Distribution Solutions Group Inc (DSGR)vsWESCO International Inc (WCC)
DSGR
Distribution Solutions Group Inc
$26.50
+1.38%
INDUSTRIALS · Cap: $1.23B
WCC
WESCO International Inc
$276.76
+1.19%
INDUSTRIALS · Cap: $13.31B
Smart Verdict
WallStSmart Research — data-driven comparison
WESCO International Inc generates 1087% more annual revenue ($23.51B vs $1.98B). DSGR leads profitability with a 42.0% profit margin vs 2.7%. WCC appears more attractively valued with a PEG of 1.65. WCC earns a higher WallStSmart Score of 61/100 (C+).
DSGR
Hold44
out of 100
Grade: D
WCC
Buy61
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
-0.3%
Fair Value
$301.95
Current Price
$276.76
$25.19 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
Reasonable price relative to book value
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
2.7% margin — thin
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 : WCC
The strongest argument for WCC centers on Price/Book. Revenue growth of 10.3% demonstrates continued momentum.
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 : WCC
The primary concerns for WCC are PEG Ratio, Profit Margin. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
DSGR profiles as a growth stock while WCC is a value play — different risk/reward profiles.
WCC carries more volatility with a beta of 1.45 — expect wider price swings.
DSGR is growing revenue faster at 20.0% — sustainability is the question.
WCC generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
WCC scores higher overall (61/100 vs 44/100) and 10.3% revenue growth. 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.
WESCO International Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.
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