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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT). 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 $158.8M, roughly 1.1× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 3.6%, a 34.2% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 10.4%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% 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.
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
DFIN vs EPRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $158.8M |
| Net Profit | $6.2M | $60.0M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | 56.5% |
| Net Margin | 3.6% | 37.8% |
| Revenue YoY | 10.4% | 22.8% |
| Net Profit YoY | -1.6% | 6.5% |
| EPS (diluted) | $0.31 | $0.28 |
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 | — | $158.8M | ||
| Q4 25 | $172.5M | $149.9M | ||
| Q3 25 | $175.3M | $144.9M | ||
| Q2 25 | $218.1M | $137.1M | ||
| Q1 25 | $201.1M | $129.4M | ||
| Q4 24 | $156.3M | $119.7M | ||
| Q3 24 | $179.5M | $117.1M | ||
| Q2 24 | $242.7M | $109.3M |
| Q1 26 | — | $60.0M | ||
| Q4 25 | $6.2M | $68.1M | ||
| Q3 25 | $-40.9M | $65.6M | ||
| Q2 25 | $36.1M | $63.2M | ||
| Q1 25 | $31.0M | $56.1M | ||
| Q4 24 | $6.3M | $55.4M | ||
| Q3 24 | $8.7M | $49.1M | ||
| Q2 24 | $44.1M | $51.5M |
| Q1 26 | — | 56.5% | ||
| Q4 25 | 8.3% | 65.9% | ||
| Q3 25 | 16.1% | 64.7% | ||
| Q2 25 | 24.2% | 64.1% | ||
| Q1 25 | 22.8% | 61.6% | ||
| Q4 24 | 6.0% | 66.1% | ||
| Q3 24 | 10.1% | 59.7% | ||
| Q2 24 | 26.6% | 61.1% |
| Q1 26 | — | 37.8% | ||
| Q4 25 | 3.6% | 45.4% | ||
| Q3 25 | -23.3% | 45.3% | ||
| Q2 25 | 16.6% | 46.1% | ||
| Q1 25 | 15.4% | 43.4% | ||
| Q4 24 | 4.0% | 46.3% | ||
| Q3 24 | 4.8% | 42.0% | ||
| Q2 24 | 18.2% | 47.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.31 | $0.34 | ||
| Q3 25 | $-1.49 | $0.33 | ||
| Q2 25 | $1.28 | $0.32 | ||
| Q1 25 | $1.05 | $0.29 | ||
| Q4 24 | $0.21 | $0.31 | ||
| Q3 24 | $0.29 | $0.27 | ||
| Q2 24 | $1.47 | $0.29 |
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 | $15.2M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $4.4B |
| Total Assets | $800.4M | $7.2B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.2M | ||
| Q4 25 | $24.5M | $60.2M | ||
| Q3 25 | $22.7M | $23.8M | ||
| Q2 25 | $33.8M | $20.8M | ||
| Q1 25 | $16.2M | $47.0M | ||
| Q4 24 | $57.3M | $40.7M | ||
| Q3 24 | $33.6M | $32.7M | ||
| Q2 24 | $35.0M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | $171.3M | $2.5B | ||
| Q3 25 | $154.7M | $2.6B | ||
| Q2 25 | $190.1M | $2.3B | ||
| Q1 25 | $189.5M | $2.1B | ||
| Q4 24 | $124.7M | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $379.2M | $4.2B | ||
| Q3 25 | $423.1M | $3.8B | ||
| Q2 25 | $432.1M | $3.8B | ||
| Q1 25 | $419.9M | $3.8B | ||
| Q4 24 | $436.1M | $3.6B | ||
| Q3 24 | $444.5M | $3.2B | ||
| Q2 24 | $441.5M | $3.2B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $800.4M | $6.9B | ||
| Q3 25 | $816.3M | $6.6B | ||
| Q2 25 | $874.7M | $6.3B | ||
| Q1 25 | $852.8M | $6.1B | ||
| Q4 24 | $841.6M | $5.8B | ||
| Q3 24 | $843.6M | $5.5B | ||
| Q2 24 | $882.9M | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.60× | ||
| Q3 25 | 0.37× | 0.69× | ||
| Q2 25 | 0.44× | 0.61× | ||
| Q1 25 | 0.45× | 0.56× | ||
| Q4 24 | 0.29× | 0.60× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.59× |
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 | $381.1M | ||
| Q3 25 | $74.4M | $99.0M | ||
| Q2 25 | $68.4M | $99.8M | ||
| Q1 25 | $-37.7M | $77.2M | ||
| Q4 24 | $56.4M | $308.5M | ||
| Q3 24 | $86.4M | $73.5M | ||
| Q2 24 | $56.2M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | — | ||
| Q3 25 | $59.2M | — | ||
| Q2 25 | $51.7M | — | ||
| Q1 25 | $-51.0M | — | ||
| Q4 24 | $41.3M | — | ||
| Q3 24 | $67.3M | — | ||
| Q2 24 | $36.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | — | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 23.7% | — | ||
| Q1 25 | -25.4% | — | ||
| Q4 24 | 26.4% | — | ||
| Q3 24 | 37.5% | — | ||
| Q2 24 | 15.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | 8.7% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 8.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | 5.60× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | 1.89× | 1.58× | ||
| Q1 25 | -1.22× | 1.38× | ||
| Q4 24 | 8.95× | 5.57× | ||
| Q3 24 | 9.93× | 1.50× | ||
| Q2 24 | 1.27× | 1.57× |
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% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
