CoverageForm 410-K10-Q8-K13D13G13F

DFIN · Donnelley Financial Solutions, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · DFIN

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$767.00M$781.90M$797.20M$833.60M$993.30M$894.50M
Cost of Revenue------
Gross Profit------
R&D------
SG&A$277.90M$290.90M$282.10M$264.00M$307.70M$264.80M
Total Operating Expenses------
D&A$59.30M$60.20M$56.70M$46.30M$40.30M$50.90M
Operating Income$141.10M$136.60M$110.00M$145.00M$219.30M$3.60M
Interest Expense$12.90M$12.90M$15.80M$9.20M$26.60M$22.80M
Income Tax$10.70M$32.70M$19.80M$36.80M$51.90M$8.40M
Net Income$32.40M$92.40M$82.20M$102.50M$145.90M($25.90M)
EPS - Basic$1.18$3.16$2.81$3.33$4.36($0.76)
EPS - Diluted$1.15$3.06$2.69$3.17$4.14($0.76)

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$24.50M$57.30M$23.10M$34.20M$54.50M$73.60M
Accounts Receivable$143.00M$138.00M$151.80M$163.50M$199.10M$173.50M
Inventory$5.60M$4.40M$4.70M$7.90M$5.60M$4.90M
Accounts Payable$23.70M$28.70M$33.90M$49.20M$36.30M$54.20M
Current Assets$211.40M$232.50M$208.50M$228.40M$279.70M$267.20M
Total Assets$800.40M$841.60M$806.90M$828.30M$883.30M$865.60M
Current Liabilities$200.00M$224.10M$201.60M$224.80M$261.40M$238.50M
Long-term Debt$165.50M$124.70M$124.50M$169.20M$124.00M$230.50M
Total Liabilities$421.20M$405.50M$404.70M$498.80M$506.30M$617.80M
Stockholders' Equity$379.20M$436.10M$402.20M$329.50M$377.00M$247.80M
Retained Earnings$560.90M$528.50M$436.10M$353.90M$251.40M$105.50M

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$164.90M$171.10M$124.00M$150.20M$180.00M$154.20M
Investing Cash Flow($57.00M)($53.30M)($51.30M)($50.90M)($45.00M)($19.80M)
Financing Cash Flow($141.80M)($82.10M)($84.60M)($121.10M)($154.90M)($77.50M)
CapEx$57.10M$65.90M$61.80M$54.20M$42.30M$31.10M
Free Cash Flow$107.80M$105.20M$62.20M$96.00M$137.70M$123.10M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin------
Operating margin18.4%17.5%13.8%17.4%22.1%0.4%
EBITDA margin26.1%25.2%20.9%22.9%26.1%6.1%
Net margin4.2%11.8%10.3%12.3%14.7%-2.9%
Free cash flow margin14.1%13.5%7.8%11.5%13.9%13.8%
FCF / Net income3.331.140.760.940.94-4.75
R&D / Revenue------
SG&A / Revenue36.2%37.2%35.4%31.7%31.0%29.6%
Effective tax rate24.8%26.1%19.4%26.4%26.2%-
Return on assets4.0%11.0%10.2%12.4%16.5%-3.0%
Return on equity8.5%21.2%20.4%31.1%38.7%-10.5%
Return on invested capital19.5%18.0%16.8%21.4%32.3%0.6%
Liquidity
Current ratio1.061.041.031.021.071.12
Quick ratio1.031.021.010.981.051.10
Cash ratio0.120.260.110.150.210.31
Leverage
Debt / Equity0.440.290.310.510.330.93
Debt / Assets0.210.150.150.200.140.27
Debt / EBITDA0.830.630.750.880.484.23
Interest coverage10.9x10.6x7.0x15.8x8.2x0.2x
Equity multiplier2.111.932.012.512.343.49
Liabilities / Assets0.530.480.500.600.570.71
Efficiency
Asset turnover0.960.930.991.011.121.03
Inventory turnover------
Days sales outstanding68d64d70d72d73d71d
Days inventory outstanding------
Days payable outstanding------
Cash conversion cycle------
Valuation
P / E40.6x20.5x23.2x12.2x11.4x-
P / B3.5x4.3x4.7x3.8x4.4x2.3x
P / S1.7x2.4x2.4x1.5x1.7x0.6x
EV / EBITDA7.3x10.0x12.1x7.2x6.7x13.4x
Growth
Revenue growth (YoY)-1.9%-1.9%-4.4%-16.1%11.0%2.3%
Revenue CAGR (3y)-2.7%-7.7%-3.8%-1.6%0.3%-3.8%
Revenue CAGR (5y)-3.0%-2.2%-4.1%-3.7%0.2%-
Gross profit growth (YoY)------
Operating income growth (YoY)3.3%24.2%-24.1%-33.9%5991.7%-95.4%
Net income growth (YoY)-64.9%12.4%-19.8%-29.7%--
EPS growth (YoY)-62.4%13.8%-15.1%-23.4%--
EPS CAGR (3y)-28.7%-9.6%-42.3%24.2%-
EPS CAGR (5y)-22.7%4.5%61.3%18.1%-
FCF growth (YoY)2.5%69.1%-35.2%-30.3%11.9%1169.1%
FCF CAGR (5y)-2.6%61.1%-2.0%8.6%11.5%-
Book value growth (YoY)-13.0%8.4%22.1%-12.6%52.1%-7.7%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$767.00M total
Capital Markets Compliance And Communications Management$296.20M · 38.6%
Capital Markets Software Solutions$230.00M · 30.0%
Investment Companies Software Solutions$128.40M · 16.7%
Investment Companies Compliance And Communications Management$112.40M · 14.7%

Product / service

$767.00M total
Software Solutions$358.40M · 46.7%
Technology Service$298.30M · 38.9%
Print And Distribution Service$110.30M · 14.4%

Geographic

$767.00M total
US$684.80M · 89.3%
Europe$29.50M · 3.8%
CA$26.10M · 3.4%
Asia$24.70M · 3.2%
Other Geographic Area$1.90M · 0.2%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

2.49
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

6/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • -Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Services-Miscellaneous Business Services

CompanyRevenue (last FY)Net marginROE
ASPS$170.97M0.9%-1.5%
NVEE---
SE$19.63B8.0%12.6%
PFMT---
VEII---

Comparing Donnelley Financial Solutions against the 5 most active filers in the same SIC group.