Professional
Added to YB: 2026-03-18
Pitch date: 2026-01-19
DFIN [bullish]
Donnelley Financial Solutions, Inc.
-15.19%
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
$54.24
Price Target
66.00 (+43%)
Dividend
N/A
EV/EBITDA
9.07
P/E
43.07
EV/Sales
1.86
Sector
Capital Markets
Category
value
Rewey Asset Management New Position: Donnelley Financial Solutions, Inc.
DFIN (new position): Transitioning to SaaS model for capital markets compliance & governance. Q3 software rev +10%, compliance +16%, gross margin 62.7%. Debt-to-EBITDA 0.6x, strong FCF. Trades 10.5x 2026 EPS, 5.6x EBITDA vs peer BR at 24.1x/16.7x. PT $66 (+41% upside) at 15x EPS. Cyclical M&A/IPO recovery expected 2026.
Read full article (2 min)