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DSGR$27.23+0.85%
Fair $27.23+0.0%

DSGR

Distribution Solutions Group, Inc.

Industrials / Industrial DistributionNasdaqGS

$27.23

+0.23 (+0.85%)

Fairly Valued+0.0%Fair Value $27.23Fund rank 21/100 · Data gapFallback financials|
SA 37/D
F-Score: 7/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $43.4M · quality 25.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

37/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 1.3%, below the 5% threshold
Thesis & Journal · DSGRLocal privado en este navegador · Distribution Solutions Group, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.3B

P/E

226.9x

↑

EV/EBITDA

13.1x

↑

ROE

1.3%

↓

Gross Margin

33.4%

↑

Debt/Equity

1.26

↑
52-Week Range$27
$19$34

TradingView lightweight chart

DSGR price, volumen y niveles de valoración

Último $27.23Periodo +131.7%
Fair value: $27.23

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+12.5%

FCF CAGR

—

FCF margin

2.2%

FCF / Net income

5.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.98B · net income $8.3M · FCF $43.4M

2009-FY → 2025-FY

Gross margin

33.4%-28.1% pts

Operating margin

4.0%+3.5% pts

Net margin

0.4%+1.3% pts

FCF margin

2.2%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$1.98B$1.98B$1.80B$1.57B$1.15B$520.3M$351.6M$370.8M$349.6M$305.9M$276.6M$275.8M$285.7M$269.5M$273.6M$300.4M$316.8M$301.8M
Net Income$8.3M$8.3M$-7.3M$-9.0M$7.4M$-5.1M$15.1M$7.2M$6.2M$29.7M$-1.6M$297000.00$-4.4M$-5.1M$-62.5M$-4.6M$6.9M$-2.7M
EBITDA$155.6M$155.6M$129.0M$104.4M$82.4M$30.1M$27.3M$15.0M$16.1M$16.7M$6.6M$10.7M$3.8M$3.2M$-38.1M$-366000.00$23.2M$7.9M
EPS0.180.18-0.16-0.200.21-0.240.810.390.341.63-0.100.01-0.25-0.29-3.64-0.270.41-0.16
Gross Margin33.4%33.4%34.0%35.1%33.9%25.0%53.1%53.2%54.2%59.8%60.8%61.3%60.4%59.8%57.5%58.9%61.5%61.5%
Operating Margin4.0%4.0%3.1%2.7%3.6%2.2%5.8%2.4%2.6%3.2%-0.5%0.8%-1.7%-2.2%-16.5%-1.9%5.3%0.5%
Net Margin0.4%0.4%-0.4%-0.6%0.6%-1.0%4.3%1.9%1.8%9.7%-0.6%0.1%-1.5%-1.9%-22.9%-1.5%2.2%-0.9%
Balance Sheet
Debt/Equity1.261.261.300.980.820.56————————————
Current Ratio2.632.63————————————————
Cash Flow
Free Cash Flow$43.4M$43.4M$33.3M$77.6M$-31.1M$7.3M$30.8M$7.2M——————————
Returns
ROE1.3%1.3%-1.1%-1.4%1.3%-3.0%9.7%6.7%6.3%31.8%-2.7%0.5%-7.1%-7.8%-88.4%-3.4%4.9%-2.0%
Valuation
P/E226.92226.92——90.50—————————————
EV/EBITDA13.1213.1218.4918.3213.44—————————————
P/B1.981.982.532.041.19—————————————
Growth & Yield
Revenue Growth9.8%9.8%14.9%36.4%—48.0%-5.2%6.0%14.3%10.6%0.3%-3.5%6.0%-1.5%-8.9%-5.2%5.0%—
EPS Growth212.5%212.5%20.0%-195.8%—-130.2%110.4%14.9%-79.4%1810.5%-733.3%106.0%15.3%91.9%-1248.1%-166.7%353.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

137.7%

muy exigente

EPS terminal req.

$2.42

Spread vs growth

74.8%

5Y implied EPS CAGR

74.6%

muy exigente

EPS terminal req.

$2.92

Spread vs growth

137.9%

10Y implied EPS CAGR

38.6%

muy exigente

EPS terminal req.

$4.71

Spread vs growth

173.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -0.1%

Total return

-0.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.16 → 0.18

Residual

-0.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.