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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and MGIC INVESTMENT CORP (MTG). Click either name above to swap in a different company.
MGIC INVESTMENT CORP is the larger business by last-quarter revenue ($297.1M vs $172.5M, roughly 1.7× Donnelley Financial Solutions, Inc.). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 3.6%, a 52.0% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs -3.0%). Over the past eight quarters, MGIC INVESTMENT CORP's revenue compounded faster (-1.4% 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.
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
DFIN vs MTG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $297.1M |
| Net Profit | $6.2M | $165.3M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | — |
| Net Margin | 3.6% | 55.6% |
| Revenue YoY | 10.4% | -3.0% |
| Net Profit YoY | -1.6% | -10.9% |
| EPS (diluted) | $0.31 | $0.76 |
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 | — | $297.1M | ||
| Q4 25 | $172.5M | $298.7M | ||
| Q3 25 | $175.3M | $304.5M | ||
| Q2 25 | $218.1M | $304.2M | ||
| Q1 25 | $201.1M | $306.2M | ||
| Q4 24 | $156.3M | $301.4M | ||
| Q3 24 | $179.5M | $306.6M | ||
| Q2 24 | $242.7M | $305.3M |
| Q1 26 | — | $165.3M | ||
| Q4 25 | $6.2M | $169.3M | ||
| Q3 25 | $-40.9M | $191.1M | ||
| Q2 25 | $36.1M | $192.5M | ||
| Q1 25 | $31.0M | $185.5M | ||
| Q4 24 | $6.3M | $184.7M | ||
| Q3 24 | $8.7M | $200.0M | ||
| Q2 24 | $44.1M | $204.2M |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 71.2% | ||
| Q3 25 | 16.1% | 77.2% | ||
| Q2 25 | 24.2% | 80.9% | ||
| Q1 25 | 22.8% | 76.6% | ||
| Q4 24 | 6.0% | 77.9% | ||
| Q3 24 | 10.1% | 82.9% | ||
| Q2 24 | 26.6% | 85.1% |
| Q1 26 | — | 55.6% | ||
| Q4 25 | 3.6% | 56.7% | ||
| Q3 25 | -23.3% | 62.8% | ||
| Q2 25 | 16.6% | 63.3% | ||
| Q1 25 | 15.4% | 60.6% | ||
| Q4 24 | 4.0% | 61.3% | ||
| Q3 24 | 4.8% | 65.2% | ||
| Q2 24 | 18.2% | 66.9% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.31 | $0.75 | ||
| Q3 25 | $-1.49 | $0.83 | ||
| Q2 25 | $1.28 | $0.81 | ||
| Q1 25 | $1.05 | $0.75 | ||
| Q4 24 | $0.21 | $0.71 | ||
| Q3 24 | $0.29 | $0.77 | ||
| Q2 24 | $1.47 | $0.77 |
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 | $235.1M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $5.0B |
| Total Assets | $800.4M | $6.4B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $235.1M | ||
| Q4 25 | $24.5M | $369.0M | ||
| Q3 25 | $22.7M | $266.9M | ||
| Q2 25 | $33.8M | $294.9M | ||
| Q1 25 | $16.2M | $207.0M | ||
| Q4 24 | $57.3M | $229.5M | ||
| Q3 24 | $33.6M | $288.6M | ||
| Q2 24 | $35.0M | $281.8M |
| Q1 26 | — | — | ||
| 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 26 | — | $5.0B | ||
| Q4 25 | $379.2M | $5.1B | ||
| Q3 25 | $423.1M | $5.2B | ||
| Q2 25 | $432.1M | $5.2B | ||
| Q1 25 | $419.9M | $5.1B | ||
| Q4 24 | $436.1M | $5.2B | ||
| Q3 24 | $444.5M | $5.3B | ||
| Q2 24 | $441.5M | $5.1B |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $800.4M | $6.6B | ||
| Q3 25 | $816.3M | $6.6B | ||
| Q2 25 | $874.7M | $6.5B | ||
| Q1 25 | $852.8M | $6.5B | ||
| Q4 24 | $841.6M | $6.5B | ||
| Q3 24 | $843.6M | $6.7B | ||
| Q2 24 | $882.9M | $6.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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 | $230.8M | ||
| Q3 25 | $74.4M | $215.4M | ||
| Q2 25 | $68.4M | $183.0M | ||
| Q1 25 | $-37.7M | $223.7M | ||
| Q4 24 | $56.4M | $182.4M | ||
| Q3 24 | $86.4M | $182.9M | ||
| Q2 24 | $56.2M | $169.2M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $230.2M | ||
| Q3 25 | $59.2M | $215.1M | ||
| Q2 25 | $51.7M | $183.0M | ||
| Q1 25 | $-51.0M | $223.5M | ||
| Q4 24 | $41.3M | $181.9M | ||
| Q3 24 | $67.3M | $182.5M | ||
| Q2 24 | $36.8M | $169.0M |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 77.1% | ||
| Q3 25 | 33.8% | 70.6% | ||
| Q2 25 | 23.7% | 60.1% | ||
| Q1 25 | -25.4% | 73.0% | ||
| Q4 24 | 26.4% | 60.3% | ||
| Q3 24 | 37.5% | 59.5% | ||
| Q2 24 | 15.2% | 55.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 0.2% | ||
| Q3 25 | 8.7% | 0.1% | ||
| Q2 25 | 7.7% | 0.0% | ||
| Q1 25 | 6.6% | 0.0% | ||
| Q4 24 | 9.7% | 0.2% | ||
| Q3 24 | 10.6% | 0.1% | ||
| Q2 24 | 8.0% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | 1.36× | ||
| Q3 25 | — | 1.13× | ||
| Q2 25 | 1.89× | 0.95× | ||
| Q1 25 | -1.22× | 1.21× | ||
| Q4 24 | 8.95× | 0.99× | ||
| Q3 24 | 9.93× | 0.91× | ||
| Q2 24 | 1.27× | 0.83× |
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% |
MTG
Segment breakdown not available.
