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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and MOVADO GROUP INC (MOV). Click either name above to swap in a different company.
MOVADO GROUP INC is the larger business by last-quarter revenue ($186.1M vs $172.5M, roughly 1.1× Donnelley Financial Solutions, Inc.). MOVADO GROUP INC runs the higher net margin — 5.1% vs 3.6%, a 1.6% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 1.9%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $11.6M). Over the past eight quarters, MOVADO GROUP INC's revenue compounded faster (2.9% 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.
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
DFIN vs MOV — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $172.5M | $186.1M |
| Net Profit | $6.2M | $9.6M |
| Gross Margin | — | 54.3% |
| Operating Margin | 8.3% | 6.3% |
| Net Margin | 3.6% | 5.1% |
| Revenue YoY | 10.4% | 1.9% |
| Net Profit YoY | -1.6% | 89.8% |
| EPS (diluted) | $0.31 | $0.42 |
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 | $186.1M | ||
| Q3 25 | $175.3M | $161.8M | ||
| Q2 25 | $218.1M | $131.8M | ||
| Q1 25 | $201.1M | $181.5M | ||
| Q4 24 | $156.3M | $180.5M | ||
| Q3 24 | $179.5M | $157.0M | ||
| Q2 24 | $242.7M | $134.4M | ||
| Q1 24 | $203.4M | $175.8M |
| Q4 25 | $6.2M | $9.6M | ||
| Q3 25 | $-40.9M | $3.0M | ||
| Q2 25 | $36.1M | $1.4M | ||
| Q1 25 | $31.0M | $8.1M | ||
| Q4 24 | $6.3M | $4.8M | ||
| Q3 24 | $8.7M | $3.5M | ||
| Q2 24 | $44.1M | $2.0M | ||
| Q1 24 | $33.3M | $9.8M |
| Q4 25 | — | 54.3% | ||
| Q3 25 | — | 54.1% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 54.2% | ||
| Q4 24 | — | 53.5% | ||
| Q3 24 | — | 54.3% | ||
| Q2 24 | — | 54.3% | ||
| Q1 24 | — | 53.5% |
| Q4 25 | 8.3% | 6.3% | ||
| Q3 25 | 16.1% | 2.5% | ||
| Q2 25 | 24.2% | 0.2% | ||
| Q1 25 | 22.8% | 5.1% | ||
| Q4 24 | 6.0% | 3.3% | ||
| Q3 24 | 10.1% | 1.7% | ||
| Q2 24 | 26.6% | 1.6% | ||
| Q1 24 | 21.9% | 6.1% |
| Q4 25 | 3.6% | 5.1% | ||
| Q3 25 | -23.3% | 1.8% | ||
| Q2 25 | 16.6% | 1.1% | ||
| Q1 25 | 15.4% | 4.4% | ||
| Q4 24 | 4.0% | 2.7% | ||
| Q3 24 | 4.8% | 2.2% | ||
| Q2 24 | 18.2% | 1.5% | ||
| Q1 24 | 16.4% | 5.6% |
| Q4 25 | $0.31 | $0.42 | ||
| Q3 25 | $-1.49 | $0.13 | ||
| Q2 25 | $1.28 | $0.06 | ||
| Q1 25 | $1.05 | $0.36 | ||
| Q4 24 | $0.21 | $0.21 | ||
| Q3 24 | $0.29 | $0.15 | ||
| Q2 24 | $1.47 | $0.09 | ||
| Q1 24 | $1.09 | $0.44 |
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 | $183.9M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $497.5M |
| Total Assets | $800.4M | $751.9M |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $183.9M | ||
| Q3 25 | $22.7M | $180.5M | ||
| Q2 25 | $33.8M | $203.1M | ||
| Q1 25 | $16.2M | $208.5M | ||
| Q4 24 | $57.3M | $181.5M | ||
| Q3 24 | $33.6M | $198.3M | ||
| Q2 24 | $35.0M | $225.4M | ||
| Q1 24 | $43.7M | $262.1M |
| 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 | $497.5M | ||
| Q3 25 | $423.1M | $489.9M | ||
| Q2 25 | $432.1M | $493.2M | ||
| Q1 25 | $419.9M | $481.3M | ||
| Q4 24 | $436.1M | $491.3M | ||
| Q3 24 | $444.5M | $492.0M | ||
| Q2 24 | $441.5M | $489.6M | ||
| Q1 24 | $408.9M | $505.9M |
| Q4 25 | $800.4M | $751.9M | ||
| Q3 25 | $816.3M | $748.7M | ||
| Q2 25 | $874.7M | $747.2M | ||
| Q1 25 | $852.8M | $729.2M | ||
| Q4 24 | $841.6M | $747.2M | ||
| Q3 24 | $843.6M | $742.5M | ||
| Q2 24 | $882.9M | $736.0M | ||
| Q1 24 | $867.8M | $756.5M |
| 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 | $12.3M |
| Free Cash FlowOCF − Capex | $47.9M | $11.6M |
| FCF MarginFCF / Revenue | 27.8% | 6.2% |
| Capex IntensityCapex / Revenue | 6.9% | 0.4% |
| Cash ConversionOCF / Net Profit | 9.65× | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $35.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $12.3M | ||
| Q3 25 | $74.4M | $-3.8M | ||
| Q2 25 | $68.4M | $-7.2M | ||
| Q1 25 | $-37.7M | $39.1M | ||
| Q4 24 | $56.4M | $-4.7M | ||
| Q3 24 | $86.4M | $-17.8M | ||
| Q2 24 | $56.2M | $-18.1M | ||
| Q1 24 | $-27.9M | $69.4M |
| Q4 25 | $47.9M | $11.6M | ||
| Q3 25 | $59.2M | $-5.1M | ||
| Q2 25 | $51.7M | $-8.7M | ||
| Q1 25 | $-51.0M | $37.5M | ||
| Q4 24 | $41.3M | $-7.2M | ||
| Q3 24 | $67.3M | $-20.1M | ||
| Q2 24 | $36.8M | $-19.7M | ||
| Q1 24 | $-40.2M | $67.8M |
| Q4 25 | 27.8% | 6.2% | ||
| Q3 25 | 33.8% | -3.1% | ||
| Q2 25 | 23.7% | -6.6% | ||
| Q1 25 | -25.4% | 20.7% | ||
| Q4 24 | 26.4% | -4.0% | ||
| Q3 24 | 37.5% | -12.8% | ||
| Q2 24 | 15.2% | -14.7% | ||
| Q1 24 | -19.8% | 38.6% |
| Q4 25 | 6.9% | 0.4% | ||
| Q3 25 | 8.7% | 0.8% | ||
| Q2 25 | 7.7% | 1.2% | ||
| Q1 25 | 6.6% | 0.9% | ||
| Q4 24 | 9.7% | 1.4% | ||
| Q3 24 | 10.6% | 1.5% | ||
| Q2 24 | 8.0% | 1.2% | ||
| Q1 24 | 6.0% | 0.9% |
| Q4 25 | 9.65× | 1.28× | ||
| Q3 25 | — | -1.27× | ||
| Q2 25 | 1.89× | -5.08× | ||
| Q1 25 | -1.22× | 4.86× | ||
| Q4 24 | 8.95× | -0.98× | ||
| Q3 24 | 9.93× | -5.14× | ||
| Q2 24 | 1.27× | -8.97× | ||
| Q1 24 | -0.84× | 7.06× |
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% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |