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Donnelley Financial Solutions, Inc. (DFIN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Donnelley Financial Solutions, Inc.

DFINMarket cap $1.23BPrice $50.2

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Runs the tech backbone behind corporate filings, IPOs, and regulatory disclosures — the software companies use to stay compliant with the SEC. When a company goes public, DFIN's tools are often quietly working behind the scenes.

In Bastion Portfolios?

52W Return-3%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-3%2

Revenue Forecast

Rev CAGR (1y)+2%3

Rev CAGR (3y)+2%2

Rev CAGR (5y)+1%2

Earnings Forecast

EPS Growth Y+1+325%10

EPS Growth Y+2+11%7

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin20%7

Net Income Margin5%3

Free Cash Flow Margin20%8

Debt

Net Debt/EBITDA1.16

Efficiency

ROE9%4

ROA4%5

Earnings Stability44

GEAR+WEAK24

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)99

P/E Ratio (Forward 3y)89

P/BV3.25

EV Multiples

EV/EBITDA Fwd69

EV/EBIT Fwd89

Yield

Free Cash Flow Yield0.0%3

Dividend Yieldna–

Momentum

Short term

1 month return+3%9

3 month return+11%9

YTD return+8%6

Mid term

Price vs 52wHigh89%8

1 year return-3%4

Long term

3 year return-10%2

5 year return+37%5

Risk Shield

Price Risk

Beta1.32

Volatility47%3

Free Cash Flow

Free Cash Flow Margin20%8

Free Cash Flow Yield0.0%3

Quality

ROCE24%5

Earnings Stability44

Net Debt/EBITDA1.16

02Growth

Is it actually growing, and how fast?

DFINDonnelley Financial Solutions

Revenue FY25$767M

GROWTH RATING↗

WEAK16 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-3%2

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+1%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+325%10

EPS growth, FY27E+11%7

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 11%/yr vs revenue 2%/yr), so margins should widen.

WATCH

After shrinking over the last 3 years, revenue is set to grow 2%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 84% of companies worldwide.

Revenue fell 3%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 1%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE64 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+11%9

YTD return+8%6

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return-3%4

3-year return-10%2

5-year return+37%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+3%) and over three months (+11%).

WATCH

It's down 3% over the past year, now 11% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-9.9% over three years and +37% over five), behind 60% of the market.

BOTTOM LINE

Early Turnaround

A poor multi-year track record but a sharp recent rally. Momentum is turning up, yet the trend is young and unproven — it needs follow-through to confirm rather than fade. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Donnelley Financial Solutions, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

DFINDonnelley Financial Solutions

Revenue FY25$767M

GROWTH RATING↗

WEAK16 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-3%2

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+1%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+325%10

EPS growth, FY27E+11%7

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 11%/yr vs revenue 2%/yr), so margins should widen.

WATCH

After shrinking over the last 3 years, revenue is set to grow 2%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 84% of companies worldwide.

Revenue fell 3%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 1%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE64 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+11%9

YTD return+8%6

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return-3%4

3-year return-10%2

5-year return+37%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+3%) and over three months (+11%).

WATCH

It's down 3% over the past year, now 11% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-9.9% over three years and +37% over five), behind 60% of the market.

BOTTOM LINE

Early Turnaround

04Value

Are you paying a fair price for it?

Stop guessing on Donnelley Financial Solutions, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community