Distribution Solutions Group Inc (DSGR)vsWW Grainger Inc (GWW)
DSGR
Distribution Solutions Group Inc
$26.50
+1.38%
INDUSTRIALS · Cap: $1.23B
GWW
WW Grainger Inc
$1,075.87
+0.98%
INDUSTRIALS · Cap: $50.97B
Smart Verdict
WallStSmart Research — data-driven comparison
WW Grainger Inc generates 806% more annual revenue ($17.94B vs $1.98B). DSGR leads profitability with a 42.0% profit margin vs 9.5%. GWW appears more attractively valued with a PEG of 1.81. GWW earns a higher WallStSmart Score of 50/100 (C-).
DSGR
Hold44
out of 100
Grade: D
GWW
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2450.8%
Fair Value
$1.22
Current Price
$26.50
$25.28 premium
Margin of Safety
-399.9%
Fair Value
$240.52
Current Price
$1075.87
$835.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 129 in profit
Keeps 42 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 20.0% year-over-year
Every $100 of equity generates 46 in profit
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 1.9%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 13.7x book value
4.5% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : DSGR
The strongest argument for DSGR centers on Return on Equity, Profit Margin, Price/Book. Profitability is solid with margins at 42.0% and operating margin at 1.9%. Revenue growth of 20.0% demonstrates continued momentum.
Bull Case : GWW
The strongest argument for GWW centers on Return on Equity, Market Cap.
Bear Case : DSGR
The primary concerns for DSGR are Market Cap, Operating Margin, PEG Ratio. A P/E of 147.2x leaves little room for execution misses.
Bear Case : GWW
The primary concerns for GWW are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
DSGR profiles as a growth stock while GWW is a value play — different risk/reward profiles.
GWW carries more volatility with a beta of 1.09 — expect wider price swings.
DSGR is growing revenue faster at 20.0% — sustainability is the question.
GWW generates stronger free cash flow (269M), providing more financial flexibility.
Bottom Line
GWW scores higher overall (50/100 vs 44/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Distribution Solutions Group Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Lawson Products, Inc. sells and distributes specialty products for the industrial, commercial, institutional and government maintenance, repair and operations market. The company is headquartered in Chicago, Illinois.
WW Grainger Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
W. W. Grainger, Inc. is an American Fortune 500 industrial supply company founded in 1927 in Chicago by William W. (Bill) Grainger.
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