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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and El Pollo Loco Holdings, Inc. (LOCO). 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 $123.5M, roughly 1.4× El Pollo Loco Holdings, Inc.). El Pollo Loco Holdings, Inc. runs the higher net margin — 5.3% vs 3.6%, a 1.7% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 8.1%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $5.1M). Over the past eight quarters, El Pollo Loco Holdings, Inc.'s revenue compounded faster (3.1% 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.
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
DFIN vs LOCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $123.5M |
| Net Profit | $6.2M | $6.5M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | 8.3% |
| Net Margin | 3.6% | 5.3% |
| Revenue YoY | 10.4% | 8.1% |
| Net Profit YoY | -1.6% | 9.9% |
| EPS (diluted) | $0.31 | $0.22 |
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 | $123.5M | ||
| Q3 25 | $175.3M | $121.5M | ||
| Q2 25 | $218.1M | $125.8M | ||
| Q1 25 | $201.1M | $119.2M | ||
| Q4 24 | $156.3M | $114.3M | ||
| Q3 24 | $179.5M | $120.4M | ||
| Q2 24 | $242.7M | $122.2M | ||
| Q1 24 | $203.4M | $116.2M |
| Q4 25 | $6.2M | $6.5M | ||
| Q3 25 | $-40.9M | $7.4M | ||
| Q2 25 | $36.1M | $7.1M | ||
| Q1 25 | $31.0M | $5.5M | ||
| Q4 24 | $6.3M | $6.0M | ||
| Q3 24 | $8.7M | $6.2M | ||
| Q2 24 | $44.1M | $7.6M | ||
| Q1 24 | $33.3M | $5.9M |
| Q4 25 | 8.3% | 8.3% | ||
| Q3 25 | 16.1% | 9.4% | ||
| Q2 25 | 24.2% | 9.0% | ||
| Q1 25 | 22.8% | 7.5% | ||
| Q4 24 | 6.0% | 7.9% | ||
| Q3 24 | 10.1% | 8.4% | ||
| Q2 24 | 26.6% | 10.1% | ||
| Q1 24 | 21.9% | 8.3% |
| Q4 25 | 3.6% | 5.3% | ||
| Q3 25 | -23.3% | 6.1% | ||
| Q2 25 | 16.6% | 5.6% | ||
| Q1 25 | 15.4% | 4.6% | ||
| Q4 24 | 4.0% | 5.2% | ||
| Q3 24 | 4.8% | 5.1% | ||
| Q2 24 | 18.2% | 6.2% | ||
| Q1 24 | 16.4% | 5.1% |
| Q4 25 | $0.31 | $0.22 | ||
| Q3 25 | $-1.49 | $0.25 | ||
| Q2 25 | $1.28 | $0.24 | ||
| Q1 25 | $1.05 | $0.19 | ||
| Q4 24 | $0.21 | $0.21 | ||
| Q3 24 | $0.29 | $0.21 | ||
| Q2 24 | $1.47 | $0.25 | ||
| Q1 24 | $1.09 | $0.19 |
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 | $6.2M |
| Total DebtLower is stronger | $171.3M | $51.0M |
| Stockholders' EquityBook value | $379.2M | $291.1M |
| Total Assets | $800.4M | $606.6M |
| Debt / EquityLower = less leverage | 0.45× | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $6.2M | ||
| Q3 25 | $22.7M | $10.9M | ||
| Q2 25 | $33.8M | $9.0M | ||
| Q1 25 | $16.2M | $4.3M | ||
| Q4 24 | $57.3M | $2.5M | ||
| Q3 24 | $33.6M | $7.9M | ||
