(DLX) Deluxe - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US2480191012

Checks, Payment Processing, Data Analytics, Business Forms, Promotional Products

Dividends

Dividend Yield 5.38%
Yield on Cost 5y 5.68%
Yield CAGR 5y 0.00%
Payout Consistency 91.9%
Payout Ratio 40.0%
Risk via 10d forecast
Volatility 37.5%
Value at Risk 5%th 54.6%
Relative Tail Risk -11.54%
Reward TTM
Sharpe Ratio 0.10
Alpha -12.74
CAGR/Max DD 0.44
Character TTM
Hurst Exponent 0.389
Beta 0.922
Beta Downside 1.037
Drawdowns 3y
Max DD 40.93%
Mean DD 14.90%
Median DD 12.87%

Description: DLX Deluxe December 01, 2025

Deluxe Corporation (NYSE:DLX) delivers technology-enabled solutions to U.S. and Canadian small- and medium-sized businesses (SMBs) and financial institutions across four operating segments: Merchant Services, B2B Payments, Data Solutions, and Print.

Its product suite spans credit/debit card authorization, end-to-end payment processing, treasury-management tools (remittance, lockbox, remote deposit capture, cash-application), and integrated disbursement services such as eChecks and the Deluxe Payment Exchange+. The firm also offers fraud-prevention, data-analytics, marketing services, profitability reporting for banks, and a range of printed and digital branding assets.

Recent financials show FY 2023 revenue of roughly $2.2 billion, with adjusted EBITDA margin hovering near 13% and recurring revenue accounting for about 70% of total sales-both indicators of a stable, subscription-driven cash flow base. The B2B Payments segment grew ~8% YoY, driven by accelerating digital-payment adoption among SMBs, while the Print segment faces modest contraction as businesses shift toward electronic invoicing and e-documents.

Key macro drivers include the overall health of the SMB sector (consumer-spending trends, credit availability), the pace of digital-payment adoption, and inflation-related cost pressures on paper-based services. A rising share of electronic disbursements and the regulatory push for stronger fraud controls also create tailwinds for Deluxe’s treasury-management and security offerings.

For a deeper quantitative view of DLX’s valuation metrics, the ValueRay platform offers a concise, data-driven snapshot.

Piotroski VR‑10 (Strict, 0-10) 2.0

Net Income (82.7m TTM) > 0 and > 6% of Revenue (6% = 127.1m TTM)
FCFTA 0.06 (>2.0%) and ΔFCFTA 1.11pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue -0.15% (prev -1.64%; Δ 1.49pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.09 (>3.0%) and CFO 228.7m > Net Income 82.7m (YES >=105%, WARN >=100%)
Net Debt (1.48b) to EBITDA (377.8m) ratio: 3.91 <= 3.0 (WARN <= 3.5)
Current Ratio 0.99 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (45.6m) change vs 12m ago 1.77% (target <= -2.0% for YES)
Gross Margin 53.04% (prev 53.20%; Δ -0.16pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 81.32% (prev 81.53%; Δ -0.21pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 1.91 (EBITDA TTM 377.8m / Interest Expense TTM 125.1m) >= 6 (WARN >= 3)

Altman Z'' 1.55

(A) -0.00 = (Total Current Assets 399.2m - Total Current Liabilities 402.4m) / Total Assets 2.59b
(B) 0.20 = Retained Earnings (Balance) 517.8m / Total Assets 2.59b
(C) 0.09 = EBIT TTM 239.0m / Avg Total Assets 2.61b
(D) 0.28 = Book Value of Equity 533.3m / Total Liabilities 1.92b
Total Rating: 1.55 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 47.16

1. Piotroski 2.0pt
2. FCF Yield 6.40%
3. FCF Margin 7.31%
4. Debt/Equity 2.26
5. Debt/Ebitda 3.91
6. ROIC - WACC (= 3.56)%
7. RoE 13.00%
8. Rev. Trend -81.17%
9. EPS Trend -43.76%

What is the price of DLX shares?

As of December 14, 2025, the stock is trading at USD 22.29 with a total of 292,496 shares traded.
Over the past week, the price has changed by +6.70%, over one month by +9.15%, over three months by +15.32% and over the past year by +0.09%.

