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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and TANGER INC. (SKT). 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 $150.4M, roughly 1.1× TANGER INC.). TANGER INC. runs the higher net margin — 19.6% vs 3.6%, a 16.0% gap on every dollar of revenue. On growth, TANGER INC. posted the faster year-over-year revenue change (11.1% vs 10.4%). Over the past eight quarters, TANGER INC.'s revenue compounded faster (8.0% 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.
Tanger Inc. is a real estate investment trust headquartered in Greensboro, North Carolina, that invests in open air outlet and lifestyle shopping centers in the United States and Canada.
DFIN vs SKT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $150.4M |
| Net Profit | $6.2M | $29.4M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | — |
| Net Margin | 3.6% | 19.6% |
| Revenue YoY | 10.4% | 11.1% |
| Net Profit YoY | -1.6% | 47.1% |
| EPS (diluted) | $0.31 | $1.05 |
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 | — | $150.4M | ||
| Q4 25 | $172.5M | $151.0M | ||
| Q3 25 | $175.3M | $145.2M | ||
| Q2 25 | $218.1M | $140.7M | ||
| Q1 25 | $201.1M | $135.4M | ||
| Q4 24 | $156.3M | $132.2M | ||
| Q3 24 | $179.5M | $133.0M | ||
| Q2 24 | $242.7M | $129.0M |
| Q1 26 | — | $29.4M | ||
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-40.9M | $32.0M | ||
| Q2 25 | $36.1M | $30.1M | ||
| Q1 25 | $31.0M | $19.2M | ||
| Q4 24 | $6.3M | — | ||
| Q3 24 | $8.7M | $24.9M | ||
| Q2 24 | $44.1M | $24.8M |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | — | ||
| Q3 25 | 16.1% | 20.1% | ||
| Q2 25 | 24.2% | 20.1% | ||
| Q1 25 | 22.8% | 13.0% | ||
| Q4 24 | 6.0% | — | ||
| Q3 24 | 10.1% | 17.8% | ||
| Q2 24 | 26.6% | 17.8% |
| Q1 26 | — | 19.6% | ||
| Q4 25 | 3.6% | — | ||
| Q3 25 | -23.3% | 22.1% | ||
| Q2 25 | 16.6% | 21.4% | ||
| Q1 25 | 15.4% | 14.2% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 4.8% | 18.7% | ||
| Q2 24 | 18.2% | 19.3% |
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.31 | — | ||
| Q3 25 | $-1.49 | $0.28 | ||
| Q2 25 | $1.28 | $0.26 | ||
| Q1 25 | $1.05 | $0.17 | ||
| Q4 24 | $0.21 | — | ||
| Q3 24 | $0.29 | $0.22 | ||
| Q2 24 | $1.47 | $0.22 |
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 | $227.4M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $697.8M |
| Total Assets | $800.4M | $2.8B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $227.4M | ||
| Q4 25 | $24.5M | $18.1M | ||
| Q3 25 | $22.7M | $13.0M | ||
| Q2 25 | $33.8M | $9.7M | ||
| Q1 25 | $16.2M | $10.2M | ||
| Q4 24 | $57.3M | $47.0M | ||
| Q3 24 | $33.6M | $11.1M | ||
| Q2 24 | $35.0M | $11.3M |
| Q1 26 | — | — | ||
| Q4 25 | $171.3M | — | ||
| Q3 25 | $154.7M | $1.6B | ||
| Q2 25 | $190.1M | $1.5B | ||
| Q1 25 | $189.5M | $1.6B | ||
| Q4 24 | $124.7M | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.5B |
| Q1 26 | — | $697.8M | ||
| Q4 25 | $379.2M | — | ||
| Q3 25 | $423.1M | $703.6M | ||
| Q2 25 | $432.1M | $635.2M | ||
| Q1 25 | $419.9M | $633.9M | ||
| Q4 24 | $436.1M | $652.4M | ||
| Q3 24 | $444.5M | $568.3M | ||
| Q2 24 | $441.5M | $553.7M |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $800.4M | — | ||
| Q3 25 | $816.3M | $2.6B | ||
| Q2 25 | $874.7M | $2.5B | ||
| Q1 25 | $852.8M | $2.5B | ||
| Q4 24 | $841.6M | $2.4B | ||
| Q3 24 | $843.6M | $2.3B | ||
| Q2 24 | $882.9M | $2.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.37× | 2.29× | ||
| Q2 25 | 0.44× | 2.40× | ||
| Q1 25 | 0.45× | 2.47× | ||
| Q4 24 | 0.29× | 2.18× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | — | 2.64× |
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% | 6.6% |
| 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 | — | ||
| Q3 25 | $74.4M | $74.3M | ||
| Q2 25 | $68.4M | $82.0M | ||
| Q1 25 | $-37.7M | $41.4M | ||
| Q4 24 | $56.4M | — | ||
| Q3 24 | $86.4M | $65.2M | ||
| Q2 24 | $56.2M | $72.8M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | — | ||
| Q3 25 | $59.2M | — | ||
| Q2 25 | $51.7M | — | ||
| Q1 25 | $-51.0M | — | ||
| Q4 24 | $41.3M | — | ||
| Q3 24 | $67.3M | — | ||
| Q2 24 | $36.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | — | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 23.7% | — | ||
| Q1 25 | -25.4% | — | ||
| Q4 24 | 26.4% | — | ||
| Q3 24 | 37.5% | — | ||
| Q2 24 | 15.2% | — |
| Q1 26 | — | 6.6% | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | 8.7% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 8.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | — | ||
| Q3 25 | — | 2.32× | ||
| Q2 25 | 1.89× | 2.73× | ||
| Q1 25 | -1.22× | 2.16× | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | 2.62× | ||
| Q2 24 | 1.27× | 2.93× |
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% |
SKT
| Rental revenue | $143.5M | 95% |
| Other revenue | $4.7M | 3% |
| Management, leasing and other services | $2.2M | 1% |
