(DFIN) Donnelley Financial - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US25787G1004

DFIN: Software, Technology, Financial, Regulatory, Compliance, Solutions

Donnelley Financial Solutions (DFIN) is a provider of software and technology-enabled solutions for financial regulatory and compliance needs. The company serves a global client base across the United States, Asia, Europe, Canada, and other international markets. DFIN operates through four distinct business segments, each tailored to specific sectors within the financial industry.

The Capital Markets Software Solutions (CM-SS) segment offers tools like Venue and ActiveDisclosure. These platforms help both public and private companies manage transactional and compliance processes, enabling collaboration and streamlining the preparation, validation, and filing of SEC documents. This is particularly critical for companies navigating complex regulatory landscapes.

The Capital Markets Compliance and Communications Management (CM-CCM) segment provides tech-enabled services, including print and distribution solutions. This segment supports deal solutions and SEC compliance requirements, ensuring that clients can meet regulatory obligations efficiently. It’s a blend of technology and traditional services aimed at reducing the administrative burden on companies.

For investment companies, DFIN offers the Arc Suite platform through its Investment Companies Software Solutions (IC-SS) segment. This cloud-based platform includes modules like ArcDigital, ArcReporting, ArcPro, and ArcRegulatory. It allows clients to store, manage, and distribute compliance and regulatory information in a centralized repository, simplifying the process of preparing and submitting documents to regulators and investors.

The Investment Companies Compliance and Communications Management (IC-CCM) segment focuses on regulatory communications and investor relations. It offers solutions for creating, filing, and distributing regulatory documents, including XBRL and iXBRL-formatted filings through the SEC’s EDGAR system. Additionally, this segment provides comprehensive proxy services, ranging from discovery and planning to execution and support, ensuring that clients can manage their investor communications effectively.

Founded in 1983, DFIN is headquartered in Chicago, Illinois, and has established itself as a key player in the financial compliance and regulatory technology space. Its solutions are designed to address the growing complexity of financial regulations, making it a critical partner for companies seeking to maintain compliance without compromising efficiency.

From a financial perspective, DFIN has a market capitalization of approximately $1.9 billion, reflecting its established position in the industry. The company’s price-to-earnings (P/E) ratio of 20.64 indicates a valuation that aligns with its growth prospects.

Additional Sources for DFIN Stock

DFIN Stock Overview

Market Cap in USD 1,351m
Sector Technology
Industry Software - Application
GiC Sub-Industry Financial Exchanges & Data
IPO / Inception 2016-10-03

DFIN Stock Ratings

Growth 5y 74.7%
Fundamental 39.5%
Dividend 0.0%
Rel. Strength Industry -43.1
Analysts 4.33/5
Fair Price Momentum 49.88 USD
Fair Price DCF 47.85 USD

DFIN Dividends

No Dividends Paid

DFIN Growth Ratios

Growth Correlation 3m -41.9%
Growth Correlation 12m -2.1%
Growth Correlation 5y 93.4%
CAGR 5y 51.65%
CAGR/Max DD 5y 1.03
Sharpe Ratio 12m -0.39
Alpha -43.74
Beta 1.27
Volatility 47.72%
Current Volume 211.4k
Average Volume 20d 388.8k
What is the price of DFIN stocks?
As of March 16, 2025, the stock is trading at USD 43.29 with a total of 211,384 shares traded.
Over the past week, the price has changed by -8.36%, over one month by -34.26%, over three months by -30.96% and over the past year by -31.26%.
Is Donnelley Financial a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Donnelley Financial (NYSE:DFIN) is currently (March 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 39.48 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DFIN as of March 2025 is 49.88. This means that DFIN is currently undervalued and has a potential upside of +15.22% (Margin of Safety).
Is DFIN a buy, sell or hold?
Donnelley Financial has received a consensus analysts rating of 4.33. Therefor, it is recommend to buy DFIN.
  • Strong Buy: 1
  • Buy: 2
  • Hold: 0
  • Sell: 0
  • Strong Sell: 0
What are the forecast for DFIN stock price target?
According to ValueRays Forecast Model, DFIN Donnelley Financial will be worth about 55.7 in March 2026. The stock is currently trading at 43.29. This means that the stock has a potential upside of +28.55%.
Issuer Forecast Upside
Wallstreet Target Price 73 68.6%
Analysts Target Price 76.7 77.1%
ValueRay Target Price 55.7 28.6%