Distribution Solutions Group, Inc. (DSGR) intrinsic value & 10-year financials
Distribution Solutions Group, Inc. (DSGR) has no Graham intrinsic value right now because the formula needs positive earnings. Over the last 10 fiscal years revenue grew 24.4% a year to $2.0B, with an average return on invested capital of 5.8%.
- Graham intrinsic value
- —
- Share price (Oct 17, 2026)
- $35.06
- Market cap
- $1.7B
- Revenue (FY2025)
- $2.0B
- Revenue growth (10-yr CAGR)
- 24.4%
- ROIC (10-yr avg)
- 5.8%
- Free cash flow (FY2025)
- $62.8M
DSGR 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $2.0B | $8.3M | $0.18 | $62.8M | 4.0% | 2.8% |
| FY2024 | $1.8B | -$7.3M | -$0.16 | $42.8M | 3.1% | 4.3% |
| FY2023 | $1.6B | -$9.0M | -$0.20 | $86.9M | 2.7% | 3.9% |
| FY2022 | $1.2B | $7.4M | $0.42 | -$19.3M | 3.6% | 3.5% |
| FY2021 | $417.7M | $9.4M | $1.01 | -$2.7M | 2.9% | 4.0% |
| FY2020 | $351.6M | $15.1M | $1.62 | $30.8M | 5.8% | 14.1% |
| FY2019 | $370.8M | $7.2M | $0.77 | $7.2M | 2.4% | 6.0% |
| FY2018 | $349.6M | $6.2M | $0.67 | $17.8M | 2.6% | 8.7% |
| FY2017 | $305.9M | $29.7M | $3.25 | $5.8M | 3.2% | 12.9% |
| FY2016 | $276.6M | -$1.6M | -$0.19 | $5.3M | -0.5% | -2.4% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Distribution Solutions Group, Inc. is a consistent compounder, expanding top-line revenue at 24.4% annually over the past decade.
Distribution Solutions Group, Inc. has historically struggled to out-earn its cost of capital, averaging just 5.5% ROIC.
Distribution Solutions Group, Inc. has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Distribution Solutions Group, Inc. is modeled at -24.1% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $-6.15 per share.