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Stock Comparison

DFIN vs WLYB vs TRMK vs WK vs DSGX

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
DFIN
Donnelley Financial Solutions, Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$1.11B
5Y Perf.+442.8%
WLYB
John Wiley & Sons, Inc.

Publishing

Communication ServicesNYSE • US
Market Cap$2.30B
5Y Perf.-3.3%
TRMK
Trustmark Corporation

Banks - Regional

Financial ServicesNASDAQ • US
Market Cap$2.64B
5Y Perf.+88.7%
WK
Workiva Inc.

Software - Application

TechnologyNYSE • US
Market Cap$2.93B
5Y Perf.+17.3%
DSGX
The Descartes Systems Group Inc.

Software - Application

TechnologyNASDAQ • CA
Market Cap$6.31B
5Y Perf.+54.2%

DFIN vs WLYB vs TRMK vs WK vs DSGX — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
DFIN logoDFIN
WLYB logoWLYB
TRMK logoTRMK
WK logoWK
DSGX logoDSGX
IndustryFinancial - Capital MarketsPublishingBanks - RegionalSoftware - ApplicationSoftware - Application
Market Cap$1.11B$2.30B$2.64B$2.93B$6.31B
Revenue (TTM)$767M$1.67B$1.12B$926M$731M
Net Income (TTM)$35M$154M$224M$14M$164M
Gross Margin63.4%72.5%71.0%79.4%71.4%
Operating Margin19.8%15.3%25.5%-0.3%30.4%
Forward P/E9.4x10.0x11.5x19.3x39.3x
Total Debt$182M$899M$1.12B$808M$8M
Cash & Equiv.$25M$86M$668M$339M$354M

DFIN vs WLYB vs TRMK vs WK vs DSGXLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

DFIN
WLYB
TRMK
WK
DSGX
StockMay 20May 26Return
Donnelley Financial… (DFIN)100542.8+442.8%
John Wiley & Sons, … (WLYB)10096.7-3.3%
Trustmark Corporati… (TRMK)100188.7+88.7%
Workiva Inc. (WK)100117.3+17.3%
The Descartes Syste… (DSGX)100154.2+54.2%

Price return only. Dividends and distributions are not included.

Quick Verdict: DFIN vs WLYB vs TRMK vs WK vs DSGX

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: TRMK and DSGX are tied at the top with 2 categories each (5-stock set) — the right choice depends on your priorities. The Descartes Systems Group Inc. is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. DFIN, WLYB, and WK also each lead in at least one category. This set spans 3 sectors — these stocks serve different portfolio roles, not just different price points.
DFIN
Donnelley Financial Solutions, Inc.
The Banking Pick

DFIN ranks third and is worth considering specifically for value.

  • Lower P/E (9.4x vs 39.3x)
Best for: value
WLYB
John Wiley & Sons, Inc.
The Income Pick

WLYB is the clearest fit if your priority is dividends.

  • 3.3% yield, vs TRMK's 2.2%, (3 stocks pay no dividend)
Best for: dividends
TRMK
Trustmark Corporation
The Banking Pick

TRMK has the current edge in this matchup, primarily because of its strength in valuation efficiency.

  • PEG 1.42 vs DSGX's 1.53
  • 34.8% NII/revenue growth vs WLYB's -10.4%
  • +32.5% vs DSGX's -31.7%
Best for: valuation efficiency
WK
Workiva Inc.
The Income Pick

WK is the clearest fit if your priority is income & stability and growth exposure.

  • Dividend streak 3 yrs, beta 0.25
  • Rev growth 19.7%, EPS growth 52.5%, 3Y rev CAGR 18.0%
  • Beta 0.25, current ratio 1.57x
  • Beta 0.25 vs DFIN's 1.14
Best for: income & stability and growth exposure
DSGX
The Descartes Systems Group Inc.
The Long-Run Compounder

DSGX is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.

