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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Origin Bancorp, Inc. (OBK). 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 $104.0M, roughly 1.7× Origin Bancorp, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs 3.6%, a 23.0% gap on every dollar of revenue. Over the past eight quarters, Origin Bancorp, Inc.'s revenue compounded faster (3.9% 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.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
DFIN vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $104.0M |
| Net Profit | $6.2M | $27.7M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | — |
| Net Margin | 3.6% | 26.6% |
| Revenue YoY | 10.4% | — |
| Net Profit YoY | -1.6% | — |
| EPS (diluted) | $0.31 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $172.5M | $103.4M | ||
| Q3 25 | $175.3M | $109.8M | ||
| Q2 25 | $218.1M | $83.5M | ||
| Q1 25 | $201.1M | $94.1M | ||
| Q4 24 | $156.3M | $78.3M | ||
| Q3 24 | $179.5M | $90.8M | ||
| Q2 24 | $242.7M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $6.2M | $29.5M | ||
| Q3 25 | $-40.9M | $8.6M | ||
| Q2 25 | $36.1M | $14.6M | ||
| Q1 25 | $31.0M | $22.4M | ||
| Q4 24 | $6.3M | $14.3M | ||
| Q3 24 | $8.7M | $18.6M | ||
| Q2 24 | $44.1M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 36.2% | ||
| Q3 25 | 16.1% | 10.0% | ||
| Q2 25 | 24.2% | 22.3% | ||
| Q1 25 | 22.8% | 30.4% | ||
| Q4 24 | 6.0% | 23.0% | ||
| Q3 24 | 10.1% | 26.1% | ||
| Q2 24 | 26.6% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | 3.6% | 28.5% | ||
| Q3 25 | -23.3% | 7.9% | ||
| Q2 25 | 16.6% | 17.5% | ||
| Q1 25 | 15.4% | 23.8% | ||
| Q4 24 | 4.0% | 18.2% | ||
| Q3 24 | 4.8% | 20.5% | ||
| Q2 24 | 18.2% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.31 | $0.95 | ||
| Q3 25 | $-1.49 | $0.27 | ||
| Q2 25 | $1.28 | $0.47 | ||
| Q1 25 | $1.05 | $0.71 | ||
| Q4 24 | $0.21 | $0.45 | ||
| Q3 24 | $0.29 | $0.60 | ||
| Q2 24 | $1.47 | $0.67 |
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 | — |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $1.3B |
| Total Assets | $800.4M | $10.2B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $24.5M | $424.2M | ||
| Q3 25 | $22.7M | $626.9M | ||
| Q2 25 | $33.8M | $334.1M | ||
| Q1 25 | $16.2M | $486.2M | ||
| Q4 24 | $57.3M | $470.2M | ||
| Q3 24 | $33.6M | $321.2M | ||
| Q2 24 | $35.0M | $288.1M |
| 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 | — | $1.3B | ||
| Q4 25 | $379.2M | $1.2B | ||
| Q3 25 | $423.1M | $1.2B | ||
| Q2 25 | $432.1M | $1.2B | ||
| Q1 25 | $419.9M | $1.2B | ||
| Q4 24 | $436.1M | $1.1B | ||
| Q3 24 | $444.5M | $1.1B | ||
| Q2 24 | $441.5M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $800.4M | $9.7B | ||
| Q3 25 | $816.3M | $9.8B | ||
| Q2 25 | $874.7M | $9.7B | ||
| Q1 25 | $852.8M | $9.8B | ||
| Q4 24 | $841.6M | $9.7B | ||
| Q3 24 | $843.6M | $10.0B | ||
| Q2 24 | $882.9M | $9.9B |
| 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 | $158.9M | ||
| Q3 25 | $74.4M | $59.3M | ||
| Q2 25 | $68.4M | $20.6M | ||
| Q1 25 | $-37.7M | $35.6M | ||
| Q4 24 | $56.4M | $108.5M | ||
| Q3 24 | $86.4M | $39.6M | ||
| Q2 24 | $56.2M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $151.1M | ||
| Q3 25 | $59.2M | $56.8M | ||
| Q2 25 | $51.7M | $19.6M | ||
| Q1 25 | $-51.0M | $34.8M | ||
| Q4 24 | $41.3M | $86.4M | ||
| Q3 24 | $67.3M | $32.2M | ||
| Q2 24 | $36.8M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 146.0% | ||
| Q3 25 | 33.8% | 51.7% | ||
| Q2 25 | 23.7% | 23.5% | ||
| Q1 25 | -25.4% | 37.0% | ||
| Q4 24 | 26.4% | 110.3% | ||
| Q3 24 | 37.5% | 35.5% | ||
| Q2 24 | 15.2% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 7.6% | ||
| Q3 25 | 8.7% | 2.3% | ||
| Q2 25 | 7.7% | 1.2% | ||
| Q1 25 | 6.6% | 0.8% | ||
| Q4 24 | 9.7% | 28.1% | ||
| Q3 24 | 10.6% | 8.1% | ||
| Q2 24 | 8.0% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | 5.38× | ||
| Q3 25 | — | 6.88× | ||
| Q2 25 | 1.89× | 1.41× | ||
| Q1 25 | -1.22× | 1.59× | ||
| Q4 24 | 8.95× | 7.60× | ||
| Q3 24 | 9.93× | 2.13× | ||
| Q2 24 | 1.27× | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
