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Side-by-side financial comparison of COASTAL FINANCIAL CORP (CCB) and Donnelley Financial Solutions, Inc. (DFIN). Click either name above to swap in a different company.
Donnelley Financial Solutions, Inc. is the larger business by last-quarter revenue ($172.5M vs $138.0M, roughly 1.2× COASTAL FINANCIAL CORP). On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs -5.8%). COASTAL FINANCIAL CORP produced more free cash flow last quarter ($246.1M vs $47.9M). Over the past eight quarters, COASTAL FINANCIAL CORP's revenue compounded faster (-3.6% CAGR vs -7.9%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
CCB vs DFIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $138.0M | $172.5M |
| Net Profit | — | $6.2M |
| Gross Margin | — | — |
| Operating Margin | 12.4% | 8.3% |
| Net Margin | — | 3.6% |
| Revenue YoY | -5.8% | 10.4% |
| Net Profit YoY | — | -1.6% |
| EPS (diluted) | $0.84 | $0.31 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $138.0M | $172.5M | ||
| Q3 25 | $144.7M | $175.3M | ||
| Q2 25 | $119.4M | $218.1M | ||
| Q1 25 | $139.5M | $201.1M | ||
| Q4 24 | $146.5M | $156.3M | ||
| Q3 24 | $151.1M | $179.5M | ||
| Q2 24 | $135.3M | $242.7M | ||
| Q1 24 | $148.4M | $203.4M |
| Q4 25 | — | $6.2M | ||
| Q3 25 | $13.6M | $-40.9M | ||
| Q2 25 | $11.0M | $36.1M | ||
| Q1 25 | $9.7M | $31.0M | ||
| Q4 24 | — | $6.3M | ||
| Q3 24 | $13.5M | $8.7M | ||
| Q2 24 | $11.6M | $44.1M | ||
| Q1 24 | $6.8M | $33.3M |
| Q4 25 | 12.4% | 8.3% | ||
| Q3 25 | 12.4% | 16.1% | ||
| Q2 25 | 12.0% | 24.2% | ||
| Q1 25 | 8.4% | 22.8% | ||
| Q4 24 | 11.7% | 6.0% | ||
| Q3 24 | 10.8% | 10.1% | ||
| Q2 24 | 11.1% | 26.6% | ||
| Q1 24 | 5.9% | 21.9% |
| Q4 25 | — | 3.6% | ||
| Q3 25 | 9.4% | -23.3% | ||
| Q2 25 | 9.2% | 16.6% | ||
| Q1 25 | 7.0% | 15.4% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | 8.9% | 4.8% | ||
| Q2 24 | 8.6% | 18.2% | ||
| Q1 24 | 4.6% | 16.4% |
| Q4 25 | $0.84 | $0.31 | ||
| Q3 25 | $0.88 | $-1.49 | ||
| Q2 25 | $0.71 | $1.28 | ||
| Q1 25 | $0.63 | $1.05 | ||
| Q4 24 | $0.95 | $0.21 | ||
| Q3 24 | $0.97 | $0.29 | ||
| Q2 24 | $0.84 | $1.47 | ||
| Q1 24 | $0.50 | $1.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $24.5M |
| Total DebtLower is stronger | — | $171.3M |
| Stockholders' EquityBook value | $491.0M | $379.2M |
| Total Assets | $4.7B | $800.4M |
| Debt / EquityLower = less leverage | — | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $24.5M | ||
| Q3 25 | — | $22.7M | ||
| Q2 25 | — | $33.8M | ||
| Q1 25 | — | $16.2M | ||
| Q4 24 | — | $57.3M | ||