  • 295.4% 10Y total return vs TRMK's 127.7%
  • Lower volatility, beta 0.71, Low D/E 0.5%, current ratio 2.16x
  • 22.5% margin vs WK's 1.5%
  • 9.2% ROA vs WK's 1.0%, ROIC 14.9% vs -7.0%
Best for: long-term compounding and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthTRMK logoTRMK34.8% NII/revenue growth vs WLYB's -10.4%
ValueDFIN logoDFINLower P/E (9.4x vs 39.3x)
Quality / MarginsDSGX logoDSGX22.5% margin vs WK's 1.5%
Stability / SafetyWK logoWKBeta 0.25 vs DFIN's 1.14
DividendsWLYB logoWLYB3.3% yield, vs TRMK's 2.2%, (3 stocks pay no dividend)
Momentum (1Y)TRMK logoTRMK+32.5% vs DSGX's -31.7%
Efficiency (ROA)DSGX logoDSGX9.2% ROA vs WK's 1.0%, ROIC 14.9% vs -7.0%

DFIN vs WLYB vs TRMK vs WK vs DSGX — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

DFINDonnelley Financial Solutions, Inc.
FY 2025
Software Solutions
54.6%$358M
Technology Service
45.4%$298M
WLYBJohn Wiley & Sons, Inc.
FY 2025
Research Segment
64.1%$1.1B
Learning Segment
34.9%$585M
Held For Sale Or Sold Segment
1.0%$17M
TRMKTrustmark Corporation

Segment breakdown not available.

WKWorkiva Inc.
FY 2025
License and Service
91.9%$813M
XBRL Professional Services
6.9%$61M
Other Services
1.3%$11M
DSGXThe Descartes Systems Group Inc.
FY 2025
Service
92.9%$677M
Professional services and other
6.8%$49M
License
0.3%$3M

DFIN vs WLYB vs TRMK vs WK vs DSGX — Financial Metrics

Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLDSGXLAGGINGWK

Income & Cash Flow (Last 12 Months)

DSGX leads this category, winning 3 of 6 comparable metrics.

WLYB is the larger business by revenue, generating $1.7B annually — 2.3x DSGX's $731M. DSGX is the more profitable business, keeping 22.5% of every revenue dollar as net income compared to WK's 1.5%. On growth, WK holds the edge at +19.9% YoY revenue growth, suggesting stronger near-term business momentum.

MetricDFIN logoDFINDonnelley Financi…WLYB logoWLYBJohn Wiley & Sons…TRMK logoTRMKTrustmark Corpora…WK logoWKWorkiva Inc.DSGX logoDSGXThe Descartes Sys…
RevenueTrailing 12 months$767M$1.7B$1.1B$926M$731M
EBITDAEarnings before interest/tax$217M$402M$323M$6M$310M
Net IncomeAfter-tax profit$35M$154M$224M$14M$164M
Free Cash FlowCash after capex$140M$190M$230M$146M$261M
Gross MarginGross profit ÷ Revenue+63.4%+72.5%+71.0%+79.4%+71.4%
Operating MarginEBIT ÷ Revenue+19.8%+15.3%+25.5%-0.3%+30.4%
Net MarginNet income ÷ Revenue+4.2%+9.2%+20.0%+1.5%+22.5%
FCF MarginFCF ÷ Revenue+14.1%+11.4%+20.7%+15.8%+35.8%
Rev. Growth (YoY)Latest quarter vs prior year+1.3%+19.9%+17.2%
EPS Growth (YoY)Latest quarter vs prior year+21.0%+2.3%+5.4%+186.8%+23.3%
DSGX leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

DFIN leads this category, winning 3 of 7 comparable metrics.

At 12.1x trailing earnings, TRMK trades at a 68% valuation discount to DFIN's 38.5x P/E. Adjusting for growth (PEG ratio), DSGX offers better value at 1.50x vs TRMK's 1.50x — a lower PEG means you pay less per unit of expected earnings growth.

