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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and SITIME Corp (SITM). 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 $113.6M, roughly 1.5× SITIME Corp). On growth, SITIME Corp posted the faster year-over-year revenue change (88.3% vs 10.4%). Over the past eight quarters, SITIME Corp's revenue compounded faster (60.9% 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.
SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.
DFIN vs SITM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $113.6M |
| Net Profit | $6.2M | — |
| Gross Margin | — | 59.0% |
| Operating Margin | 8.3% | 30.2% |
| Net Margin | 3.6% | — |
| Revenue YoY | 10.4% | 88.3% |
| Net Profit YoY | -1.6% | — |
| EPS (diluted) | $0.31 | $-0.20 |
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 | — | $113.6M | ||
| Q4 25 | $172.5M | $113.3M | ||
| Q3 25 | $175.3M | $83.6M | ||
| Q2 25 | $218.1M | $69.5M | ||
| Q1 25 | $201.1M | $60.3M | ||
| Q4 24 | $156.3M | $68.1M | ||
| Q3 24 | $179.5M | $57.7M | ||
| Q2 24 | $242.7M | $43.9M |
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | $9.2M | ||
| Q3 25 | $-40.9M | $-8.0M | ||
| Q2 25 | $36.1M | $-20.2M | ||
| Q1 25 | $31.0M | $-23.9M | ||
| Q4 24 | $6.3M | $-18.8M | ||
| Q3 24 | $8.7M | $-19.3M | ||
| Q2 24 | $44.1M | $-26.8M |
| Q1 26 | — | 59.0% | ||
| Q4 25 | — | 56.4% | ||
| Q3 25 | — | 53.5% | ||
| Q2 25 | — | 51.9% | ||
| Q1 25 | — | 50.3% | ||
| Q4 24 | — | 52.6% | ||
| Q3 24 | — | 51.1% | ||
| Q2 24 | — | 49.1% |
| Q1 26 | — | 30.2% | ||
| Q4 25 | 8.3% | 1.6% | ||
| Q3 25 | 16.1% | -19.2% | ||
| Q2 25 | 24.2% | -35.4% | ||
| Q1 25 | 22.8% | -46.6% | ||
| Q4 24 | 6.0% | -33.8% | ||
| Q3 24 | 10.1% | -43.1% | ||
| Q2 24 | 26.6% | -73.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 8.1% | ||
| Q3 25 | -23.3% | -9.6% | ||
| Q2 25 | 16.6% | -29.0% | ||
| Q1 25 | 15.4% | -39.6% | ||
| Q4 24 | 4.0% | -27.6% | ||
| Q3 24 | 4.8% | -33.5% | ||
| Q2 24 | 18.2% | -61.0% |
| Q1 26 | — | $-0.20 | ||
| Q4 25 | $0.31 | $0.44 | ||
| Q3 25 | $-1.49 | $-0.31 | ||
| Q2 25 | $1.28 | $-0.84 | ||
| Q1 25 | $1.05 | $-1.01 | ||
| Q4 24 | $0.21 | $-0.80 | ||
| Q3 24 | $0.29 | $-0.83 | ||
| Q2 24 | $1.47 | $-1.16 |
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 | $498.5M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $1.2B |
| Total Assets | $800.4M | $1.3B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $498.5M | ||
| Q4 25 | $24.5M | — | ||
| Q3 25 | $22.7M | — | ||
| Q2 25 | $33.8M | — | ||
| Q1 25 | $16.2M | — | ||
| Q4 24 | $57.3M | — | ||
| Q3 24 | $33.6M | — | ||
| Q2 24 | $35.0M | — |
| 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 | — | $1.2B | ||
| Q4 25 | $379.2M | $1.2B | ||
| Q3 25 | $423.1M | $1.1B | ||
| Q2 25 | $432.1M | $1.1B | ||
| Q1 25 | $419.9M | $692.5M | ||
| Q4 24 | $436.1M | $699.7M | ||
| Q3 24 | $444.5M | $696.2M | ||
| Q2 24 | $441.5M | $692.5M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $800.4M | $1.3B | ||
| Q3 25 | $816.3M | $1.3B | ||
| Q2 25 | $874.7M | $1.3B | ||
| Q1 25 | $852.8M | $872.1M | ||
| Q4 24 | $841.6M | $885.0M | ||
| Q3 24 | $843.6M | $877.9M | ||
| Q2 24 | $882.9M | $878.6M |
| 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 | $25.4M | ||
| Q3 25 | $74.4M | $31.4M | ||
| Q2 25 | $68.4M | $15.3M | ||
| Q1 25 | $-37.7M | $15.0M | ||
| Q4 24 | $56.4M | $13.5M | ||
| Q3 24 | $86.4M | $8.2M | ||
| Q2 24 | $56.2M | $-181.0K |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $13.0M | ||
| Q3 25 | $59.2M | $26.3M | ||
| Q2 25 | $51.7M | $-2.9M | ||
| Q1 25 | $-51.0M | $-1.3M | ||
| Q4 24 | $41.3M | $-2.4M | ||
| Q3 24 | $67.3M | $-6.7M | ||
| Q2 24 | $36.8M | $-2.7M |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 11.5% | ||
| Q3 25 | 33.8% | 31.5% | ||
| Q2 25 | 23.7% | -4.2% | ||
| Q1 25 | -25.4% | -2.1% | ||
| Q4 24 | 26.4% | -3.5% | ||
| Q3 24 | 37.5% | -11.6% | ||
| Q2 24 | 15.2% | -6.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 10.9% | ||
| Q3 25 | 8.7% | 6.1% | ||
| Q2 25 | 7.7% | 26.2% | ||
| Q1 25 | 6.6% | 27.0% | ||
| Q4 24 | 9.7% | 23.3% | ||
| Q3 24 | 10.6% | 25.7% | ||
| Q2 24 | 8.0% | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | 2.77× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | -1.22× | — | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | — | ||
| 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% |
SITM
Segment breakdown not available.
