Added to YB: 2025-11-24
Pitch date: 2025-09-19
DFIN [bearish]
Donnelley Financial Solutions, Inc.
+13.7%
current return
Author Info
No bio for this author
Company Info
Donnelley Financial Solutions, Inc. provides innovative software and technology-enabled financial regulatory and compliance solutions in the United States, Asia, Europe, Canada, and internationally.
Market Cap
$1.2B
Pitch Price
$53.14
Price Target
39.00 (-15%)
Dividend
N/A
EV/EBITDA
8.86
P/E
40.03
EV/Sales
1.78
Sector
Capital Markets
Category
N/A
Donnelley Financial Solutions, Inc. - $DFIN (short)
DFIN (short): Former 3yr long position turned short. Software targets pushed 2026→2028, gross retention fell 93%→86%, losing share to Workiva (95% retention vs DFIN's 68%). Inferior tech, higher prices ($400k vs WK's $250k for IPOs), weak R&D ($70m vs WK's $193m). Price target $39 (30% downside).
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