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ISIN
US25787G1004
CUSIP
25787G100
IPO Date
Oct 3, 2016

Highlights

Market Cap
$1.01B
Enterprise Value
$1.23B
EPS (TTM)
$1.26
PE Ratio
30.68
Total Revenue (TTM)
$771.40M
Gross Profit (TTM)
$358.50M
EBITDA (TTM)
$125.10M
Year Range
$36.11 - $66.25
Target Price
$66.00
ROA (TTM)
4.15%
ROE (TTM)
9.26%

Share Price Chart


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Performance

DFIN Performance Chart

Donnelley Financial Solutions, Inc. (DFIN) is down 17.5% since the beginning of the year. At $39 per share, DFIN is trading 41.9% below its 52-week high of $66. Investors who bought $1,000 worth of DFIN shares 5 years ago would now be looking at an investment worth $1,206.


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S&P 500 Index

Returns By Period

Donnelley Financial Solutions, Inc. (DFIN) has returned -17.52% so far this year and -35.61% over the past 12 months.


Donnelley Financial Solutions, Inc.

1D
-1.61%
1M
-1.26%
YTD
-17.52%
6M
-16.75%
1Y
-35.61%
3Y*
-3.18%
5Y*
3.82%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFIN Monthly Returns History

Based on dividend-adjusted daily data since Oct 3, 2016, DFIN's average daily return is +0.06%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Feb 2021 with a return of +45.3%, while the worst month was Mar 2020 at -39.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, DFIN closed higher 53% of trading days. The best single day was Mar 26, 2020 with a return of +30.1%, while the worst single day was Feb 18, 2025 at -22.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.84%-3.85%-5.27%6.70%-21.09%-2.97%-17.52%
20255.80%-25.31%-11.82%10.27%13.03%13.16%-14.10%7.19%-9.41%-10.66%6.77%-4.83%-25.57%
2024-0.40%3.93%-3.95%1.24%-2.90%-2.20%13.18%-1.22%-1.25%-11.38%3.27%4.12%0.58%
202318.01%-7.24%-3.43%5.85%2.54%2.66%3.89%4.16%14.23%-3.29%8.43%5.68%61.37%
2022-21.04%-13.76%3.61%-12.00%6.29%-5.85%16.05%24.89%-12.91%9.36%-5.57%1.23%-18.01%
20215.42%45.28%7.08%9.81%-2.45%10.70%-2.39%3.54%3.81%10.69%21.92%0.90%177.78%

Benchmark Metrics

Donnelley Financial Solutions, Inc. has an annualized alpha of -3.80%, beta of 1.28, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since October 03, 2016.

  • This stock participated in 149.10% of S&P 500 Index downside but only 110.47% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.24 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-3.80%
Beta
1.28
0.24
Upside Capture
110.47%
Downside Capture
149.10%

Return for Risk

Risk / Return Rank

DFIN ranks 11 for risk / return — in the bottom 11% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


DFIN Risk / Return Rank: 1111
Overall Rank
DFIN Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
DFIN Sortino Ratio Rank: 1414
Sortino Ratio Rank
DFIN Omega Ratio Rank: 1212
Omega Ratio Rank
DFIN Calmar Ratio Rank: 1111
Calmar Ratio Rank
DFIN Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Donnelley Financial Solutions, Inc. (DFIN) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DFINBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.78

Sortino ratioReturn per unit of downside risk

-3.60

Omega ratioGain probability vs. loss probability

0.87

1.37

-0.49

Calmar ratioReturn relative to maximum drawdown

-0.81

2.78

-3.60

Martin ratioReturn relative to average drawdown

-1.39

12.44

-13.83

Dividends

Dividend History


Donnelley Financial Solutions, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Donnelley Financial Solutions, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Donnelley Financial Solutions, Inc. was 85.37%, occurring on Mar 25, 2020. Recovery took 235 trading sessions.

The current Donnelley Financial Solutions, Inc. drawdown is 44.91%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-85.37%Mar 2020
3y 5mo11mo 12d
4y 5moOct 2016 - Mar 2021
Bear market2022
-50.29%May 2022
5mo 24d1y 4mo
1y 10moNov 2021 - Sep 2023
2026 bear market2026
-47.44%Jun 2026
1y 8mo
1y 9moSep 2024 - now
2021 bear market2021
-20.78%May 2021
8d22d
1moMay 2021 - Jun 2021
2021 correction2021
-13.26%Mar 2021
9d1mo
1mo 9dMar 2021 - Apr 2021

Drawdown Indicators


DFINBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-85.37%

-56.78%

-28.59%

Max Drawdown (1Y)

Largest decline over 1 year

-43.93%

-9.10%

-34.83%

Max Drawdown (3Y)

Largest decline over 3 years

-47.44%

-18.90%

-28.54%

Max Drawdown (5Y)

Largest decline over 5 years

-50.29%

-25.43%

-24.86%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-44.91%

-1.80%

-43.11%

Average Drawdown

Average peak-to-trough decline

-28.69%

-10.71%

-17.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.57%

2.03%

+23.54%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Donnelley Financial Solutions, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Donnelley Financial Solutions, Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for DFIN, comparing it with other companies in the Capital Markets industry. Currently, DFIN has a P/E ratio of 30.7. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for DFIN relative to other companies in the Capital Markets industry. Currently, DFIN has a P/S ratio of 1.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for DFIN in comparison with other companies in the Capital Markets industry. Currently, DFIN has a P/B value of 2.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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