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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and OLAPLEX HOLDINGS, INC. (OLPX). 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 $105.1M, roughly 1.6× OLAPLEX HOLDINGS, INC.). Donnelley Financial Solutions, Inc. runs the higher net margin — 3.6% vs -12.5%, a 16.1% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 4.3%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $32.6M). Over the past eight quarters, OLAPLEX 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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
DFIN vs OLPX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $105.1M |
| Net Profit | $6.2M | $-13.1M |
| Gross Margin | — | 68.0% |
| Operating Margin | 8.3% | -4.3% |
| Net Margin | 3.6% | -12.5% |
| Revenue YoY | 10.4% | 4.3% |
| Net Profit YoY | -1.6% | -48.9% |
| EPS (diluted) | $0.31 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $175.3M | $114.6M | ||
| Q2 25 | $218.1M | $106.3M | ||
| Q1 25 | $201.1M | $97.0M | ||
| Q4 24 | $156.3M | $100.7M | ||
| Q3 24 | $179.5M | $119.1M | ||
| Q2 24 | $242.7M | $103.9M | ||
| Q1 24 | $203.4M | $98.9M |
| Q4 25 | $6.2M | $-13.1M | ||
| Q3 25 | $-40.9M | $11.1M | ||
| Q2 25 | $36.1M | $-7.7M | ||
| Q1 25 | $31.0M | $465.0K | ||
| Q4 24 | $6.3M | $-8.8M | ||
| Q3 24 | $8.7M | $14.8M | ||
| Q2 24 | $44.1M | $5.8M | ||
| Q1 24 | $33.3M | $7.7M |
| Q4 25 | — | 68.0% | ||
| Q3 25 | — | 69.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 69.5% | ||
| Q4 24 | — | 66.3% | ||
| Q3 24 | — | 68.6% | ||
| Q2 24 | — | 69.7% | ||
| Q1 24 | — | 72.1% |
| Q4 25 | 8.3% | -4.3% | ||
| Q3 25 | 16.1% | 3.7% | ||
| Q2 25 | 24.2% | -1.1% | ||
| Q1 25 | 22.8% | 8.7% | ||
| Q4 24 | 6.0% | 3.0% | ||
| Q3 24 | 10.1% | 23.5% | ||
| Q2 24 | 26.6% | 15.7% | ||
| Q1 24 | 21.9% | 19.8% |
| Q4 25 | 3.6% | -12.5% | ||
| Q3 25 | -23.3% | 9.7% | ||
| Q2 25 | 16.6% | -7.3% | ||
| Q1 25 | 15.4% | 0.5% | ||
| Q4 24 | 4.0% | -8.7% | ||
| Q3 24 | 4.8% | 12.4% | ||
| Q2 24 | 18.2% | 5.6% | ||
| Q1 24 | 16.4% | 7.8% |
| Q4 25 | $0.31 | $-0.02 | ||
| Q3 25 | $-1.49 | $0.02 | ||
| Q2 25 | $1.28 | $-0.01 | ||
| Q1 25 | $1.05 | $0.00 | ||
| Q4 24 | $0.21 | $-0.01 | ||
| Q3 24 | $0.29 | $0.02 | ||
| Q2 24 | $1.47 | $0.01 | ||
| Q1 24 | $1.09 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | $171.3M | $352.3M |
| Stockholders' EquityBook value | $379.2M | $879.4M |
| Total Assets | $800.4M | $1.5B |
| Debt / EquityLower = less leverage | 0.45× | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $318.7M | ||
| Q3 25 | $22.7M | $286.4M | ||
