Professional
Added to YB: 2025-01-08
Pitch date: 2025-01-07
DFIN [bullish]
Donnelley Financial Solutions, Inc.
-15.46%
current return
Author Info
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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
$57.65
Price Target
140.00 (+187%)
Dividend
N/A
EV/EBITDA
9.07
P/E
43.07
EV/Sales
1.86
Sector
Capital Markets
Category
growth
Donnelley Financial Solutions, Inc. - $DFIN
DFIN: Software solutions driving growth (26% TTM rev, high margins). Capital markets (68% rev) & investment co. (32%) services. Transitioning to recurring revenue. Tech-enabled growth despite market downturn. Venue taking share. Easy comps ahead. TSR rule boosting revenue. Management aligned. Risks: software ROI, slow M&A/IPO. PT $140, 3yr bull case $7+ EPS.
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