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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Sprout Social, Inc. (SPT). 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 $120.9M, roughly 1.4× Sprout Social, Inc.). On growth, Sprout Social, Inc. posted the faster year-over-year revenue change (12.9% vs 10.4%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $9.9M). Over the past eight quarters, Sprout Social, Inc.'s revenue compounded faster (11.8% 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.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
DFIN vs SPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $120.9M |
| Net Profit | $6.2M | — |
| Gross Margin | — | 77.6% |
| Operating Margin | 8.3% | -9.0% |
| Net Margin | 3.6% | — |
| Revenue YoY | 10.4% | 12.9% |
| Net Profit YoY | -1.6% | — |
| EPS (diluted) | $0.31 | $-0.18 |
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 | $120.9M | ||
| Q3 25 | $175.3M | $115.6M | ||
| Q2 25 | $218.1M | $111.8M | ||
| Q1 25 | $201.1M | $109.3M | ||
| Q4 24 | $156.3M | $107.1M | ||
| Q3 24 | $179.5M | $102.6M | ||
| Q2 24 | $242.7M | $99.4M | ||
| Q1 24 | $203.4M | $96.8M |
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-40.9M | $-9.4M | ||
| Q2 25 | $36.1M | $-12.0M | ||
| Q1 25 | $31.0M | $-11.2M | ||
| Q4 24 | $6.3M | — | ||
| Q3 24 | $8.7M | $-17.1M | ||
| Q2 24 | $44.1M | $-16.9M | ||
| Q1 24 | $33.3M | $-13.6M |
| Q4 25 | — | 77.6% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 77.7% | ||
| Q1 25 | — | 77.3% | ||
| Q4 24 | — | 78.1% | ||
| Q3 24 | — | 77.4% | ||
| Q2 24 | — | 77.5% | ||
| Q1 24 | — | 76.8% |
| Q4 25 | 8.3% | -9.0% | ||
| Q3 25 | 16.1% | -7.9% | ||
| Q2 25 | 24.2% | -11.0% | ||
| Q1 25 | 22.8% | -10.2% | ||
| Q4 24 | 6.0% | -12.8% | ||
| Q3 24 | 10.1% | -16.4% | ||
| Q2 24 | 26.6% | -16.6% | ||
| Q1 24 | 21.9% | -13.7% |
| Q4 25 | 3.6% | — | ||
| Q3 25 | -23.3% | -8.1% | ||
| Q2 25 | 16.6% | -10.7% | ||
| Q1 25 | 15.4% | -10.3% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 4.8% | -16.6% | ||
| Q2 24 | 18.2% | -17.0% | ||
| Q1 24 | 16.4% | -14.0% |
| Q4 25 | $0.31 | $-0.18 | ||
| Q3 25 | $-1.49 | $-0.16 | ||
| Q2 25 | $1.28 | $-0.21 | ||
| Q1 25 | $1.05 | $-0.19 | ||
| Q4 24 | $0.21 | $-0.25 | ||
| Q3 24 | $0.29 | $-0.30 | ||
| Q2 24 | $1.47 | $-0.30 | ||
| Q1 24 | $1.09 | $-0.24 |
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 | $95.3M |
| Total DebtLower is stronger | $171.3M | $40.0M |
| Stockholders' EquityBook value | $379.2M | $203.4M |
| Total Assets | $800.4M | $523.1M |
| Debt / EquityLower = less leverage | 0.45× | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $95.3M | ||
| Q3 25 | $22.7M | $90.6M | ||
| Q2 25 | $33.8M | $101.5M | ||
| Q1 25 | $16.2M | $100.9M | ||
| Q4 24 | $57.3M | $86.4M | ||
| Q3 24 | $33.6M | $82.9M | ||
| Q2 24 | $35.0M | $80.9M | ||
| Q1 24 | $43.7M | $69.2M |
| Q4 25 | $171.3M | $40.0M | ||
| Q3 25 | $154.7M | — | ||
| Q2 25 | $190.1M | — | ||
| Q1 25 | $189.5M | — | ||
| Q4 24 | $124.7M | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $379.2M | $203.4M | ||
| Q3 25 | $423.1M | $194.1M | ||
| Q2 25 | $432.1M | $184.6M | ||
| Q1 25 | $419.9M | $175.3M | ||
| Q4 24 | $436.1M | $166.6M | ||
| Q3 24 | $444.5M | $158.1M | ||
| Q2 24 | $441.5M | $152.1M | ||
| Q1 24 | $408.9M | $147.3M |
| Q4 25 | $800.4M | $523.1M | ||
| Q3 25 | $816.3M | $481.4M | ||
| Q2 25 | $874.7M | $422.9M | ||
| Q1 25 | $852.8M | $424.7M | ||
| Q4 24 | $841.6M | $428.3M | ||
| Q3 24 | $843.6M | $388.8M | ||
| Q2 24 | $882.9M | $393.6M | ||
| Q1 24 | $867.8M | $389.9M |
| Q4 25 | 0.45× | 0.20× | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | 0.15× | ||
| 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 | $10.9M |
| Free Cash FlowOCF − Capex | $47.9M | $9.9M |
| FCF MarginFCF / Revenue | 27.8% | 8.2% |
| Capex IntensityCapex / Revenue | 6.9% | 0.9% |
| Cash ConversionOCF / Net Profit | 9.65× | — |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $10.9M | ||
| Q3 25 | $74.4M | $9.3M | ||
| Q2 25 | $68.4M | $5.1M | ||
| Q1 25 | $-37.7M | $18.1M | ||
| Q4 24 | $56.4M | $4.1M | ||
| Q3 24 | $86.4M | $9.0M | ||
| Q2 24 | $56.2M | $2.1M | ||
| Q1 24 | $-27.9M | $11.2M |
| Q4 25 | $47.9M | $9.9M | ||
| Q3 25 | $59.2M | $8.5M | ||
| Q2 25 | $51.7M | $4.2M | ||
| Q1 25 | $-51.0M | $16.7M | ||
| Q4 24 | $41.3M | $3.3M | ||
| Q3 24 | $67.3M | $8.5M | ||
| Q2 24 | $36.8M | $1.6M | ||
| Q1 24 | $-40.2M | $10.1M |
| Q4 25 | 27.8% | 8.2% | ||
| Q3 25 | 33.8% | 7.4% | ||
| Q2 25 | 23.7% | 3.7% | ||
| Q1 25 | -25.4% | 15.3% | ||
| Q4 24 | 26.4% | 3.0% | ||
| Q3 24 | 37.5% | 8.3% | ||
| Q2 24 | 15.2% | 1.6% | ||
| Q1 24 | -19.8% | 10.4% |
| Q4 25 | 6.9% | 0.9% | ||
| Q3 25 | 8.7% | 0.7% | ||
| Q2 25 | 7.7% | 0.8% | ||
| Q1 25 | 6.6% | 1.2% | ||
| Q4 24 | 9.7% | 0.8% | ||
| Q3 24 | 10.6% | 0.5% | ||
| Q2 24 | 8.0% | 0.5% | ||
| Q1 24 | 6.0% | 1.1% |
| Q4 25 | 9.65× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | -1.22× | — | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | — | ||
| Q2 24 | 1.27× | — | ||
| Q1 24 | -0.84× | — |
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% |
SPT
Segment breakdown not available.
