Donnelley Financial Solutions Inc. (DFIN) earns a Roarable Rating of B+ (Buy) with 79/100 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.
As of 2026-11-03, Donnelley Financial Solutions Inc. (NYSE: DFIN) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 79/100 at a spot price of $67.75 (+1.29% 1D, market cap $1.63B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 14/20. Across 1009 tracked Consumer Discretionary issuers, DFIN ranks #28 in composite RQD confidence.
Within the Consumer Discretionary sector (Other Consumer Services), DFIN carries a Roarable B+ (79/100 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 (68/100 RQD, P/E 22.5x, ROIC 33.6%, cap $1.23B) and YELP (Yelp Inc.) posts a C- grade (60/100 RQD, P/E 7.1x, ROIC 29.5%, cap $1.04B). 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.
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
20D Institutional Volume Accumulation (±10.1% realized swing band)
Cannibal Buyback (-1.80% YoY Shares) & executive Form 4 sales trim 6 pts from alignment
Even with a 79/100 (B+) 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 ($50.70) or 200D SMA ($47.42) invalidates the momentum regime and cuts Target Base ($74.15) toward Bear Floor ($55.55).
Donnelley Financial Solutions Inc. (DFIN) advanced +1.29% to $67.75, trading at 99% of its 52-week range ($36.11 – $67.75). High-quality cash engine (steady margins, 21% return on capital) with steady institutional support.
Yahoo Finance report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
The Globe and Mail report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Simply Wall Street report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Financial regulatory software provider Donnelley Financial Solutions (NYSE:DFIN) beat Wall Street’s revenue expectations in Q3 2026, with sales up 5.5% year on year to $185 million. On top of that, next quarter’s revenue
Donnelley Financial Solutions delivered third quarter results that exceeded Wall Street expectations, prompting a strong positive market reaction. Management attributed this performance to sustained demand for its softwa
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 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Donnelley Financial Solutions Inc. (DFIN) ranks #28 by composite RQD confidence (79/100, grade B+) and #440 by equity capitalization ($1.63B). 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 79/100 (B+).
| 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. | B+ | 79/100 | 46.3x | — | 21.4% | +1.29% | $1.63B | Benchmark Subject |
| CRAI CRA International Inc. | C+ | 68/100 | 22.5x | — | 33.6% | +0.56% | $1.23B | /crai-vs-dfin → |
| YELP Yelp Inc. | C- | 60/100 | 7.1x | — | 29.5% | +3.77% | $1.04B | /yelp-vs-dfin → |
| BFAM Bright Horizons Family Solutions Inc. | C- | 61/100 | 16.9x | 23.8% | 12.8% | -1.22% | $2.67B | /bfam-vs-dfin → |
| UNF Unifirst Corporation | C | 63/100 | 31.4x | 36.6% | 6.4% | +1.44% | $4.61B | /unf-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 2026-11-03, Donnelley Financial Solutions Inc. (NYSE: DFIN) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 79/100 at a spot price of $67.75 (+1.29% 1D, market cap $1.63B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 14/20. Across 1009 tracked Consumer Discretionary issuers, DFIN ranks #28 in composite RQD confidence.
Within the Consumer Discretionary sector (Other Consumer Services), DFIN carries a Roarable B+ (79/100 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 (68/100 RQD, P/E 22.5x, ROIC 33.6%, cap $1.23B) and YELP (Yelp Inc.) posts a C- grade (60/100 RQD, P/E 7.1x, ROIC 29.5%, cap $1.04B). 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 $67.75 (+1.29% on volume of 717,673 shares), positioning the stock +33.63% above its 50-day simple moving average ($50.70) and +42.87% above its 200-day simple moving average ($47.42). Across its 52-week range of $36.11 to $66.89, DFIN sits at the 100.0% percentile with a 14-day RSI of 71.2 (OVERBOUGHT (>70)) and an implied next-earnings move of ±10.1% ($60.91 to $74.59).
Donnelley Financial Solutions Inc. (DFIN) earns a live Roarable RQD composite score of 79/100, corresponding to a B+ letter grade (Roarable Buy) at a spot price of $67.75 (+1.29% 1D, market capitalization $1.63B).
Donnelley Financial Solutions Inc. Is a NYSE-listed company classified in the Consumer Discretionary sector and the Other Consumer Services industry. It is a publicly traded US issuer with a market capitalization of $1.5B. — for specific products, customer segments, or revenue model detail.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Donnelley Financial Solutions Inc. (DFIN) reported $767.0M in annual revenue (up from $781.9M in FY2024, -1.9% YoY) and $32.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($797.2M revenue, $82.2M net income) through FY2025, DFIN scaled operating cash flow to $164.9M and free cash flow to $107.8M, backed by $800.4M in total assets against $165.5M in total debt.
Upstream and downstream dependencies, sector correlations, and second-order bottlenecks are — The sector classification (Consumer Discretionary / Other Consumer Services) is the only structural context provided.
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Yahoo Finance report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
The Globe and Mail report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Simply Wall Street report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Donnelley Financial Solutions Inc. (DFIN) market action, institutional positioning, and fundamental catalysts.
A 21.4% ROIC and 7.18% FCF yield, supported by a 4.68 Altman Z-Score, point to a cash-generative business with a sound balance sheet.. When you look under the hood at DFIN, Fundamental Cash Engine is 18/20 with 0.0% gross margins and 21.4% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (17/20) has been quietly accumulating below $66.89. My 12M target is $76.92.
@MidwestValue Agree on the RQD 79/100 quality, though with 1.0 beta I'm scaling in with half-size at $66.89 and keeping dry powder in case we test $62.21.
A 46.3 trailing P/E and 43.1 forward P/E price in substantial growth, while net income fell to $32.4M in FY 2025 and debt rose to $165.5M.. Look at the math on DFIN: paying 46.3x trailing P/E for 21.4% ROIC and 18.4% operating margins leaves zero margin of safety if Other Consumer Services demand softens. I'd wait for a retest of $58.86 before getting long.
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