Distribution Solutions Group Inc (DSGR)vsFerguson Plc (FERG)
DSGR
Distribution Solutions Group Inc
$34.75
0.00%
INDUSTRIALS · Cap: $1.61B
FERG
Ferguson Plc
$222.54
+0.71%
INDUSTRIALS · Cap: $44.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 1432% more annual revenue ($31.45B vs $2.05B). FERG leads profitability with a 6.3% profit margin vs 0.4%. FERG appears more attractively valued with a PEG of 1.38. FERG earns a higher WallStSmart Score of 59/100 (C).
DSGR
Buy56
out of 100
Grade: C
FERG
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.7%
Fair Value
$93.36
Current Price
$34.75
$58.61 discount
Margin of Safety
-79.2%
Fair Value
$149.16
Current Price
$222.54
$73.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 66.9% YoY
Reasonable price relative to book value
Every $100 of equity generates 33 in profit
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.4% margin — thin
4.6% revenue growth
6.3% margin — thin
Elevated debt levels
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DSGR
The strongest argument for DSGR centers on EPS Growth, Price/Book. Revenue growth of 11.0% demonstrates continued momentum.
Bull Case : FERG
The strongest argument for FERG centers on Return on Equity. PEG of 1.38 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 : FERG
The primary concerns for FERG are Revenue Growth, Profit Margin, Debt/Equity.
Key Dynamics to Monitor
FERG carries more volatility with a beta of 1.11 — expect wider price swings.
DSGR is growing revenue faster at 11.0% — sustainability is the question.
DSGR generates stronger free cash flow (16M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FERG scores higher overall (59/100 vs 56/100). DSGR offers better value entry with a 66.7% margin of safety. 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.
Ferguson Plc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Ferguson plc distributes plumbing and heating products in the United States, the United Kingdom, Canada and Central Europe. The company is headquartered in Wokingham, the United Kingdom.
Compare with Other INDUSTRIAL DISTRIBUTION Stocks
Want to dig deeper into these stocks?