Donnelley Financial Solutions vs Flywire
DFIN and FLYW side by side, both in miscellaneous business services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DFIN and FLYW compare
Flywire is the larger company, worth 1.6 times as much as Donnelley Financial Solutions ($2.7B against $1.7B).
On earnings, Donnelley Financial Solutions is cheaper: it trades at 18.0× trailing earnings, against 37.1× for Flywire.
Flywire grew revenue faster over the last twelve months (31.0% versus 4.8% for Donnelley Financial Solutions).
Donnelley Financial Solutions keeps more of each dollar of sales as profit, with a net margin of 12.4% compared with 10.3% at Flywire.
Donnelley Financial Solutions scores higher on the StockData Score (15 against 11 for Flywire), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DFIN | FLYW |
|---|---|---|
| Size and price | ||
| Market cap | $1.7B | $2.7B |
| Share price | $68.13 | $22.26 |
| Change, 1 year | 46.1% | 60.8% |
| Change, 5 years | 47.6% | −46.6% |
| Beta (5Y) | 1.19 | 1.56 |
| Employees | 1,750 | 1,400 |
| StockData Score | ||
| Total score | 15 (better) | 11 |
| Valuation score | 3 (better) | 0 |
| Growth score | 1 | 2 (better) |
| Performance score | 5 (better) | 3 |
| Health score | 6 | 6 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 18.0× (better) | 37.1× |
| P/S | 2.1× (better) | 3.5× |
| P/B | 4.1× | 3.0× (better) |
| EV/EBITDA | 8.4× (better) | 38.4× |
| P/FCF | 9.3× (better) | 20.2× |
| FCF yield | 10.8% (better) | 5.0% |
| Fair value | $78.17 | $13.02 |
| Margin of safety | 12.8% (better) | −70.9% |
| Growth | ||
| Revenue growth (TTM) | 4.8% | 31.0% (better) |
| Revenue growth, 5Y average | −3.0% | 36.4% (better) |
| Net income growth (TTM) | 200% | – |
| EPS growth (TTM) | 261% | – |
| Profitability | ||
| Gross margin | 64.7% | – |
| Operating margin | 19.2% (better) | 7.8% |
| Net margin | 12.4% (better) | 10.3% |
| FCF margin | 22.7% (better) | 17.6% |
| Return on equity | 23.4% (better) | 9.1% |
| Return on invested capital | 20.2% (better) | 9.9% |
| Financial health | ||
| Debt / equity | 0.31 (better) | 0.00 |
| Net debt / EBITDA | 0.47 | – |
| Interest coverage | 12.7× | 37.0× (better) |
| Current ratio | 1.06 | 1.53 (better) |
| Altman Z-score | 5.44 (better) | 4.35 |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 8.7% | – |
| Shareholder yield | 8.7% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 94.7% | 107% |
| Held by insiders | 6.4% | 18.3% |
| Insider net buying, 12 months | −$11.4M (better) | −$26.8M |
| Short interest, % of float | 3.3% | 10.8% |
Go deeper
- DFIN stock overview
- DFIN income statement
- DFIN valuation and score
- FLYW stock overview
- FLYW income statement
- FLYW valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.