Profile
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
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 $1.95B $224.09B $223.29B $223.28B $223.10B $222.93B
Employees 1.90K 80.00K 80.00K 80.00K 80.00K 80.00K
CEO Mr. Daniel N. Leib Mr. Edward N. Pick Mr. Edward N. Pick Mr. Edward N. Pick Mr. Edward N. Pick Mr. Edward N. Pick
Ratings
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
Quant Rating Score 2 3 3 3 3 3
Quant Rating Sell Neutral Neutral Neutral Neutral Neutral
Trading
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
Last Close $67.46 $23.93 $24.5 $25.11 $25.38 $25.54
High 52 $69.9 $24.35 $26 $25.77 $25.74 $25.8
Low 52 $56.46 $22.05 $23.78 $24.9 $25.07 $25.21
Price vs. 52 Week High -3.49 % -1.72 % -5.77 % -2.56 % -1.4 % -1.01 %
Price vs. 52 Week Low 19.48 % 8.53 % 3.03 % 0.84 % 1.24 % 1.31 %
Total Return
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
1 Month Return 11.63 % 0.08 % -0.45 % -0.59 % 0.2 % 0.95 %
3 Month Return 16.73 % 0.72 % -3.09 % -1.68 % 0.08 % 0.99 %
6 Month Return 11.3 % 7.6 % 1.58 % 0.84 % 0.63 % 1.07 %
9 Month Return 5.92 % 5.65 % -0.33 % -0.16 % 0.55 % 0.95 %
YTD Return 7.54 % 0.55 % 0.66 % 0.04 % 0.75 % 1.23 %
1 Year Return 8.61 % 5.28 % -0.53 % 0.52 % 0.4 % 0.83 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
Dividend Yield Percentage (TTM) - 2.64 % 2.64 % 2.64 % 2.64 % 2.64 %
Dividend Paid and Capex Coverage Ration (TTM) 2.72 % -2.25 % -2.25 % -2.25 % -2.25 % -2.25 %
Dividend Per Share (TTM) - 3.63 % 3.63 % 3.63 % 3.63 % 3.63 %
Payout Ratio (TTM) - 34 % 34 % 34 % 34 % 34 %
Growth
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
Asset Growth -2.58 % -100 % -100 % -100 % -100 % -100 %
Gross Profit Growth 0.11 % 14.71 % 14.71 % 14.71 % 14.71 % 14.71 %
Revenue Growth -4.37 % 14.71 % 14.71 % 14.71 % 14.71 % 14.71 %
Revenue 3 Year 3.11 % 15.47 % 15.47 % 15.47 % 15.47 % 15.47 %
Revenue 5 Year -4.5 % 51.05 % 51.05 % 51.05 % 51.05 % 51.05 %
Revenue 10 Year -18.78 % 118.88 % 118.88 % 118.88 % 118.88 % 118.88 %
EBIT Growth -24.14 % 25.44 % 25.44 % 25.44 % 25.44 % 25.44 %
Net Income Growth -19.8 % 47.35 % 47.35 % 47.35 % 47.35 % 47.35 %
Net Income 3 Yeari Growth Per Share 467.2 % -0.08 % -0.08 % -0.08 % -0.08 % -0.08 %
Net Income 5 Yeari Growth Per Share 28.84 % 50.51 % 50.51 % 50.51 % 50.51 % 50.51 %
Net Income 10 Yeari Growth Per Share -5.61 % 367.05 % 367.05 % 367.05 % 367.05 % 367.05 %
Operating Income Growth -24.14 % 25.44 % 25.44 % 25.44 % 25.44 % 25.44 %
Operating Cash Flow Growth (CFG) -17.44 % 100 % 100 % 100 % 100 % 100 %
Operating 3 Year CFG -6.96 % -100 % -100 % -100 % -100 % -100 %
Operating 5 Year CFG 115.75 % -100 % -100 % -100 % -100 % -100 %
Operating 10 Year CFG -1.57 % -100 % -100 % -100 % -100 % -100 %
EPS Growth -15.62 % 53.63 % 53.63 % 53.63 % 53.63 % 53.63 %
EPS Diluted Growth -15.14 % 53.47 % 53.47 % 53.47 % 53.47 % 53.47 %
Book Value Per Share 28.31 % 7.12 % 7.12 % 7.12 % 7.12 % 7.12 %
Share Holder 3 Year Equity Growth Per Share 87.79 % 11.37 % 11.37 % 11.37 % 11.37 % 11.37 %
Share Holder 5 Year Equity Growth Per Share 105.3 % 30.45 % 30.45 % 30.45 % 30.45 % 30.45 %
Share Holder 10 Year Equity Growth Per Share - 78.53 % 78.53 % 78.53 % 78.53 % 78.53 %
Dividend Per Share Growth - -100 % -100 % -100 % -100 % -100 %
Dividend 3 Year Growth Per Share - -100 % -100 % -100 % -100 % -100 %
Dividend 5 Year Growth Per Share - -100 % -100 % -100 % -100 % -100 %
Dividend 10 Year Growth Per Share - -100 % -100 % -100 % -100 % -100 %
Debt Growth -29.59 % -100 % -100 % -100 % -100 % -100 %
Free Cash Flow Growth -35.21 % 100 % 100 % 100 % 100 % 100 %
Updated On 31 Dec 2023 31 Dec 2024 31 Dec 2024 31 Dec 2024 31 Dec 2024 31 Dec 2024
Profitability
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
Gross Profit Margin TTM 57.52 % 36 % 36 % 36 % 36 % 36 %
