private transaction processes, extract data, and analyze contracts; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions and services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators. The IC-CCM segment offers clients with tech-enabled solutions for creating and filing regulatory communications and solutions for investor communications, as well as XBRL-formatted filings pursuant to the Investment Act, through the SEC EDGAR system. This segment also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, shareholder meeting review, and expert support. Donnelley Financial Solutions, Inc. was founded in 1983 and is headquartered in Chicago, Illinois.Show more
- EBITDA$218M+2.3%
- Net Income$32M-64.9%
- EPS (Diluted)1.15-62.4%
- Gross Margin63.44%+2.5%
- EBITDA Margin28.37%+4.3%
- Operating Margin19.75%+7.9%
- Net Margin4.22%-64.3%
- ROE7.95%-63.9%
DFIN Price & Volume
Donnelley Financial Solutions, Inc. (DFIN) stock price & volume — 10-year historical chart
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Cyclical Revenue Volatility Masks Software Margin Resilience
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Cyclical Transactional Revenue Exposure
Key Thesis Takeaways
- Donnelley Financial Solutions is navigating a complex transition from legacy print services to a software-centric model, with recent performance heavily influenced by capital markets cyclicality.
- While the company maintains a disciplined balance sheet with a 0.48 debt-to-equity ratio, its reliance on transactional revenue streams creates significant earnings volatility, as evidenced by the $40.9M net loss in 2025Q3.
- Investors should monitor whether the firm's software ecosystem can achieve sufficient scale to decouple from these seasonal fluctuations and justify its current 35.26 P/E valuation.
Verdict Logic
while the company maintains a conservative 0.48 debt-to-equity ratio, the extreme volatility in quarterly FCF margins and reliance on transactional revenue suggest that the current 35.26 P/E multiple may not fully reflect the underlying cyclical risks.
DFIN Growth Metrics
Donnelley Financial Solutions, Inc. (DFIN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-3.09%
5 Years-3.03%
3 Years-2.74%
TTM-
Profit CAGR
10 Years-11.03%
5 Years-
3 Years-31.88%
TTM-61.27%
EPS CAGR
10 Years-9.7%
5 Years-
3 Years-28.68%
TTM-57.28%
Return on Capital
10 Years18.31%
5 Years25.33%
3 Years22.51%
Last Year24.57%
DFIN Recent Earnings
Donnelley Financial Solutions, Inc. (DFIN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$1.45+7.4%
$1.35
Rev
$206M+0.3%
$205M
Q1 2026
Feb 17, 2026Metric
Actual
Est
EPS
$0.70+75.0%
$0.40
Rev
$173M+11.1%
$155M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.86+109.8%
$0.41
Rev
$175M+12.9%
$155M
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$1.49+163.7%
$0.56
Rev
$218M+23.6%
$176M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $1.45vs $1.35+7.4% | $206Mvs $205M+0.3% |
| Q1 2026 | Feb 17, 2026 | $0.70vs $0.40+75.0% | $173Mvs $155M+11.1% |
| Q4 2025 | Oct 29, 2025 | $0.86vs $0.41+109.8% | $175Mvs $155M+12.9% |
| Q3 2025 | Jul 31, 2025 | $1.49vs $0.56+163.7% | $218Mvs $176M+23.6% |
Based on last 12 quarters of dataView full earnings history →
Latest DFIN News
Recent stock market news and headlines for Donnelley Financial Solutions, Inc. (DFIN)
Zacks Investment Research·Jun 18, 2026
Are Investors Undervaluing Donnelley Financial Solutions (DFIN) Right Now?Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
PRNewsWire·Jun 17, 2026
DFIN Named #1 Most Loved Workplace on the 2026 Global 100 Most Loved Workplaces®, Published in The EconomistNEW YORK, June 17, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, has been named the #1 Most Loved Workplace on the 2026 Global 100 Most Loved Workplaces®, published today in The Economist. The list recognizes 100 organizations across more than 40 industries and six continents where employees report the highest levels of belonging, career advancement, and values alignment.
Peers Comparison
Key metrics vs top competitors for Donnelley Financial Solutions, Inc. (DFIN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $45.05 | $1.13B | 39.17 | -1.91% | 4.22% | 7.95% | — | |
| $52.72 | $2.77B | 12.67 | -0.06% | 13.22% | 28.86% | — | |
| $46.23 | $2.71B | 12.49 | 34.75% | 19% | 10.75% | — | |
| $52.96 | $2.97B | -112.68 | 19.75% | 1.53% | — | — | |
| $72.10 | $6.2B | 37.75 | 14.44% | 23.35% | 11.24% | — | |
| $281.17 | $76.91B | 20.57 | 15.63% | 21.91% | 23.29% | — |
Compare DFIN vs Peers
Donnelley Financial Solutions, Inc. (DFIN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DFIN SEC Filings & Documents
Donnelley Financial Solutions, Inc. (DFIN) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 5, 2026·SEC
Material company update
Apr 21, 2026·SEC
Material company update
Feb 17, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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DFIN Frequently Asked Questions
Donnelley Financial Solutions, Inc. (DFIN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Donnelley Financial Solutions, Inc.'s revenue?
Donnelley Financial Solutions, Inc. (DFIN) reported $771.4M in revenue for fiscal year 2025.
How fast is Donnelley Financial Solutions, Inc. growing?
Donnelley Financial Solutions, Inc. (DFIN) saw revenue decline by 1.9% over the past year.
Is DFIN profitable?
Yes, Donnelley Financial Solutions, Inc. (DFIN) is profitable, generating $34.9M in net income for fiscal year 2025 (4.2% net margin).
Dividend & Returns
What is DFIN's return on equity?
Donnelley Financial Solutions, Inc. (DFIN) has a return on equity (ROE) of 7.9%. This is below average, suggesting room for improvement.
What is Donnelley Financial Solutions, Inc.'s free cash flow?
Donnelley Financial Solutions, Inc. (DFIN) generated $139.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.