Distribution Solutions Group, Inc.

NasdaqGS:DSGR 株式レポート

時価総額:US$1.3b

Distribution Solutions Group 過去の業績

過去 基準チェック /46

Distribution Solutions Groupの収益は年間平均-0.7%の割合で減少していますが、 Trade Distributors業界の収益は年間 増加しています。収益は年間7.6% 13.2%割合で 増加しています。 Distribution Solutions Groupの自己資本利益率は0.8%であり、純利益率は0.3%です。

主要情報

-0.71%

収益成長率

9.12%

EPS成長率

Trade Distributors 業界の成長23.44%
収益成長率13.21%
株主資本利益率0.84%
ネット・マージン0.27%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブ更新 Apr 28

DSGR: Go Private Proposal And 2026 Demand Recovery Will Support Repricing

Analysts have reset their 12 month price target for Distribution Solutions Group to $35 from $41, citing recent earnings that fell short of management's expectations, the $29.50 per share go private proposal, and early indications of improving demand into 2026. Analyst Commentary Recent research focuses on how the proposed US$29.50 per share go private offer and softer than expected 2025 results interact with the updated US$35, 12 month price target.
ナラティブ更新 Apr 10

DSGR: Go Private Proposal Will Set Up Potential Repricing Upside

Narrative Update on Distribution Solutions Group Analysts have reset their 12 month price target for Distribution Solutions Group to $35, down from $41. This reflects recent earnings that came in below management expectations and the ongoing uncertainty around the proposed $29.50 per share go private offer from LKCM Headwater, which is still only at the proposal stage and subject to multiple approvals.
ナラティブ更新 Mar 26

DSGR: Go Private Proposal And 2026 Demand Trends Will Support Upside

Narrative Update on Distribution Solutions Group Analysts have reset the 12 month price target for Distribution Solutions Group to $35, aligning with a go private proposal at $29.50 per share. This adjustment reflects recent earnings shortfalls and early signs of improving demand across all four business segments.
ナラティブ更新 Mar 12

DSGR: Encouraging 2026 Demand Trends Will Support Repriced Upside Potential

Analysts have adjusted their price target on Distribution Solutions Group to $35.50 from $38.50, reflecting updated fair value assumptions and a higher discount rate after Q4 and full-year 2025 results came in below management's expectations, even though early 2026 demand trends are described as encouraging across all four business segments. Analyst Commentary Bullish analysts see the lower price target as a recalibration rather than a negative call, with the updated fair value reflecting both recent execution and a higher discount rate after Q4 and full-year 2025 results.
分析記事 Jan 29

Is Distribution Solutions Group (NASDAQ:DSGR) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jul 24

Distribution Solutions Group, Inc.'s (NASDAQ:DSGR) Prospects Need A Boost To Lift Shares

When close to half the companies operating in the Trade Distributors industry in the United States have price-to-sales...
分析記事 Jun 18

Does Distribution Solutions Group (NASDAQ:DSGR) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 May 14

Estimating The Intrinsic Value Of Distribution Solutions Group, Inc. (NASDAQ:DSGR)

Key Insights Distribution Solutions Group's estimated fair value is US$31.84 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha May 07

Distribution Solutions Group: Internal Growth Opportunities

Summary Distribution Solutions Group (DSGR) stock has seen a material decline amid recent sell-offs and end-market/macro uncertainty. The near-term remains uncertain, but DSGR has internal initiatives - cross-selling, cost synergies - to offset these headwinds over times. With the price in the mid-$20/share range today, I believe investors can earn a fine IRR, although M&A, execution, and macro risks lurk. Read the full article on Seeking Alpha
分析記事 Apr 09

Getting In Cheap On Distribution Solutions Group, Inc. (NASDAQ:DSGR) Is Unlikely

With a median price-to-sales (or "P/S") ratio of close to 1x in the Trade Distributors industry in the United States...
分析記事 Mar 05

Distribution Solutions Group (NASDAQ:DSGR) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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新しいナラティブ Feb 09

Expansion Into Renewables And Technology Will Drive Future Opportunities

Strategic growth in renewables, technology, aerospace, and defense markets is expected to drive future revenue increases.
分析記事 Jan 29

Calculating The Intrinsic Value Of Distribution Solutions Group, Inc. (NASDAQ:DSGR)

Key Insights Distribution Solutions Group's estimated fair value is US$34.80 based on 2 Stage Free Cash Flow to Equity...
分析記事 Dec 18

Distribution Solutions Group, Inc. (NASDAQ:DSGR) Could Be Riskier Than It Looks

It's not a stretch to say that Distribution Solutions Group, Inc.'s ( NASDAQ:DSGR ) price-to-sales (or "P/S") ratio of...
分析記事 Nov 07

