Added to YB: 2025-11-24
Pitch date: 2025-09-19
DFIN [bearish]
Donnelley Financial Solutions, Inc.
+8.28%
current return
Author Info
No bio for this author
Company Info
Donnelley Financial Solutions, Inc. provides compliance and regulatory software and services in the United States, Asia, Europe, Canada, and internationally.
Market Cap
$1.3B
Pitch Price
$53.14
Price Target
39.00 (-20%)
Dividend
N/A
EV/EBITDA
9.07
P/E
43.07
EV/Sales
1.86
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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