Profile
DFIN MS MS-PK MS-PA MS-PF MS-PI
Company Name Donnelley Financial Solutions, Inc. Morgan Stanley Morgan Stanley Morgan Stanley Morgan Stanley Morgan Stanley
Sector Financial Services Financial Services Financial Services Financial Services Financial Services Financial Services
Industry Financial - Capital Markets Financial - Capital Markets Financial - Capital Markets Financial - Capital Markets Financial - Capital Markets Financial - Capital Markets
Market Cap $1.54B $249.80B $244.28B $241.57B $237.97B $237.51B
Employees 1.80K 81.00K 81.00K 81.00K 81.00K 81.00K
CEO Daniel N. Leib Edward N. Pick Edward N. Pick Edward N. Pick Edward N. Pick Edward N. Pick
Ratings
DFIN MS MS-PK MS-PA MS-PF MS-PI
Quant Rating Score 3 3 4 4 4 4
Quant Rating Neutral Neutral Buy Buy Buy Buy
Trading
DFIN MS MS-PK MS-PA MS-PF MS-PI
Last Close $55.9 $156.48 $25.16 $22.31 $25.47 $25.36
High 52 $69.9 $156.48 $26 $24.35 $25.74 $25.77
Low 52 $38.33 $96.64 $22.56 $21.22 $24.9 $24.28
Price vs. 52 Week High -20.03 % 0 % -3.23 % -8.38 % -1.05 % -1.59 %
Price vs. 52 Week Low 45.84 % 61.92 % 11.52 % 5.14 % 2.29 % 4.45 %
Total Return
DFIN MS MS-PK MS-PA MS-PF MS-PI
1 Month Return -0.45 % 6.24 % 4.44 % 1.76 % 0.47 % 0.83 %
3 Month Return -3.29 % 18.62 % 8.5 % 1.41 % 0.2 % 1.68 %
6 Month Return 27.77 % 37.26 % 2.28 % -4.29 % 0.28 % 0.2 %
9 Month Return -9.9 % 22.83 % 1.49 % -8 % 0.43 % -0.04 %
YTD Return -10.89 % 24.47 % 3.37 % -6.26 % 1.11 % 1.04 %
1 Year Return -16.57 % 61.92 % -1.8 % -3.08 % -0.04 % -0.16 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
DFIN MS MS-PK MS-PA MS-PF MS-PI
Dividend Yield Percentage (TTM) - 2.41 % 2.48 % 2.48 % 2.48 % 2.48 %
Dividend Paid and Capex Coverage Ration (TTM) 2.7 % -1.83 % -1.83 % -1.83 % -1.83 % -1.83 %
Dividend Per Share (TTM) - 3.78 % 3.78 % 3.78 % 3.78 % 3.78 %
Payout Ratio (TTM) - 43.2 % 43.2 % 43.2 % 43.2 % 43.2 %
Profitability
DFIN MS MS-PK MS-PA MS-PF MS-PI
Gross Profit Margin TTM 58.17 % 56.26 % 56.26 % 56.26 % 56.26 % 56.26 %
Return on Assets TTM 9.39 % 1.09 % 1.09 % 1.09 % 1.09 % 1.09 %
Return on Equity TTM 18.95 % 13.95 % 13.95 % 13.95 % 13.95 % 13.95 %
Return on Capital Employed TTM 19.04 % 2.94 % 2.94 % 2.94 % 2.94 % 2.94 %
Net Income Per EBT TTM 72.4 % 76.48 % 76.48 % 76.48 % 76.48 % 76.48 %
EBT Per Ebit TTM 89.22 % 100 % 100 % 100 % 100 % 100 %
EBIT Per Revenue TTM 16.83 % 17.8 % 17.8 % 17.8 % 17.8 % 17.8 %
Cash Flow To Debt Ratio TTM 85.09 % -4.04 % -4.04 % -4.04 % -4.04 % -4.04 %
Receivables Turnover TTM 3.74 1.1 1.1 1.1 1.1 1.1
Payables Turnover TTM 8.33 0.22 0.22 0.22 0.22 0.22
Inventory Turnover TTM - - - - - -
Fixed Asset Turnover TTM 4441.18 % - - - - -
Asset Turnover TTM 86.32 % 8.01 % 8.01 % 8.01 % 8.01 % 8.01 %
Operating Cash Flow Per Share TTM 6.26 -11.2 -11.2 -11.2 -11.2 -11.2
Free Cash Flow Per Share TTM 3.95 -13.28 -13.28 -13.28 -13.28 -13.28
Cash Per Share TTM 122.02 % 13697.02 % 13697.02 % 13697.02 % 13697.02 % 13697.02 %
Operating Cash Flow Sales Ratio TTM 22.98 % -16.3 % -16.3 % -16.3 % -16.3 % -16.3 %
Free Cash Flow Operating Cash Flow Ratio TTM 63 % 118.51 % 118.51 % 118.51 % 118.51 % 118.51 %
Cash Flow Coverage Ratios TTM 85.09 % -4.04 % -4.04 % -4.04 % -4.04 % -4.04 %
Price To Free Cash Flows Ratio TTM 14.06 -11.93 -11.6 -11.6 -11.6 -11.6
Price To Operating Cash Flows Ratio TTM 8.92 -13.97 -13.59 -13.59 -13.59 -13.59
Price Cash Flow Ratio TTM 8.92 -13.97 -13.59 -13.59 -13.59 -13.59
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ETFs With Exposure to DFIN
Ticker ETF Name Weight Percentage Price
IWM iShares Russell 2000 ETF 0.05236 238.34
VTI Vanguard Total Stock Market Index Fund 0.00222 324.31
IJR iShares Core S&P Small-Cap ETF 0.1 118.46
SCHB Schwab U.S. Broad Market ETF 0.00210186 25.41
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.00225 143.97
SCHA Schwab U.S. Small-Cap ETF 0.0349061 27.7
NUV Nuveen Municipal Value Fund, Inc. 0.14 8.92
