Donnelley Financial Solutions, Inc. (DFIN)Technology | Software - Application | Lancaster, United States | NYSE
49.28 USD
-0.85
(-1.696%) ⇩
(Oct. 14, 2026, 4 p.m.
EDT)
After hours: 49.28 |
Hot Take ↕ | Oct. 10, 2026, 7:48 a.m. EDT
The investment case here is fractured by a stark divergence between the company's operational pivot and the market's reaction. Fundamentally, Donnelley is executing a successful transformation into a software platform, evidenced by a massive expansion in forward earnings estimates (from $1.46 to $5.46) and a forward P/E that compresses to under 9x. This suggests the market is pricing in a complete re-rating of the business from a legacy printer to a tech enabler. However, the price action tells a different story; the stock is currently trading 20% lower than last year's peak, and the recent 14-day trend shows volatility without clear upward momentum, hovering near the 50-day average. The options market confirms this anxiety, with traders buying protection at levels far below the current price while offering almost no leverage for upside moves. While the long-term thesis appears sound given the earnings inflection and reasonable valuation multiples, the short-term path is obscured by this 'value trap' narrative where the stock refuses to participate in its own recovery despite improving fundamentals. |
| Model | MAE |
|---|---|
| AutoTheta ✓ | 0.074913 |
| MSTL | 0.083597 |
| AutoETS | 0.084144 |
| AutoARIMA | 0.088571 |
Forecast horizon: 45 days | Selected: AutoTheta
| Forecast Reliability | |
|---|---|
| Score | 51% |
| H-stat | 0.79 |
| Ljung-Box p | 0.224 |
| Jarque-Bera p | 0.178 |
| Excess Kurtosis | 0.55 |
| Attribute | Value |
|---|---|
| Sector | Technology |
| Debt to Equity Ratio | 54.646 |
| Revenue per Share | 29.789 |
| Market Cap | 1,211,567,744 |
| Trailing P/E | 33.75 |
| Forward P/E | 9.03 |
| Beta | 0.75 |
| Profit Margins | 4.53% |
| Website | https://www.dfinsolutions.com |
As of Oct. 10, 2026, 7:48 a.m. EDT: Speculators are positioning defensively with heavy out-of-the-money put volume concentrated at strikes significantly below the current price (e.g., $25 and $35), suggesting a fear of a sharp downside move. Conversely, call interest is sparse and skewed toward deep out-of-the-money strikes ($70), indicating limited bullish conviction for a near-term rally. Implied volatility is elevated on the downside strikes relative to the upside, reinforcing a bearish sentiment.
| Attribute | Value |
|---|---|
| 52 Week Change | -0.08220434 |
| Address1 | 391 Steel Way |
| All Time High | 71.01 |
| All Time Low | 4.04 |
| Ask | 54.5 |
| Ask Size | 200 |
| Audit Risk | 1 |
| Average Analyst Rating | 1.7 - Buy |
| Average Daily Volume10 Day | 232,100 |
| Average Daily Volume3 Month | 237,406 |
| Average Volume | 237,406 |
| Average Volume10Days | 232,100 |
| Beta | 0.749 |
| Bid | 41.5 |
| Bid Size | 300 |
| Board Risk | 2 |
| Book Value | 15.684 |
| City | Lancaster |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 3 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 49.28 |
| Current Ratio | 1.326 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,790,726,400 |
| Day High | 50.2 |
| Day Low | 48.92 |
| Debt To Equity | 54.646 |
| Display Name | Donnelley Financial |
| Dividend Yield | 0.0 |
| Earnings Call Timestamp End | 1,785,416,400 |
| Earnings Call Timestamp Start | 1,785,416,400 |
| Earnings Growth | 0.125 |
| Earnings Quarterly Growth | 0.008 |
| Earnings Timestamp | 1,785,414,600 |
| Earnings Timestamp End | 1,793,277,000 |
| Earnings Timestamp Start | 1,793,277,000 |
| Ebitda | 159,100,000 |
| Ebitda Margins | 0.20462999 |
| Enterprise To Ebitda | 8.787 |
| Enterprise To Revenue | 1.798 |
| Enterprise Value | 1,397,967,616 |
| Eps Current Year | 4.81333 |
| Eps Forward | 5.45667 |
| Eps Trailing Twelve Months | 1.46 |
| Esg Populated | 0 |
| Exchange | NYQ |
| Exchange Data Delayed By | 20 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 48.4314 |
| Fifty Day Average Change | 0.8485985 |
| Fifty Day Average Change Percent | 0.017521659 |
| Fifty Two Week Change Percent | -8.220434 |
| Fifty Two Week High | 56.26 |
| Fifty Two Week High Change | -6.9799995 |
| Fifty Two Week High Change Percent | -0.12406683 |
| Fifty Two Week Low | 36.11 |
| Fifty Two Week Low Change | 13.169998 |
| Fifty Two Week Low Change Percent | 0.36471885 |
| Fifty Two Week Range | 36.11 - 56.26 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,474,896,600,000 |
| Float Shares | 23,314,319 |
| Forward Eps | 5.45667 |
