Donnelley Financial Solutions, Inc. (DFIN)
NYSEFinancialsSoftware - ApplicationSnapshot 2026-11-05
$67.22-3.42%
Close 2026-11-05 · 1-day change
NYSEFinancialsSoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · DFIN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -11.5% |
| Our one-year growth estimate | diamond | 3.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 15.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 60 industry peers · Company calendar date is not available
DFIN — earnings miss
Dated 2026-07-30
Results of Operat ions and Financial Condition On July 30, 2026, Donnelley Financial Solutions, Inc. (the “Company”) issued a press release reporting the Company’s financial results for the second quarter ended June 30, 2026. Information in this
Why it matters: DFIN guided to $175 million to $180 million in Q4 sales. A result above that range would extend recent sales growth.
Supportive ifQ4 2026 net sales exceed $180 million.
Worry ifQ4 2026 net sales fall below $175 million.
Why it matters: Software made up 51.5% of Q3 sales, but management said the mix was similar to last year. A higher share would show progress toward more software sales.
Supportive ifSoftware solutions make up more than 51.5% of total sales in a later quarter.
Worry ifSoftware solutions make up less than 50% of total sales in a later quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$137 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $411 loss on $10,000 · 4.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,347 loss on $10,000 · 33.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.