VFH Vanguard Financials Index Fund 0.01693 131.66
FNCL Fidelity MSCI Financials Index ETF 0.0171667 76.65
IWN iShares Russell 2000 Value ETF 0.03035 175.55
IWV iShares Russell 3000 ETF 0.00206 374.42
NVG Nuveen AMT-Free Municipal Credit Income Fund 0.14 12.37
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.096125 46.21
IWO iShares Russell 2000 Growth ETF 0.07325 312.87
XSLV Invesco S&P SmallCap Low Volatility ETF 0.855 47.33
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.00445576 25.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.069 45.25
IJT iShares S&P Small-Cap 600 Growth ETF 0.08 140.82
VXF Vanguard Extended Market Index Fund 0.01802 208.84
IJS iShares S&P Small-Cap 600 Value ETF 0.11 110.48
HDG ProShares Hedge Replication ETF 0.00734493 51.15
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.002881 79.71
FNDA Schwab Fundamental U.S. Small Company Index ETF 0.0645474 31.44
UWM ProShares Ultra Russell2000 0.041058 45.11
SLY SPDR S&P 600 Small Cap ETF 0.125772 85.46
SLYV SPDR S&P 600 Small Cap Value ETF 0.113465 88.61
VTHR Vanguard Russell 3000 Index Fund 0.00235 290.902
KCE SPDR S&P Capital Markets ETF 1.38521 156.41
IWC iShares Micro-Cap ETF 0.27466 145.77
SLYG SPDR S&P 600 Small Cap Growth ETF 0.079844 93.83
DWAS Invesco DWA SmallCap Momentum ETF 0.81 90.033
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.13539 177.4
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0032 240.245
URTY ProShares UltraPro Russell2000 0.0294398 50.78
VIOG Vanguard S&P Small-Cap 600 Growth Index Fund 0.08176 121.13
RZG Invesco S&P SmallCap 600 Pure Growth ETF 0.308 54.145
FYT First Trust Small Cap Value AlphaDEX Fund 0.000001 56.4366
VTWV Vanguard Russell 2000 Value Index Fund 0.03091 154.78
EES WisdomTree U.S. SmallCap Earnings Fund 0.12907 55.92
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.166682 66.1625
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.16664 51.03
DMRS DeltaShares S&P 600 Managed Risk ETF 0.06 53.4943
EWSC Invesco S&P SmallCap 600 Equal Weight ETF 0.17 67.42
FAB First Trust Multi Cap Value AlphaDEX Fund 0.000001 87.6815
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.19 44.075
FYX First Trust Small Cap Core AlphaDEX Fund 0.000001 108.455
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 0.13 74.76
ISMD Inspire Small/Mid Cap Impact ETF 0.160999 38.92
ISCB iShares Morningstar Small-Cap ETF 0.02575 63.62
ISCG iShares Morningstar Small-Cap Growth ETF 0.01959 53.91
ISCV iShares Morningstar Small-Cap Value ETF 0.0505 67.15
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.06 50.065
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.000074 283.71
NUSC Nuveen ESG Small-Cap ETF 0.138836 43.75
NUW Nuveen AMT-Free Municipal Value Fund 0.14 14.09
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.054 43.66
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.03 31.9152
PFI Invesco DWA Financial Momentum ETF 1.33 57.4936
PKW Invesco BuyBack Achievers ETF 0.053 131.97
PSC Principal U.S. Small-Cap Multi-Factor ETF 0.181671 56.36
PSCF Invesco S&P SmallCap Financials ETF 0.353 59.0432
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.048 48.14
SAA ProShares Ultra SmallCap600 0.0751201 25.55
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.1 74.32
SQLV Royce Quant Small-Cap Quality Value ETF 0.3 43.166
TUSA First Trust Dividend Strength ETF 0.01 46.1232
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.382709 89.9111
VFLQ Vanguard U.S. Liquidity Factor ETF 0.19 99.7611
VFMO Vanguard U.S. Momentum Factor ETF 0.03 186.26
VFQY Vanguard U.S. Quality Factor ETF 0.21662 150.82
VFVA Vanguard U.S. Value Factor ETF 0.02 128.4
VIOO Vanguard S&P Small-Cap 600 Index Fund 0.09956 109.8
VIOV Vanguard S&P Small-Cap 600 Value Index Fund 0.11803 95.15
VLU SPDR S&P 1500 Value Tilt ETF 0.00592 203.35
