Distribution Solutions Group, Inc.

NasdaqGS:DSGR Stock Report

Market Cap: US$1.3b

Distribution Solutions Group Management

Management criteria checks 2/4

Distribution Solutions Group's CEO is John King, appointed in May 2022, has a tenure of 9.17 years. directly owns 0.085% of the company’s shares, worth $1.07M. The average tenure of the management team and the board of directors is 4.5 years and 7.2 years respectively.

Key information

John King

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenure4yrs
CEO ownership0.08%
Management average tenure4.5yrs
Board average tenure7.2yrs

Recent management updates

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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).

CEO

John King (54 yo)

4yrs
Tenure

Mr. John Bryan King, CFA, serves as the President of Eiger Holdco, LLC. He serves as Principal, Vice President, Portfolio Manager, Director of Alternative Investment Strategies and Analyst at Luther King C...


Leadership Team

NamePositionTenureCompensationOwnership
John King
President4yrsno data0.085%
$ 1.1m
Ronald Knutson
Executive VP13.8yrsUS$636.26k0.20%
$ 2.5m
Cesar Lanuza
President & CEO of Lawson Productsno dataUS$772.84k0.17%
$ 2.2m
Robert Connors
Chief Executive Officer of Gexpro Services7.3yrsUS$689.55k0.043%
$ 547.9k
Barry Litwin
Chief Executive Officer of Test Equityless than a yearUS$6.73mno data
David Lambert
Chief Accounting Officer4.9yrsno datano data
Matthew Brown
Senior Vice President of Sales9.2yrsno datano data
Ilan Rodzynek
Vice President of Product Managementno datano datano data
Michael DeCata
Advisor4yrsUS$584.36kno data
Sean Dwyer
Senior VPless than a yearno datano data
Russell Frazee
CEO & President of Test Equityno dataUS$545.74kno data
4.5yrs
Average Tenure
59yo
Average Age

Experienced Management: DSGR's management team is considered experienced (4.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
John King
President9.2yrsno data0.085%
$ 1.1m
Lee Hillman
Lead Independent Director22.3yrsUS$283.75k0.22%
$ 2.8m
I. Edelson
Independent Director16.5yrsUS$212.50k0.20%
$ 2.6m
Robert Zamarripa
Independent Director3.5yrsUS$217.50k0.10%
$ 1.3m
M. Wallace
Non Independent Director3yrsno datano data
Mark Moon
Independent Director7.2yrsUS$215.00k0.088%
$ 1.1m
Bianca A. Rhodes
Independent Director5.3yrsUS$226.25k0.035%
$ 441.2k
7.2yrs
Average Tenure
65yo
Average Age

Experienced Board: DSGR's board of directors are considered experienced (7.2 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 06:12
End of Day Share Price 2026/05/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Distribution Solutions Group, Inc. is covered by 3 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kevin SteinkeBarrington Research Associates, Inc.
Ken NewmanKeyBanc Capital Markets Inc.
Thomas MollStephens, Inc.