Is DLX a buy, sell or hold?

Deluxe has received a consensus analysts rating of 4.33. Therefore, it is recommended to buy DLX.
  • Strong Buy: 2
  • Buy: 0
  • Hold: 1
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the DLX price?

Issuer Target Up/Down from current
Wallstreet Target Price 28.7 28.6%
Analysts Target Price 28.7 28.6%
ValueRay Target Price 23.7 6.2%

DLX Fundamental Data Overview December 09, 2025

Market Cap USD = 942.9m (942.9m USD * 1.0 USD.USD)
P/E Trailing = 11.511
P/E Forward = 5.6883
P/S = 0.4451
P/B = 1.4163
P/EG = 0.474
Beta = 1.38
Revenue TTM = 2.12b USD
EBIT TTM = 239.0m USD
EBITDA TTM = 377.8m USD
Long Term Debt = 1.41b USD (from longTermDebt, last quarter)
Short Term Debt = 49.2m USD (from shortTermDebt, last quarter)
Debt = 1.50b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.48b USD (from netDebt column, last quarter)
Enterprise Value = 2.42b USD (942.9m + Debt 1.50b - CCE 25.8m)
Interest Coverage Ratio = 1.91 (Ebit TTM 239.0m / Interest Expense TTM 125.1m)
FCF Yield = 6.40% (FCF TTM 154.8m / Enterprise Value 2.42b)
FCF Margin = 7.31% (FCF TTM 154.8m / Revenue TTM 2.12b)
Net Margin = 3.91% (Net Income TTM 82.7m / Revenue TTM 2.12b)
Gross Margin = 53.04% ((Revenue TTM 2.12b - Cost of Revenue TTM 994.8m) / Revenue TTM)
Gross Margin QoQ = 53.89% (prev 53.57%)
Tobins Q-Ratio = 0.93 (Enterprise Value 2.42b / Total Assets 2.59b)
Interest Expense / Debt = 2.03% (Interest Expense 30.5m / Debt 1.50b)
Taxrate = 28.48% (13.4m / 47.2m)
NOPAT = 170.9m (EBIT 239.0m * (1 - 28.48%))
Current Ratio = 0.99 (Total Current Assets 399.2m / Total Current Liabilities 402.4m)
Debt / Equity = 2.26 (Debt 1.50b / totalStockholderEquity, last quarter 663.9m)
Debt / EBITDA = 3.91 (Net Debt 1.48b / EBITDA 377.8m)
Debt / FCF = 9.54 (Net Debt 1.48b / FCF TTM 154.8m)
Total Stockholder Equity = 636.3m (last 4 quarters mean from totalStockholderEquity)
RoA = 3.20% (Net Income 82.7m / Total Assets 2.59b)
RoE = 13.00% (Net Income TTM 82.7m / Total Stockholder Equity 636.3m)
RoCE = 11.66% (EBIT 239.0m / Capital Employed (Equity 636.3m + L.T.Debt 1.41b))
RoIC = 8.08% (NOPAT 170.9m / Invested Capital 2.12b)
WACC = 4.52% (E(942.9m)/V(2.44b) * Re(9.41%) + D(1.50b)/V(2.44b) * Rd(2.03%) * (1-Tc(0.28)))
Discount Rate = 9.41% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.69%
[DCF Debug] Terminal Value 74.50% ; FCFE base≈144.0m ; Y1≈153.5m ; Y5≈185.1m
Fair Price DCF = 56.57 (DCF Value 2.55b / Shares Outstanding 45.0m; 5y FCF grow 7.33% → 3.0% )
EPS Correlation: -43.76 | EPS CAGR: -3.79% | SUE: 2.43 | # QB: 2
Revenue Correlation: -81.17 | Revenue CAGR: -1.45% | SUE: 2.20 | # QB: 1
EPS next Quarter (2026-03-31): EPS=0.79 | Chg30d=+0.005 | Revisions Net=+1 | Analysts=2
EPS next Year (2026-12-31): EPS=3.69 | Chg30d=-0.048 | Revisions Net=+0 | Growth EPS=+3.9% | Growth Revenue=+0.7%

Additional Sources for DLX Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle