DSGR
Distribution Solutions Group, Inc.
DSGR's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over DSGR overall, supported by stronger valuation and stronger fundamentals.
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.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
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.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over DSGR in the historical PE scenario, which offers more potential upside but is not a forecast.
DSGR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for DSGR, with profitability holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT 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 returned to profit: it earned $0.24 per share over the past year, after losing money the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over DSGR on earnings, with more consistent year-over-year improvement.
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's operating margin was 4.4% last quarter, about level with the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over DSGR on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over DSGR on profitability, with a higher operating margin.
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 still generates free cash flow, though less than at its 2023 peak: $21M over the past year.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over DSGR on cash flow, with more consistent year-over-year improvement.
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 VRT 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 | — |
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
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.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over DSGR on leverage, with a lower net debt burden relative to earnings.
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).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
DSGR PE vs Industrials Sector
| Metric | DSGR | Sector median | Relative |
|---|---|---|---|
| PE | 146x | 24x | 508% above |
| PE % | 69 | 58 | 11 pts above |
DSGR is trading at 146x earnings, a 508% premium to the Industrials sector's median of 24x.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over DSGR on valuation relative to its sector.
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 VRT on trend strength, trading above more of its moving averages.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above 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 finished lower in three of the last six years. It's up 22% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over DSGR on returns for 2026, with the stronger performance.