DFIN

Donnelley Financial Solutions, Inc.

Donnelley Financial Solutions, Inc.DFIN

Technology · Software - Application

49.22USD

+1.25%

Sep 25, 2026

DFIN overview ready

DFIN supplies issuer and investment-company compliance workflows, SEC filing technology and services, and virtual data-room software used around recurring reporting, IPOs, financings, M&A, proxy activity, and fund communications.

Narrative not measured

Capital Markets Access and Reporting ModernizationRegulatory Disclosure and Transaction Workflow SoftwareEnabling supplier

Advancing price action

Longer-term context reads early recovery, with a near-term setup of daily advance.

Attractive valuation

Current market expectations look undemanding relative to the cash the business actually produces.

Solid fundamentals

Free cash flow yield is strong.

Primary risk

Regulatory changes reducing demand.

Market Sep 24Filing Jun 30Price action Sep 24Research Sep 17

Conviction Level

Price

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Price Action

Advancing price action

Longer-term context reads early recovery, with a near-term setup of daily advance.

EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap: $1.2B
Avg Volume (60D): 239.8K
Revenue Growth YoY: -1.9%
Gross Margin: +56.5%
Operating Margin: +18.9%
Free Cash Flow Yield: +12.6%
Distance from 200DMA: +5.2%
Next Earnings: 2026-10-29
P/E: 34.4x
EV / EBITDA: 6.7x
EV / Sales: 1.8x

Market metrics as of Sep 24, 2026

Financial results for the period ended Jun 30, 2026

Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is cheap.

Donnelley Financial Solutions, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis

Opportunity

Moderate opportunity

Software platforms and technology-enabled workflows that help issuers, funds, advisers, and deal teams prepare regulated disclosures, manage filing processes, and securely execute capital-markets transactions.

Key risk

Regulatory changes reducing demand.

Narrative & Theme

Capital Markets Access and Reporting Modernization

Part of Regulatory Disclosure and Transaction Workflow Software, with strong fit.

DFIN has a direct, recurring commercial connection to issuer reporting and capital-markets workflow digitization rather than a generic fintech adjacency.

Narrative HeatUnavailable

Theme HeatHeating up7.1 / 10

This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application

What they do

Donnelley Financial Solutions provides compliance and regulatory software and services globally, operating through segments focused on capital markets and investment companies to support transactional, compliance, and communication processes.

How it earns

The company generates revenue primarily through subscription and service-based contracts for its software solutions and compliance management services.

Products & services

Venue

ActiveDisclosure

Compliance and communications management software

Customers & end markets

Public and private companies

Investment companies

Market position

A specialized provider with a strong position in compliance and regulatory software for capital markets and investment companies.

Demand drivers

Medium cyclicality

Demand is influenced by regulatory changes and capital market activity, which can fluctuate with economic cycles.