Return on Assets TTM 11.46 % - - - - -
Return on Equity TTM 22.79 % 13.12 % 13.12 % 13.12 % 13.12 % 13.12 %
Return on Capital Employed TTM 21.74 % - - - - -
Net Income Per EBT TTM 77.55 % 76.1 % 76.1 % 76.1 % 76.1 % 76.1 %
EBT Per Ebit TTM 90.1 % 63.12 % 63.12 % 63.12 % 63.12 % 63.12 %
EBIT Per Revenue TTM 17.25 % 46.95 % 46.95 % 46.95 % 46.95 % 46.95 %
Cash Flow To Debt Ratio TTM 133.36 % - - - - -
Receivables Turnover TTM 4.51 - - - - -
Payables Turnover TTM 10.08 - - - - -
Inventory Turnover TTM - - - - - -
Fixed Asset Turnover TTM 3442.49 % - - - - -
Asset Turnover TTM 95.08 % - - - - -
Operating Cash Flow Per Share TTM 6.51 -10.15 -10.15 -10.15 -10.15 -10.15
Free Cash Flow Per Share TTM 4.12 -11.78 -11.78 -11.78 -11.78 -11.78
Cash Per Share TTM 115.46 % - - - - -
Operating Cash Flow Sales Ratio TTM 23.63 % -27.07 % -27.07 % -27.07 % -27.07 % -27.07 %
Free Cash Flow Operating Cash Flow Ratio TTM 63.27 % 116.07 % 116.07 % 116.07 % 116.07 % 116.07 %
Cash Flow Coverage Ratios TTM 133.36 % - - - - -
Price To Free Cash Flows Ratio TTM 16.24 -11.85 -11.85 -11.85 -11.85 -11.85
Price To Operating Cash Flows Ratio TTM 10.36 -13.51 -13.51 -13.51 -13.51 -13.51
Price Cash Flow Ratio TTM 10.36 -13.51 -13.51 -13.51 -13.51 -13.51
Income Statement (TTM)
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
Revenue $0.8B $61.5B $61.5B $61.5B $61.5B $61.5B
Gross Profit $0.46B $61.5B $61.5B $61.5B $61.5B $61.5B
Gross Profit Ratio 58.19% 100% 100% 100% 100% 100%
EBITDA $0.19B $17.6B $17.6B $17.6B $17.6B $17.6B
Net Income $0.08B $13.39B $13.39B $13.39B $13.39B $13.39B
EPS Diluted 2.69 7.95 7.95 7.95 7.95 7.95
Balance Sheet (MRQ)
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
Long Term Debt $0.14B $0B $0B $0B $0B $0B
Total Liabilities $0.4B $-104.67B $-104.67B $-104.67B $-104.67B $-104.67B
Total Equity $0.4B $104.67B $104.67B $104.67B $104.67B $104.67B
Total Investments $0B $0B $0B $0B $0B $0B
Total Debt $0.15B $0B $0B $0B $0B $0B
Total Assets $0.81B $0B $0B $0B $0B $0B
Cash Flow Statement (TTM)
DFIN MS-PA MS-PK MS-PI MS-PF MS-PE
Net Income $0.08B $13.39B $13.39B $13.39B $13.39B $13.39B
Inventory $0B $0B $0B $0B $0B $0B
Dividends Paid $0B $0B $0B $0B $0B $0B
Operating Cash Flow $0.12B $0B $0B $0B $0B $0B
Capital Expenditure $-0.06B $0B $0B $0B $0B $0B
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ETFs With Exposure to DFIN
Ticker ETF Name Weight Percentage Price
IWM iShares Russell 2000 ETF 0.06311 226.89
VTI Vanguard Total Stock Market Index Fund 0 298.57
IJR iShares Core S&P Small-Cap ETF 0.13 118.18
SCHB Schwab U.S. Broad Market ETF 0.00300495 23.37
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.00299 132.41
SCHA Schwab U.S. Small-Cap ETF 0.04761 26.69
NUV Nuveen Municipal Value Fund, Inc. 0.14 8.82
VFH Vanguard Financials Index Fund 0.02 125.01
FNCL Fidelity MSCI Financials Index ETF 0.0259661 72.74
IWN iShares Russell 2000 Value ETF 0.0462 167.45
IWV iShares Russell 3000 ETF 0.00274 344.64
NVG Nuveen AMT-Free Municipal Credit Income Fund 0.14 12.62
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.117807 46.18
IWO iShares Russell 2000 Growth ETF 0.078 297.55
XSLV Invesco S&P SmallCap Low Volatility ETF 0.864 47.35
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.00475993 24.13
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.066 42.93
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 141.04
VXF Vanguard Extended Market Index Fund 0.02 199.01
IJS iShares S&P Small-Cap 600 Value ETF 0.15 109.82
HDG ProShares Hedge Replication ETF 0.00835212 49.92
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.003604 73.37
FNDA Schwab Fundamental U.S. Small Company Index ETF 0.0708274 30.29
UWM ProShares Ultra Russell2000 0.0233456 43.86
SLY SPDR S&P 600 Small Cap ETF 0.125772 85.46
SLYV SPDR S&P 600 Small Cap Value ETF 0.141121 88.29
