(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 PaidDFIN 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 |
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%.
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).
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
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% |