Distribution Solutions Group, Inc. (DSGR)
NASDAQIndustrialsIndustrial - DistributionSnapshot 2026-11-04
NASDAQIndustrialsIndustrial - DistributionSnapshot 2026-11-04
QuarterlyIQ Insights · DSGR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 36.8% |
| Our one-year growth estimate | diamond | 7.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 29.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 10 industry peers · Company calendar date is not available
DSGR — credit agreement
Dated 2026-10-27
Other Events. As previously disclosed, on October 12, 2026, Lawson Products, Inc. (“Lawson” ) , an Illinois corporation and wholly owned subsidiary of Distribution Solutions Group, Inc., a Delaware corporation (“DSG” or the “Company”), entered into an Agreement and Plan of Merger (the “Grade Eight Merger Agreement”) with GradeEight Holdings, LLC, a Delaware limited liability company (“GradeEight”), 301 Grade Eight Merger Sub, LLC, a Delaware limited liability company and wholly owned subsidia…
Why it matters: The merger would take DSG private. Stockholder approval and closing are key steps in that plan.
Watch forDSG reports stockholder approval and completes the merger on its stated terms.
Also watch forDSG reports that stockholders rejected the merger or a closing condition did not pass.
Why it matters: Q2 sales grew 10.2% organically. A new report can show if that growth continued as the industrial sector slowed.
Watch forQ3 organic sales growth is above 0% year over year.
Also watch forQ3 organic sales growth is below 0% year over year.
Why it matters: The notes carry a 10% rate and depend on merger conditions. Their release from escrow would confirm the planned funding; a failed close could block it.
Worry ifThe company reports that note proceeds left escrow and funded the merger and debt repayment.
Less concerning ifThe company reports that merger conditions failed. Note proceeds stayed in escrow or were returned.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$9 on $10,000 · ±0.1% | How much price usually moves either way. |
| Bad day | $234 loss on $10,000 · 2.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,795 loss on $10,000 · 38.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.