VTHR Vanguard Russell 3000 Index Fund 0 267.95
KCE SPDR S&P Capital Markets ETF 1.46772 143.96
IWC iShares Micro-Cap ETF 0.27466 130.96
SLYG SPDR S&P 600 Small Cap Growth ETF 0.097784 94.03
DWAS Invesco DWA SmallCap Momentum ETF 0.942 93.41
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.20083 155.07
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0042 222.71
URTY ProShares UltraPro Russell2000 0.0125215 52.34
VIOG Vanguard S&P Small-Cap 600 Growth Index Fund 0.1 121.18
RZG Invesco S&P SmallCap 600 Pure Growth ETF 0.308 51.84
FYT First Trust Small Cap Value AlphaDEX Fund 0.27 55.0817
VTWV Vanguard Russell 2000 Value Index Fund 0.04 147.51
EES WisdomTree U.S. SmallCap Earnings Fund 0.0015709 54.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.230671 75.9602
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.230859 56.36
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 0.05 83.9249
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.21 42.96
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 102.318
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 0 70.95
ISMD Inspire Small/Mid Cap Impact ETF 0.210633 38.16
ISCB iShares Morningstar Small-Cap ETF 0.0335 60.675
ISCG iShares Morningstar Small-Cap Growth ETF 0.02035 51.38
ISCV iShares Morningstar Small-Cap Value ETF 0.04746 64.92
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.08 47.1519
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.004734 265.56
NUSC Nuveen ESG Small-Cap ETF 0.19 43.42
NUW Nuveen AMT-Free Municipal Value Fund 0.14 13.78
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.036 40.96
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.03 31.9152
PFI Invesco DWA Financial Momentum ETF 1.33 59.88
PKW Invesco BuyBack Achievers ETF 0.053 119.03
PSC Principal U.S. Small-Cap Multi-Factor ETF 0.181671 53.54
PSCF Invesco S&P SmallCap Financials ETF 0.489 56.6153
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.068 46.87
SAA ProShares Ultra SmallCap600 0.0439126 27.15
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.12 70.25
TUSA First Trust Dividend Strength ETF 0.01 46.1232
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.382709 86.6936
VFLQ Vanguard U.S. Liquidity Factor ETF 0.19 99.7611
VFMO Vanguard U.S. Momentum Factor ETF 0.03 173.4
VFQY Vanguard U.S. Quality Factor ETF 0.09 145.58
VFVA Vanguard U.S. Value Factor ETF 0.02 122.12
VIOO Vanguard S&P Small-Cap 600 Index Fund 0.12 108.92
VIOV Vanguard S&P Small-Cap 600 Value Index Fund 0.14 94.41
VLU SPDR S&P 1500 Value Tilt ETF 0.003322 191.57
VTWG Vanguard Russell 2000 Growth Index Fund 0.07 217.29
VTWO Vanguard Russell 2000 Index Fund 0.06 91.79
XSHQ Invesco S&P SmallCap Quality ETF 0.583 43.18
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 1.39 30.95
IUSS Invesco RAFI Strategic US Small Company ETF 0.07 33.58
PZW.TO Invesco FTSE RAFI Global Small-Mid ETF 0.0331 36.55
PLV.TO Invesco Low Volatility Portfolio ETF 0.0241 25.39
VTSIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Small-Cap Fund 0.13 96.77
VTMSX Vanguard Tax Managed Small Cap Fund 0.13 96.55
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0 102.12
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0 102.1
VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares 0.08 40.61
VQNPX Vanguard Growth and Income Fund 0 64.36
VGIAX Vanguard Quantitative Funds - Vanguard Growth and Income Fund 0 105.02
VBAIX Vanguard Balanced Index Fund Institutional Shares 0 49.54
VBIAX Vanguard Balanced Index Fund Admiral Shares 0 49.53
VBINX Vanguard Balanced Index Fund Investor Shares 0 49.53
AFSM First Trust Active Factor Small Cap ETF 0.27 30.84
FSMD Fidelity Small-Mid Factor ETF 0.15 42.48
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.01012 55.43
XSMO Invesco S&P SmallCap Momentum ETF 0.427 69.15
