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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). 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 $103.6M, roughly 1.7× TACTILE SYSTEMS TECHNOLOGY INC). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs 3.6%, a 6.7% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 10.4%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $16.8M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
DFIN vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $103.6M |
| Net Profit | $6.2M | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | 8.3% | 18.1% |
| Net Margin | 3.6% | 10.3% |
| Revenue YoY | 10.4% | 21.0% |
| Net Profit YoY | -1.6% | 9.4% |
| EPS (diluted) | $0.31 | $0.45 |
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 | $103.6M | ||
| Q3 25 | $175.3M | $85.8M | ||
| Q2 25 | $218.1M | $78.9M | ||
| Q1 25 | $201.1M | $61.3M | ||
| Q4 24 | $156.3M | $85.6M | ||
| Q3 24 | $179.5M | $73.1M | ||
| Q2 24 | $242.7M | $73.2M | ||
| Q1 24 | $203.4M | $61.1M |
| Q4 25 | $6.2M | $10.6M | ||
| Q3 25 | $-40.9M | $8.2M | ||
| Q2 25 | $36.1M | $3.2M | ||
| Q1 25 | $31.0M | $-3.0M | ||
| Q4 24 | $6.3M | $9.7M | ||
| Q3 24 | $8.7M | $5.2M | ||
| Q2 24 | $44.1M | $4.3M | ||
| Q1 24 | $33.3M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 73.9% | ||
| Q1 24 | — | 71.1% |
| Q4 25 | 8.3% | 18.1% | ||
| Q3 25 | 16.1% | 12.8% | ||
| Q2 25 | 24.2% | 5.2% | ||
| Q1 25 | 22.8% | -7.4% | ||
| Q4 24 | 6.0% | 14.6% | ||
| Q3 24 | 10.1% | 9.3% | ||
| Q2 24 | 26.6% | 8.0% | ||
| Q1 24 | 21.9% | -4.9% |
| Q4 25 | 3.6% | 10.3% | ||
| Q3 25 | -23.3% | 9.6% | ||
| Q2 25 | 16.6% | 4.1% | ||
| Q1 25 | 15.4% | -4.9% | ||
| Q4 24 | 4.0% | 11.4% | ||
| Q3 24 | 4.8% | 7.1% | ||
| Q2 24 | 18.2% | 5.9% | ||
| Q1 24 | 16.4% | -3.6% |
| Q4 25 | $0.31 | $0.45 | ||
| Q3 25 | $-1.49 | $0.36 | ||
| Q2 25 | $1.28 | $0.14 | ||
| Q1 25 | $1.05 | $-0.13 | ||
| Q4 24 | $0.21 | $0.40 | ||
| Q3 24 | $0.29 | $0.21 | ||
| Q2 24 | $1.47 | $0.18 | ||
| Q1 24 | $1.09 | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | $171.3M | $0 |
| Stockholders' EquityBook value | $379.2M | $218.9M |
| Total Assets | $800.4M | $273.9M |
| Debt / EquityLower = less leverage | 0.45× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $83.4M | ||
| Q3 25 | $22.7M | $66.0M | ||
| Q2 25 | $33.8M | $81.5M | ||
| Q1 25 | $16.2M | $83.6M | ||
| Q4 24 | $57.3M | $94.4M | ||
| Q3 24 | $33.6M | $82.1M | ||
| Q2 24 | $35.0M | $73.6M | ||
| Q1 24 | $43.7M | $60.7M |
| Q4 25 | $171.3M | $0 | ||
| Q3 25 | $154.7M | $0 | ||
| Q2 25 | $190.1M | — | ||
| Q1 25 | $189.5M | — | ||
| Q4 24 | $124.7M | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $379.2M | $218.9M | ||
| Q3 25 | $423.1M | $204.9M | ||
| Q2 25 | $432.1M | $194.9M | ||
| Q1 25 | $419.9M | $205.6M | ||
| Q4 24 | $436.1M | $216.6M | ||
| Q3 24 | $444.5M | $207.9M | ||
| Q2 24 | $441.5M | $200.7M | ||
| Q1 24 | $408.9M | $193.5M |
| Q4 25 | $800.4M | $273.9M | ||
| Q3 25 | $816.3M | $259.2M | ||
| Q2 25 | $874.7M | $273.0M | ||
| Q1 25 | $852.8M | $280.2M | ||
| Q4 24 | $841.6M | $297.9M | ||
| Q3 24 | $843.6M | $287.7M | ||
| Q2 24 | $882.9M | $278.8M | ||
| Q1 24 | $867.8M | $272.0M |
| Q4 25 | 0.45× | 0.00× | ||
| Q3 25 | 0.37× | 0.00× | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $47.9M | $16.8M |
| FCF MarginFCF / Revenue | 27.8% | 16.2% |
| Capex IntensityCapex / Revenue | 6.9% | 0.5% |
| Cash ConversionOCF / Net Profit | 9.65× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $17.3M | ||
| Q3 25 | $74.4M | $10.3M | ||
| Q2 25 | $68.4M | $14.8M | ||
| Q1 25 | $-37.7M | $417.0K | ||
| Q4 24 | $56.4M | $16.3M | ||
| Q3 24 | $86.4M | $10.3M | ||
| Q2 24 | $56.2M | $13.1M | ||
| Q1 24 | $-27.9M | $924.0K |
| Q4 25 | $47.9M | $16.8M | ||
| Q3 25 | $59.2M | $9.2M | ||
| Q2 25 | $51.7M | $14.4M | ||
| Q1 25 | $-51.0M | $38.0K | ||
| Q4 24 | $41.3M | $15.9M | ||
| Q3 24 | $67.3M | $9.3M | ||
| Q2 24 | $36.8M | $12.6M | ||
| Q1 24 | $-40.2M | $442.0K |
| Q4 25 | 27.8% | 16.2% | ||
| Q3 25 | 33.8% | 10.8% | ||
| Q2 25 | 23.7% | 18.2% | ||
| Q1 25 | -25.4% | 0.1% | ||
| Q4 24 | 26.4% | 18.5% | ||
| Q3 24 | 37.5% | 12.7% | ||
| Q2 24 | 15.2% | 17.3% | ||
| Q1 24 | -19.8% | 0.7% |
| Q4 25 | 6.9% | 0.5% | ||
| Q3 25 | 8.7% | 1.3% | ||
| Q2 25 | 7.7% | 0.5% | ||
| Q1 25 | 6.6% | 0.6% | ||
| Q4 24 | 9.7% | 0.5% | ||
| Q3 24 | 10.6% | 1.3% | ||
| Q2 24 | 8.0% | 0.7% | ||
| Q1 24 | 6.0% | 0.8% |
| Q4 25 | 9.65× | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | 1.89× | 4.59× | ||
| Q1 25 | -1.22× | — | ||
| Q4 24 | 8.95× | 1.68× | ||
| Q3 24 | 9.93× | 1.99× | ||
| Q2 24 | 1.27× | 3.06× | ||
| 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% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
