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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
UNIVERSAL DISPLAY CORP \PA\ is the larger business by last-quarter revenue ($172.9M vs $172.5M, roughly 1.0× Donnelley Financial Solutions, Inc.). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 38.4% vs 3.6%, a 34.8% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 6.6%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $15.1M). Over the past eight quarters, UNIVERSAL DISPLAY CORP \PA\'s revenue compounded faster (2.3% 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.
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
DFIN vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $172.9M |
| Net Profit | $6.2M | $66.3M |
| Gross Margin | — | 76.1% |
| Operating Margin | 8.3% | 38.9% |
| Net Margin | 3.6% | 38.4% |
| Revenue YoY | 10.4% | 6.6% |
| Net Profit YoY | -1.6% | 44.2% |
| EPS (diluted) | $0.31 | $1.40 |
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 | $172.9M | ||
| Q3 25 | $175.3M | $139.6M | ||
| Q2 25 | $218.1M | $171.8M | ||
| Q1 25 | $201.1M | $166.3M | ||
| Q4 24 | $156.3M | $162.3M | ||
| Q3 24 | $179.5M | $161.6M | ||
| Q2 24 | $242.7M | $158.5M | ||
| Q1 24 | $203.4M | $165.3M |
| Q4 25 | $6.2M | $66.3M | ||
| Q3 25 | $-40.9M | $44.0M | ||
| Q2 25 | $36.1M | $67.3M | ||
| Q1 25 | $31.0M | $64.4M | ||
| Q4 24 | $6.3M | $46.0M | ||
| Q3 24 | $8.7M | $66.9M | ||
| Q2 24 | $44.1M | $52.3M | ||
| Q1 24 | $33.3M | $56.9M |
| Q4 25 | — | 76.1% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 77.2% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 75.8% | ||
| Q1 24 | — | 77.6% |
| Q4 25 | 8.3% | 38.9% | ||
| Q3 25 | 16.1% | 30.9% | ||
| Q2 25 | 24.2% | 39.9% | ||
| Q1 25 | 22.8% | 41.9% | ||
| Q4 24 | 6.0% | 32.3% | ||
| Q3 24 | 10.1% | 41.5% | ||
| Q2 24 | 26.6% | 35.6% | ||
| Q1 24 | 21.9% | 38.0% |
| Q4 25 | 3.6% | 38.4% | ||
| Q3 25 | -23.3% | 31.5% | ||
| Q2 25 | 16.6% | 39.2% | ||
| Q1 25 | 15.4% | 38.8% | ||
| Q4 24 | 4.0% | 28.4% | ||
| Q3 24 | 4.8% | 41.4% | ||
| Q2 24 | 18.2% | 33.0% | ||
| Q1 24 | 16.4% | 34.4% |
| Q4 25 | $0.31 | $1.40 | ||
| Q3 25 | $-1.49 | $0.92 | ||
| Q2 25 | $1.28 | $1.41 | ||
| Q1 25 | $1.05 | $1.35 | ||
| Q4 24 | $0.21 | $0.96 | ||
| Q3 24 | $0.29 | $1.40 | ||
| Q2 24 | $1.47 | $1.10 | ||
| Q1 24 | $1.09 | $1.19 |
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 | $602.4M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $1.8B |
| Total Assets | $800.4M | $2.0B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $602.4M | ||
| Q3 25 | $22.7M | $603.0M | ||
| Q2 25 | $33.8M | $525.2M | ||
| Q1 25 | $16.2M | $571.3M | ||
| Q4 24 | $57.3M | $492.7M | ||
| Q3 24 | $33.6M | $551.6M | ||
| Q2 24 | $35.0M | $530.5M | ||
| Q1 24 | $43.7M | $539.3M |
| 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 | $1.8B | ||
| Q3 25 | $423.1M | $1.7B | ||
| Q2 25 | $432.1M | $1.7B | ||
| Q1 25 | $419.9M | $1.7B | ||
| Q4 24 | $436.1M | $1.6B | ||
| Q3 24 | $444.5M | $1.6B | ||
| Q2 24 | $441.5M | $1.5B | ||
| Q1 24 | $408.9M | $1.5B |
| Q4 25 | $800.4M | $2.0B | ||
| Q3 25 | $816.3M | $1.9B | ||
| Q2 25 | $874.7M | $1.9B | ||
| Q1 25 | $852.8M | $1.9B | ||
| Q4 24 | $841.6M | $1.8B | ||
| Q3 24 | $843.6M | $1.8B | ||
| Q2 24 | $882.9M | $1.8B | ||
| Q1 24 | $867.8M | $1.7B |
| 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 | $31.1M |
| Free Cash FlowOCF − Capex | $47.9M | $15.1M |
| FCF MarginFCF / Revenue | 27.8% | 8.7% |
| Capex IntensityCapex / Revenue | 6.9% | 9.3% |
| Cash ConversionOCF / Net Profit | 9.65× | 0.47× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $154.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $31.1M | ||
| Q3 25 | $74.4M | $97.2M | ||
| Q2 25 | $68.4M | $51.9M | ||
| Q1 25 | $-37.7M | $30.6M | ||
| Q4 24 | $56.4M | $34.7M | ||
| Q3 24 | $86.4M | $79.9M | ||
| Q2 24 | $56.2M | $67.0M | ||
| Q1 24 | $-27.9M | $72.2M |
| Q4 25 | $47.9M | $15.1M | ||
| Q3 25 | $59.2M | $84.3M | ||
| Q2 25 | $51.7M | $37.5M | ||
| Q1 25 | $-51.0M | $17.5M | ||
| Q4 24 | $41.3M | $22.0M | ||
| Q3 24 | $67.3M | $66.2M | ||
| Q2 24 | $36.8M | $57.9M | ||
| Q1 24 | $-40.2M | $65.0M |
| Q4 25 | 27.8% | 8.7% | ||
| Q3 25 | 33.8% | 60.4% | ||
| Q2 25 | 23.7% | 21.8% | ||
| Q1 25 | -25.4% | 10.5% | ||
| Q4 24 | 26.4% | 13.6% | ||
| Q3 24 | 37.5% | 41.0% | ||
| Q2 24 | 15.2% | 36.5% | ||
| Q1 24 | -19.8% | 39.3% |
| Q4 25 | 6.9% | 9.3% | ||
| Q3 25 | 8.7% | 9.2% | ||
| Q2 25 | 7.7% | 8.4% | ||
| Q1 25 | 6.6% | 7.9% | ||
| Q4 24 | 9.7% | 7.8% | ||
| Q3 24 | 10.6% | 8.4% | ||
| Q2 24 | 8.0% | 5.8% | ||
| Q1 24 | 6.0% | 4.4% |
| Q4 25 | 9.65× | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | 1.89× | 0.77× | ||
| Q1 25 | -1.22× | 0.47× | ||
| Q4 24 | 8.95× | 0.75× | ||
| Q3 24 | 9.93× | 1.19× | ||
| Q2 24 | 1.27× | 1.28× | ||
| Q1 24 | -0.84× | 1.27× |
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% |
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
