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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Goosehead Insurance, Inc. (GSHD). 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 $93.1M, roughly 1.9× Goosehead Insurance, Inc.). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs 3.6%, a 5.0% gap on every dollar of revenue. On growth, Goosehead Insurance, Inc. posted the faster year-over-year revenue change (23.1% vs 10.4%). Over the past eight quarters, Goosehead Insurance, Inc.'s revenue compounded faster (9.2% 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.
Goosehead Insurance is a U.S.-based personal lines insurance agency that offers a wide range of coverage products including auto, home, renters, flood, and specialty insurance. It partners with hundreds of insurance carriers to provide clients with tailored, cost-effective coverage options, operating via corporate locations and a national franchise network for independent agents.
DFIN vs GSHD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $93.1M |
| Net Profit | $6.2M | $8.0M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | 16.1% |
| Net Margin | 3.6% | 8.6% |
| Revenue YoY | 10.4% | 23.1% |
| Net Profit YoY | -1.6% | 204.0% |
| EPS (diluted) | $0.31 | $0.19 |
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 | — | $93.1M | ||
| Q4 25 | $172.5M | $105.3M | ||
| Q3 25 | $175.3M | $90.4M | ||
| Q2 25 | $218.1M | $94.0M | ||
| Q1 25 | $201.1M | $75.6M | ||
| Q4 24 | $156.3M | $93.9M | ||
| Q3 24 | $179.5M | $78.0M | ||
| Q2 24 | $242.7M | $78.1M |
| Q1 26 | — | $8.0M | ||
| Q4 25 | $6.2M | $12.4M | ||
| Q3 25 | $-40.9M | $7.9M | ||
| Q2 25 | $36.1M | $5.2M | ||
| Q1 25 | $31.0M | $2.3M | ||
| Q4 24 | $6.3M | $14.9M | ||
| Q3 24 | $8.7M | $7.6M | ||
| Q2 24 | $44.1M | $6.2M |
| Q1 26 | — | 16.1% | ||
| Q4 25 | 8.3% | 29.4% | ||
| Q3 25 | 16.1% | 23.5% | ||
| Q2 25 | 24.2% | 16.7% | ||
| Q1 25 | 22.8% | 8.8% | ||
| Q4 24 | 6.0% | 29.7% | ||
| Q3 24 | 10.1% | 21.1% | ||
| Q2 24 | 26.6% | 19.7% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 3.6% | 11.8% | ||
| Q3 25 | -23.3% | 8.7% | ||
| Q2 25 | 16.6% | 5.5% | ||
| Q1 25 | 15.4% | 3.1% | ||
| Q4 24 | 4.0% | 15.8% | ||
| Q3 24 | 4.8% | 9.7% | ||
| Q2 24 | 18.2% | 7.9% |
| Q1 26 | — | $0.19 | ||
| Q4 25 | $0.31 | $0.48 | ||
| Q3 25 | $-1.49 | $0.29 | ||
| Q2 25 | $1.28 | $0.18 | ||
| Q1 25 | $1.05 | $0.09 | ||
| Q4 24 | $0.21 | $0.58 | ||
| Q3 24 | $0.29 | $0.29 | ||
| Q2 24 | $1.47 | $0.24 |
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 | $25.7M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $-121.3M |
| Total Assets | $800.4M | $392.8M |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $24.5M | $34.4M | ||
| Q3 25 | $22.7M | $51.6M | ||
| Q2 25 | $33.8M | $92.4M | ||
| Q1 25 | $16.2M | $70.2M | ||
| Q4 24 | $57.3M | $54.3M | ||
| Q3 24 | $33.6M | $47.5M | ||
| Q2 24 | $35.0M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | $171.3M | $289.5M | ||
| Q3 25 | $154.7M | $290.0M | ||
| Q2 25 | $190.1M | $289.8M | ||
| Q1 25 | $189.5M | $290.3M | ||
| Q4 24 | $124.7M | $82.3M | ||
| Q3 24 | — | $84.6M | ||
| Q2 24 | — | $87.0M |
| Q1 26 | — | $-121.3M | ||
| Q4 25 | $379.2M | $-95.5M | ||
| Q3 25 | $423.1M | $-105.0M | ||
| Q2 25 | $432.1M | $-78.6M | ||
| Q1 25 | $419.9M | $-88.5M | ||
| Q4 24 | $436.1M | $43.9M | ||
| Q3 24 | $444.5M | $58.3M | ||
| Q2 24 | $441.5M | $39.8M |
| Q1 26 | — | $392.8M | ||
| Q4 25 | $800.4M | $414.9M | ||
| Q3 25 | $816.3M | $403.6M | ||
| Q2 25 | $874.7M | $436.6M | ||
| Q1 25 | $852.8M | $412.6M | ||
| Q4 24 | $841.6M | $397.7M | ||
| Q3 24 | $843.6M | $358.1M | ||
| Q2 24 | $882.9M | $338.2M |
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | 1.87× | ||
| Q3 24 | — | 1.45× | ||
| Q2 24 | — | 2.19× |
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 | $91.8M | ||
| Q3 25 | $74.4M | $24.2M | ||
| Q2 25 | $68.4M | $28.9M | ||
| Q1 25 | $-37.7M | $15.5M | ||
| Q4 24 | $56.4M | $71.5M | ||
| Q3 24 | $86.4M | $28.1M | ||
| Q2 24 | $56.2M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $86.1M | ||
| Q3 25 | $59.2M | $23.7M | ||
| Q2 25 | $51.7M | $27.2M | ||
| Q1 25 | $-51.0M | $14.9M | ||
| Q4 24 | $41.3M | $70.6M | ||
| Q3 24 | $67.3M | $28.0M | ||
| Q2 24 | $36.8M | $18.6M |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 81.8% | ||
| Q3 25 | 33.8% | 26.2% | ||
| Q2 25 | 23.7% | 28.9% | ||
| Q1 25 | -25.4% | 19.7% | ||
| Q4 24 | 26.4% | 75.1% | ||
| Q3 24 | 37.5% | 35.9% | ||
| Q2 24 | 15.2% | 23.9% |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 5.4% | ||
| Q3 25 | 8.7% | 0.5% | ||
| Q2 25 | 7.7% | 1.8% | ||
| Q1 25 | 6.6% | 0.8% | ||
| Q4 24 | 9.7% | 1.0% | ||
| Q3 24 | 10.6% | 0.1% | ||
| Q2 24 | 8.0% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | 7.38× | ||
| Q3 25 | — | 3.06× | ||
| Q2 25 | 1.89× | 5.61× | ||
| Q1 25 | -1.22× | 6.61× | ||
| Q4 24 | 8.95× | 4.82× | ||
| Q3 24 | 9.93× | 3.72× | ||
| Q2 24 | 1.27× | 3.05× |
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% |
GSHD
| Renewal Royalty Fees (2) | $43.6M | 47% |
| Renewal Commissions (1) | $18.2M | 20% |
| Contingent Commissions (1) | $10.7M | 11% |
| New Business Royalty Fees (2) | $7.9M | 8% |
| New Business Commissions (1) | $7.5M | 8% |
| Other | $3.7M | 4% |
| Initial Franchise Fees (2) | $1.6M | 2% |
