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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $172.5M, roughly 1.8× Donnelley Financial Solutions, Inc.). Essent Group Ltd. runs the higher net margin — 49.6% vs 3.6%, a 46.0% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $47.9M). Over the past eight quarters, Essent Group Ltd.'s revenue compounded faster (2.3% 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.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
DFIN vs ESNT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $312.4M |
| Net Profit | $6.2M | $155.0M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | 59.1% |
| Net Margin | 3.6% | 49.6% |
| Revenue YoY | 10.4% | -0.8% |
| Net Profit YoY | -1.6% | -7.7% |
| EPS (diluted) | $0.31 | $1.61 |
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 | $312.4M | ||
| Q3 25 | $175.3M | $311.8M | ||
| Q2 25 | $218.1M | $319.1M | ||
| Q1 25 | $201.1M | $317.6M | ||
| Q4 24 | $156.3M | $315.0M | ||
| Q3 24 | $179.5M | $316.6M | ||
| Q2 24 | $242.7M | $312.9M | ||
| Q1 24 | $203.4M | $298.4M |
| Q4 25 | $6.2M | $155.0M | ||
| Q3 25 | $-40.9M | $164.2M | ||
| Q2 25 | $36.1M | $195.3M | ||
| Q1 25 | $31.0M | $175.4M | ||
| Q4 24 | $6.3M | $167.9M | ||
| Q3 24 | $8.7M | $176.2M | ||
| Q2 24 | $44.1M | $203.6M | ||
| Q1 24 | $33.3M | $181.7M |
| Q4 25 | 8.3% | 59.1% | ||
| Q3 25 | 16.1% | 63.9% | ||
| Q2 25 | 24.2% | 72.4% | ||
| Q1 25 | 22.8% | 65.2% | ||
| Q4 24 | 6.0% | 61.9% | ||
| Q3 24 | 10.1% | 65.6% | ||
| Q2 24 | 26.6% | 76.4% | ||
| Q1 24 | 21.9% | 71.6% |
| Q4 25 | 3.6% | 49.6% | ||
| Q3 25 | -23.3% | 52.7% | ||
| Q2 25 | 16.6% | 61.2% | ||
| Q1 25 | 15.4% | 55.2% | ||
| Q4 24 | 4.0% | 53.3% | ||
| Q3 24 | 4.8% | 55.6% | ||
| Q2 24 | 18.2% | 65.1% | ||
| Q1 24 | 16.4% | 60.9% |
| Q4 25 | $0.31 | $1.61 | ||
| Q3 25 | $-1.49 | $1.67 | ||
| Q2 25 | $1.28 | $1.93 | ||
| Q1 25 | $1.05 | $1.69 | ||
| Q4 24 | $0.21 | $1.59 | ||
| Q3 24 | $0.29 | $1.65 | ||
| Q2 24 | $1.47 | $1.91 | ||
| Q1 24 | $1.09 | $1.70 |
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 | $379.2M | $5.8B |
| Total Assets | $800.4M | $7.4B |
| 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 | $379.2M | $5.8B | ||
| Q3 25 | $423.1M | $5.7B | ||
| Q2 25 | $432.1M | $5.7B | ||
| Q1 25 | $419.9M | $5.7B | ||
| Q4 24 | $436.1M | $5.6B | ||
| Q3 24 | $444.5M | $5.6B | ||
| Q2 24 | $441.5M | $5.4B | ||
| Q1 24 | $408.9M | $5.2B |
| Q4 25 | $800.4M | $7.4B | ||
| Q3 25 | $816.3M | $7.4B | ||
| Q2 25 | $874.7M | $7.2B | ||
| Q1 25 | $852.8M | $7.2B | ||
| Q4 24 | $841.6M | $7.1B | ||
| Q3 24 | $843.6M | $7.1B | ||
| Q2 24 | $882.9M | $6.7B | ||
| Q1 24 | $867.8M | $6.6B |
| 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 | $856.1M |
| Free Cash FlowOCF − Capex | $47.9M | $848.7M |
| FCF MarginFCF / Revenue | 27.8% | 271.7% |
| Capex IntensityCapex / Revenue | 6.9% | 2.4% |
| Cash ConversionOCF / Net Profit | 9.65× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $856.1M | ||
| Q3 25 | $74.4M | $215.9M | ||
| Q2 25 | $68.4M | $189.5M | ||
| Q1 25 | $-37.7M | $221.6M | ||
| Q4 24 | $56.4M | $861.5M | ||
| Q3 24 | $86.4M | $229.2M | ||
| Q2 24 | $56.2M | $188.7M | ||
| Q1 24 | $-27.9M | $216.9M |
| Q4 25 | $47.9M | $848.7M | ||
| Q3 25 | $59.2M | $210.6M | ||
| Q2 25 | $51.7M | $188.8M | ||
| Q1 25 | $-51.0M | $221.3M | ||
| Q4 24 | $41.3M | $854.8M | ||
| Q3 24 | $67.3M | $228.7M | ||
| Q2 24 | $36.8M | $187.6M | ||
| Q1 24 | $-40.2M | $212.5M |
| Q4 25 | 27.8% | 271.7% | ||
| Q3 25 | 33.8% | 67.5% | ||
| Q2 25 | 23.7% | 59.2% | ||
| Q1 25 | -25.4% | 69.7% | ||
| Q4 24 | 26.4% | 271.3% | ||
| Q3 24 | 37.5% | 72.2% | ||
| Q2 24 | 15.2% | 60.0% | ||
| Q1 24 | -19.8% | 71.2% |
| Q4 25 | 6.9% | 2.4% | ||
| Q3 25 | 8.7% | 1.7% | ||
| Q2 25 | 7.7% | 0.2% | ||
| Q1 25 | 6.6% | 0.1% | ||
| Q4 24 | 9.7% | 2.1% | ||
| Q3 24 | 10.6% | 0.2% | ||
| Q2 24 | 8.0% | 0.3% | ||
| Q1 24 | 6.0% | 1.5% |
| Q4 25 | 9.65× | 5.52× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | 1.89× | 0.97× | ||
| Q1 25 | -1.22× | 1.26× | ||
| Q4 24 | 8.95× | 5.13× | ||
| Q3 24 | 9.93× | 1.30× | ||
| Q2 24 | 1.27× | 0.93× | ||
| Q1 24 | -0.84× | 1.19× |
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% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
