Key Highlights
- In this article, we will summarize the bulls’ thesis on DFIN.
- Donnelley Financial Solutions, Inc.'s share was trading at $47.98 as of December 1st.
- DFIN’s trailing P/E was 43.80 according to Yahoo Finance.
- Jim Cramer Couldn't Stop Gushing About Comerica (CMA) Incorporated's Fifth Third Merger TaLaNoVa/Shutterstock. com Donnelley Financial (DFIN) had been a successful long for several years as improving ROIC, margin expansion, and buybacks supported earnings, but the core software-led leg of the thesis has weakened materially.
- After repeatedly pushing out long-term software targets—from 2026 to 2028—DFIN now faces deteriorating gross and net retention, making its projected revenue mix shift to 60% software increasingly unrealistic.
