Donnelley Financial Solutions (DFIN) vs EverCommerce Inc. (EVCM)

Donnelley Financial Solutions and EverCommerce Inc. are both Software Application companies. EverCommerce Inc. is the larger, with a market value of $1.5B against $1.2B — 1.2× the size. Donnelley Financial Solutions trades at the lower P/E: 32.6× against 44.7×. EverCommerce Inc. grew revenue faster over the last twelve months: 4.18% against 2.98%. EverCommerce Inc. has the higher net margin (5.69% vs 4.53%) and the lower return on invested capital (3.36% vs 16.2%). Across the 21 metrics below, Donnelley Financial Solutions leads on 14 and EverCommerce Inc. on 7.

Valuation

Metric DFIN EVCM Software Application median
P/E 32.61 44.72 24.79
P/S 1.58 2.38 2.67
P/B 3.17 1.99 3.01
Price to free cash flow 8.06 19.87 16.59
EV/EBITDA 6.58 14.52 14.40
EV/Sales 1.81 3.03 2.62
Earnings yield 3.07% 2.24% 0.00%
Free cash flow yield 12.40% 5.03% 1.91%

Profitability

Metric DFIN EVCM Software Application median
Gross margin 64.21% 77.82% 67.03%
Operating margin 18.91% 9.91% 0.00%
Net margin 4.53% 5.69% 0.00%
Free cash flow margin 19.59% 11.99% 4.32%
Return on equity 8.59% 4.67% 0.00%
Return on assets 4.12% 2.45% 0.00%
Return on invested capital 16.23% 3.36% 0.00%

Growth

Metric DFIN EVCM Software Application median
Revenue growth (TTM) 2.98% 4.18% 12.40%
EPS growth (last fiscal year) (62.42%) 145.45% —
Revenue growth, 5-year CAGR (3.03%) 11.78% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DFIN EVCM Software Application median
Debt to equity 0.53 0.73 0.02
Current ratio 1.33 2.14 1.55
Net debt to EBITDA 0.71 3.05 0.06

Dividend

Metric DFIN EVCM Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric DFIN EVCM Software Application median
Market cap 1.21b 1.47b 396.11m

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