Donnelley Financial Solutions, Inc. (DFIN) Fair Value 2026

DFIN · Software - Application ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

8.3 /10

32 fundamental signals · 10 models active

Value Trap Risk

SAFE (2/100)

Quick Summary — As of 2026-08-27, Donnelley Financial Solutions, Inc. (DFIN) trades at $47.96, versus a $53.38 median fair value across its 10 active models — 11.3% above the current price. QOC: 8.3/10. Value Trap Risk: 2/100 (SAFE). 10/13 models active. Within that set, the Bayesian DCF component alone returns $66.09.

Key Facts

Ticker
DFIN
Price
$47.96
Quality Score
8.3/10
Value Trap Risk
2/100
Models Active
10/13
Last Updated
Strength: Bayesian DCF suggests +37.8% upside with 68% confidence
Risk: Limited model coverage (10/13) may reduce confidence

Is Donnelley Financial Solutions, Inc. (DFIN) Undervalued or Overvalued in 2026?

According to CirclFi’s 10-model valuation engine, Donnelley Financial Solutions, Inc. (DFIN) appears undervalued as of : the median of 10 independent fair value estimates is $53.38, 11.3% above the current price of $47.96. Estimates range from $2.56 to $162.98. DFIN scores 8.3/10 on fundamental quality and 2/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.7% versus its own 13-model consensus, across 3,801 rated companies as of 2026-08-27. DFIN’s +11.3% gap is narrower than that market norm, and the Software - Application sector median is -23.4%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy Donnelley Financial Solutions, Inc. Stock in 2026? →

What Fair Value Does Each Model Give DFIN?

10 Intrinsic Value Models vs. Current Price ($47.96)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $66.09 +37.8%
Intrinsic · High Conviction
 $32.78 -31.6%
Ensemble · Low Conviction
 $52.60 +9.7%
Intrinsic · High Conviction
 $27.54 -42.6%
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What Is DFIN's Fair Value Range?

Spread across 10 independent models · $2.56 to $162.98

CirclFi's 10 active models place Donnelley Financial Solutions, Inc. (DFIN) between $2.56 and $162.98 per share, a spread of 301% of the median. The median of that range — $53.38 — is the fair value CirclFi publishes for DFIN, against a current price of $47.96.

Low · ML-RIVHigh · Regime Cross
$2.56median $53.38$162.98
Where the range comes from
Most bearish modelML Residual Income$2.56
Most bullish modelRegime Cross-Sectional$162.98
Model agreement6 bullish · 3 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for DFIN. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on DFIN, not a CirclFi price target. How each model works →

What Is Donnelley Financial Solutions, Inc. (DFIN) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, Donnelley Financial Solutions, Inc.'s intrinsic value is estimated at a median fair value of $53.38. While the stock appears modestly undervalued at $47.96 (implied upside of +11.3%), our analysis suggests a thinner margin of safety across 6 of 10 bullish models. Notably, Regime Cross sees the most upside at +239.8% (fair value: $162.98), while ML-RIV is the most conservative at -94.7% ($2.56). The spread between these extremes — +334.5% — reveals how different analytical frameworks can reach starkly different conclusions. Among models with highest confidence, EPV lean bearish — adding weight to the bearish side of the thesis.

What Do the Models Say About DFIN?

10 of 13 models are currently active for DFIN. Of these, 7 models suggest upside while 3 models suggest overvaluation. Taken together, their median fair value for DFIN is $53.38 — the figure CirclFi publishes as this stock's fair value. One component of that median, the Bayesian DCF, returns $66.09 on its own, implying +37.8% upside from the current price. See which stocks rank higher →

How Does DFIN Rank in Software - Application?

Among 256 Software - Application stocks, DFIN ranks #57 by Quality of Company score. CirclFi's QOC score of 8.3/10 evaluates 32 fundamental signals. A score of 8.3 places DFIN in the top tier.

See all Most Undervalued Software - Application Stocks →

As a software business, Donnelley Financial Solutions, Inc. operates in a sector where gross margin profile is a critical driver of valuation. Investors evaluating DFIN should weigh these sector-specific dynamics alongside our model-derived fair values.

