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Upturn AI Summary - About
Donnelley Financial Solutions Inc(DFIN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DFIN
09/25/2026: DFIN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Donnelley Financial Solutions (DFIN) is a specialized provider of software and services for regulatory compliance and capital markets transactions. The company is actively transitioning from a traditional document service provider into a modern, subscription-based software firm, which is a key driver for its potential long-term growth. Its primary strengths lie in its deep regulatory expertise and the adoption of its proprietary compliance platforms. However, investors should be aware of risks such as dependency on volatile market deal volumes and intense competition from cloud-native software rivals. Overall, DFIN is a company in transition that may suit investors looking for exposure to financial technology services, provided they monitor the pace of software adoption versus cyclical market risks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers growth through software adoption but is anchored by cyclical, slower-growth traditional segments. |
| Momentum investor | Strong fit while signal remains positive | The company's stock often reacts to successful software adoption phases and favorable capital market transaction volume. |
| Value investor | Strong fit | The stock often trades at valuations that reflect a hybrid of legacy and software business models, potentially offering value. |
| Dividend investor | Weak fit | The company does not pay a cash dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | Exposure to volatile capital markets and intense software competition creates a risk profile higher than traditional blue-chip stocks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is sensitive to cyclical capital market trends and tech sector sentiment. |
| Valuation risk | Medium | The market's perception of DFIN as a software company versus a legacy services company can cause valuation fluctuations. |
| Competition risk (SaaS/Tech competition) | High | Aggressive cloud-native competitors could erode the market share of its core reporting software. |
| Business quality | Medium | The business has made significant improvements but remains in a transitional phase from legacy operations. |
| Dividend income | Low / none | The lack of dividend payments means no reliable income stream for shareholders. |
| Execution risk | Medium | The successful integration of new software features and the retention of clients in the SaaS model are critical for growth. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -43.65% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.21B USD | Price to earnings Ratio 31.96 | 1Y Target Price 64 |
Price to earnings Ratio 31.96 | 1Y Target Price 64 | ||
Volume (30-day avg) 221.5K shares | Beta 0.71 | 52 Weeks Range 36.11 - 56.26 | Updated Date 09/25/2026 |
52 Weeks Range 36.11 - 56.26 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Software Solutions | Subscription fees from cloud-based regulatory filing platforms. | This is the core of their future growth, providing stable recurring revenue. |
| Capital Markets | Transactional fees from services related to IPOs, debt, and M&A. | This segment is profitable but prone to swings based on market activity. |
| Investment Companies | Service fees for fund compliance and document management. | A steady segment that provides consistent client relationships. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 31.96 | Forward PE 7.82 | Enterprise Value 1.38B | Price to Sales(TTM) 1.56 |
Enterprise Value 1.38B | Price to Sales(TTM) 1.56 | ||
Enterprise Value to Revenue 1.78 | Enterprise Value to EBITDA 10.64 | Shares Outstanding 24.59M | Shares Floating 23.31M |
Shares Outstanding 24.59M | Shares Floating 23.31M | ||
Percent Insiders 5.53 | Percent Institutions 96.18 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Donnelley Financial Solutions Inc
Exchange NYSE | Headquarters Lancaster, PA, United States | ||
IPO Launch date 2016-10-03 | President, CEO & Director Mr. Daniel N. Leib | ||
Sector Technology | Industry Software - Application | Full time employees 1750 | Website https://www.dfinsolutions.com |
Full time employees 1750 | Website https://www.dfinsolutions.com | ||
Donnelley Financial Solutions, Inc. provides compliance and regulatory software and services in the United States, Asia, Europe, Canada, and internationally. It 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 and ActiveDisclosure solutions to public and private companies to manage public and private transactional and compliance processes; 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, including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory, as well as 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 and investors. The IC-CCM segment offers tech-enabled solutions for creating, filing and distributing regulatory communications, and solutions for investor communications, as well as iXBRL-formatted filings pursuant for Investment Company Act through the SEC's EDGAR system. This segment provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support. The company was founded in 1983 and is headquartered in Lancaster, Pennsylvania.
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