MetricDFIN logoDFINDonnelley Financi…WLYB logoWLYBJohn Wiley & Sons…TRMK logoTRMKTrustmark Corpora…WK logoWKWorkiva Inc.DSGX logoDSGXThe Descartes Sys…
Market CapShares × price$1.1B$2.3B$2.6B$2.9B$6.3B
Enterprise ValueMkt cap + debt − cash$1.3B$3.1B$3.1B$3.4B$6.0B
Trailing P/EPrice ÷ TTM EPS38.47x27.36x12.13x-111.19x38.42x
Forward P/EPrice ÷ next-FY EPS est.9.43x9.97x11.50x19.28x39.34x
PEG RatioP/E ÷ EPS growth rate1.50x1.50x
EV / EBITDAEnterprise value multiple5.80x8.41x9.49x18.10x
Price / SalesMarket cap ÷ Revenue1.44x1.37x2.36x3.32x8.47x
Price / BookPrice ÷ Book value/share3.29x3.05x1.28x3.99x
Price / FCFMarket cap ÷ FCF10.25x19.16x11.39x21.25x23.71x
DFIN leads this category, winning 3 of 7 comparable metrics.

Profitability & Efficiency

DSGX leads this category, winning 6 of 9 comparable metrics.

WLYB delivers a 20.8% return on equity — every $100 of shareholder capital generates $21 in annual profit, vs $9 for DFIN. DSGX carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to WLYB's 1.20x. On the Piotroski fundamental quality scale (0–9), DFIN scores 7/9 vs WK's 6/9, reflecting strong financial health.

MetricDFIN logoDFINDonnelley Financi…WLYB logoWLYBJohn Wiley & Sons…TRMK logoTRMKTrustmark Corpora…WK logoWKWorkiva Inc.DSGX logoDSGXThe Descartes Sys…
ROE (TTM)Return on equity+8.7%+20.8%+10.8%+10.7%
ROA (TTM)Return on assets+4.2%+6.0%+1.2%+1.0%+9.2%
ROICReturn on invested capital+19.9%+10.7%+7.1%-7.0%+14.9%
ROCEReturn on capital employed+24.6%+11.9%+3.2%-5.6%+15.6%
Piotroski ScoreFundamental quality 0–977767
Debt / EquityFinancial leverage0.48x1.20x0.53x0.01x
Net DebtTotal debt minus cash$157M$813M$448M$469M-$346M
Cash & Equiv.Liquid assets$25M$86M$668M$339M$354M
Total DebtShort + long-term debt$182M$899M$1.1B$808M$8M
Interest CoverageEBIT ÷ Interest expense0.86x5.16x0.75x3.43x229.22x
DSGX leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

TRMK leads this category, winning 3 of 6 comparable metrics.

A $10,000 investment in DFIN five years ago would be worth $16,588 today (with dividends reinvested), compared to $5,785 for WK. Over the past 12 months, TRMK leads with a +32.5% total return vs DSGX's -31.7%. The 3-year compound annual growth rate (CAGR) favors TRMK at 29.8% vs WK's -16.0% — a key indicator of consistent wealth creation.

MetricDFIN logoDFINDonnelley Financi…WLYB logoWLYBJohn Wiley & Sons…TRMK logoTRMKTrustmark Corpora…WK logoWKWorkiva Inc.DSGX logoDSGXThe Descartes Sys…
YTD ReturnYear-to-date-3.0%+35.4%+15.5%-37.0%-13.8%
1-Year ReturnPast 12 months-15.8%-1.6%+32.5%-22.9%-31.7%
3-Year ReturnCumulative with dividends+4.1%+25.9%+118.5%-40.8%-5.1%
5-Year ReturnCumulative with dividends+65.9%-20.1%+47.6%-42.1%+19.7%
10-Year ReturnCumulative with dividends+90.3%+10.2%+127.7%+337.0%+295.4%
CAGR (3Y)Annualised 3-year return+1.4%+8.0%+29.8%-16.0%-1.7%
TRMK leads this category, winning 3 of 6 comparable metrics.

