Donnelley Financial [DFIN] vs Vertex [VERX] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Donnelley Financial Solutions Inc. wins in 17 metrics, Vertex Inc. wins in 3 metrics, with 0 ties. Donnelley Financial Solutions Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Donnelley Financial Solutions Inc. Vertex Inc. Better
P/E Ratio (TTM) 43.90 311.00 Donnelley Financial Solutions Inc.
Price-to-Book Ratio 3.41 7.65 Donnelley Financial Solutions Inc.
Debt-to-Equity Ratio 47.89 135.48 Donnelley Financial Solutions Inc.
PEG Ratio 4.83 -3.43 Donnelley Financial Solutions Inc.
EV/EBITDA 9.44 177.57 Donnelley Financial Solutions Inc.
Profit Margin (TTM) 4.22% 0.96% Donnelley Financial Solutions Inc.
Operating Margin (TTM) 10.96% 2.87% Donnelley Financial Solutions Inc.
EBITDA Margin (TTM) 10.96% 2.87% Donnelley Financial Solutions Inc.
Return on Equity 7.95% 3.29% Donnelley Financial Solutions Inc.
Return on Assets (TTM) 11.32% 0.24% Donnelley Financial Solutions Inc.
Free Cash Flow (TTM) $107.80M $47.59M Donnelley Financial Solutions Inc.
1-Year Return -27.15% -66.26% Donnelley Financial Solutions Inc.
Price-to-Sales Ratio (TTM) 1.88 2.66 Donnelley Financial Solutions Inc.
Enterprise Value $1.45B $2.03B Vertex Inc.
EV/Revenue Ratio 1.89 2.71 Donnelley Financial Solutions Inc.
Gross Profit Margin (TTM) 63.54% 64.76% Vertex Inc.
Revenue per Share (TTM) $28 $5 Donnelley Financial Solutions Inc.
Earnings per Share (Diluted) $1.15 $0.04 Donnelley Financial Solutions Inc.
Beta (Stock Volatility) 0.87 0.79 Vertex Inc.
Short % of Float 5.15% 12.18% Donnelley Financial Solutions Inc.

Donnelley Financial Solutions Inc. vs Vertex Inc. Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Donnelley Financial Solutions Inc.-2.74%2.92%-21.37%-21.63%-17.68%-12.75%
Vertex Inc.-7.65%6.05%3.82%-3.82%-27.56%-27.14%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Donnelley Financial Solutions Inc.-27.15%-12.73%28.03%36.86%36.86%36.86%
Vertex Inc.-66.26%-38.56%-26.81%-43.34%-43.34%-43.34%

Performance & Financial Health Analysis: Donnelley Financial Solutions Inc. vs Vertex Inc.

MetricDFINVERX
Market Information
Market Cap i$1.44B$1.87B
Market Cap CategorySmall capSmall cap
10 Day Avg. Volume i201,9081,173,440
90 Day Avg. Volume i226,6091,379,220
Last Close$38.72$12.79
52 Week Range$37.07 - $66.25$10.59 - $42.44
% from 52W High-41.55%-69.86%
All-Time High$71.01 (Jul 29, 2024)$60.71 (Feb 03, 2025)
% from All-Time High-45.47%-78.93%
Growth Metrics
Quarterly Revenue Growth0.10%0.09%
Quarterly Earnings Growth-0.02%0.09%
Financial Health
Profit Margin (TTM) i0.04%0.01%
Operating Margin (TTM) i0.11%0.03%
Return on Equity (TTM) i0.08%0.03%
Debt to Equity (MRQ) i47.89135.48
Cash & Liquidity
Book Value per Share (MRQ)$14.81$1.63
Cash per Share (MRQ)$0.96$1.97
Operating Cash Flow (TTM) i$164.90M$165.54M
Levered Free Cash Flow (TTM) i$91.29M$67.60M
Dividends
Last 12-Month Dividend Yield iN/AN/A
Last 12-Month Dividend iN/AN/A

Valuation & Enterprise Metrics Analysis: Donnelley Financial Solutions Inc. vs Vertex Inc.

MetricDFIN (Apr 26, 2026)VERX (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i43.90311.00
Forward P/E i9.8514.14
PEG Ratio i4.83-3.43
Price to Sales (TTM) i1.882.66
Price to Book (MRQ) i3.417.65
Market Capitalization
Market Capitalization i$1.44B$1.87B
Enterprise Value i$1.45B$2.03B
Enterprise Value Metrics
Enterprise to Revenue i1.892.71
Enterprise to EBITDA i9.44177.57
Risk & Other Metrics
Beta i0.870.79
Book Value per Share (MRQ) i$14.81$1.63

Financial Statements Comparison: Donnelley Financial Solutions Inc. vs Vertex Inc.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricDFIN (2025)VERX (2025)
Revenue/Sales i767.00M748.44M
Cost of Goods Sold i280.40M266.84M
COGS % of Revenue i36.6%35.7%
Gross Profit i486.60M481.60M
Gross Margin i63.4%64.3%
Research & Development iN/A83.72M
Operating Income (EBIT) i151.50M-14.67M
Operating Margin i19.8%-2.0%
EBITDA i135.90M69.00M
EBITDA Margin i17.7%9.2%
Pre-Tax Income i43.10M7.58M
Pre-Tax Income % of Revenue i5.6%1.0%
Income Tax i10.70M368,000
Income Tax % of Revenue i1.4%0.0%
Net Income (Profit) i32.40M7.21M
Profit Margin i4.2%1.0%

Balance Sheet & Liquidity Metrics

MetricDFIN (2025)VERX (2025)
Cash & Equivalents i24.50M314.01M
Total Current Assets i211.40M560.71M
Total Current Assets % of Revenue i27.6%74.9%
Total Current Liabilities i200.00M574.66M
Total Current Liabilities % of Revenue i26.1%76.8%
Long-Term Debt i168.80M346.43M
Long-Term Debt % of Revenue i22.0%46.3%
Total Shareholders Equity iN/A258.92M
Retained Earnings i560.90M-46.10M
Retained Earnings % of Revenue i73.1%-6.2%
Property, Plant & Equipment i7.60M26.10M

Cash Flow Statement Comparison

MetricDFIN (2025)VERX (2025)
Operating Cash Flow i75.30M165.69M
Operating Cash Flow % of Revenue i9.8%22.1%
Capital Expenditures i0-96.24M
Free Cash Flow i107.80M47.59M
FCF Margin i14.1%6.4%
Debt Repayment i-381.00M-76,000
Common Stock Repurchase i-185.00M-10.09M

Short Interest & Institutional Ownership Analysis

MetricDFINVERX
Shares Short i1.20M9.32M
Short Ratio i4.505.65
Short % of Float i5.15%12.18%
Shares Outstanding i25.60M159.23M
Float Shares i24.32M69.83M
% Held by Insiders i5.30%7.84%
% Held by Institutions i101.78%110.11%
% Held by Public i-7.08%-17.95%

Dividend Analysis & Yield Comparison: Donnelley Financial Solutions Inc. vs Vertex Inc.

MetricDFINVERX
Last 12-Month Dividend iN/AN/A
Last 12-Month Dividend Yield iN/AN/A
3-Year Avg Annual Dividend iN/AN/A
3-Year Avg Dividend Yield iN/AN/A
3-Year Total Dividends iN/AN/A
Ex-Dividend DateN/AN/A