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Upturn AI SWOT - About
DFIN 
Donnelley Financial Solutions Inc (DFIN)
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Upturn Advisory Summary
09/17/2025: 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 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.47B USD | Price to earnings Ratio 18.88 | 1Y Target Price 70.67 |
Price to earnings Ratio 18.88 | 1Y Target Price 70.67 | ||
Volume (30-day avg) 3 | Beta 0.99 | 52 Weeks Range 37.80 - 70.33 | Updated Date 09/17/2025 |
52 Weeks Range 37.80 - 70.33 | Updated Date 09/17/2025 | ||
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 18.88 | Forward PE - | Enterprise Value 1637345935 | Price to Sales(TTM) 1.95 |
Enterprise Value 1637345935 | Price to Sales(TTM) 1.95 | ||
Enterprise Value to Revenue 2.17 | Enterprise Value to EBITDA 8.33 | Shares Outstanding 27494800 | Shares Floating 26361717 |
Shares Outstanding 27494800 | Shares Floating 26361717 | ||
Percent Insiders 4.63 | Percent Institutions 103.25 |
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 was founded in 1864. DFIN focuses on risk and compliance solutions, particularly for the financial services industry.
Core Business Areas
- Compliance Solutions: Provides software and services to help companies manage regulatory filings and communications, including SEC filings, financial reporting, and investor relations materials.
- Capital Markets Solutions: Offers solutions for initial public offerings (IPOs), mergers and acquisitions (M&A), and other capital markets transactions, including document creation, distribution, and compliance.
Leadership and Structure
Daniel Nocera is the CEO. The company is structured with functional teams supporting its compliance and capital markets offerings.
Top Products and Market Share
Key Offerings
- ActiveDisclosure: Cloud-based platform for SEC reporting and compliance. Revenue isn't readily available. Competitors include Workiva (WK) and Certent (acquired by insightsoftware).
- Venue: Virtual data room solution for M&A transactions. Competitors include Intralinks (owned by CSC), Datasite, and Merrill Corporation (acquired by DFIN).
- ArcReporting: Simplify regulatory compliance and financial reporting for Alternative Investment Managers. Competitors are ACA Group, and FIS.
Market Dynamics
Industry Overview
The risk and compliance solutions industry is driven by increasing regulatory complexity and the need for efficient and accurate financial reporting.
Positioning
DFIN is a leading provider of compliance and capital markets solutions, with a strong reputation for quality and expertise. Competitive advantages include a broad product portfolio and deep industry knowledge.
Total Addressable Market (TAM)
The TAM for regulatory and compliance software is estimated in the billions. DFIN is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Deep industry expertise
- Broad product portfolio
- Established customer base
Weaknesses
- Reliance on financial markets activity
- Potential for technological disruption
- Sensitivity to regulatory changes
Opportunities
- Expansion into new markets
- Development of new products and services
- Strategic acquisitions
- Increased demand for compliance solutions
Threats
- Increased competition
- Economic downturn
- Changes in regulations
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- WK
- Intralinks
- Datasite
Competitive Landscape
DFIN has a strong reputation and established customer base. Competitors like Workiva are strong in cloud-based solutions. Competition is intense.
Major Acquisitions
Merrill Corporation
- Year: 2018
- Acquisition Price (USD millions): 250
- Strategic Rationale: Expanded DFIN's global reach and strengthened its capital markets solutions.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on market conditions, regulatory changes, and company strategy. Figures will fluctuate and need constant updates. These figures need to be pulled at run time from a live source.
Future Projections: Future projections also depend on market conditions, regulatory changes, and company strategy. Figures will fluctuate and need constant updates. These figures need to be pulled at run time from a live source.
Recent Initiatives: Recent initiatives need constant monitoring. Examples include investment in technology, expansion into new markets, and strategic partnerships.
Summary
Donnelley Financial Solutions is a key player in the risk and compliance industry, boasting a strong brand and broad product portfolio. While reliant on financial markets activity, the company can capitalize on growing compliance needs and strategic acquisitions. Competition is fierce, and technological disruption remains a constant threat. Recent initiatives seem promising, but DFIN must adapt to evolving regulations and economic conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance are subject to change.
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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