Risk & Volatility

Evenly matched — WLYB and TRMK each lead in 1 of 2 comparable metrics.

WLYB is the less volatile stock with a -0.08 beta — it tends to amplify market swings less than DFIN's 1.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TRMK currently trades 97.6% from its 52-week high vs WK's 53.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricDFIN logoDFINDonnelley Financi…WLYB logoWLYBJohn Wiley & Sons…TRMK logoTRMKTrustmark Corpora…WK logoWKWorkiva Inc.DSGX logoDSGXThe Descartes Sys…
Beta (5Y)Sensitivity to S&P 5001.14x-0.08x0.94x0.25x0.71x
52-Week HighHighest price in past year$66.25$45.41$45.99$97.10$117.35
52-Week LowLowest price in past year$37.07$29.16$33.39$49.44$62.56
% of 52W HighCurrent price vs 52-week peak+66.8%+92.2%+97.6%+53.8%+62.5%
RSI (14)Momentum oscillator 0–10028.858.556.036.447.7
Avg Volume (50D)Average daily shares traded245K666392K903K583K
Evenly matched — WLYB and TRMK each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — WLYB and WK each lead in 1 of 2 comparable metrics.

Analyst consensus: DFIN as "Buy", WLYB as "Hold", TRMK as "Hold", WK as "Buy", DSGX as "Buy". Consensus price targets imply 79.9% upside for WK (target: $94) vs 1.4% for TRMK (target: $46). For income investors, WLYB offers the higher dividend yield at 3.32% vs TRMK's 2.15%.

MetricDFIN logoDFINDonnelley Financi…WLYB logoWLYBJohn Wiley & Sons…TRMK logoTRMKTrustmark Corpora…WK logoWKWorkiva Inc.DSGX logoDSGXThe Descartes Sys…
Analyst RatingConsensus buy/hold/sellBuyHoldHoldBuyBuy
Price TargetConsensus 12-month target$66.00$45.50$94.00$103.50
# AnalystsCovering analysts10391814
Dividend YieldAnnual dividend ÷ price+3.3%+2.2%
Dividend StreakConsecutive years of raises013
Dividend / ShareAnnual DPS$1.39$0.97
Buyback YieldShare repurchases ÷ mkt cap+16.7%+2.6%+3.0%+2.4%+0.0%
Evenly matched — WLYB and WK each lead in 1 of 2 comparable metrics.
Key Takeaway

DSGX leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). DFIN leads in 1 (Valuation Metrics). 2 tied.

Best OverallThe Descartes Systems Group… (DSGX)Leads 2 of 6 categories
Loading custom metrics...

DFIN vs WLYB vs TRMK vs WK vs DSGX: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is DFIN or WLYB or TRMK or WK or DSGX a better buy right now?

For growth investors, Trustmark Corporation (TRMK) is the stronger pick with 34.

8% revenue growth year-over-year, versus -10. 4% for John Wiley & Sons, Inc. (WLYB). Trustmark Corporation (TRMK) offers the better valuation at 12. 1x trailing P/E (11. 5x forward), making it the more compelling value choice. Analysts rate Donnelley Financial Solutions, Inc. (DFIN) a "Buy" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — DFIN or WLYB or TRMK or WK or DSGX?

On trailing P/E, Trustmark Corporation (TRMK) is the cheapest at 12.

1x versus Donnelley Financial Solutions, Inc. at 38. 5x. On forward P/E, Donnelley Financial Solutions, Inc. is actually cheaper at 9. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Trustmark Corporation wins at 1. 42x versus The Descartes Systems Group Inc. 's 1. 53x — a reasonable growth-adjusted valuation.

03

Which is the better long-term investment — DFIN or WLYB or TRMK or WK or DSGX?

Over the past 5 years, Donnelley Financial Solutions, Inc.

(DFIN) delivered a total return of +65. 9%, compared to -42. 1% for Workiva Inc. (WK). Over 10 years, the gap is even starker: WK returned +337. 0% versus WLYB's +10. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — DFIN or WLYB or TRMK or WK or DSGX?

