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DFIN 
Donnelley Financial Solutions Inc (DFIN)
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Upturn Advisory Summary
11/04/2025: 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 $64.33
1 Year Target Price $64.33
| 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 11/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.23B USD | Price to earnings Ratio 41.43 | 1Y Target Price 64.33 |
Price to earnings Ratio 41.43 | 1Y Target Price 64.33 | ||
Volume (30-day avg) 3 | Beta 1.07 | 52 Weeks Range 37.80 - 69.93 | Updated Date 11/4/2025 |
52 Weeks Range 37.80 - 69.93 | Updated Date 11/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.12 |
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 2025-10-29 | When - | Estimate 0.6433 | Actual 0.86 |
Profitability
Profit Margin 4.33% | Operating Margin (TTM) 16.37% |
Management Effectiveness
Return on Assets (TTM) 10.61% | Return on Equity (TTM) 7.49% |
Valuation
Trailing PE 41.43 | Forward PE - | Enterprise Value 1616449904 | Price to Sales(TTM) 1.64 |
Enterprise Value 1616449904 | Price to Sales(TTM) 1.64 | ||
Enterprise Value to Revenue 2.14 | Enterprise Value to EBITDA 8.22 | Shares Outstanding 26537083 | Shares Floating 25403950 |
Shares Outstanding 26537083 | Shares Floating 25403950 | ||
Percent Insiders 4.8 | Percent Institutions 104.79 |
Upturn AI SWOT
Donnelley Financial Solutions Inc
Company Overview
History and Background
Donnelley Financial Solutions (DFIN) was spun off from R.R. Donnelley in 2016. R.R. Donnelley itself was founded in 1864. DFIN focuses specifically on risk and compliance solutions for the financial communications market.
Core Business Areas
- Capital Markets Compliance: Provides software and services to support companies through initial public offerings (IPOs), mergers and acquisitions, and other regulatory filings.
- Investment Companies Compliance: Offers solutions tailored to the compliance needs of investment management firms, mutual funds, and other investment vehicles.
- Global Investment Markets: Supports global compliance requirements across international markets.
Leadership and Structure
Daniel Napierski is the CEO. DFIN operates with a structure organized around its core business segments, with dedicated teams focusing on sales, product development, and customer support for each area.
Top Products and Market Share
Key Offerings
- ActiveDisclosure: A cloud-based platform for SEC reporting, compliance, and XBRL tagging. DFIN estimates holding a substantial market share in the SEC reporting software space. Competitors include Workiva (WK), Toppan Merrill, and Datasite.
- Venue: A virtual data room (VDR) used for due diligence in M&A transactions. DFIN is a major player in the VDR market. Competitors include Intralinks, Datasite, and DealRoom.
- ArcReporting: A software solution for regulatory reporting needs within the investment management market including 24F-2 reporting. Competitors include Confluence Technologies, and Ultimus Fund Solutions
Market Dynamics
Industry Overview
The financial communications market is driven by regulatory requirements and the increasing complexity of financial transactions. The industry is highly competitive, with players offering a range of solutions from software platforms to managed services.
Positioning
DFIN is a leading provider of risk and compliance solutions, leveraging its expertise in financial printing and its established relationships with financial institutions and corporations. Their competitive advantage lies in their comprehensive suite of solutions and deep understanding of regulatory requirements.
Total Addressable Market (TAM)
The TAM for financial communications and regulatory reporting is estimated to be multi-billion dollars annually. DFIN is positioned to capture a significant portion of this market through its established market position, comprehensive solutions, and global reach.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Comprehensive suite of solutions
- Deep industry expertise
- Strong customer relationships
- Global presence
Weaknesses
- Reliance on regulatory changes
- Potential for disruption from new technologies
- High customer concentration
- Slow to adapt to digital transformation
- Competition from larger software providers
Opportunities
- Expansion into new markets
- Development of new solutions to address emerging regulatory requirements
- Strategic acquisitions to expand product offerings
- Increased adoption of cloud-based solutions
- Offering tailored compliance solutions by partnering with tech providers using AI to detect anomalous behaviours or data
Threats
- Economic downturns impacting financial transactions
- Changes in regulatory requirements
- Increased competition from established players and new entrants
- Cybersecurity threats
- Rapid technological advancements.
Competitors and Market Share
Key Competitors
- WK
- RR Donnelley (RRD)
Competitive Landscape
DFIN competes primarily on its comprehensive suite of solutions and deep industry expertise. Its advantages include its established customer base and strong brand reputation. Disadvantages include reliance on regulatory changes and competition from larger software providers.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends to be analyzed and updated.
Future Projections: Future growth projections based on analyst estimates to be updated.
Recent Initiatives: Recent strategic initiatives to be highlighted and updated.
Summary
Donnelley Financial Solutions is a key player in the financial compliance space. They have a strong position with products like ActiveDisclosure but face pressure from competitors such as Workiva and regulatory shifts. DFIN needs to remain innovative, and consider acquisitions to sustain growth, while focusing on client needs to stay ahead of the curve.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, affecting the accuracy of the information presented.
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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