Stocks · Technology · Software - Application
Donnelley Financial Solutions, Inc. DFIN
$46.56 -1.96% Close, Oct 2, 2026 · NYSE · Market cap $1.14B
High qualityInexpensive vs sector
Next earnings report: Nov 4, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- The diluted share count fell 8.9% in a year, mainly through buybacks.
- Diluted EPS over the last four quarters was $1.45, down 48.8% year over year.
- Earnings beat analyst estimates in each of the last 6 quarters (average surprise over the last four: +50.0%).
PromtFinance scores
Each score is a percentile within the Technology sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 24%
- EPS growth (TTM, YoY)Bottom 19%
- FCF growth (TTM, YoY)Top 35%
- Revenue growth, 3-year CAGRBottom 21%
- Revenue growth accelerationTop 26%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 13%
- Gross marginTop 37%
- Operating marginTop 15%
- Cash conversion (OCF / net income)Top 11%
- Accruals (lower is better)Top 13%
- Net debt / EBITDA (lower is better)Bottom 35%
- Interest coverTop 26%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 28%
- Free-cash-flow yieldTop 8%
- EBITDA / enterprise valueTop 12%
- Sales / enterprise valueTop 25%
- P/E vs own 5-year history (lower is better)Bottom 27%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 41%
- 6-month returnBottom 24%
- 1-year return vs S&P 500Bottom 39%
- Distance from 52-week highTop 29%
- Trend checklist (0–4)Bottom 26%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 13%
- Consecutive EPS beatsTop 32%
- Share of analysts rating BuyBottom 29%
- Upside to consensus price targetTop 44%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 12%
- Maximum drawdown, 3 yearsTop 22%
- Beta vs S&P 500 (lower is better)Top 45%
- Net debt / EBITDA (lower is better)Bottom 35%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | -1.1% | 3.0% | ↑ |
| EPS growth (YoY) | -57.3% | -48.8% | ↑ |
| Gross margin | 62.5% | 62.0% | ↓ |
| Operating margin | 17.5% | 19.8% | ↑ |
| FCF margin | 14.5% | 19.6% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 3.0% | -1.1% | ↑ | Bottom 24% |
| EPS growth (TTM, YoY) | -48.8% | -57.3% | ↑ | Bottom 19% |
| Gross margin | 62.0% | 62.5% | ↓ | Top 37% |
| Operating margin | 19.8% | 17.5% | ↑ | Top 15% |
| Net margin | 4.5% | 10.9% | ↓ | — |
| Free-cash-flow margin | 19.6% | 14.5% | ↑ | — |
| Return on invested capital | 16.8% | — | Top 13% | |
| Revenue growth, 3-year CAGR | -2.7% | — | Bottom 21% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 3.00×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -20.1%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 4.3%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -7.4 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.44×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 12.0×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- 15.03%
- Shareholder yield
- 15.03%
- Share count change, 1 year
- -8.9%
- Share count change, 3-year CAGR
- -5.4%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 30, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 6
- Beats in the last 8 reports
- 6 of 8
- Average EPS surprise, last 4
- +50.0%
- Average 2-day reaction, last 8
- -8.8%
- Positive 20 days after report
- 2 of 8
Analysts
- Consensus price target
- $61.00
- Target vs current price
- +31.0%
- Analysts with a rating
- 10
- Share rating Buy or Strong Buy
- 50%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 30, 2026 | +8.0% | -8.5% | -3.4% | -7.3% | — |
| May 5, 2026 | +7.4% | -15.6% | -17.3% | -21.4% | -7.1% |
| Feb 17, 2026 | +75.0% | +12.0% | +20.1% | +25.5% | +3.7% |
| Oct 29, 2025 | +109.8% | -14.0% | -12.6% | -5.8% | +5.2% |