By beta (market sensitivity over 5 years), John Wiley & Sons, Inc.

(WLYB) is the lower-risk stock at -0. 08β versus Donnelley Financial Solutions, Inc. 's 1. 14β — meaning DFIN is approximately -1443% more volatile than WLYB relative to the S&P 500. On balance sheet safety, The Descartes Systems Group Inc. (DSGX) carries a lower debt/equity ratio of 1% versus 120% for John Wiley & Sons, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — DFIN or WLYB or TRMK or WK or DSGX?

By revenue growth (latest reported year), Trustmark Corporation (TRMK) is pulling ahead at 34.

8% versus -10. 4% for John Wiley & Sons, Inc. (WLYB). On earnings-per-share growth, the picture is similar: John Wiley & Sons, Inc. grew EPS 141. 9% year-over-year, compared to -62. 4% for Donnelley Financial Solutions, Inc.. Over a 3-year CAGR, WK leads at 18. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — DFIN or WLYB or TRMK or WK or DSGX?

The Descartes Systems Group Inc.

(DSGX) is the more profitable company, earning 22. 5% net margin versus -3. 0% for Workiva Inc. — meaning it keeps 22. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DSGX leads at 32. 3% versus -4. 8% for WK. At the gross margin level — before operating expenses — WK leads at 78. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is DFIN or WLYB or TRMK or WK or DSGX more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Trustmark Corporation (TRMK) is the more undervalued stock at a PEG of 1. 42x versus The Descartes Systems Group Inc. 's 1. 53x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Donnelley Financial Solutions, Inc. (DFIN) trades at 9. 4x forward P/E versus 39. 3x for The Descartes Systems Group Inc. — 29. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WK: 79. 9% to $94. 00.

08

Which pays a better dividend — DFIN or WLYB or TRMK or WK or DSGX?

In this comparison, WLYB (3.

3% yield), TRMK (2. 2% yield) pay a dividend. DFIN, WK, DSGX do not pay a meaningful dividend and should not be held primarily for income.

09

Is DFIN or WLYB or TRMK or WK or DSGX better for a retirement portfolio?

For long-horizon retirement investors, John Wiley & Sons, Inc.

(WLYB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 08), 3. 3% yield). Both have compounded well over 10 years (WLYB: +10. 2%, DFIN: +90. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between DFIN and WLYB and TRMK and WK and DSGX?

These companies operate in different sectors (DFIN (Financial Services) and WLYB (Communication Services) and TRMK (Financial Services) and WK (Technology) and DSGX (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: DFIN is a small-cap quality compounder stock; WLYB is a small-cap income-oriented stock; TRMK is a small-cap high-growth stock; WK is a small-cap high-growth stock; DSGX is a small-cap quality compounder stock. WLYB, TRMK pay a dividend while DFIN, WK, DSGX do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

Find Stocks Like These

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Stocks Like

DFIN

Quality Business

  • Sector: Financial Services
  • Market Cap > $100B
  • Gross Margin > 38%
Run This Screen
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WLYB

Income & Dividend Stock

  • Sector: Communication Services
  • Market Cap > $100B
  • Net Margin > 5%
  • Dividend Yield > 1.3%
Run This Screen
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TRMK

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 17%
  • Net Margin > 12%
Run This Screen
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WK

High-Growth Disruptor

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Gross Margin > 47%
Run This Screen
Stocks Like

DSGX

High-Growth Quality Leader

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 8%
  • Net Margin > 13%
Run This Screen
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Beat Both

Find stocks that outperform DFIN and WLYB and TRMK and WK and DSGX on the metrics below

Revenue Growth>
%
(DFIN: -1.9% · WLYB: 1.3%)
Net Margin>
%
(DFIN: 4.2% · WLYB: 9.2%)
P/E Ratio<
x
(DFIN: 38.5x · WLYB: 27.4x)

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