Professional
Added to YB: 2025-02-03
Pitch date: 2025-01-31
DFIN [bullish]
Donnelley Financial Solutions, Inc.
-25.71%
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 compliance and regulatory software and services in the United States, Asia, Europe, Canada, and internationally.
Market Cap
$1.3B
Pitch Price
$65.61
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
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)