DFIN

Company Overview — What Does Donnelley Financial Solutions, Inc. Do?

Donnelley 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. Donnelley Financial Solutions, Inc. (DFIN) is classified as a small-cap stock in the Industrials sector, specifically within the Business Services industry. The company is led by CEO Daniel N. Leib and employs approximately 2,150 people, headquartered in CHICAGO, Pennsylvania. With a market capitalization of $1.2B, DFIN is one of the notable companies in the Industrials sector.

Donnelley Financial Solutions, Inc. (DFIN) Stock Rating — Reduce (April 2026)

As of April 2026, Donnelley Financial Solutions, Inc. receives a Reduce rating with a composite score of 47.5/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.DFIN ranks #2,086 out of 4,446 stocks in our coverage universe. Within the Industrials sector, Donnelley Financial Solutions, Inc. ranks #329 of 752 stocks, placing it in the upper half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).

DFIN Stock Price and 52-Week Range

Donnelley Financial Solutions, Inc. (DFIN) currently trades at $48.62. The stock lost $0.68 (1.4%) in the most recent trading session. The 52-week high for DFIN is $66.25, which means the stock is currently trading -26.6% from its annual peak. The 52-week low is $37.07, putting the stock 31.2% above its annual trough. Recent trading volume was 165K shares, suggesting relatively thin trading activity.

Is DFIN Overvalued or Undervalued? — Valuation Analysis

Donnelley Financial Solutions, Inc. (DFIN) carries a value factor score of 71/100 in the Blank Capital model, suggesting the stock trades at a meaningful discount to its fundamental earning power. The trailing price-to-earnings ratio is 40.17x, compared to the Industrials sector average of 28.33x — a premium of 42%. The price-to-book ratio stands at 3.70x, versus the sector average of 2.23x. The price-to-sales ratio is 1.81x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, DFIN trades at 7.57x EV/EBITDA, versus 5.70x for the sector.

Based on these multiples, Donnelley Financial Solutions, Inc. appears attractively valued relative to both its sector peers and the broader market. Value-oriented investors may find the current entry point compelling, particularly if the company's fundamental quality metrics also score well.

Donnelley Financial Solutions, Inc. Profitability — ROE, Margins, and Quality Score

Donnelley Financial Solutions, Inc. (DFIN) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 9.2%, compared to the Industrials sector average of 8.9%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at 4.4% versus the sector average of 3.3%.

On a margin basis, Donnelley Financial Solutions, Inc. reports gross margins of 62.7%, compared to 35.8% for the sector. The operating margin is 18.3% (sector: 6.2%). Net profit margin stands at 3.4%, versus 3.9% for the average Industrials stock. Revenue growth is running at -27.8% on a trailing basis, compared to 6.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.

DFIN Debt, Balance Sheet, and Financial Health

Donnelley Financial Solutions, Inc. has a debt-to-equity ratio of 45.0%, compared to the Industrials sector average of 70.0%. The low leverage indicates a conservative balance sheet with significant financial flexibility. The current ratio is 1.06x, suggesting adequate working capital coverage. Total debt on the balance sheet is $171M. Cash and equivalents stand at $23M.

DFIN has a beta of 1.03, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for Donnelley Financial Solutions, Inc. is 52/100, reflecting average volatility within the normal range for its sector.

Donnelley Financial Solutions, Inc. Revenue and Earnings History — Quarterly Trend

In TTM 2026, Donnelley Financial Solutions, Inc. reported revenue of $774M and earnings per share (EPS) of $1.18. Net income for the quarter was $35M. Gross margin was 62.7%. Operating income came in at $145M.

In FY 2025, Donnelley Financial Solutions, Inc. reported revenue of $767M and earnings per share (EPS) of $1.18. Net income for the quarter was $32M. Revenue grew -1.9% year-over-year compared to FY 2024. Operating income came in at $141M.

In Q3 2025, Donnelley Financial Solutions, Inc. reported revenue of $175M and earnings per share (EPS) of $-1.49. Net income for the quarter was $-41M. Gross margin was 62.7%. Revenue grew -2.3% year-over-year compared to Q3 2024. Operating income came in at $28M.

In Q2 2025, Donnelley Financial Solutions, Inc. reported revenue of $218M and earnings per share (EPS) of $1.30. Net income for the quarter was $36M. Revenue grew -10.1% year-over-year compared to Q2 2024. Operating income came in at $53M.

Over the past 8 quarters, Donnelley Financial Solutions, Inc. has demonstrated a growth trajectory, with revenue expanding from $243M to $774M. Investors analyzing DFIN stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.

DFIN Dividend Yield and Income Analysis

Donnelley Financial Solutions, Inc. (DFIN) does not currently pay a dividend. This is common among smaller companies in the Business Services industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Industrials dividend stocks may want to explore other Industrials stocks or use the stock screener to filter by dividend yield.

DFIN Momentum and Technical Analysis Profile

Donnelley Financial Solutions, Inc. (DFIN) has a momentum factor score of 46/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 38/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 13/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.

DFIN vs Competitors — Industrials Sector Ranking and Peer Comparison

Within the Industrials sector, Donnelley Financial Solutions, Inc. (DFIN) ranks #329 out of 752 stocks based on the Blank Capital composite score. This places DFIN in the upper half of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.

Comparing DFIN against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full DFIN vs S&P 500 (SPY) comparison to assess how Donnelley Financial Solutions, Inc. stacks up against the broader market across all factor dimensions.

DFIN Next Earnings Date

No upcoming earnings date has been announced for Donnelley Financial Solutions, Inc. (DFIN) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.

Should You Buy DFIN? — Investment Thesis Summary

The quantitative profile for Donnelley Financial Solutions, Inc. suggests caution. The value score of 71/100 suggests attractive pricing relative to fundamentals.

In summary, Donnelley Financial Solutions, Inc. (DFIN) earns a Reduce rating with a composite score of 47.5/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on DFIN stock.

Related Resources for DFIN Investors

Explore more research and tools: DFIN vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare DFIN head-to-head with peers: DFIN vs SOBO, DFIN vs TEN, DFIN vs GLDD.