| Q2 24 | $35.0M | $10.5M | ||
| Q1 24 | $43.7M | $9.1M |
| Q4 25 | $171.3M | $51.0M | ||
| Q3 25 | $154.7M | $61.0M | ||
| Q2 25 | $190.1M | $69.0M | ||
| Q1 25 | $189.5M | $73.0M | ||
| Q4 24 | $124.7M | $71.0M | ||
| Q3 24 | — | $76.0M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $80.0M |
| Q4 25 | $379.2M | $291.1M | ||
| Q3 25 | $423.1M | $282.9M | ||
| Q2 25 | $432.1M | $274.2M | ||
| Q1 25 | $419.9M | $265.7M | ||
| Q4 24 | $436.1M | $260.7M | ||
| Q3 24 | $444.5M | $255.2M | ||
| Q2 24 | $441.5M | $248.6M | ||
| Q1 24 | $408.9M | $256.3M |
| Q4 25 | $800.4M | $606.6M | ||
| Q3 25 | $816.3M | $602.7M | ||
| Q2 25 | $874.7M | $596.8M | ||
| Q1 25 | $852.8M | $590.5M | ||
| Q4 24 | $841.6M | $592.0M | ||
| Q3 24 | $843.6M | $590.0M | ||
| Q2 24 | $882.9M | $593.8M | ||
| Q1 24 | $867.8M | $598.0M |
| Q4 25 | 0.45× | 0.18× | ||
| Q3 25 | 0.37× | 0.22× | ||
| Q2 25 | 0.44× | 0.25× | ||
| Q1 25 | 0.45× | 0.27× | ||
| Q4 24 | 0.29× | 0.27× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.31× |
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 | $13.9M |
| Free Cash FlowOCF − Capex | $47.9M | $5.1M |
| FCF MarginFCF / Revenue | 27.8% | 4.1% |
| Capex IntensityCapex / Revenue | 6.9% | 7.1% |
| Cash ConversionOCF / Net Profit | 9.65× | 2.13× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $25.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $13.9M | ||
| Q3 25 | $74.4M | $15.3M | ||
| Q2 25 | $68.4M | $14.1M | ||
| Q1 25 | $-37.7M | $4.7M | ||
| Q4 24 | $56.4M | $5.6M | ||
| Q3 24 | $86.4M | $13.0M | ||
| Q2 24 | $56.2M | $17.0M | ||
| Q1 24 | $-27.9M | $11.2M |
| Q4 25 | $47.9M | $5.1M | ||
| Q3 25 | $59.2M | $9.9M | ||
| Q2 25 | $51.7M | $9.1M | ||
| Q1 25 | $-51.0M | $1.3M | ||
| Q4 24 | $41.3M | $1.1M | ||
| Q3 24 | $67.3M | $9.1M | ||
| Q2 24 | $36.8M | $10.4M | ||
| Q1 24 | $-40.2M | $7.0M |
| Q4 25 | 27.8% | 4.1% | ||
| Q3 25 | 33.8% | 8.2% | ||
| Q2 25 | 23.7% | 7.2% | ||
| Q1 25 | -25.4% | 1.1% | ||
| Q4 24 | 26.4% | 1.0% | ||
| Q3 24 | 37.5% | 7.6% | ||
| Q2 24 | 15.2% | 8.5% | ||
| Q1 24 | -19.8% | 6.0% |
| Q4 25 | 6.9% | 7.1% | ||
| Q3 25 | 8.7% | 4.4% | ||
| Q2 25 | 7.7% | 4.0% | ||
| Q1 25 | 6.6% | 2.8% | ||
| Q4 24 | 9.7% | 3.9% | ||
| Q3 24 | 10.6% | 3.2% | ||
| Q2 24 | 8.0% | 5.3% | ||
| Q1 24 | 6.0% | 3.6% |
| Q4 25 | 9.65× | 2.13× | ||
| Q3 25 | — | 2.08× | ||
| Q2 25 | 1.89× | 1.99× | ||
| Q1 25 | -1.22× | 0.86× | ||
| Q4 24 | 8.95× | 0.95× | ||
| Q3 24 | 9.93× | 2.11× | ||
| Q2 24 | 1.27× | 2.22× | ||
| Q1 24 | -0.84× | 1.89× |
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% |
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