VTWG Vanguard Russell 2000 Growth Index Fund 0.07531 228.617
VTWO Vanguard Russell 2000 Index Fund 0.05334 96.41
XSHQ Invesco S&P SmallCap Quality ETF 0.391 44.07
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 1.39 30.95
IUSS Invesco RAFI Strategic US Small Company ETF 0.07 33.58
VETS Pacer Military Times Best Employers ETF 0.49 38.62
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 0 49.76
XUU.TO iShares Core S&P U.S. Total Market Index ETF 0 67.21
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) 0 53.45
XTR.TO iShares Diversified Monthly Income ETF 0 11.645
XSU.TO iShares U.S. Small Cap Index ETF (CAD-Hedged) 0.05 45.43
PZW.TO Invesco FTSE RAFI Global Small-Mid ETF 0.0357 41.27
PLV.TO Invesco Low Volatility Portfolio ETF 0.0179 26.81
VTSIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Small-Cap Fund 0.10556 97.02
VTMSX Vanguard Tax Managed Small Cap Fund 0.12 96.8
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.0024 110.3
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0 110.28
VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares 0.08 43.44
VQNPX Vanguard Growth and Income Fund 0 70.73
VGIAX Vanguard Quantitative Funds - Vanguard Growth and Income Fund 0 115.44
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.00146 52.3
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.00146 52.29
VBINX Vanguard Balanced Index Fund Investor Shares 0 52.29
AFSM First Trust Active Factor Small Cap ETF 0.21 32.8096
FSMD Fidelity Small-Mid Factor ETF 0.15 44.15
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.00678 59.3
XSMO Invesco S&P SmallCap Momentum ETF 0.321 73.16
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.06416 44.98
SLT Pacer Salt High truBeta US Market ETF 0.49 39.22
LSLT Pacer Salt Low truBeta US Market ETF 0.49 32
RYLD Global X Russell 2000 Covered Call ETF 0.02 15.26
AVUS Avantis U.S. Equity ETF 0 107.61
PQSV PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF 0.14 66.2468
STSB iShares Factors US Small Blend Style ETF 0.04 22.13
DEEP Roundhill Acquirers Deep Value ETF 0.93 36.565
VIRS Pacer BioThreat Strategy ETF 0.49 40.025
XBAL.TO iShares Core Balanced ETF Portfolio 0 32.74
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0 25.09
XEQT.TO iShares Core Equity ETF Portfolio 0 38.34
XGRO.TO iShares Core Growth ETF Portfolio 0 33.9
XINC.TO iShares Core Income Balanced ETF Portfolio 0 21.27
XSMC.TO iShares S&P U.S. Small-Cap Index ETF 0.1 32.82
XSMH.TO iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) 0.1 28.9
DFAU Dimensional US Core Equity Market ETF 0.0034002 45.24
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0 27.12
XJR iShares ESG Screened S&P Small-Cap ETF 0.11 42.8
DFUS Dimensional U.S. Equity ETF 0.00223375 71.56
DFAT Dimensional U.S. Targeted Value ETF 0 58.86
DFAS Dimensional U.S. Small Cap ETF 0.0401826 68.55
DFAC Dimensional U.S. Core Equity 2 ETF 0.00868224 38.27
VTSAX Vanguard Total Stock Market Index Fund 0 157.86
VFAIX Vanguard Financials Index Fund 0.02 65.99
AVSU Avantis Responsible U.S. Equity ETF 0.01 73.085
NTKI Nationwide Russell 2000 Risk-Managed Income ETF 0.03 19.0104
CUS1.L iShares VII PLC - iShares MSCI USA Small Cap UCITS ETF USD (Acc) 0.07789 42260
R2US.L SPDR Russell 2000 US Small Cap UCITS ETF 0.052267 69.66
WDSC.L SPDR MSCI World Small Cap UCITS ETF 0.011873 123.83
WSML.L iShares MSCI World Small Cap UCITS ETF 0.01585 8.755
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.07 63.47
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.01802 158.47
VITSX Vanguard Total Stock Market Index Fund 0 157.89
DFUV Dimensional US Marketwide Value ETF 0.00015723 44.53
EWSA.AS iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.00474 5.8901
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.020076 75.6
ISP6.L iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.09693 7085