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.14297 43.37
RYLD Global X Russell 2000 Covered Call ETF 0.02 16.61
AVUS Avantis U.S. Equity ETF 0 100.25
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 25.1922
DEEP Roundhill Acquirers Deep Value ETF 0.93 34.252
DFAU Dimensional US Core Equity Market ETF 0.00533511 41.66
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XJR iShares ESG Screened S&P Small-Cap ETF 0.14 42.36
DFUS Dimensional U.S. Equity ETF 0.00314437 65.71
DFAT Dimensional U.S. Targeted Value ETF 0 57.21
DFAS Dimensional U.S. Small Cap ETF 0.0487377 67.13
DFAC Dimensional U.S. Core Equity 2 ETF 0.0131041 35.62
VTSAX Vanguard Total Stock Market Index Fund 0 145.32
VFAIX Vanguard Financials Index Fund 0.02 62.62
AVSU Avantis Responsible U.S. Equity ETF 0.01 68.24
NTKI Nationwide Russell 2000 Risk-Managed Income ETF 0.03 19.0104
WSML.L iShares MSCI World Small Cap UCITS ETF 0.0218 7.7805
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.09 62.14
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.02 150.94
VITSX Vanguard Total Stock Market Index Fund 0 145.35
EWSA.AS iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.12212 5.2983
ISP6.L iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.12682 7664
DFSU Dimensional US Sustainability Core 1 ETF 0.0108368 39.14
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.02179 7.498
ESIX SPDR S&P SmallCap 600 ESG ETF 0.188694 31.7467
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.00288304 102.07
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.02 150.95
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.18633 553.57
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.19315 533.5
VEXPX Vanguard Explorer Fd 0 119.54
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 69.85
IUS3.DE iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.13391 92.11
IDP6.L iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.12 95.585
TWSCX American Century Strategic Allocation Conservative Investor Class 0.01 5.52
HLGE Hartford Longevity Economy ETF 0.0851222 32.39
WSCR.L UBS (IRL) ETF PLC 0.1 804.3
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.02 6.233
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.01 2870.5
SWSSX Schwab Small-Cap Index Fund-Select Shares 0.0581906 36.7
VEXRX Vanguard Explorer Fund 0 111.13
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.01 38.01
FDLS Inspire Fidelis Multi Factor ETF 0.971961 31.0828
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.138 27.64
JKJ iShares Morningstar Small-Cap ETF 0.04 231.193
AVSC Avantis U.S. Small Cap Equity ETF 0.21 55.4
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.261675 22.145
JKL iShares Morningstar Small-Cap Value ETF 0.07 172.726
DFQTX DFA U.S. Core Equity 2 Portfolio 0 39.69
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.11709 5.106
FVI First Trust Total US Market AlphaDEX ETF 0.04 0
JPSV Jpmorgan Active Small Cap Value ETF 1.18 59.09
IJR.AX iShares S&P Small-Cap ETF 0.13934 189.65
DCOR Dimensional ETF Trust 0.010623 66.09
VEMPX Vanguard Extended Market Index InstlPlus 0.02 372.49
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.19815 533.32
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.01 382
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0 272.65
QSML WisdomTree U.S. SmallCap Quality Growth Fund 0.0024278 28.0236
SFSNX Schwab Fundamental US Small Company Idx 0.0631534 18.13
RSSL Global X Funds 0.06 89.11
EBIT Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 0.000738206 32.74
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.75 56.88
DXUV Dimensional ETF Trust 0.0114576 54.45
RFLR Innovator ETFs Trust 0.1 26.1199
BUYO Kraneshares Trust - Kraneshares Man Buyout Beta Index Etf 0 26.05
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