Donnelley Financial Solutions Inc. (DFIN) earns a Roarable Rating of A- (Buy) with 81/100 RQD Confidence. High-quality cash engine (steady margins, 21% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 14.1% FCF Margin ($107.8M FCF) & 52% Gross Margin
FRED Regime × Technicals: 81% of 52W Range • RSI-14 at 81.9 (OVERBOUGHT (>70))
Cannibal Buyback (-1.80% YoY Shares) & executive Form 4 sales trim 6 pts from alignment
Even with a 81/100 (A-) score, DFIN faces multiple-compression risk if 46.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Priced at 46x earnings—high expectations leave less room for a lukewarm quarter.
Dilution & Margin Drag: Cannibal Buyback (-1.80% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($50.05) or 200D SMA ($47.33) invalidates the momentum regime and cuts Target Base ($67.39) toward Bear Floor ($50.08).
Donnelley Financial Solutions Inc. (DFIN) surged +14.97% to $61.07, trading at 81% of its 52-week range ($36.11 – $66.89). High-quality cash engine (steady margins, 21% return on capital) with steady institutional support.
Donnelley Financial Solutions reported third quarter 2026 revenue of US$185 million and net income of US$21.3 million, and issued fourth quarter guidance calling for total net sales of US$175 million to US$180 million wi
Key TakeawaysDonnelley Financial shares jumped 15% after Q3 adjusted EPS of $1. 07 beat the $0.
Donnelley Financial Solutions (NYSE:DFIN) reported third-quarter 2026 revenue of $185 million, up 5.5% from the prior-year quarter and at the high end of its guidance range, as growth in software solutions and capital-ma
2026-10-30. The following slide deck was published by Donnelley Financial Solutions, Inc.
Needham analyst Kyle Peterson maintains Donnelley Financial Solns (NYSE:DFIN) with a Buy and raises the price target from $60 to $72.
Shares of financial regulatory software provider Donnelley Financial Solutions (NYSE:DFIN) jumped 13.4% in the afternoon session after the company reported third-quarter results above analyst expectations and fourth-quar
Software now drives 51.5% of revenue with three products each exceeding $100 million.
Moby summary of Donnelley Financial Solutions, Inc.'s Q3 2026 earnings call
Donnelley Financial Q3 2026: EPS beat at $1.07 vs $0.86 consensus, revenue in line at $185M, shares up 5.95% premarket on solid profit strength.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -1.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on DFIN today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for DFIN. Explore sector supply chains on /butterfly.
Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Donnelley Financial Solutions Inc. (DFIN) ranks #21 by composite RQD confidence (81/100, grade A-) and #457 by equity capitalization ($1.50B). Within this direct 5-issuer industry benchmark cohort, YELP leads on earnings valuation at 7.1x trailing P/E, while CRAI leads on capital efficiency and profitability with 33.6% ROIC and — gross margin. DFIN currently leads its immediate peer cohort in composite quantitative strength at 81/100 (A-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| DFIN
ACTIVE
Donnelley Financial Solutions Inc. | A- | 81/100 | 46.3x | — | 21.4% | +14.97% | $1.50B | Benchmark Subject |
| CRAI CRA International Inc. | C+ | 67/100 | 22.5x | — | 33.6% | +2.04% | $1.24B | /crai-vs-dfin → |
| YELP Yelp Inc. | B | 75/100 | 7.1x | — | 29.5% | +2.93% | $1.03B | /yelp-vs-dfin → |
| BFAM Bright Horizons Family Solutions Inc. | C | 63/100 | 16.9x | 23.8% | 12.8% | -3.33% | $3.26B | /bfam-vs-dfin → |
| CSV Carriage Services Inc. | C | 64/100 | 10.9x | 35.1% | 29.8% | -2.74% | $562.9M | /csv-vs-dfin → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Donnelley Financial Solutions Inc. (DFIN) reported GAAP revenue of $767.0M (-1.9% vs. FY2024 revenue of $781.9M , and -3.8% cumulative change since FY2023) , GAAP net income of $32.4M, operating cash flow of $164.9M, and free cash flow of $107.8M (+2.5% YoY). On the balance sheet, DFIN closed FY2025 with $800.4M in total assets against $165.5M in total debt (Altman Z-Score: 4.68, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $767.0M | $32.4M | $164.9M | $107.8M | $800.4M | $165.5M |
| FY2024 (FY) | 2024-12-31 | $781.9M | $92.4M | $171.1M | $105.2M | $841.6M | $124.7M |
| FY2023 (FY) | 2023-12-31 | $797.2M | $82.2M | $124.0M | $124.0M | — | — |
As of 2026-11-01, Donnelley Financial Solutions Inc. (NYSE: DFIN) is rated A- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 81/100 at a spot price of $61.07 (+14.97% 1D, market cap $1.50B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 17/20, and SEC Balance-Sheet Forensics 14/20. Across 1011 tracked Consumer Discretionary issuers, DFIN ranks #21 in composite RQD confidence.
Within the Consumer Discretionary sector (Other Consumer Services), DFIN carries a Roarable A- (81/100 RQD), trailing P/E of 46.3x, gross margin of —, and ROIC of 21.4%. By comparison, CRAI (CRA International Inc.) holds a C+ grade (67/100 RQD, P/E 22.5x, ROIC 33.6%, cap $1.24B) and YELP (Yelp Inc.) posts a B grade (75/100 RQD, P/E 7.1x, ROIC 29.5%, cap $1.03B). Among the 5-stock peer group, YELP leads on earnings multiple (7.1x) while CRAI leads on capital efficiency (33.6% ROIC).
Per DFIN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001669811), Donnelley Financial Solutions Inc. generated $767.0M in revenue (-1.9% YoY), $32.4M in net income, and $107.8M in free cash flow against $800.4M in total assets and $165.5M in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 46x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.
DFIN last traded at $61.07 (+14.97% on volume of 709,866 shares), positioning the stock +22.02% above its 50-day simple moving average ($50.05) and +29.03% above its 200-day simple moving average ($47.33). Across its 52-week range of $36.11 to $66.89, DFIN sits at the 81.1% percentile with a 14-day RSI of 81.9 (OVERBOUGHT (>70)) and an implied next-earnings move of ±8.3% ($56.00 to $66.14).
Why DFIN Stock surged +14.97% Today — RQD Quant Desk Flash. High-quality cash engine (steady margins, 21% return on capital) with steady institutional support.
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