| Q3 24 | — | $33.6M | ||
| Q2 24 | — | $35.0M | ||
| Q1 24 | — | $43.7M |
| Q4 25 | — | $171.3M | ||
| Q3 25 | — | $154.7M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | — | $189.5M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $491.0M | $379.2M | ||
| Q3 25 | $475.3M | $423.1M | ||
| Q2 25 | $461.7M | $432.1M | ||
| Q1 25 | $449.9M | $419.9M | ||
| Q4 24 | $438.7M | $436.1M | ||
| Q3 24 | $331.9M | $444.5M | ||
| Q2 24 | $316.7M | $441.5M | ||
| Q1 24 | $303.7M | $408.9M |
| Q4 25 | $4.7B | $800.4M | ||
| Q3 25 | $4.6B | $816.3M | ||
| Q2 25 | $4.5B | $874.7M | ||
| Q1 25 | $4.3B | $852.8M | ||
| Q4 24 | $4.1B | $841.6M | ||
| Q3 24 | $4.1B | $843.6M | ||
| Q2 24 | $4.0B | $882.9M | ||
| Q1 24 | $3.9B | $867.8M |
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $254.6M | $59.8M |
| Free Cash FlowOCF − Capex | $246.1M | $47.9M |
| FCF MarginFCF / Revenue | 178.3% | 27.8% |
| Capex IntensityCapex / Revenue | 6.1% | 6.9% |
| Cash ConversionOCF / Net Profit | — | 9.65× |
| TTM Free Cash FlowTrailing 4 quarters | $436.4M | $107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $254.6M | $59.8M | ||
| Q3 25 | $59.0M | $74.4M | ||
| Q2 25 | $66.0M | $68.4M | ||
| Q1 25 | $71.7M | $-37.7M | ||
| Q4 24 | $259.8M | $56.4M | ||
| Q3 24 | $62.6M | $86.4M | ||
| Q2 24 | $72.1M | $56.2M | ||
| Q1 24 | $56.8M | $-27.9M |
| Q4 25 | $246.1M | $47.9M | ||
| Q3 25 | $57.4M | $59.2M | ||
| Q2 25 | $64.0M | $51.7M | ||
| Q1 25 | $68.9M | $-51.0M | ||
| Q4 24 | $249.9M | $41.3M | ||
| Q3 24 | $60.2M | $67.3M | ||
| Q2 24 | $69.5M | $36.8M | ||
| Q1 24 | $55.0M | $-40.2M |
| Q4 25 | 178.3% | 27.8% | ||
| Q3 25 | 39.7% | 33.8% | ||
| Q2 25 | 53.6% | 23.7% | ||
| Q1 25 | 49.4% | -25.4% | ||
| Q4 24 | 170.6% | 26.4% | ||
| Q3 24 | 39.8% | 37.5% | ||
| Q2 24 | 51.3% | 15.2% | ||
| Q1 24 | 37.1% | -19.8% |
| Q4 25 | 6.1% | 6.9% | ||
| Q3 25 | 1.2% | 8.7% | ||
| Q2 25 | 1.7% | 7.7% | ||
| Q1 25 | 2.0% | 6.6% | ||
| Q4 24 | 6.8% | 9.7% | ||
| Q3 24 | 1.6% | 10.6% | ||
| Q2 24 | 1.9% | 8.0% | ||
| Q1 24 | 1.2% | 6.0% |
| Q4 25 | — | 9.65× | ||
| Q3 25 | 4.34× | — | ||
| Q2 25 | 5.99× | 1.89× | ||
| Q1 25 | 7.37× | -1.22× | ||
| Q4 24 | — | 8.95× | ||
| Q3 24 | 4.65× | 9.93× | ||
| Q2 24 | 6.22× | 1.27× | ||
| Q1 24 | 8.35× | -0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCB
| Other | $74.7M | 54% |
| Baa S Credit Enhancements | $47.3M | 34% |
| Baa S Program Income | $8.4M | 6% |
| Transaction Fees | $4.9M | 4% |
| Servicing And Other Baa S Fees | $1.6M | 1% |
| Baa S Fraud Enhancements | $1.1M | 1% |
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
