Distributes specialty maintenance, repair, and operations (MRO) products. Serves industrial, commercial, institutional, and government markets. Now — the numbers.
This is an established company with proven profits.
Average growth of 40% a year over the last 4 years. Red columns mark years that ended in a loss.
The gap is $757.4M. In times of high interest rates, a gap like that can squeeze a company.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit indicators sit around the sector average.
Clearly below the class average.
Clearly below the class average.
Sales are growing strongly for its sector.
The stock has been running stronger than the market lately.
Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.
Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.
The stock trades below its recent peak — about 15% off the top. A pullback, not a collapse.
Over the last 4 years, sales grew about 40% a year on average.
Over the last 12 months, company executives reported 21 buys and 4 sells. Management buying with its own money is usually read as a good sign.
The company’s market value is 193 times its annual profit. Even a small disappointment could hit the price hard.
Today’s price already includes part of tomorrow’s optimism. Report-card grade: 45/100.
The balance sheet offers little cushion against a rough stretch. Report-card grade: 48/100.
On our five-subject report card, DSGR sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.
The takeaway: DSGR is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.
Not covered, because the filings we hold do not carry it: the revenue breakdown.