Inside the research
Donnelley Financial Solutions, Inc.
DFIN Research profile · latest available data
Price overview
$48.92
▼ -0.30 (-0.6%)
| 52w hi | $55.53 |
|---|---|
| 52w lo | $36.74 |
| Vol | 203.40K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.40
| Short | +0.01 |
|---|---|
| Medium | +0.67 |
| Long | +0.62 |
computed 2026-09-27
Key fundamentals
Donnelley Financial Solutions, Inc.
Technology · Software - Application
| Market cap | $1.20B |
|---|---|
| Enterprise value | $1.39B |
| Trailing P/E | 31.77x |
| Forward P/E | 8.96x |
| EV / EBITDA | 8.73x |
| P / S (ttm) | 1.55x |
| Profit margin | 4.5% |
| Return on equity | 8.6% |
| Revenue growth | +2.8% |
| Earnings growth | +12.5% |
| Debt / equity | 54.65 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.24 | |
| Sector | +0.19 | |
| Technical | +0.11 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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.
Risk Metrics
| Beta vs SPX | 0.98 |
|---|---|
| Corr SPX | 0.35 |
| Annual vol | 45.3% |
| Annual ret | -5.1% |
| Sharpe | -0.11 |
| Max DD | -47.0% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-05-14 | Officer / Director Change, Shareholder Vote… | read |
| 2026-05-05 | Earnings Release, Exhibits | read |
| 2026-04-21 | Other Material Event, Exhibits | read |
| 2026-02-17 | Earnings Release, Exhibits | read |
| 2025-10-29 | Earnings Release, Exhibits | read |
| 2025-10-23 | Earnings Release, Exhibits | read |
| 2025-07-31 | Earnings Release, Exhibits | read |
| 2025-05-19 | Shareholder Vote, Other Material Event… | read |
| 2025-04-30 | Earnings Release, Exhibits | read |
| 2025-03-14 | Material Obligation, Officer / Director Change… | read |
| 2025-02-18 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-13 | CRANDALL RICHARD L | Director | Grant | 5.86K | — |
| 2026-05-13 | MARTIN LOIS M | Director | Grant | 4.26K | — |
| 2026-05-13 | Aguilar Luis A | Director | Grant | 4.26K | — |
| 2026-05-13 | Pattabhiram Chandar | Director | Grant | 4.26K | — |
| 2026-05-13 | Sayed Ayman | Director | Grant | 4.26K | — |
| 2026-05-13 | GREENFIELD GARY G | Director | Grant | 4.26K | — |
| 2026-03-06 | Johnson Eric J | Officer, President, GIC | Sell | 20.28K | $1.02M |
| 2026-03-04 | Turner Kami | Officer, Chief Accounting | Withheld for tax | 269 | $14.25K |
| 2026-03-03 | Turner Kami | Officer, Chief Accounting | Withheld for tax | 753 | $38.98K |
| 2026-03-03 | Turner Kami | Officer, Chief Accounting | Grant | 3.34K | $173.12K |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
SEC Filings
The Long Run
FY 2016–2025 · 10 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $797.20M | -3.0% | |
| Operating income | $110.00M | +0.4% | |
| Net income | $82.20M | -3.3% | |
| Cash from ops | $124.00M | +9.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $48.99 | $49.61 | $48.42 | $48.92 | 203.40K |
| Sep 24 | $48.90 | $49.26 | $48.35 | $49.22 | 123.60K |
| Sep 23 | $48.11 | $49.25 | $47.76 | $48.61 | 182.80K |
| Sep 22 | $49.10 | $49.10 | $47.34 | $48.49 | 167.10K |
| Sep 21 | $47.78 | $48.85 | $47.74 | $48.41 | 183.90K |
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