Donnelley Financial Solutions, Inc. (DFIN)
NYSEFinancialsSoftware - ApplicationSnapshot 2026-10-30
$66.89+9.53%
Close 2026-10-30 · 1-day change
NYSEFinancialsSoftware - ApplicationSnapshot 2026-10-30
Research Workspace
Put DFIN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Software solutions net sales growth: Comparison needs review.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 33% in its worst 12-month stretch.
View RiskDFIN’s case rests on growing software adoption, including AI translation, supporting revenue growth. Revenue growth rose from 2.2% to 2.8%, then 5.5% year over year. Third-quarter 2026 revenue and non-GAAP earnings beat expectations. DFIN trades at 15.4 times earnings versus 11.9 times for peers. Its price reflects less growth than our forecast. The multiple also exceeds DFIN’s own historical 10.7 times. Our model puts the next-quarter miss probability near 32%. Reported profits are not well backed by cash. The software-solutions growth comparison needs review, so any breach remains unverified. Peer multiples imply a price about 9% above where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. DFIN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering DFIN (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare DFIN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DFIN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Financial Exchanges & Data — fair value, gap to price, and forward P/E.
Compare the value case
Put DFIN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Official quarterly outlook provides a near-term operating signal, but no thesis-changing deviation is specified.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Quarterly EPS and revenue exceeded expectations, providing a meaningful positive operating signal.
Q3 2026 weakness could impact growth expectations.
Advances: Expand adoption of software solutions offerings
AI translation enhances software adoption and growth potential.
