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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Life360, Inc. (LIF). 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 $146.0M, roughly 1.2× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 3.6%, a 85.2% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 10.4%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $36.6M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% 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.
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
DFIN vs LIF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $146.0M |
| Net Profit | $6.2M | $129.7M |
| Gross Margin | — | 75.1% |
| Operating Margin | 8.3% | 6.1% |
| Net Margin | 3.6% | 88.8% |
| Revenue YoY | 10.4% | 26.4% |
| Net Profit YoY | -1.6% | 1425.9% |
| EPS (diluted) | $0.31 | $1.53 |
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 | $146.0M | ||
| Q3 25 | $175.3M | $124.5M | ||
| Q2 25 | $218.1M | $115.4M | ||
| Q1 25 | $201.1M | $103.6M | ||
| Q4 24 | $156.3M | $115.5M | ||
| Q3 24 | $179.5M | $92.9M | ||
| Q2 24 | $242.7M | $84.9M | ||
| Q1 24 | $203.4M | $78.2M |
| Q4 25 | $6.2M | $129.7M | ||
| Q3 25 | $-40.9M | $9.8M | ||
| Q2 25 | $36.1M | $7.0M | ||
| Q1 25 | $31.0M | $4.4M | ||
| Q4 24 | $6.3M | $8.5M | ||
| Q3 24 | $8.7M | $7.7M | ||
| Q2 24 | $44.1M | $-11.0M | ||
| Q1 24 | $33.3M | $-9.8M |
| Q4 25 | — | 75.1% | ||
| Q3 25 | — | 78.0% | ||
| Q2 25 | — | 78.4% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 74.0% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 75.0% | ||
| Q1 24 | — | 76.7% |
| Q4 25 | 8.3% | 6.1% | ||
| Q3 25 | 16.1% | 4.6% | ||
| Q2 25 | 24.2% | 1.7% | ||
| Q1 25 | 22.8% | 2.1% | ||
| Q4 24 | 6.0% | 4.9% | ||
| Q3 24 | 10.1% | -5.3% | ||
| Q2 24 | 26.6% | -2.8% | ||
| Q1 24 | 21.9% | -8.2% |
| Q4 25 | 3.6% | 88.8% | ||
| Q3 25 | -23.3% | 7.9% | ||
| Q2 25 | 16.6% | 6.1% | ||
| Q1 25 | 15.4% | 4.2% | ||
| Q4 24 | 4.0% | 7.4% | ||
| Q3 24 | 4.8% | 8.3% | ||
| Q2 24 | 18.2% | -12.9% | ||
| Q1 24 | 16.4% | -12.5% |
| Q4 25 | $0.31 | $1.53 | ||
| Q3 25 | $-1.49 | $0.11 | ||
| Q2 25 | $1.28 | $0.08 | ||
| Q1 25 | $1.05 | $0.05 | ||
| Q4 24 | $0.21 | $0.14 | ||
| Q3 24 | $0.29 | $0.09 | ||
| Q2 24 | $1.47 | $-0.15 | ||
| Q1 24 | $1.09 | $-0.14 |
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 | $494.3M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $548.2M |
| Total Assets | $800.4M | $959.7M |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $494.3M | ||
| Q3 25 | $22.7M | $455.7M | ||
| Q2 25 | $33.8M | $432.7M | ||
| Q1 25 | $16.2M | $168.9M | ||
| Q4 24 | $57.3M | $159.2M | ||
| Q3 24 | $33.6M | $159.0M | ||
| Q2 24 | $35.0M | $160.8M | ||
| Q1 24 | $43.7M | $73.4M |
| 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 | — | $5.2M |
| Q4 25 | $379.2M | $548.2M | ||
| Q3 25 | $423.1M | $391.4M | ||
| Q2 25 | $432.1M | $366.7M | ||
| Q1 25 | $419.9M | $376.3M | ||
| Q4 24 | $436.1M | $358.5M | ||
| Q3 24 | $444.5M | $339.7M | ||
| Q2 24 | $441.5M | $326.7M | ||
| Q1 24 | $408.9M | $239.8M |
| Q4 25 | $800.4M | $959.7M | ||
| Q3 25 | $816.3M | $787.5M | ||
| Q2 25 | $874.7M | $753.6M | ||
| Q1 25 | $852.8M | $455.4M | ||
| Q4 24 | $841.6M | $441.6M | ||
| Q3 24 | $843.6M | $427.4M | ||
| Q2 24 | $882.9M | $405.9M | ||
| Q1 24 | $867.8M | $318.8M |
| 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 | — | 0.02× |
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 | $36.8M |
| Free Cash FlowOCF − Capex | $47.9M | $36.6M |
| FCF MarginFCF / Revenue | 27.8% | 25.1% |
| Capex IntensityCapex / Revenue | 6.9% | 0.2% |
| Cash ConversionOCF / Net Profit | 9.65× | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $36.8M | ||
| Q3 25 | $74.4M | $26.4M | ||
| Q2 25 | $68.4M | $13.3M | ||
| Q1 25 | $-37.7M | $12.1M | ||
| Q4 24 | $56.4M | $12.3M | ||
| Q3 24 | $86.4M | $6.3M | ||
| Q2 24 | $56.2M | $3.3M | ||
| Q1 24 | $-27.9M | $10.7M |
| Q4 25 | $47.9M | $36.6M | ||
| Q3 25 | $59.2M | $25.6M | ||
| Q2 25 | $51.7M | $12.7M | ||
| Q1 25 | $-51.0M | $11.9M | ||
| Q4 24 | $41.3M | $11.2M | ||
| Q3 24 | $67.3M | $6.3M | ||
| Q2 24 | $36.8M | $3.2M | ||
| Q1 24 | $-40.2M | — |
| Q4 25 | 27.8% | 25.1% | ||
| Q3 25 | 33.8% | 20.6% | ||
| Q2 25 | 23.7% | 11.0% | ||
| Q1 25 | -25.4% | 11.5% | ||
| Q4 24 | 26.4% | 9.7% | ||
| Q3 24 | 37.5% | 6.8% | ||
| Q2 24 | 15.2% | 3.8% | ||
| Q1 24 | -19.8% | — |
| Q4 25 | 6.9% | 0.2% | ||
| Q3 25 | 8.7% | 0.6% | ||
| Q2 25 | 7.7% | 0.6% | ||
| Q1 25 | 6.6% | 0.1% | ||
| Q4 24 | 9.7% | 1.0% | ||
| Q3 24 | 10.6% | 0.0% | ||
| Q2 24 | 8.0% | 0.1% | ||
| Q1 24 | 6.0% | 0.0% |
| Q4 25 | 9.65× | 0.28× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | 1.89× | 1.90× | ||
| Q1 25 | -1.22× | 2.75× | ||
| Q4 24 | 8.95× | 1.45× | ||
| Q3 24 | 9.93× | 0.83× | ||
| 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% |
LIF
Segment breakdown not available.
