Donnelley Financial Solutions, Inc.

DFIN ·Industrials, Specialty Business Services, United States
Valuation › AI Valuation

AI Valuation

AI-generated fair value estimate for this company.

AI Fair Value $70.58
Market Price $49.57
Undervalued By 29.8%

Method: 10-year unlevered FCF DCF: $130M normalized annual FCF base (blend of TTM $152.3M and FY2025 $107.8M); 4% FCF growth years 1-5, 3% years 6-10; 10% discount rate; 2.5% terminal growth; $186.4M net debt ($25.3M cash less $211.7M total debt); 24.59M shares outstanding.

Reasoning: DFIN's compliance/regulatory software and financial-print business is mature and historically cyclical (tied to capital-markets activity), so a DCF with modest, blended growth and a higher discount rate reflecting revenue cyclicality best captures its intrinsic value.