Donnelley Financial Solutions Inc (DFIN)vsIntuit Inc (INTU)
DFIN
Donnelley Financial Solutions Inc
$46.94
+1.05%
TECHNOLOGY · Cap: $1.25B
INTU
Intuit Inc
$426.86
-1.29%
TECHNOLOGY · Cap: $120.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuit Inc generates 2523% more annual revenue ($20.12B vs $767.00M). INTU leads profitability with a 21.6% profit margin vs 4.2%. INTU appears more attractively valued with a PEG of 1.35. INTU earns a higher WallStSmart Score of 65/100 (C+).
DFIN
Hold47
out of 100
Grade: D+
INTU
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.2%
Fair Value
$23.83
Current Price
$46.94
$23.11 premium
Margin of Safety
-308.7%
Fair Value
$104.45
Current Price
$426.86
$322.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 41.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of 8.0% — below average capital efficiency
4.2% margin — thin
Expensive relative to growth rate
Moderate valuation
Earnings declined 18.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : DFIN
Revenue growth of 10.4% demonstrates continued momentum.
Bull Case : INTU
The strongest argument for INTU centers on Revenue Growth, Market Cap, Return on Equity. Profitability is solid with margins at 21.6% and operating margin at 15.7%. Revenue growth of 41.0% demonstrates continued momentum.
Bear Case : DFIN
The primary concerns for DFIN are Market Cap, Return on Equity, Profit Margin. A P/E of 40.8x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
DFIN profiles as a value stock while INTU is a growth play — different risk/reward profiles.
INTU carries more volatility with a beta of 1.28 — expect wider price swings.
INTU is growing revenue faster at 41.0% — sustainability is the question.
INTU generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
INTU scores higher overall (65/100 vs 47/100), backed by strong 21.6% margins and 41.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Donnelley Financial Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Donnelley Financial Solutions, Inc. is a global risk and compliance solutions company. The company is headquartered in Chicago, Illinois.
Visit Website →Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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