Distribution Solutions Group Inc (DSGR)vsFastenal Company (FAST)
DSGR
Distribution Solutions Group Inc
$26.50
+1.38%
INDUSTRIALS · Cap: $1.23B
FAST
Fastenal Company
$45.37
+1.07%
INDUSTRIALS · Cap: $52.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Fastenal Company generates 314% more annual revenue ($8.20B vs $1.98B). DSGR leads profitability with a 42.0% profit margin vs 15.3%. DSGR appears more attractively valued with a PEG of 2.69. FAST earns a higher WallStSmart Score of 58/100 (C).
DSGR
Hold44
out of 100
Grade: D
FAST
Buy58
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
-99.0%
Fair Value
$23.63
Current Price
$45.37
$21.74 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 33 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 1.9%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 13.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : FAST
The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.3% and operating margin at 19.0%. Revenue growth of 11.1% 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 : FAST
The primary concerns for FAST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.6x leaves little room for execution misses.
Key Dynamics to Monitor
DSGR profiles as a growth stock while FAST is a mature play — different risk/reward profiles.
FAST carries more volatility with a beta of 0.86 — expect wider price swings.
DSGR is growing revenue faster at 20.0% — sustainability is the question.
FAST generates stronger free cash flow (308M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (58/100 vs 44/100), backed by strong 15.3% margins and 11.1% 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.
Fastenal Company
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.
Visit Website →Compare with Other INDUSTRIAL DISTRIBUTION Stocks
Want to dig deeper into these stocks?