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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Douglas Elliman Inc. (DOUG). Click either name above to swap in a different company.
Douglas Elliman Inc. is the larger business by last-quarter revenue ($245.4M vs $172.5M, roughly 1.4× Donnelley Financial Solutions, Inc.). Douglas Elliman Inc. runs the higher net margin — 27.9% vs 3.6%, a 24.3% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 0.9%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $-14.7M). Over the past eight quarters, Douglas Elliman Inc.'s revenue compounded faster (10.7% CAGR vs -7.9%).
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.
Douglas Elliman Inc. is a leading U.S.-based residential real estate brokerage firm. It offers luxury property sales, rentals, property management, and advisory solutions, serving high-net-worth clients across key metro markets including New York, California, Florida, and Texas.
DFIN vs DOUG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $172.5M | $245.4M |
| Net Profit | $6.2M | $68.6M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | 27.3% |
| Net Margin | 3.6% | 27.9% |
| Revenue YoY | 10.4% | 0.9% |
| Net Profit YoY | -1.6% | 1243.4% |
| EPS (diluted) | $0.31 | $0.80 |
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 | $172.5M | $245.4M | ||
| Q3 25 | $175.3M | $262.8M | ||
| Q2 25 | $218.1M | $271.4M | ||
| Q1 25 | $201.1M | $253.4M | ||
| Q4 24 | $156.3M | $243.3M | ||
| Q3 24 | $179.5M | $266.3M | ||
| Q2 24 | $242.7M | $285.8M | ||
| Q1 24 | $203.4M | $200.2M |
| Q4 25 | $6.2M | $68.6M | ||
| Q3 25 | $-40.9M | $-24.7M | ||
| Q2 25 | $36.1M | $-22.7M | ||
| Q1 25 | $31.0M | $-6.0M | ||
| Q4 24 | $6.3M | $-6.0M | ||
| Q3 24 | $8.7M | $-27.2M | ||
| Q2 24 | $44.1M | $-1.7M | ||
| Q1 24 | $33.3M | $-41.5M |
| Q4 25 | 8.3% | 27.3% | ||
| Q3 25 | 16.1% | -4.1% | ||
| Q2 25 | 24.2% | -2.0% | ||
| Q1 25 | 22.8% | -2.1% | ||
| Q4 24 | 6.0% | -6.7% | ||
| Q3 24 | 10.1% | -2.8% | ||
| Q2 24 | 26.6% | -1.3% | ||
| Q1 24 | 21.9% | -20.7% |
| Q4 25 | 3.6% | 27.9% | ||
| Q3 25 | -23.3% | -9.4% | ||
| Q2 25 | 16.6% | -8.4% | ||
| Q1 25 | 15.4% | -2.4% | ||
| Q4 24 | 4.0% | -2.5% | ||
| Q3 24 | 4.8% | -10.2% | ||
| Q2 24 | 18.2% | -0.6% | ||
| Q1 24 | 16.4% | -20.7% |
| Q4 25 | $0.31 | $0.80 | ||
| Q3 25 | $-1.49 | $-0.29 | ||
| Q2 25 | $1.28 | $-0.27 | ||
| Q1 25 | $1.05 | $-0.07 | ||
| Q4 24 | $0.21 | $-0.06 | ||
| Q3 24 | $0.29 | $-0.33 | ||
| Q2 24 | $1.47 | $-0.02 | ||
| Q1 24 | $1.09 | $-0.50 |
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 | $115.5M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $183.9M |
| Total Assets | $800.4M | $444.4M |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $115.5M | ||
| Q3 25 | $22.7M | $143.0M | ||
| Q2 25 | $33.8M | $136.3M | ||
| Q1 25 | $16.2M | $136.8M | ||
| Q4 24 | $57.3M | $145.5M | ||
| Q3 24 | $33.6M | $151.4M | ||
| Q2 24 | $35.0M | $92.9M | ||
| Q1 24 | $43.7M | $91.5M |
| 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 | $379.2M | $183.9M | ||
| Q3 25 | $423.1M | $115.1M | ||
| Q2 25 | $432.1M | $137.6M | ||
| Q1 25 | $419.9M | $158.2M | ||
| Q4 24 | $436.1M | $162.2M | ||
| Q3 24 | $444.5M | $173.6M | ||
| Q2 24 | $441.5M | $196.9M | ||
| Q1 24 | $408.9M | $195.1M |
| Q4 25 | $800.4M | $444.4M | ||
| Q3 25 | $816.3M | $480.6M | ||
| Q2 25 | $874.7M | $489.0M | ||
| Q1 25 | $852.8M | $493.9M | ||
| Q4 24 | $841.6M | $493.9M | ||
| Q3 24 | $843.6M | $502.7M | ||
| Q2 24 | $882.9M | $463.9M | ||
| Q1 24 | $867.8M | $461.1M |
| 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 | $59.8M | $-14.4M |
| Free Cash FlowOCF − Capex | $47.9M | $-14.7M |
| FCF MarginFCF / Revenue | 27.8% | -6.0% |
| Capex IntensityCapex / Revenue | 6.9% | 0.1% |
| Cash ConversionOCF / Net Profit | 9.65× | -0.21× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $-17.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $-14.4M | ||
| Q3 25 | $74.4M | $5.5M | ||
| Q2 25 | $68.4M | $642.0K | ||
| Q1 25 | $-37.7M | $-5.6M | ||
| Q4 24 | $56.4M | $-9.0M | ||
| Q3 24 | $86.4M | $9.0M | ||
| Q2 24 | $56.2M | $1.3M | ||
| Q1 24 | $-27.9M | $-27.3M |
| Q4 25 | $47.9M | $-14.7M | ||
| Q3 25 | $59.2M | $4.7M | ||
| Q2 25 | $51.7M | $-575.0K | ||
| Q1 25 | $-51.0M | $-6.7M | ||
| Q4 24 | $41.3M | $-10.2M | ||
| Q3 24 | $67.3M | $7.7M | ||
| Q2 24 | $36.8M | $432.0K | ||
| Q1 24 | $-40.2M | $-29.4M |
| Q4 25 | 27.8% | -6.0% | ||
| Q3 25 | 33.8% | 1.8% | ||
| Q2 25 | 23.7% | -0.2% | ||
| Q1 25 | -25.4% | -2.6% | ||
| Q4 24 | 26.4% | -4.2% | ||
| Q3 24 | 37.5% | 2.9% | ||
| Q2 24 | 15.2% | 0.2% | ||
| Q1 24 | -19.8% | -14.7% |
| Q4 25 | 6.9% | 0.1% | ||
| Q3 25 | 8.7% | 0.3% | ||
| Q2 25 | 7.7% | 0.4% | ||
| Q1 25 | 6.6% | 0.4% | ||
| Q4 24 | 9.7% | 0.5% | ||
| Q3 24 | 10.6% | 0.5% | ||
| Q2 24 | 8.0% | 0.3% | ||
| Q1 24 | 6.0% | 1.0% |
| Q4 25 | 9.65× | -0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | -1.22× | — | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | — | ||
| Q2 24 | 1.27× | — | ||
| Q1 24 | -0.84× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
DOUG
| Commissions And Other Brokerage Income | $240.3M | 98% |
| Property Management Income | $2.8M | 1% |
| Property Management | $2.2M | 1% |