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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and Urban Edge Properties (UE). 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 $132.6M, roughly 1.3× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs 3.6%, a 13.5% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs 10.4%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
DFIN vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $132.6M |
| Net Profit | $6.2M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | — |
| Net Margin | 3.6% | 17.1% |
| Revenue YoY | 10.4% | 12.2% |
| Net Profit YoY | -1.6% | -6.7% |
| 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.
| Q1 26 | — | $132.6M | ||
| Q4 25 | $172.5M | $119.6M | ||
| Q3 25 | $175.3M | $120.1M | ||
| Q2 25 | $218.1M | $114.1M | ||
| Q1 25 | $201.1M | $118.2M | ||
| Q4 24 | $156.3M | $116.4M | ||
| Q3 24 | $179.5M | $112.4M | ||
| Q2 24 | $242.7M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $6.2M | $12.4M | ||
| Q3 25 | $-40.9M | $14.9M | ||
| Q2 25 | $36.1M | $58.0M | ||
| Q1 25 | $31.0M | $8.2M | ||
| Q4 24 | $6.3M | $30.1M | ||
| Q3 24 | $8.7M | $9.1M | ||
| Q2 24 | $44.1M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 11.3% | ||
| Q3 25 | 16.1% | 13.4% | ||
| Q2 25 | 24.2% | 53.9% | ||
| Q1 25 | 22.8% | 7.6% | ||
| Q4 24 | 6.0% | 27.6% | ||
| Q3 24 | 10.1% | 8.9% | ||
| Q2 24 | 26.6% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 3.6% | 10.4% | ||
| Q3 25 | -23.3% | 12.4% | ||
| Q2 25 | 16.6% | 50.8% | ||
| Q1 25 | 15.4% | 6.9% | ||
| Q4 24 | 4.0% | 25.9% | ||
| Q3 24 | 4.8% | 8.1% | ||
| Q2 24 | 18.2% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.31 | $0.09 | ||
| Q3 25 | $-1.49 | $0.12 | ||
| Q2 25 | $1.28 | $0.46 | ||
| Q1 25 | $1.05 | $0.07 | ||
| Q4 24 | $0.21 | $0.25 | ||
| Q3 24 | $0.29 | $0.07 | ||
| Q2 24 | $1.47 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $1.4B |
| Total Assets | $800.4M | $3.4B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $24.5M | $48.9M | ||
| Q3 25 | $22.7M | $77.8M | ||
| Q2 25 | $33.8M | $53.0M | ||
| Q1 25 | $16.2M | $48.0M | ||
| Q4 24 | $57.3M | $41.4M | ||
| Q3 24 | $33.6M | $67.9M | ||
| Q2 24 | $35.0M | $78.6M |
| 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 | — | $1.4B | ||
| Q4 25 | $379.2M | $1.4B | ||
| Q3 25 | $423.1M | $1.4B | ||
| Q2 25 | $432.1M | $1.4B | ||
| Q1 25 | $419.9M | $1.4B | ||
| Q4 24 | $436.1M | $1.4B | ||
| Q3 24 | $444.5M | $1.3B | ||
| Q2 24 | $441.5M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $800.4M | $3.3B | ||
| Q3 25 | $816.3M | $3.3B | ||
| Q2 25 | $874.7M | $3.3B | ||
| Q1 25 | $852.8M | $3.3B | ||
| Q4 24 | $841.6M | $3.3B | ||
| Q3 24 | $843.6M | $3.2B | ||
| Q2 24 | $882.9M | $3.2B |
| 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 | $39.1M |
| Free Cash FlowOCF − Capex | $47.9M | — |
| FCF MarginFCF / Revenue | 27.8% | — |
| Capex IntensityCapex / Revenue | 6.9% | 1.5% |
| Cash ConversionOCF / Net Profit | 9.65× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $59.8M | $182.7M | ||
| Q3 25 | $74.4M | $55.7M | ||
| Q2 25 | $68.4M | $43.5M | ||
| Q1 25 | $-37.7M | $32.6M | ||
| Q4 24 | $56.4M | $153.2M | ||
| Q3 24 | $86.4M | $36.6M | ||
| Q2 24 | $56.2M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $81.8M | ||
| Q3 25 | $59.2M | $26.1M | ||
| Q2 25 | $51.7M | $19.6M | ||
| Q1 25 | $-51.0M | $11.9M | ||
| Q4 24 | $41.3M | $42.5M | ||
| Q3 24 | $67.3M | $12.2M | ||
| Q2 24 | $36.8M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 68.4% | ||
| Q3 25 | 33.8% | 21.7% | ||
| Q2 25 | 23.7% | 17.2% | ||
| Q1 25 | -25.4% | 10.0% | ||
| Q4 24 | 26.4% | 36.6% | ||
| Q3 24 | 37.5% | 10.8% | ||
| Q2 24 | 15.2% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 6.9% | 84.4% | ||
| Q3 25 | 8.7% | 24.6% | ||
| Q2 25 | 7.7% | 20.9% | ||
| Q1 25 | 6.6% | 17.5% | ||
| Q4 24 | 9.7% | 95.1% | ||
| Q3 24 | 10.6% | 21.7% | ||
| Q2 24 | 8.0% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 9.65× | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | 1.89× | 0.75× | ||
| Q1 25 | -1.22× | 3.97× | ||
| Q4 24 | 8.95× | 5.09× | ||
| Q3 24 | 9.93× | 4.03× | ||
| Q2 24 | 1.27× | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
