DFIN
Financial ServicesDonnelley Financial Solutions, Inc. · Financial - Capital Markets · $970M
What is Donnelley Financial Solutions, Inc.?
Donnelley Financial Solutions is a risk and compliance solutions company serving capital markets and investment companies worldwide. Spun off as an independent business in 2016, it helps organizations navigate complex regulatory filing and disclosure requirements.
The company generates revenue through software platforms and tech-enabled services that help public and private companies manage SEC filings, regulatory communications, and transaction workflows. Its four operating segments split across capital markets and investment company clients, each offering either software-as-a-service solutions or compliance and communications management services. Clients use DFIN's tools to tag and submit documents to regulators, manage investor communications, and streamline deal processes.
Donnelley Financial Solutions was established in 2016 and is headquartered in Lancaster, US.
- Venue — virtual data room for transaction management
- ActiveDisclosure — cloud-based SEC filing and collaboration platform
- Arc Suite — regulatory document management for investment companies
- eBrevia — AI-powered contract data extraction and analysis
- Turnkey proxy and XBRL filing services for investment clients
Is DFIN a Good Stock to Buy?
UQS Score rates DFIN as Below Average overall, reflecting a mixed fundamental profile across its five pillars.
Valuation stands out as the clearest positive signal — DFIN's current pricing looks Attractive relative to its fundamentals, which may interest value-oriented investors. Quality and Risk both register as Neutral, suggesting the business is neither particularly fragile nor particularly robust by sector standards.
Growth is the most notable weak point, indicating limited near-term revenue expansion momentum. Moat also rates Neutral, meaning competitive differentiation is not yet a standout strength.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does DFIN pay dividends?
No — Donnelley Financial Solutions, Inc. does not currently pay a dividend.
DFIN does not currently pay a dividend. As a compliance technology company still investing in platform development and software transition, capital is directed toward product growth and operational efficiency rather than shareholder distributions. Income-focused investors should factor this into their assessment.
When does DFIN report earnings?
Donnelley Financial Solutions reports earnings on a quarterly cadence, typical for US-listed equities.
DFIN's results reflect an ongoing shift from print-based compliance services toward higher-margin software solutions. Revenue mix and segment performance vary with capital markets activity levels, which can create quarter-to-quarter variability.
For the most recent quarter's results, visit Donnelley Financial Solutions' investor relations page directly.
DFIN Price History
+77.8% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Donnelley Financial Solutions, Inc.?
Based on Donnelley Financial Solutions, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
DFIN Long-term Outlook
DFIN's Growth pillar rates Weak, pointing to limited near-term expansion in revenues or earnings. The ongoing transition toward software-driven segments — particularly Arc Suite and ActiveDisclosure — represents the clearest structural opportunity, but execution risk remains. A Neutral Risk profile suggests the business is not under acute financial stress, though the path to meaningful growth acceleration is not yet clearly established.
Growth drivers
- Continued migration of clients from print-based services to cloud software platforms
- Increased regulatory complexity driving demand for automated compliance tools
- Expansion of AI-assisted contract and document analysis capabilities
Key risks
- Capital markets activity slowdowns reducing deal-related revenue
- Competitive pressure from larger fintech and regtech platforms
- Execution risk in completing the software transition at scale
DFIN vs Peers
DFIN operates in a niche corner of financial services technology, where it competes with a range of firms across compliance, capital markets, and financial data services.
Sharplink focuses on sports betting technology and affiliate marketing, occupying a very different niche from DFIN's regulatory compliance focus.
Piper Sandler is an investment bank and advisory firm, competing with DFIN in capital markets deal support but through advisory services rather than software.
Bitfarms is a cryptocurrency mining company, sharing small-cap financial sector classification with DFIN but operating in an entirely different business model.
Frequently Asked Questions
What does Donnelley Financial Solutions do?
Donnelley Financial Solutions provides risk and compliance technology to capital markets participants and investment companies. Its platforms help clients prepare, file, and manage regulatory documents with the SEC, run virtual data rooms for transactions, and automate investor communications.
Does DFIN pay dividends?
DFIN does not currently pay a dividend. The company reinvests available capital into its software platform development and the ongoing transition away from legacy print-based compliance services.
When does DFIN report earnings?
Donnelley Financial Solutions reports earnings on a quarterly cadence, consistent with US-listed public companies. For exact dates and the most recent results, check the investor relations section of the company's official website.