| Forward P E | 9.031149 |
| Free Cashflow | 132,825,000 |
| Full Exchange Name | NYSE |
| Full Time Employees | 1,750 |
| Fullday Change | 1.4400024 |
| Fullday Change Percent | 2.9574912 |
| Fullday Price | 49.28 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,790,812,800 |
| Gross Margins | 0.64206004 |
| Gross Profits | 499,200,000 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.05526 |
| Held Percent Institutions | 0.96101 |
| Implied Shares Outstanding | 24,585,383 |
| Industry | Software - Application |
| Industry Disp | Software - Application |
| Industry Key | software-application |
| Is Earnings Date Estimate | 1 |
| Language | en-US |
| Last Fiscal Year End | 1,767,139,200 |
| Long Business Summary | Donnelley Financial Solutions, Inc. provides compliance and regulatory software and services in the United States, Asia, Europe, Canada, and internationally. It operates through four segments: Capital Markets Software Solutions (CM-SS); Capital Markets Compliance and Communications Management (CM-CCM); Investment Companies Software Solutions (IC-SS); and Investment Companies Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue and ActiveDisclosure solutions to public and private companies to manage public and private transactional and compliance processes; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions, including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory, as well as services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators and investors. The IC-CCM segment offers tech-enabled solutions for creating, filing and distributing regulatory communications, and solutions for investor communications, as well as iXBRL-formatted filings pursuant for Investment Company Act through the SEC's EDGAR system. This segment provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support. The company was founded in 1983 and is headquartered in Lancaster, Pennsylvania. |
| Long Name | Donnelley Financial Solutions, Inc. |
| Market | us_market |
| Market Cap | 1,211,567,744 |
| Market State | POST |
| Max Age | 86,400 |
| Message Board Id | finmb_328967194 |
| Most Recent Quarter | 1,782,777,600 |
| Net Income To Common | 35,200,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 1,195,095,467 |
| Number Of Analyst Opinions | 3 |
| Open | 49.66 |
| Operating Cashflow | 203,300,000 |
| Operating Margins | 0.25825 |
| Overall Risk | 1 |
| Payout Ratio | 0.0 |
| Peg Ratio | 0.97 |
| Phone | 800 823 5304 |
| Post Market Change | 0.0 |
| Post Market Change Percent | 0.0 |
| Post Market Price | 49.28 |
| Post Market Time | 1,792,008,069 |
| Previous Close | 50.13 |
| Price Eps Current Year | 10.238234 |
| Price Hint | 2 |
| Price To Book | 3.1420555 |
| Price To Sales Trailing12 Months | 1.5582864 |
| Profit Margins | 0.04527 |
| Quick Ratio | 1.135 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | buy |
| Recommendation Mean | 1.66667 |
| Region | US |
| Regular Market Change | -0.850002 |
| Regular Market Change Percent | -1.6956 |
| Regular Market Day High | 50.2 |
| Regular Market Day Low | 48.92 |
| Regular Market Day Range | 48.92 - 50.2 |
| Regular Market Open | 49.66 |
| Regular Market Previous Close | 50.13 |
| Regular Market Price | 49.28 |
| Regular Market Time | 1,792,008,002 |
| Regular Market Volume | 168,921 |
| Return On Assets | 0.11293 |
| Return On Equity | 0.08590999 |
| Revenue Growth | 0.028 |
| Revenue Per Share | 29.789 |
| Sand P52 Week Change | 0.17004645 |
| Sector | Technology |
| Sector Disp | Technology |
| Sector Key | technology |
| Share Holder Rights Risk | 3 |
| Shares Outstanding | 24,585,383 |
| Shares Percent Shares Out | 0.0368 |
| Shares Short | 905,415 |
| Shares Short Previous Month Date | 1,788,134,400 |
| Shares Short Prior Month | 1,059,449 |
| Short Name | Donnelley Financial Solutions, |
| Short Percent Of Float | 0.0466 |
| Short Ratio | 3.88 |
| Source Interval | 15 |
| State | PA |
| Symbol | DFIN |
| Target High Price | 70.0 |
| Target Low Price | 60.0 |
| Target Mean Price | 64.0 |
| Target Median Price | 62.0 |
| Total Cash | 25,300,000 |
| Total Cash Per Share | 1.029 |
| Total Debt | 211,700,000 |
| Total Revenue | 777,500,032 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 1.46 |
| Trailing P E | 33.75342 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 46.98245 |
| Two Hundred Day Average Change | 2.2975502 |
| Two Hundred Day Average Change Percent | 0.04890231 |
| Type Disp | Equity |
| Volume | 168,921 |
| Website | https://www.dfinsolutions.com |
| Zip | 17,601 |