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Upturn AI SWOT - About
DFIN 
Donnelley Financial Solutions Inc (DFIN)
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Upturn Advisory Summary
07/10/2025: DFIN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $68.67
1 Year Target Price $68.67
| 1 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.31% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.83B USD | Price to earnings Ratio 21.7 | 1Y Target Price 68.67 |
Price to earnings Ratio 21.7 | 1Y Target Price 68.67 | ||
Volume (30-day avg) 3 | Beta 1.05 | 52 Weeks Range 37.80 - 71.01 | Updated Date 07/11/2025 |
52 Weeks Range 37.80 - 71.01 | Updated Date 07/11/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.02 |
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 11.56% | Operating Margin (TTM) 24.12% |
Management Effectiveness
Return on Assets (TTM) 10.56% | Return on Equity (TTM) 21.74% |
Valuation
Trailing PE 21.7 | Forward PE - | Enterprise Value 1982566139 | Price to Sales(TTM) 2.34 |
Enterprise Value 1982566139 | Price to Sales(TTM) 2.34 | ||
Enterprise Value to Revenue 2.54 | Enterprise Value to EBITDA 9.48 | Shares Outstanding 27638800 | Shares Floating 26504816 |
Shares Outstanding 27638800 | Shares Floating 26504816 | ||
Percent Insiders 4.64 | Percent Institutions 96.21 |
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 provides risk and compliance solutions, primarily for the financial services industry, helping clients manage regulatory reporting and compliance needs.
Core Business Areas
- Global Investment Markets: Offers solutions for capital markets transactions, investment management compliance, and shareholder communications.
- Global Compliance and Risk Management: Provides solutions for regulatory reporting, compliance, and risk management across various industries.
Leadership and Structure
The company is led by a CEO and a senior management team. It operates with a global structure, organized into business segments based on service offerings.
Top Products and Market Share
Key Offerings
- ActiveDisclosure: A cloud-based reporting platform for SEC filings, compliance documents and other regulatory reporting needs. Competitors include Workiva (WK) and Certent. Market share is estimated to be significant, though specific figures are not publicly available. Generates substantial revenue from compliance and reporting contracts.
- Venue: A virtual data room (VDR) solution used for due diligence and M&A transactions. Competitors include Intralinks, Datasite, and Merrill Corporation. Market share is competitive, but not dominant. A key part of their transaction services, contributing considerably to its capital markets segment.
Market Dynamics
Industry Overview
The industry involves risk and compliance solutions in the financial services and other regulated sectors. It is driven by increasing regulatory complexity and the need for efficient and secure reporting. This segment continues to see growth, driven by technological advancements and regulatory changes.
Positioning
DFIN is positioned as a key player in the financial compliance and communications space, known for its comprehensive solutions and industry expertise. Its competitive advantage lies in its deep understanding of regulatory requirements and its strong client relationships.
Total Addressable Market (TAM)
The estimated total addressable market for risk and compliance solutions in the financial services sector is valued at billions of dollars globally. DFIN is well-positioned to capture a significant share of this market by offering customized and comprehensive solutions.
Upturn SWOT Analysis
Strengths
- Strong expertise in regulatory compliance
- Comprehensive suite of solutions
- Established client base
- Global presence
Weaknesses
- Dependence on regulatory changes
- Intense competition
- Potential for technological disruption
- Smaller size than competitors
Opportunities
- Expansion into new markets
- Development of new products and services
- Strategic acquisitions
- Increased demand for compliance solutions
Threats
- Economic downturn
- Changes in regulations
- Cybersecurity risks
- Emergence of new competitors
Competitors and Market Share
Key Competitors
- WK
- RR Donnelley (RDWY)
- Datasite
Competitive Landscape
DFIN competes on price, product features, and client service. Its deep regulatory expertise gives it an edge. DFIN needs to continue to innovate in order to keep growing.
Major Acquisitions
ActiveCompliance
- Year: 2017
- Acquisition Price (USD millions): 25
- Strategic Rationale: Expanded compliance solutions offering.
Growth Trajectory and Initiatives
Historical Growth: DFIN's growth has been steady. Detailed trends are provided in its annual reports.
Future Projections: Analyst estimates should be obtained from reputable financial analysis firms to project future growth.
Recent Initiatives: Recent initiatives include product innovations, market expansion, and strategic partnerships, as detailed in press releases and annual reports.
Summary
Donnelley Financial Solutions (DFIN) is a key player in the financial compliance and communications sector, supported by its regulatory expertise and comprehensive suite of solutions. The company is financially stable, though it faces robust competition and potential disruption from changing technologies. Strategic growth opportunities lie in expanding its product line, penetrating new markets, and pursuing strategic partnerships. For DFIN to secure its position, constant innovation and adaptability to regulatory modifications is critical.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q), Press Releases, Financial News Outlets, Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise. Consult with a qualified financial advisor before making any investment decisions.
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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