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Upturn AI SWOT - About
DFIN 
Donnelley Financial Solutions Inc (DFIN)
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Upturn Advisory Summary
08/28/2025: DFIN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $70.67
1 Year Target Price $70.67
| 1 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.46% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.56B USD | Price to earnings Ratio 20.04 | 1Y Target Price 70.67 |
Price to earnings Ratio 20.04 | 1Y Target Price 70.67 | ||
Volume (30-day avg) 3 | Beta 1.07 | 52 Weeks Range 37.80 - 70.55 | Updated Date 08/29/2025 |
52 Weeks Range 37.80 - 70.55 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.83 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.87% | Operating Margin (TTM) 24.44% |
Management Effectiveness
Return on Assets (TTM) 9.37% | Return on Equity (TTM) 18.8% |
Valuation
Trailing PE 20.04 | Forward PE - | Enterprise Value 1727253855 | Price to Sales(TTM) 2.06 |
Enterprise Value 1727253855 | Price to Sales(TTM) 2.06 | ||
Enterprise Value to Revenue 2.29 | Enterprise Value to EBITDA 8.79 | Shares Outstanding 27494800 | Shares Floating 26357043 |
Shares Outstanding 27494800 | Shares Floating 26357043 | ||
Percent Insiders 4.66 | Percent Institutions 103.25 |
Upturn AI SWOT
Donnelley Financial Solutions Inc
Company Overview
History and Background
Donnelley Financial Solutions (DFIN) was spun off from RR Donnelley in 2016. It focuses on providing technology and services for regulatory compliance, communications, and insights.
Core Business Areas
- Software Solutions: Develops and licenses software solutions, including ActiveDisclosure, Venue, ARC/Info and FundSuiteArc, that streamline compliance, reporting, and communications for financial and legal industries.
- Global Capital Markets: Offers transaction and compliance services, like IPO support and XBRL filings, assisting clients throughout the capital markets lifecycle.
- Investment Companies: Provides services tailored for investment companies, including fund reporting, marketing materials, and shareholder communications.
Leadership and Structure
Daniel Napierski serves as the President and CEO. The company is structured with various functional and operational departments, including sales, marketing, technology, and finance.
Top Products and Market Share
Key Offerings
- ActiveDisclosure: A cloud-based SEC reporting and compliance platform. Market share is estimated to be around 30-35% within the SEC reporting software market. Competitors include Workiva and Toppan Merrill. Revenue is not explicitly reported but is a major revenue contributor.
- Venue: A virtual data room (VDR) solution for secure document sharing during mergers and acquisitions. Market share is estimated around 10-15% within the global VDR market. Competitors include Intralinks, Datasite, and Ansarada. Revenue is not explicitly reported but is a major revenue contributor.
Market Dynamics
Industry Overview
The financial compliance and communication industry is driven by regulatory requirements, globalization, and the increasing complexity of financial transactions. It is experiencing growth with increased digitalization. Cloud based offerings are becoming the norm.
Positioning
DFIN holds a strong position as a provider of regulatory compliance and communication solutions. Its key competitive advantages include its established reputation, expertise in financial services, and comprehensive product portfolio.
Total Addressable Market (TAM)
The TAM for regulatory technology is estimated to be in the tens of billions of dollars. DFIN is positioned to capture a significant portion of this market through its software solutions and services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Deep industry expertise
- Comprehensive product portfolio
- Established customer base
- Cloud based offerings are increasing
Weaknesses
- Reliance on regulatory changes
- Competition from larger technology companies
- Potential impact from economic downturns
- Some older tech needing to be updated
Opportunities
- Expansion into new markets
- Development of innovative solutions
- Strategic acquisitions
- Growing demand for regulatory technology
- Continued shift to Cloud based solutions
Threats
- Increased competition
- Changing regulatory landscape
- Economic downturn
- Cybersecurity risks
- Rapid technology advancements that require constant adaptation
Competitors and Market Share
Key Competitors
- W (Workiva Inc)
- TPFN (Toppan Merrill)
- DRS (Datasite)
Competitive Landscape
DFIN competes with various companies in the regulatory compliance and communication solutions market. Its advantages include its established reputation and comprehensive product portfolio. Disadvantages may include its smaller size compared to larger technology companies.
Major Acquisitions
eBrevia
- Year: 2018
- Acquisition Price (USD millions): 45
- Strategic Rationale: Expanded AI capabilities in contract analytics.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends would be discussed based on revenue, net income, and market share data.
Future Projections: Future growth projections would be based on analyst estimates and company guidance.
Recent Initiatives: Recent strategic initiatives undertaken by Donnelley Financial Solutions Inc, would include product launches and acquisitions.
Summary
Donnelley Financial Solutions is a key player in the financial compliance and communication solutions market, backed by a strong reputation. Cloud-based offerings like ActiveDisclosure drive revenue. Key challenges are competition, regulatory changes, and the need for innovation to maintain its market position. The company benefits from strategic acquisitions to expand product and AI capabilities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q)
- Industry Reports
- Analyst Reports
- Company Website
- Market Research Reports
Disclaimers:
This analysis is based on available information and is subject to change. Market share estimates are approximate. This is not financial advice.
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.
About Donnelley Financial Solutions Inc
Exchange NYSE | Headquaters 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 1800 | Website https://www.dfinsolutions.com |
Full time employees 1800 | Website https://www.dfinsolutions.com | ||
Donnelley Financial Solutions, Inc. provides innovative software and technology-enabled financial regulatory and compliance solutions 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 XBRL and 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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