- ISIN
- US25787G1004
- CUSIP
- 25787G100
- Sector
- Financial Services
- Industry
- Capital Markets
- 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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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%
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.84% | -3.85% | -5.27% | 6.70% | -21.09% | -2.97% | -17.52% | ||||||
| 2025 | 5.80% | -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% |
| 2023 | 18.01% | -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% |
| 2021 | 5.42% | 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
- R²
- 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.
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.
| DFIN | Benchmark | Difference | |
|---|---|---|---|
| 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
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 5mo | 11mo 12d | 4y 5moOct 2016 - Mar 2021 |
Bear market2022 | -50.29%May 2022 | 5mo 24d | 1y 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 | 8d | 22d | 1moMay 2021 - Jun 2021 |
2021 correction2021 | -13.26%Mar 2021 | 9d | 1mo | 1mo 9dMar 2021 - Apr 2021 |
Drawdown Indicators
| DFIN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -44.91% | -1.80% | -43.11% |
Average DrawdownAverage peak-to-trough decline | -28.69% | -10.71% | -17.98% |
Ulcer IndexDepth 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.
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 | — |
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