| Q2 25 | $33.8M | $289.3M | ||
| Q1 25 | $16.2M | $580.9M | ||
| Q4 24 | $57.3M | $586.0M | ||
| Q3 24 | $33.6M | $538.8M | ||
| Q2 24 | $35.0M | $507.9M | ||
| Q1 24 | $43.7M | $507.5M |
| Q4 25 | $171.3M | $352.3M | ||
| Q3 25 | $154.7M | $352.1M | ||
| Q2 25 | $190.1M | $351.9M | ||
| Q1 25 | $189.5M | $649.1M | ||
| Q4 24 | $124.7M | $650.5M | ||
| Q3 24 | — | $651.8M | ||
| Q2 24 | — | $653.1M | ||
| Q1 24 | — | $654.4M |
| Q4 25 | $379.2M | $879.4M | ||
| Q3 25 | $423.1M | $888.7M | ||
| Q2 25 | $432.1M | $874.2M | ||
| Q1 25 | $419.9M | $878.3M | ||
| Q4 24 | $436.1M | $874.4M | ||
| Q3 24 | $444.5M | $879.7M | ||
| Q2 24 | $441.5M | $863.3M | ||
| Q1 24 | $408.9M | $855.7M |
| Q4 25 | $800.4M | $1.5B | ||
| Q3 25 | $816.3M | $1.5B | ||
| Q2 25 | $874.7M | $1.5B | ||
| Q1 25 | $852.8M | $1.8B | ||
| Q4 24 | $841.6M | $1.8B | ||
| Q3 24 | $843.6M | $1.8B | ||
| Q2 24 | $882.9M | $1.8B | ||
| Q1 24 | $867.8M | $1.8B |
| Q4 25 | 0.45× | 0.40× | ||
| Q3 25 | 0.37× | 0.40× | ||
| Q2 25 | 0.44× | 0.40× | ||
| Q1 25 | 0.45× | 0.74× | ||
| Q4 24 | 0.29× | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | $47.9M | $32.6M |
| FCF MarginFCF / Revenue | 27.8% | 31.0% |
| Capex IntensityCapex / Revenue | 6.9% | 0.1% |
| Cash ConversionOCF / Net Profit | 9.65× | — |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $32.7M | ||
| Q3 25 | $74.4M | $8.0M | ||
| Q2 25 | $68.4M | $20.9M | ||
| Q1 25 | $-37.7M | $-2.9M | ||
| Q4 24 | $56.4M | $49.7M | ||
| Q3 24 | $86.4M | $33.5M | ||
| Q2 24 | $56.2M | $16.2M | ||
| Q1 24 | $-27.9M | $43.7M |
| Q4 25 | $47.9M | $32.6M | ||
| Q3 25 | $59.2M | $7.9M | ||
| Q2 25 | $51.7M | $20.8M | ||
| Q1 25 | $-51.0M | $-3.0M | ||
| Q4 24 | $41.3M | $49.2M | ||
| Q3 24 | $67.3M | $33.3M | ||
| Q2 24 | $36.8M | $16.1M | ||
| Q1 24 | $-40.2M | $43.3M |
| Q4 25 | 27.8% | 31.0% | ||
| Q3 25 | 33.8% | 6.9% | ||
| Q2 25 | 23.7% | 19.6% | ||
| Q1 25 | -25.4% | -3.1% | ||
| Q4 24 | 26.4% | 48.9% | ||
| Q3 24 | 37.5% | 28.0% | ||
| Q2 24 | 15.2% | 15.5% | ||
| Q1 24 | -19.8% | 43.7% |
| Q4 25 | 6.9% | 0.1% | ||
| Q3 25 | 8.7% | 0.1% | ||
| Q2 25 | 7.7% | 0.1% | ||
| Q1 25 | 6.6% | 0.0% | ||
| Q4 24 | 9.7% | 0.4% | ||
| Q3 24 | 10.6% | 0.1% | ||
| Q2 24 | 8.0% | 0.1% | ||
| Q1 24 | 6.0% | 0.5% |
| Q4 25 | 9.65× | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | -1.22× | -6.27× | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | 2.26× | ||
| Q2 24 | 1.27× | 2.81× | ||
| Q1 24 | -0.84× | 5.64× |
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% |
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
