DSGR
Distribution Solutions Group, Inc.
DSGR has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over DSGR overall, supported by stronger valuation and stronger modeled upside.
DSGR Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Weak |
DSGR's revenue and profitability are currently healthy, but its cash flow and balance sheet are under pressure.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
DSGR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 28x | $6.74 | -81% |
| Forward | 39x | $35.04 | — |
| Fair | 45x | $10.73 | -69% |
| Current | 146x | $35.04 | — |
| Expensive | 240x | $57.69 | +65% |
Historical ranges are pointers, not guarantees.
DSGR's PE is in its expensive range at 146x. If earnings grow as analysts expect, today's price would be 39x next year's earnings, in its fair range.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
DSGR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for DSGR, with profitability holding steady.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over DSGR on the outlook, with more favorable profitability expectations.
DSGR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.91 | +279% |
| Q3 2026 | $0.24 | +$0.47 |
| Q2 2026 | $0.19 | +111% |
| Q1 2026 | $0.12 | +500% |
| Q4 2025 | $0.18 | +$0.34 |
| Q3 2025 | -$0.23 | -2400% |
| Q2 2025 | $0.09 | +$0.57 |
| Q1 2025 | $0.02 | +$0.47 |
| Q4 2024 | -$0.16 | +$0.04 |
DSGR has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
DSGR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $573.6M | +11% |
| Q2 2026 | $557.7M | +11% |
| Q1 2026 | $496M | +3.8% |
| Q4 2025 | $481.6M | +0.2% |
| Q3 2025 | $518M | +11% |
| Q2 2025 | $502.4M | +14% |
| Q1 2025 | $478M | +15% |
| Q4 2024 | $480.5M | +19% |
DSGR's revenue has grown year over year every quarter since late 2020: $574M last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.4% | -0.2 points |
| Q2 2026 | 5% | -0.3 points |
| Q1 2026 | 2.8% | -1.5 points |
| Q4 2025 | 1.6% | -2.6 points |
| Q3 2025 | 4.6% | +0.5 points |
| Q2 2025 | 5.3% | +2.1 points |
| Q1 2025 | 4.2% | +3.5 points |
| Q4 2024 | 4.2% | +4.3 points |
DSGR has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
DSGR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $16.4M | -50% |
| Q2 2026 | $16.4M | -43% |
| Q1 2026 | -$23.7M | -$13.3M |
| Q4 2025 | $11.7M | -71% |
| Q3 2025 | $32.9M | +$53.4M |
| Q2 2025 | $28.7M | +59% |
| Q1 2025 | -$10.4M | -350% |
| Q4 2024 | $41.1M | +71% |
DSGR has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
DSGR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.4% | +655K shares |
| 1 year | +0.1% | +27.4K shares |
| 3 years | +0.7% | +350K shares |
| 5 years | +152% | +28.4M shares |
| Available history | +151% | +28.3M shares |
DSGR has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $3.5M |
| Q3 2025 | $4,000 |
| Q2 2025 | $9.1M |
| Q1 2025 | $11.2M |
| Q4 2024 | — |
| Q3 2024 | $897,000 |
| Q4 2023 | $3.6M |
| Q4 2022 | — |
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
DSGR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.5x | High |
| Q2 2026 | 4.3x | High |
| Q1 2026 | 4.5x | High |
| Q4 2025 | 4.0x | High |
| Q3 2025 | 3.7x | Elevated |
| Q2 2025 | 4.1x | High |
| Q1 2025 | 4.6x | High |
| Q4 2024 | 5.1x | High |
DSGR's net debt is about 4.5 years of its operating earnings (EBITDA), up from 3.7 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
DSGR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.2 | Neutral |
| Stochastic | 59.6 | Neutral |
DSGR's weekly RSI is 69 (neutral) and its Stochastic is 60 (neutral).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
DSGR PE vs Industrials Sector
| Metric | DSGR | Sector median | Relative |
|---|---|---|---|
| PE | 146x | 24x | 507% above |
| PE % | 69 | 58 | 11 pts above |
DSGR is trading at 146x earnings, a 507% premium to the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
DSGR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $35.0 | 0.1% above |
| 20 week MA | $34.1 | 2.8% above |
| 50 week MA | $30.3 | 16% above |
| 100 week MA | $29.8 | 17% above |
| 200 week MA | $29.8 | 18% above |
DSGR has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
DSGR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $26.1 | $26.3 | +0.5% |
| 2021 | $26.3 | $24.0 | -8.5% |
| 2022 | $24.0 | $17.9 | -25% |
| 2023 | $17.9 | $31.6 | +76% |
| 2024 | $31.6 | $34.7 | +10% |
| 2025 | $34.7 | $28.7 | -17% |
| 2026 YTD | $28.7 | $35.0 | +22% |
DSGR has the edge over RDW on returns for 2026, with the stronger performance.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW's yearly returns have swung widely, from +501% in 2024 to −74% in 2022. It's up 12% so far in 2026.