INOD
Innodata Inc.
Information Technology Services
Market Cap$1.49B
5Y Perf.+3255.9%
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Stock Comparison
INOD vs DFIN
Revenue, margins, valuation, and 5-year total return — side by side.
DFIN
Donnelley Financial Solutions, Inc.
Financial - Capital Markets
Market Cap$1.11B
5Y Perf.+442.8%
INOD vs DFIN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | INOD | DFIN |
|---|---|---|
| Industry | Information Technology Services | Financial - Capital Markets |
| Market Cap | $1.49B | $1.11B |
| Revenue (TTM) | $283M | $767M |
| Net Income (TTM) | $39M | $35M |
| Gross Margin | 27.1% | 63.4% |
| Operating Margin | 10.9% | 19.8% |
| Forward P/E | 55.8x | 9.4x |
| Total Debt | $4M | $182M |
| Cash & Equiv. | $82M | $25M |
INOD vs DFIN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
INOD
DFIN
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Innodata Inc. (INOD) | 100 | 3355.9 | +3255.9% |
| Donnelley Financial… (DFIN) | 100 | 542.8 | +442.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: INOD vs DFIN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: INOD leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Donnelley Financial Solutions, Inc. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
INOD
Innodata Inc.
The Growth Play
INOD carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 47.6%, EPS growth 3.4%, 3Y rev CAGR 47.1%
- 19.7% 10Y total return vs DFIN's 90.3%
- Lower volatility, beta 3.21, Low D/E 4.1%, current ratio 2.68x
Best for: growth exposure and long-term compounding
DFIN
Donnelley Financial Solutions, Inc.
The Banking Pick
DFIN is the clearest fit if your priority is income & stability and defensive.
- beta 1.14
- Beta 1.14, current ratio 1.06x
- Lower P/E (9.4x vs 55.8x)
Best for: income & stability and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | INOD | 47.6% revenue growth vs DFIN's -1.9% |
| Value | DFIN | Lower P/E (9.4x vs 55.8x) |
| Quality / Margins | INOD | 13.9% margin vs DFIN's 4.2% |
| Stability / Safety | DFIN | Beta 1.14 vs INOD's 3.21 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | INOD | +24.2% vs DFIN's -15.8% |
| Efficiency (ROA) | INOD | 23.7% ROA vs DFIN's 4.2%, ROIC 119.7% vs 19.9% |
INOD vs DFIN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
INOD vs DFIN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLINODLAGGINGDFIN
DFINDonnelley Financial S…
2leads
INODInnodata Inc.
3leads
6 Total Categories
CATEGORYLEADERvs DFINMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
INOD3/5
Valuation MetricsMultiples, price ratios, and targets
DFIN6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
INOD7/8
Total Returns1Y, 3Y, 5Y total returns with dividends
INOD5/6
Risk & VolatilityBeta, volatility, and downside exposure
DFIN2/2
Analyst OutlookRatings, price targets, and dividends
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Income & Cash Flow (Last 12 Months)
INOD leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
DFIN is the larger business by revenue, generating $767M annually — 2.7x INOD's $283M. INOD is the more profitable business, keeping 13.9% of every revenue dollar as net income compared to DFIN's 4.2%.
| Metric | INODInnodata Inc. | DFINDonnelley Financi… |
|---|---|---|
| RevenueTrailing 12 months | $283M | $767M |
| EBITDAEarnings before interest/tax | $35M | $217M |
| Net IncomeAfter-tax profit | $39M | $35M |
| Free Cash FlowCash after capex | $62M | $140M |
| Gross MarginGross profit ÷ Revenue | +27.1% | +63.4% |
| Operating MarginEBIT ÷ Revenue | +10.9% | +19.8% |
| Net MarginNet income ÷ Revenue | +13.9% | +4.2% |
| FCF MarginFCF ÷ Revenue | +21.9% | +14.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +54.4% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +90.9% | +21.0% |
INOD leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
DFIN leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 38.5x trailing earnings, DFIN trades at a 22% valuation discount to INOD's 49.6x P/E. On an enterprise value basis, DFIN's 5.8x EV/EBITDA is more attractive than INOD's 29.9x.
| Metric | INODInnodata Inc. | DFINDonnelley Financi… |
|---|---|---|
| Market CapShares × price | $1.5B | $1.1B |
| Enterprise ValueMkt cap + debt − cash | $1.4B | $1.3B |
| Trailing P/EPrice ÷ TTM EPS | 49.61x | 38.47x |
| Forward P/EPrice ÷ next-FY EPS est. | 55.77x | 9.43x |
| PEG RatioP/E ÷ EPS growth rate | 0.46x | — |
| EV / EBITDAEnterprise value multiple | 29.93x | 5.80x |
| Price / SalesMarket cap ÷ Revenue | 5.91x | 1.44x |
| Price / BookPrice ÷ Book value/share | 14.93x | 3.29x |
| Price / FCFMarket cap ÷ FCF | 41.74x | 10.25x |
DFIN leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
INOD leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
INOD delivers a 37.5% return on equity — every $100 of shareholder capital generates $37 in annual profit, vs $9 for DFIN. INOD carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to DFIN's 0.48x. On the Piotroski fundamental quality scale (0–9), DFIN scores 7/9 vs INOD's 6/9, reflecting strong financial health.
