DFIN · the NYSE · USD · Market cap $1.2B · 1,750 employees
Donnelley Financial Solutions, Inc.
FAIL · Does not pass the screen
48.16 USD
At the last full screen 2026-09-01
Screened 2026-09-01 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
Donnelley Financial Solutions, Inc. holds its Accumulation at $48.16. The statistical read favours the buyers, held for 5 days.
As held on the ledger · 2026-09-01
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 5 days
Price at the screen
$48.16
Valuation
31.27 trailing · 8.82 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.71
The Workings
Five Screens, Shown in Full
Does not pass. Business activity: conventional financial services
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
No prohibited business activity identified
Fail
Debt load
22.30%
Below 33%
Interest-bearing debt is just 22.3% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
20.93%
Below 49%
Money owed to the company is 20.9% of assets, under the 49% limit.
Pass
Revenue purity
0.14%
Below 5%
Only 0.1% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-01 screen. The gold marker is the market price at the same screen. A 45.3% margin of safety to the base estimate.
Third-party analyst targets: 3 covering, consensus None. The average target sits +29% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-01 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Compliance filings that barely move the needle
Every quarter, companies still need to file mountains of paperwork with regulators, and Donnelley Financial Solutions handles a slice of that workflow across software and services. Yet the numbers tell a flat story: revenue edging up just 2 percent, a 5 percent profit margin and 9 percent return on equity hardly signal a business pulling away from the pack.
We pass despite the forward multiple of 9.5 times and the claimed 40 percent margin of safety to fair value. Low growth and thin returns leave no real opportunity once the cyclical capital markets exposure is factored in, even though the ethical screen raises no flags.
The cheap valuation often marks the warning sign in this sector rather than a bargain, as deal volumes can stall for years and leave earnings stranded at peak levels. Analysis, not advice.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
DFIN trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-26Markup$49.62-0.7%Entry 5
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.7% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 35%. Our forward projection puts the odds of a 10% gain over the next month near 20%. The street (3 analysts) rates it none, with a mean price target of $63.
2026-07-26Markup · changed$49.95+29.9%Entry 4
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 29.9% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 35%. Our forward projection puts the odds of a 10% gain over the next month near 20%. The street (3 analysts) rates it none, with a mean price target of $63.
2026-07-18Distribution$38.44+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 35%. Our forward projection puts the odds of a 10% gain over the next month near 20%. The street (3 analysts) rates it none, with a mean price target of $63.
2026-07-03Distribution$38.44+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Distribution$38.44Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.