Latest revenue
$538.1M
as of 2026-03-31
Latest net income
$35.8M
as of 2026-03-31
Net margin
6.7%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Blankbooks, Looseleaf Binders & Bookbindg & Relatd Work (2 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Historical multiples
How does DLX's current valuation compare to its own past?
Year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. Best read as “is this stock expensive vs. its own history?” rather than a precise historical P/E.
Community sentiment
Where do you think DLX is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $971.1M
- Enterprise value
- $2.34B
- P/E (trailing)
- 11.8×
- Forward P/E
- —
- P/B
- 2.05×
- Dividend yield
- 5.2%
- 52-wk high
- $32.07
- 52-wk low
- $14.59
- Beta
- —
- Shares out
- 41.9M
5-year trend
What this company does
ITEM 2. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS This Management's Discussion and Analysis of Financial Condition and Results of Operations ("MD&A") provides a comprehensive overview of our financial condition, results of operations, and key factors affecting our performance. The following sections are included: •Executive Overview that discusses what we do and our operating results at a high level; •Consolidated Results of Operations; Restructuring and Integration Expense; and Segment Results that includes a more detailed discussion of our revenue and expenses; •Cash Flows and Liquidity and Capital Resources that discusses key aspects of our…
AI summary unavailable — showing raw filing excerpt
Generated from DLX's filing dated 2026-05-07
Key risks
ITEM 1A. RISK FACTORS The risk factors relevant to our business are detailed in Part I, Item 1A of our 2025 Form 10-K. Since the filing of the 2025 Form 10-K, there have been no significant changes to these risk factors.
AI summary unavailable — showing raw filing excerpt
Generated from DLX's filing dated 2026-05-07
Profitability
Gross margin
53.1%
0.1%Operating margin
10.9%
20.3%Net margin
3.8%
54.7%Return on assets
2.9%
53.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $538.1M | +0.3% | $35.8M | +155.7% | 6.7% |
Q4 2025 2025-12-31 | $535.2M | +2.8% | $12.0M | -4.9% | 2.2% |
Q3 2025 2025-09-30 | $540.2M | +2.2% | $33.7M | +277.7% | 6.2% |
Q2 2025 2025-06-30 | $521.3M | -3.1% | $22.4M | +9.4% | 4.3% |
Q1 2025 2025-03-31 | $536.5M | +0.3% | $14.0M | +29.6% | 2.6% |
Q4 2024 2024-12-31 | $520.6M | — | $12.6M | — | 2.4% |
Q3 2024 2024-09-30 | $528.4M | -1.7% | $8.9M | +211.9% | 1.7% |
Q2 2024 2024-06-30 | $537.8M | -5.9% | $20.5M | +24.9% | 3.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Blankbooks, Looseleaf Binders & Bookbindg & Relatd Work · SIC 2780
Your notes
Keep private notes on DLX — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$9.9K
Insider selling
$0
Net activity
+$9.9K
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns DLX
Institutional value
$684.9M
Total shares held
27.2M
Distinct holders
158
-69 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.7M | $185.6M | +9.0K (+0.1%) | Added |
| 2 | DIMENSIONAL FUND ADVISORS LP | 2.8M | $75.8M | +101.1K (+3.8%) | Added |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $70.0M | — | New |
| 4 | DEPRINCE RACE & ZOLLO INC | 2.0M | $54.4M | -105.0K (-5.0%) | Trimmed |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $50.8M | — | New |
| 6 | PRUDENTIAL FINANCIAL INC | 922.9K | $25.4M | +123.3K (+15.4%) | Added |
| 7 | Bank of New York Mellon Corp | 609.8K | $16.8M | -10.3K (-1.7%) | Trimmed |
| 8 | Invesco Ltd. | 593.6K | $16.3M | -87.6K (-12.9%) | Trimmed |
| 9 | Russell Investments Group, Ltd. | 572.4K | $15.8M | -40.7K (-6.6%) | Trimmed |
| 10 | SEI INVESTMENTS CO | 367.3K | $10.1M | +240.4K (+189.4%) | Added |
| 11 | Connor, Clark & Lunn Investment Management Ltd. | 334.5K | $9.2M | -22.5K (-6.3%) | Trimmed |
| 12 | Artemis Investment Management LLP | 331.5K | $9.1M | — | New |
| 13 | Nuveen, LLC | 318.5K | $8.8M | +9 (+0.0%) | Added |
| 14 | VANGUARD FIDUCIARY TRUST CO | 292.8K | $8.1M | — | New |
| 15 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 242.1K | $6.7M | +27.7K (+12.9%) | Added |
| 16 | Allianz Asset Management GmbH | 227.1K | $6.3M | +92.9K (+69.2%) | Added |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 218.7K | $6.0M | +4.3K (+2.0%) | Added |
| 18 | Public Sector Pension Investment Board | 206.9K | $5.7M | +51.4K (+33.0%) | Added |
| 19 | JUPITER ASSET MANAGEMENT LTD | 206.1K | $5.7M | +119.2K (+137.1%) | Added |
| 20 | NEW YORK STATE COMMON RETIREMENT FUND | 205.4K | $5.7M | +13.2K (+6.8%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once DLX's latest filing finishes processing.
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