WallStSmart

Distribution Solutions Group Inc (DSGR)vsQXO, Inc. (QXO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

QXO, Inc. generates 382% more annual revenue ($9.90B vs $2.05B). DSGR leads profitability with a 0.4% profit margin vs -5.2%. QXO appears more attractively valued with a PEG of 1.05. DSGR earns a higher WallStSmart Score of 56/100 (C).

DSGR

Buy

56

out of 100

Grade: C

Growth: 8.0Profit: 4.5Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 1.91

QXO

Buy

54

out of 100

Grade: C-

Growth: 8.0Profit: 2.0Value: 5.3Quality: 6.5
Piotroski: 2/9Altman Z: 1.61
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DSGRUndervalued (+66.7%)

Margin of Safety

+66.7%

Fair Value

$93.36

Current Price

$34.75

$58.61 discount

UndervaluedFair: $93.36Overvalued

Intrinsic value data unavailable for QXO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DSGR2 strengths · Avg: 9.0/10
EPS GrowthGrowth
66.9%10/10

Earnings expanding 66.9% YoY

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

QXO2 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
70.3%10/10

Revenue surging 70.3% year-over-year

Areas to Watch

DSGR4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Market CapQuality
$1.61B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.8%3/10

ROE of 0.8% — below average capital efficiency

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

QXO4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-4.9%2/10

ROE of -4.9% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : DSGR

The strongest argument for DSGR centers on EPS Growth, Price/Book. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : QXO

The strongest argument for QXO centers on Price/Book, Revenue Growth. Revenue growth of 70.3% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.

Bear Case : DSGR

The primary concerns for DSGR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 182.9x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.

Bear Case : QXO

The primary concerns for QXO are EPS Growth, Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

DSGR profiles as a value stock while QXO is a hypergrowth play — different risk/reward profiles.

QXO carries more volatility with a beta of 2.29 — expect wider price swings.

QXO is growing revenue faster at 70.3% — sustainability is the question.

DSGR generates stronger free cash flow (16M), providing more financial flexibility.

Bottom Line

DSGR scores higher overall (56/100 vs 54/100) and 11.0% revenue growth. Both earn "Buy" and "Buy" 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.

QXO, Inc.

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.

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