USML.L Invesco S&P SmallCap 600 UCITS ETF 0.1 68.615
XRS2.F Xtrackers Russell 2000 UCITS ETF 0.0522229 318.35
SC0K.DE Invesco Russell 2000 UCITS ETF 0.0524 104.08
DFSU Dimensional US Sustainability Core 1 ETF 0.00396809 42.0542
DSMC Distillate Small/Mid Cash Flow ETF 0.58 36.26
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.01585 7.469
ESIX SPDR S&P SmallCap 600 ESG ETF 0.134201 32.1382
VEVFX Vanguard Explorer Value Fund 0.4 45.81
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.00288304 15.95
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.01802 158.48
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.07789 572.9
WOSC.L SPDR MSCI World Small Cap UCITS ETF 0.011873 91.415
RTYS.L Invesco Russell 2000 UCITS ETF 0.0524 122
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.07789 488.65
VEXPX Vanguard Explorer Fd 0 120.5
XRSG.L Xtrackers (IE) Public Limited Company - Xtrackers Russell 2000 UCITS ETF 0.0522229 26117
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.08 73.155
IUS3.DE iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.09693 81.96
IDP6.L iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.09693 96.05
TWSCX American Century Strategic Allocation Conservative Investor Class 0.01 5.82
XRSU.L Xtrackers (IE) Public Limited Company - Xtrackers Russell 2000 UCITS ETF 0.0522229 353.91
ZPRR.DE SPDR Russell 2000 US Small Cap UCITS ETF 0.052267 59.39
ZPRS.DE SPDR MSCI World Small Cap UCITS ETF 0.011873 105.7
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.020076 64.36
HLGE Hartford Longevity Economy ETF 0.0851222 31.935
WSCR.L UBS (IRL) ETF PLC 0.0656 795.8
R2SC.L SPDR Russell 2000 US Small Cap UCITS ETF 0.052267 51.38
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.01585 6.46
XRS2.DE Xtrackers Russell 2000 UCITS ETF 0.0522229 302
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.00412 2761.5
SWSSX Schwab Small-Cap Index Fund-Select Shares 0.0581906 38.77
VEXRX Vanguard Explorer Fund 0 112.1
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.00412 35.54
FDLS Inspire Fidelis Multi Factor ETF 0.971961 34.625
TRPL Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 0.49 41.14
JKK iShares Morningstar Small-Cap Growth ETF 0.01959 307.42
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.107 28.4183
JKJ iShares Morningstar Small-Cap ETF 0.02575 231.193
AVSC Avantis U.S. Small Cap Equity ETF 0.17 57.07
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.261675 22.145
JKL iShares Morningstar Small-Cap Value ETF 0.0505 172.726
DFQTX DFA U.S. Core Equity 2 Portfolio 0 42.89
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.00474 5.035
FVI First Trust Total US Market AlphaDEX ETF 0.04 8
NIR Near Intelligence, Inc. 0.1 0.033
JPSV Jpmorgan Active Small Cap Value ETF 1.35 59.72
VTS.AX Vanguard US Total Market Shares Index ETF 0.00222 488
VISM.AX Vanguard MSCI International Small Companies Index ETF 0.01624 72.36
IJR.AX iShares S&P Small-Cap ETF 0.1 180.43
DCOR Dimensional ETF Trust 0.00512052 71.34
VEMPX Vanguard Extended Market Index InstlPlus 0.01802 391.07
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.07789 488.72
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.00412 382
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.00222 296.18
QSML WisdomTree U.S. SmallCap Quality Growth Fund 0.0023438 28.2759
SFSNX Schwab Fundamental US Small Company Idx 0.0631534 18.89
RSSL Global X Funds 0.05 93.57
EBIT Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 0.0584413 34.585
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.59 58.9563
DXUV Dimensional ETF Trust 0.0136545 58.15
RFLR Innovator ETFs Trust 0.05 27.425
BUYO Kraneshares Trust - Kraneshares Man Buyout Beta Index Etf 0.34 27.1801
FTKI First Trust Exchange-Traded Fun 0.000001 18.9777
WSML iShares MSCI World Small-Cap ETF 0.01655 30.1082
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