Is DFIN a Value Trap?

CirclFi's Value Trap algorithm assigns DFIN a score of 2/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

10 of 13 models are active for Donnelley Financial Solutions, Inc.. Broad coverage provides high confidence. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi 32-factor quality framework, Donnelley Financial Solutions, Inc.'s fundamental quality profile registers 8.3/10. This robust score captures the company's profitability depth, growth consistency, balance sheet resilience, and shareholder return track record.

The gap between the most bullish and bearish model spans +334.5% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every DFIN valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across DFIN's 10 active models, average confidence is 47%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Donnelley Financial Solutions, Inc. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Software - Application Stocks Should You Also Analyze?

11 related Software - Application stocks with 13-model coverage

VTEXVTEXQOC 8.3LIFXLife360, Inc.QOC 8.3LIFLife360, Inc.QOC 8.3ADEAAdeia Inc.QOC 8.3MITKMitek Systems, Inc.QOC 8.3OOMAOoma, Inc.QOC 8.3DUOTDuos Technologies Group, Inc.QOC 6.8WRDWeRide Inc.QOC 5.1BMRBeamr Imaging Ltd.QOC 2.8ADSKAutodesk, Inc.QOC 9.8PTCPTC Inc.QOC 9.8

Read investment analysis: VTEX · LIFX · LIF · ADEA · MITK · OOMA · DUOT · WRD · BMR · ADSK · PTC

Which Other Stocks Have a Similar Quality Score to DFIN?

7 companies across all industries closest to DFIN’s Quality of Company score of 8.3/10.

CARECarter Bankshares, Inc.QOC 8.3PLBCPlumas BancorpQOC 8.3ETDEthan Allen Interiors Inc.QOC 8.3ALKAlaska Air Group, Inc.QOC 8.3DXPEDXP Enterprises, Inc.QOC 8.3BILIBilibili Inc.QOC 8.3NVDANVIDIA CorporationQOC 10.0

Read investment analysis: CARE · PLBC · ETD · ALK · DXPE · BILI · NVDA

Where Does DFIN Sit in CirclFi's Software - Application Rankings?

DFIN is ranked against every other Software - Application stock CirclFi covers in each of these screens.

See all Software - Application stocks ranked →

What Else Do Investors Ask About Donnelley Financial Solutions, Inc.’s Valuation?

What is Donnelley Financial Solutions, Inc.'s intrinsic value in 2026?

CirclFi puts Donnelley Financial Solutions, Inc. (DFIN)'s intrinsic value at $53.38 — the median of 10 independent model estimates as of 2026-08-27, ranging from $2.56 to $162.98. One component of that median, the Bayesian DCF, runs 10,000 Monte Carlo simulations with jump-diffusion and returns $66.09 on its own. The Quality of Company score is 8.3/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is DFIN overvalued or undervalued right now?

At $47.96, 7 of 10 active models suggest DFIN may be undervalued, while 3 indicate potential overvaluation. The median of all 10 fair value estimates is $53.38, 11.3% above the current price of $47.96 — a consensus view that DFIN is undervalued. The assessment depends on which methodology best fits Donnelley Financial Solutions, Inc.'s business model in Software - Application.

What does a Quality of Company score of 8.3 mean for DFIN?

Donnelley Financial Solutions, Inc.'s QOC of 8.3/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on DFIN?

CirclFi analyzes DFIN with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 10 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on DFIN?

Of the 10 models currently active on DFIN, Regime Cross-Sectional is the most bullish at $162.98 per share, and ML Residual Income is the most bearish at $2.56. CirclFi's published fair value for DFIN is the median of that range, $53.38, not either extreme. The gap between the two ends equals 301% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is DFIN a value trap in 2026?

Donnelley Financial Solutions, Inc.'s Value Trap score is 2/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 10-model valuation engine, Donnelley Financial Solutions, Inc. (DFIN) has a median fair value of $53.38 — 11.3% above the current price of $47.96 — as of 2026-08-27.” Source: circlfi.com/stock/DFIN/ · Methodology
Primary sources for this DFIN valuation

Market data for DFIN as of ; valuations recomputed .

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