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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Porch Group, Inc. (PRCH). 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 $121.1M, roughly 1.4× Porch Group, Inc.). Donnelley Financial Solutions, Inc. runs the higher net margin — 3.6% vs -3.9%, a 7.5% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 10.4%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% 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.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
DFIN vs PRCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $121.1M |
| Net Profit | $6.2M | $-4.7M |
| Gross Margin | — | 52.7% |
| Operating Margin | 8.3% | 34.7% |
| Net Margin | 3.6% | -3.9% |
| Revenue YoY | 10.4% | 100.0% |
| Net Profit YoY | -1.6% | 2.0% |
| EPS (diluted) | $0.31 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $172.5M | $112.3M | ||
| Q3 25 | $175.3M | $115.1M | ||
| Q2 25 | $218.1M | $107.0M | ||
| Q1 25 | $201.1M | $84.5M | ||
| Q4 24 | $156.3M | $75.3M | ||
| Q3 24 | $179.5M | $77.7M | ||
| Q2 24 | $242.7M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $6.2M | $-3.5M | ||
| Q3 25 | $-40.9M | $-10.9M | ||
| Q2 25 | $36.1M | $2.6M | ||
| Q1 25 | $31.0M | $8.4M | ||
| Q4 24 | $6.3M | $30.5M | ||
| Q3 24 | $8.7M | $14.4M | ||
| Q2 24 | $44.1M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | 8.3% | 14.7% | ||
| Q3 25 | 16.1% | 14.2% | ||
| Q2 25 | 24.2% | 4.7% | ||
| Q1 25 | 22.8% | -1.5% | ||
| Q4 24 | 6.0% | 33.3% | ||
| Q3 24 | 10.1% | -3.2% | ||
| Q2 24 | 26.6% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 3.6% | -3.1% | ||
| Q3 25 | -23.3% | -9.4% | ||
| Q2 25 | 16.6% | 2.4% | ||
| Q1 25 | 15.4% | 9.9% | ||
| Q4 24 | 4.0% | 40.5% | ||
| Q3 24 | 4.8% | 18.5% | ||
| Q2 24 | 18.2% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.31 | $0.00 | ||
| Q3 25 | $-1.49 | $-0.10 | ||
| Q2 25 | $1.28 | $0.00 | ||
| Q1 25 | $1.05 | $0.07 | ||
| Q4 24 | $0.21 | $0.34 | ||
| Q3 24 | $0.29 | $0.12 | ||
| Q2 24 | $1.47 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | $171.3M | $391.3M |
| Stockholders' EquityBook value | $379.2M | $26.3M |
| Total Assets | $800.4M | $806.6M |
| Debt / EquityLower = less leverage | 0.45× | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $24.5M | $57.3M | ||
| Q3 25 | $22.7M | $85.0M | ||
| Q2 25 | $33.8M | $79.8M | ||
| Q1 25 | $16.2M | $70.4M | ||
| Q4 24 | $57.3M | $191.7M | ||
| Q3 24 | $33.6M | $238.6M | ||
| Q2 24 | $35.0M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | $171.3M | $392.8M | ||
| Q3 25 | $154.7M | $387.1M | ||
| Q2 25 | $190.1M | $394.1M | ||
| Q1 25 | $189.5M | $409.2M | ||
| Q4 24 | $124.7M | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $379.2M | $-24.6M | ||
| Q3 25 | $423.1M | $-27.9M | ||
| Q2 25 | $432.1M | $-29.3M | ||
| Q1 25 | $419.9M | $-52.4M | ||
| Q4 24 | $436.1M | $-43.2M | ||
| Q3 24 | $444.5M | $-77.0M | ||
| Q2 24 | $441.5M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $800.4M | $797.4M | ||
| Q3 25 | $816.3M | $787.7M | ||
| Q2 25 | $874.7M | $770.7M | ||
| Q1 25 | $852.8M | $802.3M | ||
| Q4 24 | $841.6M | $814.0M | ||
| Q3 24 | $843.6M | $867.3M | ||
| Q2 24 | $882.9M | $876.1M |
| Q1 26 | — | 14.87× | ||
| 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 | $1.2M | ||
| Q3 25 | $74.4M | $40.8M | ||
| Q2 25 | $68.4M | $35.6M | ||
| Q1 25 | $-37.7M | $-11.2M | ||
| Q4 24 | $56.4M | $-26.6M | ||
| Q3 24 | $86.4M | $12.4M | ||
| Q2 24 | $56.2M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $1.1M | ||
| Q3 25 | $59.2M | $40.7M | ||
| Q2 25 | $51.7M | $35.4M | ||
| Q1 25 | $-51.0M | $-11.2M | ||
| Q4 24 | $41.3M | $-26.8M | ||
| Q3 24 | $67.3M | $12.2M | ||
| Q2 24 | $36.8M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 1.0% | ||
| Q3 25 | 33.8% | 35.4% | ||
| Q2 25 | 23.7% | 33.0% | ||
| Q1 25 | -25.4% | -13.3% | ||
| Q4 24 | 26.4% | -35.6% | ||
| Q3 24 | 37.5% | 15.7% | ||
| Q2 24 | 15.2% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 0.1% | ||
| Q3 25 | 8.7% | 0.1% | ||
| Q2 25 | 7.7% | 0.2% | ||
| Q1 25 | 6.6% | 0.1% | ||
| Q4 24 | 9.7% | 0.3% | ||
| Q3 24 | 10.6% | 0.3% | ||
| Q2 24 | 8.0% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.89× | 13.79× | ||
| Q1 25 | -1.22× | -1.33× | ||
| Q4 24 | 8.95× | -0.87× | ||
| Q3 24 | 9.93× | 0.86× | ||
| Q2 24 | 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% |
PRCH
Segment breakdown not available.