| Metric | INODInnodata Inc. | DFINDonnelley Financi… |
|---|---|---|
| ROE (TTM)Return on equity | +37.5% | +8.7% |
| ROA (TTM)Return on assets | +23.7% | +4.2% |
| ROICReturn on invested capital | +119.7% | +19.9% |
| ROCEReturn on capital employed | +41.9% | +24.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.04x | 0.48x |
| Net DebtTotal debt minus cash | -$78M | $157M |
| Cash & Equiv.Liquid assets | $82M | $25M |
| Total DebtShort + long-term debt | $4M | $182M |
| Interest CoverageEBIT ÷ Interest expense | — | 0.86x |
INOD leads this category, winning 7 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
INOD leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in INOD five years ago would be worth $68,018 today (with dividends reinvested), compared to $16,588 for DFIN. Over the past 12 months, INOD leads with a +24.2% total return vs DFIN's -15.8%. The 3-year compound annual growth rate (CAGR) favors INOD at 76.7% vs DFIN's 1.4% — a key indicator of consistent wealth creation.
| Metric | INODInnodata Inc. | DFINDonnelley Financi… |
|---|---|---|
| YTD ReturnYear-to-date | -13.9% | -3.0% |
| 1-Year ReturnPast 12 months | +24.2% | -15.8% |
| 3-Year ReturnCumulative with dividends | +451.9% | +4.1% |
| 5-Year ReturnCumulative with dividends | +580.2% | +65.9% |
| 10-Year ReturnCumulative with dividends | +1974.6% | +90.3% |
| CAGR (3Y)Annualised 3-year return | +76.7% | +1.4% |
INOD leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
DFIN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DFIN is the less volatile stock with a 1.14 beta — it tends to amplify market swings less than INOD's 3.21 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DFIN currently trades 66.8% from its 52-week high vs INOD's 48.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | INODInnodata Inc. | DFINDonnelley Financi… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 3.21x | 1.14x |
| 52-Week HighHighest price in past year | $93.85 | $66.25 |
| 52-Week LowLowest price in past year | $31.90 | $37.07 |
| % of 52W HighCurrent price vs 52-week peak | +48.6% | +66.8% |
| RSI (14)Momentum oscillator 0–100 | 58.5 | 28.8 |
| Avg Volume (50D)Average daily shares traded | 961K | 245K |
DFIN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates INOD as "Buy" and DFIN as "Buy". Consensus price targets imply 49.2% upside for DFIN (target: $66) vs 23.8% for INOD (target: $57).
| Metric | INODInnodata Inc. | DFINDonnelley Financi… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $56.50 | $66.00 |
| # AnalystsCovering analysts | 6 | 10 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +16.7% |
Insufficient data to determine a leader in this category.
Key Takeaway
INOD leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). DFIN leads in 2 (Valuation Metrics, Risk & Volatility).
Best OverallInnodata Inc. (INOD)Leads 3 of 6 categories
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INOD vs DFIN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is INOD or DFIN a better buy right now?
For growth investors, Innodata Inc.
(INOD) is the stronger pick with 47. 6% revenue growth year-over-year, versus -1. 9% for Donnelley Financial Solutions, Inc. (DFIN). Donnelley Financial Solutions, Inc. (DFIN) offers the better valuation at 38. 5x trailing P/E (9. 4x forward), making it the more compelling value choice. Analysts rate Innodata Inc. (INOD) a "Buy" — based on 6 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.
02Which has the better valuation — INOD or DFIN?
On trailing P/E, Donnelley Financial Solutions, Inc.
(DFIN) is the cheapest at 38. 5x versus Innodata Inc. at 49. 6x. On forward P/E, Donnelley Financial Solutions, Inc. is actually cheaper at 9. 4x.
03Which is the better long-term investment — INOD or DFIN?
Over the past 5 years, Innodata Inc.
(INOD) delivered a total return of +580. 2%, compared to +65. 9% for Donnelley Financial Solutions, Inc. (DFIN). Over 10 years, the gap is even starker: INOD returned +1975% versus DFIN's +90. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — INOD or DFIN?
By beta (market sensitivity over 5 years), Donnelley Financial Solutions, Inc.
(DFIN) is the lower-risk stock at 1. 14β versus Innodata Inc. 's 3. 21β — meaning INOD is approximately 182% more volatile than DFIN relative to the S&P 500. On balance sheet safety, Innodata Inc. (INOD) carries a lower debt/equity ratio of 4% versus 48% for Donnelley Financial Solutions, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — INOD or DFIN?
By revenue growth (latest reported year), Innodata Inc.
(INOD) is pulling ahead at 47. 6% versus -1. 9% for Donnelley Financial Solutions, Inc. (DFIN). On earnings-per-share growth, the picture is similar: Innodata Inc. grew EPS 3. 4% year-over-year, compared to -62. 4% for Donnelley Financial Solutions, Inc.. 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.
06Which has better profit margins — INOD or DFIN?
Innodata Inc.
(INOD) is the more profitable company, earning 12. 8% net margin versus 4. 2% for Donnelley Financial Solutions, Inc. — meaning it keeps 12. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DFIN leads at 19. 8% versus 16. 0% for INOD. At the gross margin level — before operating expenses — DFIN leads at 63. 4%, 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.
07Is INOD or DFIN more undervalued right now?
On forward earnings alone, Donnelley Financial Solutions, Inc.
(DFIN) trades at 9. 4x forward P/E versus 55. 8x for Innodata Inc. — 46. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DFIN: 49. 2% to $66. 00.
08Which pays a better dividend — INOD or DFIN?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is INOD or DFIN better for a retirement portfolio?
For long-horizon retirement investors, Innodata Inc.
(INOD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1975% 10Y return). Both have compounded well over 10 years (INOD: +1975%, 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.
10What are the main differences between INOD and DFIN?
These companies operate in different sectors (INOD (Technology) and DFIN (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: INOD is a small-cap high-growth stock; DFIN is a small-cap quality compounder stock. 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.
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Revenue Growth>
%
(INOD: 54.4% · DFIN: -1.9%)Net Margin>
%
(INOD: 13.9% · DFIN: 4.2%)P/E Ratio<
x
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