Distribution Solutions vs Global Industrial
DSGR and GIC side by side, both in wholesale trade-durable goods. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DSGR and GIC compare
Distribution Solutions and Global Industrial are about the same size, with market caps of $1.6B and $1.8B.
On earnings, Global Industrial is cheaper: it trades at 21.0× trailing earnings, against 146× for Distribution Solutions.
Global Industrial grew revenue faster over the last twelve months (8.4% versus 6.6% for Distribution Solutions).
Global Industrial keeps more of each dollar of sales as profit, with a net margin of 6.1% compared with 0.54% at Distribution Solutions.
Global Industrial pays a dividend yielding 1.8%; Distribution Solutions does not pay one.
Global Industrial scores higher on the StockData Score (17 against 3 for Distribution Solutions), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DSGR | GIC |
|---|---|---|
| Size and price | ||
| Market cap | $1.6B | $1.8B |
| Share price | $35.08 | $47.15 |
| Change, 1 year | 32.4% | 75.4% |
| Change, 5 years | 39.6% | 8.1% |
| Beta (5Y) | 0.60 | 0.94 |
| Employees | 1,740 | 1,980 |
| StockData Score | ||
| Total score | 3 | 17 (better) |
| Valuation score | 0 | 0 |
| Growth score | 1 | 3 (better) |
| Performance score | 1 | 5 (better) |
| Health score | 1 | 6 (better) |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 146× | 21.0× (better) |
| P/S | 0.8× (better) | 1.3× |
| P/B | 2.4× (better) | 5.2× |
| EV/EBITDA | 15.0× | 13.8× (better) |
| P/FCF | 77.8× | 20.6× (better) |
| FCF yield | 1.3% | 4.9% (better) |
| Fair value | $22.43 | $40.06 |
| Margin of safety | −56.4% | −17.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 6.6% | 8.4% (better) |
| Revenue growth, 5Y average | 41.3% (better) | 6.0% |
| Net income growth (TTM) | – | 31.6% |
| EPS growth (TTM) | – | 31.0% |
| EPS growth, 5Y average | −26.0% | 1.6% (better) |
| Profitability | ||
| Gross margin | 32.5% | 36.4% (better) |
| Operating margin | 3.5% | 8.1% (better) |
| Net margin | 0.54% | 6.1% (better) |
| FCF margin | 0.99% | 6.1% (better) |
| Return on equity | 1.7% | 26.9% (better) |
| Return on invested capital | 3.2% | 33.6% (better) |
| Financial health | ||
| Debt / equity | 1.14 (better) | 0.00 |
| Net debt / EBITDA | 4.49 | – |
| Interest coverage | 1.4× | – |
| Current ratio | 2.47 (better) | 2.24 |
| Altman Z-score | 2.37 | 7.48 (better) |
| Piotroski F-score | 5 | 9 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.8% |
| Payout ratio | – | 48.0% |
| Years of dividend growth | – | 3 |
| Dividend growth, 5Y average | – | −21.8% |
| Buyback yield | – | −0.11% |
| Shareholder yield | 0.00% | 1.7% (better) |
| Ownership | ||
| Held by institutions | 93.5% | 34.0% |
| Held by insiders | 79.9% | 63.6% |
| Insider net buying, 12 months | $297K (better) | −$2.1M |
| Short interest, % of float | 5.9% | 4.9% |
Go deeper
- DSGR stock overview
- DSGR income statement
- DSGR valuation and score
- GIC stock overview
- GIC income statement
- GIC valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.