(DFIN) Donnelley Financial - Ratings and Ratios

Donnelley Financial Solutions, Inc. (NYSE:DFIN) is a leading provider of innovative software and technology-enabled solutions for financial regulatory and compliance needs. The company serves clients across the United States, Asia, Europe, Canada, and other international markets. Its operations are divided into four primary segments: Capital Markets – Software Solutions (CM-SS), Capital Markets – Compliance and Communications Management (CM-CCM), Investment Companies – Software Solutions (IC-SS), and Investment Companies – Compliance and Communications Management (IC-CCM). These segments cater to both public and private companies, offering tools for managing transactional and compliance processes, collaborating on financial disclosures, and filing SEC documents with precision.

The CM-SS segment delivers solutions like Venue and ActiveDisclosure, which streamline public and private transactional processes, enabling companies to collaborate, validate, and file SEC documents efficiently. The CM-CCM segment focuses on tech-enabled services, print, and distribution solutions for deal-related and SEC compliance requirements. Meanwhile, the IC-SS segment provides the Arc Suite platform, a comprehensive cloud-based suite of tools such as ArcDigital, ArcReporting, ArcPro, and ArcRegulatory. These tools empower clients to manage compliance and regulatory information in a centralized repository, facilitating document access, assembly, editing, translation, rendering, and submission to regulators and investors.

The IC-CCM segment offers solutions for creating, filing, and distributing regulatory communications, including investor communications and XBRL/iXBRL-formatted filings under the Investment Company Act via the SEC’s EDGAR system. This segment also provides turnkey proxy services, encompassing discovery, planning, implementation, print and mail management, solicitation, tabulation, stockholder meeting review, and expert support. Founded in 1983, the company is headquartered in Lancaster, Pennsylvania, and is recognized for its robust suite of financial compliance and regulatory solutions.

DFIN’s stock (NYSE:DFIN) is categorized under the Financial Exchanges & Data industry, with a market capitalization of approximately $1.289 billion. The stock is currently trading at $52.40, with a 20-day average volume of 367,550 shares. Its short-term technical indicators, such as the SMA 20 ($43.27) and SMA 50 ($44.79), suggest recent upward momentum, while the SMA 200 ($59.02) indicates longer-term resistance. The ATR of 2.00 reflects moderate volatility. Fundamentally, the stock’s P/E ratio of 14.77, P/B ratio of 2.96, and P/S ratio of 1.65, combined with an RoE of 21.19%, highlight its balanced valuation and profitability metrics.