Donnelley Financial Solutions, Inc. (DFIN)
Technology · NYQ
Price as at 30 Sept 2026, 17:30 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Donnelley Financial Solutions, Inc. trades at $46.66, close to the $52.75 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 47 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 35.8 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
DFIN earnings and analyst estimates
Recommendation mix, 3 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Donnelley Financial Solutions, Inc.
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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
DFIN passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
8 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$23.60M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$8.44M · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$5.72M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$2.40M · 0.0% of book
- Ken Fisher, Fisher Asset Management, LLC$2.19M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in DFIN
Trades in DFIN disclosed by members of Congress and executive-branch officials, latest first:
- Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 15 May 2026 · disclosed 1 Jul 2026
- Greg Gianforte · HouseSell · $1,001 - $15,000 · traded 15 Oct 2018 · disclosed 22 Oct 2018
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
DFIN peers
The largest companies in the same industry (Software - Application), then in the same sector.
- SAPGF SAP SE
- CRM Salesforce, Inc.
- UBER Uber Technologies, Inc.
- ADBE Adobe Inc.
- BSP Bending Spoons S.p.A.
- DIDIY DiDi Global Inc.
- QNT Quantinuum Inc.
- GRAB Grab Holdings Limited
Every technology company we cover is on the Technology hub.
Common questions
Is Donnelley Financial Solutions, Inc. (DFIN) undervalued?
Against our fair value estimate of $52.75, DFIN at $46.66 is 13% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own DFIN?
8 of the institutions we track reported a position in DFIN in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is DFIN's P/E ratio?
DFIN trades at 35.8 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its DFIN data?
Fundamentals for DFIN come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 17:30 UTC and is delayed. Our data quality score for this company is 96/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for DFIN, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.