| Jul 31, 2025 | +163.7% | -17.1% | -18.6% | -11.1% | -14.8% |
| Apr 30, 2025 | +77.1% | +3.9% | +11.9% | +18.9% | +38.7% |
| Feb 18, 2025 | -16.7% | -22.6% | -24.3% | -33.5% | -15.9% |
| Oct 31, 2024 | -38.5% | -8.7% | -5.3% | -6.3% | +3.7% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 30, 2026 | $1.76 | $1.63 | +8.0% | $224.2M |
| May 5, 2026 | $1.45 | $1.35 | +7.4% | $205.5M |
| Feb 17, 2026 | $0.70 | $0.40 | +75.0% | $172.5M |
| Oct 29, 2025 | $0.86 | $0.41 | +109.8% | $175.3M |
| Jul 31, 2025 | $1.49 | $0.57 | +163.7% | $218.1M |
| Apr 30, 2025 | $1.24 | $0.70 | +77.1% | $201.1M |
| Feb 18, 2025 | $0.40 | $0.48 | -16.7% | $156.3M |
| Oct 31, 2024 | $0.48 | $0.78 | -38.5% | $179.5M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 32.1× | 18.1× | 81th | Top 28% |
| P/E (forward) | 9.7× | — | — | — |
| EV / EBITDA | 10.3× | — | — | Top 12% |
| EV / Sales | 1.71× | — | — | Top 25% |
| Free-cash-flow yield | 13.30% | — | — | Top 8% |
| Earnings yield | 3.11% | — | — | Top 28% |
P/E over the past five years
Range 7.0× – 42.3× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -10.4%
- Earnings per share growth (TTM)
- -48.8%
- Change in P/E multiple
- +73.3%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✓ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- +2.3%
- 200-day average slope (20 days)
- +0.4%
- Distance from 50-day average
- -3.9%
- Distance from 200-day average
- -0.7%
- RSI (14)
- 40.9
- Relative volume
- 0.91×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 36.5%
- Volatility vs own 5-year history
- 40th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.34
- Correlation with S&P 500
- 0.41
- Current drawdown from 1-year high
- -16.2%
- Maximum drawdown, 3 years
- -47.4%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 15, 2021 | May 9, 2022 | -50.3% | 120 days | 340 days (Sep 15, 2023) |
| Sep 17, 2024 | Jun 5, 2026 | -47.4% | 430 days | Not yet recovered |
| May 3, 2021 | May 12, 2021 | -20.8% | 7 days | 15 days (Jun 3, 2021) |
| Oct 8, 2020 | Oct 30, 2020 | -14.4% | 16 days | 10 days (Nov 13, 2020) |
| Dec 11, 2020 | Dec 31, 2020 | -13.4% | 13 days | 12 days (Jan 20, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $1.14B
- P/E (TTM)
- 32.1
- EPS, diluted (TTM)
- $1.45
- Revenue (TTM)
- $777.5M
- 52-week range
- $36.11 – $56.26
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $993.3M | $833.6M | $797.2M | $781.9M | $767.0M |
| Gross profit | $580.2M | $463.4M | $463.9M | $484.0M | $486.6M |
| Operating income | $219.3M | $152.7M | $119.8M | $143.2M | $151.5M |
| Net income | $145.9M | $102.5M | $82.2M | $92.4M | $32.4M |
| EPS (diluted) | $4.14 | $3.17 | $2.69 | $3.06 | $1.15 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $179.5M | $156.3M | $201.1M | $218.1M | $175.3M | $172.5M | $205.5M | $224.2M |
| Net income | $8.7M | $6.3M | $31.0M | $36.1M | -$40.9M | $6.2M | $33.5M | $36.4M |
| EPS (diluted) | $0.29 | $0.21 | $1.05 | $1.28 | -$1.49 | $0.23 | $1.27 | $1.44 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $180.0M | $150.2M | $124.0M | $171.1M | $164.9M |
| Capital expenditure | -$42.3M | -$54.2M | -$61.8M | -$65.9M | -$57.1M |
| Free cash flow | $137.7M | $96.0M | $62.2M | $105.2M | $107.8M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | -$38.6M | -$164.3M | -$37.2M | -$79.2M | -$185.0M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $25.3M
- Total assets
- $834.3M
- Total liabilities
- $446.9M
- Total debt
- $211.7M
- Net debt
- $186.4M
- Shareholders’ equity
- $387.4M
As of Jun 30, 2026 (filed Jul 30, 2026).
Short interest
- Shares sold short
- 1,032,691
- Days to cover
- 4.90
- Change vs previous report
- -2.5%
FINRA short interest, settlement date Sep 15, 2026.