Is DFIN a good stock to buy?
UQS Score rates DFIN as Below Average overall. The Valuation pillar is Attractive, which may appeal to value-focused investors, but the Weak Growth pillar and Neutral Moat suggest meaningful fundamental headwinds. The full pillar breakdown is available to UQS Pro members.
Is DFIN overvalued?
Based on the UQS Valuation pillar, DFIN currently screens as Attractive — meaning its price appears reasonable relative to its fundamentals. This is one of the stronger signals in an otherwise mixed overall profile.
How does DFIN compare to its competitors?
DFIN occupies a specialized position in compliance and regulatory technology for capital markets and investment companies. Compared to broader financial services peers, its software-driven model targets a specific workflow niche. UQS Pro members can view side-by-side pillar comparisons with listed peers.
What is DFIN's market cap bracket?
DFIN is classified as a small-cap company. This places it in a segment of the market that can offer higher growth potential but also carries greater volatility and liquidity risk compared to large- or mega-cap peers.
Who founded Donnelley Financial Solutions?
Donnelley Financial Solutions was spun off from R.R. Donnelley & Sons in 2016 as an independent publicly traded company. Its roots trace back to the broader Donnelley corporate family, which has a long history in financial printing and communications.
Is DFIN a long-term quality investment?
As a long-term quality indicator, DFIN's UQS profile is mixed. Quality and Risk are Neutral, which is neither alarming nor reassuring. The Weak Growth pillar is a key concern for long-term compounding potential. Investors seeking a fuller picture can access the complete analysis through UQS Pro.
What is the main competitive advantage of Donnelley Financial Solutions?
DFIN's primary competitive edge lies in its deep integration with SEC filing workflows and its established client relationships in capital markets and investment company compliance. Its proprietary platforms — including Arc Suite and ActiveDisclosure — create workflow stickiness, though the Moat pillar rates only Neutral, suggesting this advantage is not yet dominant.
What sector does DFIN belong to?
DFIN operates within the Financial Services sector, specifically in the regulatory technology and compliance solutions space. It serves both capital markets participants and investment companies navigating SEC disclosure and filing requirements.
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Pro Analysis
DFIN — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 16, 2026 | 52.7 | 52.7 | 40.0 | 29.7 | 62.2 | 95.0 | +0.1 |
| May 11, 2026 | 52.6 | 52.7 | 40.0 | 29.7 | 62.2 | 94.7 | +0.2 |
| May 10, 2026 | 52.4 | 52.7 | 40.0 | 29.7 | 62.2 | 93.0 | +5.1 |
| May 9, 2026 | 47.3 | 52.7 | 40.0 | 4.1 | 62.2 | 93.1 | -4.9 |
| May 7, 2026 | 52.2 | 52.6 | 40.0 | 29.7 | 62.4 | 91.5 | +1.2 |
| May 1, 2026 | 51.0 | 49.0 | 40.0 | 31.1 | 59.8 | 90.0 | 0.0 |
| Apr 26, 2026 | 51.0 | 49.0 | 40.0 | 31.1 | 59.8 | 90.3 | +0.1 |
| Apr 25, 2026 | 50.9 | 49.0 | 40.0 | 31.1 | 59.8 | 89.4 | -0.2 |
| Apr 24, 2026 | 51.1 | 49.0 | 40.0 | 31.1 | 59.8 | 90.7 | +0.4 |
| Apr 23, 2026 | 50.7 | 48.0 | 40.0 | 31.1 | 59.8 | 89.8 | -0.1 |
DFIN — Pillar Breakdown
Quality
— 52.7/100 (25%)Donnelley Financial Solutions, Inc. has average quality metrics, with room for improvement in margins or capital efficiency.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Free cash flow relative to market value.
Growth
— 29.7/100 (20%)Donnelley Financial Solutions, Inc. faces growth headwinds with declining or stagnant revenue trends.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 62.2/100 (15%)Donnelley Financial Solutions, Inc. maintains a reasonable risk profile with manageable debt levels.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 94.5/100 (15%)Donnelley Financial Solutions, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 40/100 (25%)Donnelley Financial Solutions, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for DFIN.
Score Composition
Financial Data
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How is the DFIN UQS Score Calculated?
The UQS (Unified Quality Score) for Donnelley Financial Solutions, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Donnelley Financial Solutions, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Donnelley Financial Solutions, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.