Distribution Solutions Group, Inc. (DSGR)
NASDAQIndustrialsIndustrial - DistributionSnapshot 2026-09-04
$34.66-0.20%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIndustrial - DistributionSnapshot 2026-09-04
QuarterlyIQ Insights · DSGR
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $35 DSGR trades at 27× p/e, in line with its 22× p/e peer median — but our blended $28 fair value sits below the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $33–$35. Note: our $28 fair value sits below the entire analyst range ($33–$35). Even valued only for durable growth at sustainable margins, it's worth about $57 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $35.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $9.61 | — | — | Hist. CAGR | high |
| graham number | 12M | $20.23 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $37.91 | 14.2 | 3.70 | TTM | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$33.00 – $35.00 (median $35.00) · 3 analysts · as of 2026-07-17
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 27% over what the business is worth with no growth; closing that gap needs roughly 8.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $1.31/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $11.65 |
| 21.6 |
| 0.54 |
| TTM |
| high |
| Peer P/E | 12M | $28.66 | 22.2 | 1.29 | TTM | high |
| Peer P/S | 12M | $46.82 | 1.1 | 44.22 | TTM | high |
| residual income | 12M | $14.32 | — | — | TTM | high |
| Own P/E history | 12M | $34.66 | 26.9 | 1.29 | TTM | high |
| triangulated | 12M | $28.25 | 22.2 | 1.27 | Triangulated | high |
| Peer P/FCF | 3Y | $9.59 | 21.6 | 0.44 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $64.99 | 1.1 | 61.37 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 5Y | $8.42 | 21.6 | 0.39 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $85.94 | 1.1 | 81.17 | Hist. CAGR(prov.) | medium |