vs
Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Employers Holdings, Inc. (EIG). 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 $170.5M, roughly 1.0× Employers Holdings, Inc.). On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs -21.3%). Over the past eight quarters, Donnelley Financial Solutions, Inc.'s revenue compounded faster (-7.9% CAGR vs -11.4%).
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.
Employers Holdings, Inc. is a U.S.-headquartered insurance holding company that specializes in offering workers' compensation insurance and customized risk management services primarily for small and medium-sized enterprises across the United States. It mainly serves clients in low-to-medium hazard industries, helping them mitigate workplace safety risks and meet relevant regulatory requirements for employee protection.
DFIN vs EIG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $170.5M |
| Net Profit | $6.2M | — |
| Gross Margin | — | — |
| Operating Margin | 8.3% | — |
| Net Margin | 3.6% | — |
| Revenue YoY | 10.4% | -21.3% |
| Net Profit YoY | -1.6% | — |
| EPS (diluted) | $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.
| Q1 26 | — | $170.5M | ||
| Q4 25 | $172.5M | $188.5M | ||
| Q3 25 | $175.3M | $239.3M | ||
| Q2 25 | $218.1M | $246.3M | ||
| Q1 25 | $201.1M | $202.6M | ||
| Q4 24 | $156.3M | $216.6M | ||
| Q3 24 | $179.5M | $224.0M | ||
| Q2 24 | $242.7M | $217.0M |
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-40.9M | $-8.3M | ||
| Q2 25 | $36.1M | $29.7M | ||
| Q1 25 | $31.0M | $12.8M | ||
| Q4 24 | $6.3M | — | ||
| Q3 24 | $8.7M | $30.3M | ||
| Q2 24 | $44.1M | $31.7M |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | — | ||
| Q3 25 | 16.1% | -4.7% | ||
| Q2 25 | 24.2% | 15.0% | ||
| Q1 25 | 22.8% | 7.8% | ||
| Q4 24 | 6.0% | — | ||
| Q3 24 | 10.1% | 16.4% | ||
| Q2 24 | 26.6% | 18.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | — | ||
| Q3 25 | -23.3% | -3.5% | ||
| Q2 25 | 16.6% | 12.1% | ||
| Q1 25 | 15.4% | 6.3% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 4.8% | 13.5% | ||
| Q2 24 | 18.2% | 14.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.31 | $-0.93 | ||
| Q3 25 | $-1.49 | $-0.36 | ||
| Q2 25 | $1.28 | $1.23 | ||
| Q1 25 | $1.05 | $0.52 | ||
| Q4 24 | $0.21 | $1.14 | ||
| Q3 24 | $0.29 | $1.21 | ||
| Q2 24 | $1.47 | $1.25 |
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 | $169.9M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $955.7M |
| Total Assets | $800.4M | $3.4B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $169.9M | ||
| Q4 25 | $24.5M | $169.9M | ||
| Q3 25 | $22.7M | $172.4M | ||
| Q2 25 | $33.8M | $78.1M | ||
| Q1 25 | $16.2M | $100.4M | ||
| Q4 24 | $57.3M | $68.4M | ||
| Q3 24 | $33.6M | $173.9M | ||
| Q2 24 | $35.0M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | $171.3M | $19.0M | ||
| Q3 25 | $154.7M | — | ||
| Q2 25 | $190.1M | — | ||
| Q1 25 | $189.5M | — | ||
| Q4 24 | $124.7M | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $955.7M | ||
| Q4 25 | $379.2M | $955.7M | ||
| Q3 25 | $423.1M | $1.0B | ||
| Q2 25 | $432.1M | $1.1B | ||
| Q1 25 | $419.9M | $1.1B | ||
| Q4 24 | $436.1M | $1.1B | ||
| Q3 24 | $444.5M | $1.1B | ||
| Q2 24 | $441.5M | $1.0B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $800.4M | $3.4B | ||
| Q3 25 | $816.3M | $3.5B | ||
| Q2 25 | $874.7M | $3.5B | ||
| Q1 25 | $852.8M | $3.6B | ||
| Q4 24 | $841.6M | $3.5B | ||
| Q3 24 | $843.6M | $3.6B | ||
| Q2 24 | $882.9M | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.02× | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| Free Cash FlowOCF − Capex | $47.9M | — |
| FCF MarginFCF / Revenue | 27.8% | — |
| Capex IntensityCapex / Revenue | 6.9% | — |
| Cash ConversionOCF / Net Profit | 9.65× | — |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $59.8M | $44.7M | ||
| Q3 25 | $74.4M | $29.4M | ||
| Q2 25 | $68.4M | $0 | ||
| Q1 25 | $-37.7M | $14.6M | ||
| Q4 24 | $56.4M | $76.4M | ||
| Q3 24 | $86.4M | $51.0M | ||
| Q2 24 | $56.2M | $11.7M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $44.6M | ||
| Q3 25 | $59.2M | — | ||
| Q2 25 | $51.7M | — | ||
| Q1 25 | $-51.0M | — | ||
| Q4 24 | $41.3M | $76.3M | ||
| Q3 24 | $67.3M | — | ||
| Q2 24 | $36.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 23.7% | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 23.7% | — | ||
| Q1 25 | -25.4% | — | ||
| Q4 24 | 26.4% | 35.2% | ||
| Q3 24 | 37.5% | — | ||
| Q2 24 | 15.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 0.1% | ||
| Q3 25 | 8.7% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 9.7% | 0.0% | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 8.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.89× | 0.00× | ||
| Q1 25 | -1.22× | 1.14× | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | 1.68× | ||
| Q2 24 | 1.27× | 0.37× |
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% |
EIG
Segment breakdown not available.
