Professional
Added to YB: 2025-02-03
Pitch date: 2025-01-31
DFIN [bullish]
Donnelley Financial Solutions, Inc.
-30.1%
current return
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.
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
$65.61
Price Target
140.00 (+205%)
Dividend
N/A
EV/EBITDA
8.86
P/E
40.03
EV/Sales
1.78
Sector
Capital Markets
Category
growth
O'Keefe Stevens Advisory: Top Picks For 2025 – Donnelley Financial Solutions, Inc.
DFIN: Market leader in compliance & regulatory solutions. Software ARR growing mid-teens, 93% retention. Transactional revenue (25%) to recover with M&A/IPO activity. TSR platform capitalizing on SEC mandates. Undervalued due to director sell-down & weak market. $7+ EPS by 2027, $140+ target. Risks: execution, market dependency.
Read full article (2 min)