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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $172.5M, roughly 1.3× Donnelley Financial Solutions, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 3.6%, a 24.0% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 9.1%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% 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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
DFIN vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $224.2M |
| Net Profit | $6.2M | $62.0M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | — |
| Net Margin | 3.6% | 27.6% |
| Revenue YoY | 10.4% | 9.1% |
| Net Profit YoY | -1.6% | — |
| EPS (diluted) | $0.31 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $172.5M | $220.9M | ||
| Q3 25 | $175.3M | $211.1M | ||
| Q2 25 | $218.1M | $207.6M | ||
| Q1 25 | $201.1M | $205.6M | ||
| Q4 24 | $156.3M | $199.3M | ||
| Q3 24 | $179.5M | $190.7M | ||
| Q2 24 | $242.7M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $6.2M | $83.5M | ||
| Q3 25 | $-40.9M | $48.6M | ||
| Q2 25 | $36.1M | $50.0M | ||
| Q1 25 | $31.0M | $91.4M | ||
| Q4 24 | $6.3M | $51.0M | ||
| Q3 24 | $8.7M | $41.9M | ||
| Q2 24 | $44.1M | $59.8M |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | — | ||
| Q3 25 | 16.1% | — | ||
| Q2 25 | 24.2% | — | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 6.0% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 26.6% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 3.6% | 37.8% | ||
| Q3 25 | -23.3% | 23.0% | ||
| Q2 25 | 16.6% | 24.1% | ||
| Q1 25 | 15.4% | 44.5% | ||
| Q4 24 | 4.0% | 25.6% | ||
| Q3 24 | 4.8% | 21.9% | ||
| Q2 24 | 18.2% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.31 | — | ||
| Q3 25 | $-1.49 | — | ||
| Q2 25 | $1.28 | — | ||
| Q1 25 | $1.05 | — | ||
| Q4 24 | $0.21 | — | ||
| Q3 24 | $0.29 | — | ||
| Q2 24 | $1.47 | — |
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 | $8.9M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $3.6B |
| Total Assets | $800.4M | $7.2B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $24.5M | $14.9M | ||
| Q3 25 | $22.7M | $17.3M | ||
| Q2 25 | $33.8M | $15.4M | ||
| Q1 25 | $16.2M | $9.3M | ||
| Q4 24 | $57.3M | $36.3M | ||
| Q3 24 | $33.6M | $70.0M | ||
| Q2 24 | $35.0M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $171.3M | $3.3B | ||
| Q3 25 | $154.7M | $3.1B | ||
| Q2 25 | $190.1M | $3.0B | ||
| Q1 25 | $189.5M | $3.0B | ||
| Q4 24 | $124.7M | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $379.2M | $3.6B | ||
| Q3 25 | $423.1M | $3.4B | ||
| Q2 25 | $432.1M | $3.4B | ||
| Q1 25 | $419.9M | $3.5B | ||
| Q4 24 | $436.1M | $3.5B | ||
| Q3 24 | $444.5M | $3.3B | ||
| Q2 24 | $441.5M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $800.4M | $7.2B | ||
| Q3 25 | $816.3M | $6.9B | ||
| Q2 25 | $874.7M | $6.8B | ||
| Q1 25 | $852.8M | $6.8B | ||
| Q4 24 | $841.6M | $6.8B | ||
| Q3 24 | $843.6M | $6.6B | ||
| Q2 24 | $882.9M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.91× | ||
| Q3 25 | 0.37× | 0.91× | ||
| Q2 25 | 0.44× | 0.88× | ||
| Q1 25 | 0.45× | 0.87× | ||
| Q4 24 | 0.29× | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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% | 3.9% |
| 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 | $104.5M | ||
| Q3 25 | $74.4M | $143.5M | ||
| Q2 25 | $68.4M | $111.9M | ||
| Q1 25 | $-37.7M | $103.5M | ||
| Q4 24 | $56.4M | $104.9M | ||
| Q3 24 | $86.4M | $128.0M | ||
| Q2 24 | $56.2M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $43.8M | ||
| Q3 25 | $59.2M | $95.5M | ||
| Q2 25 | $51.7M | $62.3M | ||
| Q1 25 | $-51.0M | $57.2M | ||
| Q4 24 | $41.3M | $37.6M | ||
| Q3 24 | $67.3M | $86.7M | ||
| Q2 24 | $36.8M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 19.8% | ||
| Q3 25 | 33.8% | 45.2% | ||
| Q2 25 | 23.7% | 30.0% | ||
| Q1 25 | -25.4% | 27.8% | ||
| Q4 24 | 26.4% | 18.8% | ||
| Q3 24 | 37.5% | 45.5% | ||
| Q2 24 | 15.2% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 6.9% | 27.4% | ||
| Q3 25 | 8.7% | 22.7% | ||
| Q2 25 | 7.7% | 23.9% | ||
| Q1 25 | 6.6% | 22.5% | ||
| Q4 24 | 9.7% | 33.8% | ||
| Q3 24 | 10.6% | 21.6% | ||
| Q2 24 | 8.0% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | 1.25× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | 1.89× | 2.24× | ||
| Q1 25 | -1.22× | 1.13× | ||
| Q4 24 | 8.95× | 2.06× | ||
| Q3 24 | 9.93× | 3.06× | ||
| Q2 24 | 1.27× | 2.04× |
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% |
STAG
Segment breakdown not available.
