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DFIN$40.02-1.78%
Fair $40.02+0.0%

DFIN

Donnelley Financial Solutions, Inc.

Technology / Software - ApplicationNYSE

$40.02

-0.73 (-1.78%)

Fairly Valued+0.0%Fair Value $40.02Fund rank 35/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9
Declining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $105.2M · quality 76.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

37/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 12Warnings: 1unknown: 12
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 4 consecutive years
Thesis & Journal · DFINLocal privado en este navegador · Donnelley Financial Solutions, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1000M

P/E

29.2x

↑

EV/EBITDA

10.4x

↓

ROE

8.5%

↑

Gross Margin

63.4%

↑

Debt/Equity

0.47

↑
52-Week Range$40
$37$66

TradingView lightweight chart

DFIN price, volumen y niveles de valoración

Último $40.01Periodo +72.1%
Fair value: $40.02

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2014–2025 · 11 años de histórico normalizado

Revenue CAGR

-3.1%

FCF CAGR

—

FCF margin

14.1%

FCF / Net income

3.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $767.0M · net income $32.4M · FCF $107.8M

2014-FY → 2025-FY

Gross margin

63.4%— pts

Operating margin

19.8%+11.3% pts

Net margin

4.2%-1.1% pts

FCF margin

14.1%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Income Statement
Revenue$767.0M$767.0M$781.9M$797.2M$833.6M$993.3M$894.5M$874.7M$963.0M$1.00B$983.5M$1.05B$1.08B
Net Income$32.4M$32.4M$92.4M$82.2M$102.5M$145.9M$-25.9M$37.6M$73.6M$9.7M$59.1M$104.3M$57.4M
EBITDA$123.2M$123.2M$209.7M$192.0M$212.0M$259.6M$54.5M$128.1M$166.9M$140.2M$148.3M$214.4M$131.5M
EPS1.151.153.062.693.174.14-0.761.102.160.291.803.221.77
Gross Margin63.4%63.4%61.9%58.2%55.6%————————
Operating Margin19.8%19.8%18.3%15.0%18.3%22.1%0.4%9.0%12.6%9.5%10.7%16.5%8.4%
Net Margin4.2%4.2%11.8%10.3%12.3%14.7%-2.9%4.3%7.6%1.0%6.0%9.9%5.3%
Balance Sheet
Debt/Equity0.470.470.320.370.650.330.931.101.603.075.280.00—
Current Ratio1.411.41———————————
Cash Flow
Free Cash Flow$107.8M$107.8M$105.2M$62.2M$96.0M$137.7M$123.1M$9.7M$29.2M$63.6M$79.8M——
Returns
ROE8.5%8.5%21.2%20.4%31.1%38.7%-10.5%14.0%32.6%6.5%53.2%16.7%16.3%
Valuation
P/E29.2129.2119.7522.0512.61————————
EV/EBITDA10.4110.419.1010.126.94————————
P/B2.982.984.184.513.92————————
Growth & Yield
Revenue Growth-1.9%-1.9%-1.9%-4.4%—11.0%2.3%-9.2%-4.2%2.2%-6.3%-2.8%—
EPS Growth-62.4%-62.4%13.8%-15.1%—644.7%-169.1%-49.1%644.8%-83.9%-44.1%81.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

45.6%

muy exigente

EPS terminal req.

$3.55

Spread vs growth

-108.0%

5Y implied EPS CAGR

30.2%

muy exigente

EPS terminal req.

$4.30

Spread vs growth

-92.6%

10Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$6.92

Spread vs growth

-82.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -25.5%

Total return

-25.5%

Start / end P/E

17.5x → 34.8x

EPS bridge

3.06 → 1.15

Residual

-61.4%

EPS growth-62.4%
Multiple rerating+98.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-61.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.