There May Be Reason For Hope In Distribution Solutions Group's (NASDAQ:DSGR) Disappointing Earnings

Investors were disappointed with the weak earnings posted by Distribution Solutions Group, Inc. ( NASDAQ:DSGR...
Seeking Alpha Sep 01

Distribution Solutions Group: Stabilizing

Summary Distribution Solutions Group is seeing stabilizing demand as various industrial and tech-related end-markets have started to turn the quarter over the past few quarters. The above stabilization is supported by various internal initiatives like cross-selling their recent acquisitions, as well as growing margins via improved cost alignment (elimination of duplicate costs). DSGR's valuation is closer to what I'd deem as a fair, however their capital allocation and internal initiatives support a positive long-term fundamental outlook. Read the full article on Seeking Alpha
分析記事 Jul 15

An Intrinsic Calculation For Distribution Solutions Group, Inc. (NASDAQ:DSGR) Suggests It's 41% Undervalued

Key Insights Distribution Solutions Group's estimated fair value is US$51.93 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha May 20

Distribution Solutions Group: Results Tracking As Expected

Summary Distribution Solutions Group's Q1 2024 results came in largely with where I was expecting them. Looking out, their end-markets are attractively starting to stabilize/grow with only TestEquity continuing to lag, although management's optimistic things turn here too. With cross-selling continuing, margin growth opportunities from an unoptimized salesforce, and accretive capital allocation, investors can earn attractive returns. Read the full article on Seeking Alpha
分析記事 May 01

Does Distribution Solutions Group (NASDAQ:DSGR) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha Apr 12

Distribution Solutions: Merger Benefits Still Strong, So Are The Challenges

Summary Distribution Solutions has expanded its product categories and entered new geographies through recent acquisitions, including the acquisition of Hisco in 2023. Project deferrals and a leveraged balance sheet pose challenges to its growth prospect, but merger synergies and industry drivers are expected to drive higher returns in the medium term. DSGR stock is reasonably valued compared to its peers. Read the full article on Seeking Alpha
分析記事 Mar 04

Estimating The Fair Value Of Distribution Solutions Group, Inc. (NASDAQ:DSGR)

Key Insights Distribution Solutions Group's estimated fair value is US$36.41 based on 2 Stage Free Cash Flow to Equity...
分析記事 Jan 23

Distribution Solutions Group (NASDAQ:DSGR) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 Nov 10

Distribution Solutions Group, Inc. (NASDAQ:DSGR) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Distribution Solutions Group fair value estimate is US$32.75...
分析記事 Aug 14

News Flash: Analysts Just Made A Meaningful Upgrade To Their Distribution Solutions Group, Inc. (NASDAQ:DSGR) Forecasts

Distribution Solutions Group, Inc. ( NASDAQ:DSGR ) shareholders will have a reason to smile today, with the analysts...
分析記事 Apr 08

Distribution Solutions Group (NASDAQ:DSGR) Has More To Do To Multiply In Value Going Forward

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Aug 09

GAAP EPS of -$0.23, revenue of $321.33M

press release (NASDAQ:DSGR): Q2 GAAP EPS of -$0.23. Revenue of $321.33M (+139.5% Y/Y).

収支内訳

Distribution Solutions Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:DSGR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 261,99855150
31 Dec 251,98085090
30 Sep 251,979-114980
30 Jun 251,92944870
31 Mar 251,86614700
31 Dec 241,804-74580
30 Sep 241,72924470
30 Jun 241,700-214360
31 Mar 241,638-204270
31 Dec 231,570-94530
30 Sep 231,49453980
30 Jun 231,402243820
31 Mar 231,346163750
31 Dec 221,15172940
30 Sep 2295242430
30 Jun 22737-111800
31 Mar 22545-71120
31 Dec 21520-51060

質の高い収益: DSGRには$5.8M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: DSGRの現在の純利益率 (0.3%)は、昨年(0.06%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: DSGR過去 5 年間で収益を上げており、収益は年間-0.7%増加しています。

成長の加速: DSGRの過去 1 年間の収益成長率 ( 374.1% ) は、5 年間の平均 ( 年間-0.7%を上回っています。

収益対業界: DSGRの過去 1 年間の収益成長率 ( 374.1% ) はTrade Distributors業界3.9%を上回りました。


株主資本利益率

高いROE: DSGRの 自己資本利益率 ( 0.8% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 18:43
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Distribution Solutions Group, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3

アナリスト機関
Kevin SteinkeBarrington Research Associates, Inc.
Ken NewmanKeyBanc Capital Markets Inc.
Thomas MollStephens, Inc.