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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and Essex Property Trust (ESS). Click either name above to swap in a different company.
Distribution Solutions Group, Inc. is the larger business by last-quarter revenue ($518.0M vs $479.6M, roughly 1.1× Essex Property Trust). Essex Property Trust runs the higher net margin — 17.9% vs 1.2%, a 16.6% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs 5.5%). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs 6.0%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
DSGR vs ESS — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $479.6M |
| Net Profit | $6.5M | $85.7M |
| Gross Margin | 32.9% | 70.0% |
| Operating Margin | 4.6% | 31.7% |
| Net Margin | 1.2% | 17.9% |
| Revenue YoY | 10.7% | 5.5% |
| Net Profit YoY | -70.6% | -71.6% |
| EPS (diluted) | $0.14 | $1.24 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $479.6M | ||
| Q3 25 | $518.0M | $473.3M | ||
| Q2 25 | $502.4M | $469.8M | ||
| Q1 25 | $478.0M | $464.6M | ||
| Q4 24 | $480.5M | $454.5M | ||
| Q3 24 | $468.0M | $450.7M | ||
| Q2 24 | $439.5M | $442.4M | ||
| Q1 24 | $416.1M | $426.9M |
| Q4 25 | — | $85.7M | ||
| Q3 25 | $6.5M | $172.7M | ||
| Q2 25 | $5.0M | $231.5M | ||
| Q1 25 | $3.3M | $212.8M | ||
| Q4 24 | $-25.9M | $301.7M | ||
| Q3 24 | $21.9M | $125.5M | ||
| Q2 24 | $1.9M | $99.0M | ||
| Q1 24 | $-5.2M | $285.1M |
| Q4 25 | — | 70.0% | ||
| Q3 25 | 32.9% | 69.2% | ||
| Q2 25 | 33.9% | 70.7% | ||
| Q1 25 | 34.3% | 69.6% | ||
| Q4 24 | 33.3% | 70.0% | ||
| Q3 24 | 33.9% | 69.5% | ||
| Q2 24 | 34.5% | 70.8% | ||
| Q1 24 | 34.5% | 69.7% |
| Q4 25 | — | 31.7% | ||
| Q3 25 | 4.6% | 44.5% | ||
| Q2 25 | 5.3% | 59.5% | ||
| Q1 25 | 4.2% | 55.3% | ||
| Q4 24 | 4.2% | 67.0% | ||
| Q3 24 | 4.0% | 28.6% | ||
| Q2 24 | 3.2% | 31.1% | ||
| Q1 24 | 0.7% | 31.0% |
| Q4 25 | — | 17.9% | ||
| Q3 25 | 1.2% | 36.5% | ||
| Q2 25 | 1.0% | 49.3% | ||
| Q1 25 | 0.7% | 45.8% | ||
| Q4 24 | -5.4% | 66.4% | ||
| Q3 24 | 4.7% | 27.8% | ||
| Q2 24 | 0.4% | 22.4% | ||
| Q1 24 | -1.3% | 66.8% |
| Q4 25 | — | $1.24 | ||
| Q3 25 | $0.14 | $2.56 | ||
| Q2 25 | $0.11 | $3.44 | ||
| Q1 25 | $0.07 | $3.16 | ||
| Q4 24 | $-0.55 | $4.00 | ||
| Q3 24 | $0.46 | $1.84 | ||
| Q2 24 | $0.04 | $1.45 | ||
| Q1 24 | $-0.11 | $4.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $69.2M | $76.2M |
| Total DebtLower is stronger | $665.5M | — |
| Stockholders' EquityBook value | $653.9M | $5.5B |
| Total Assets | $1.8B | $13.2B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $76.2M | ||
| Q3 25 | $69.2M | $66.0M | ||
| Q2 25 | $47.4M | $58.7M | ||
| Q1 25 | $65.4M | $98.7M | ||
| Q4 24 | $66.5M | $66.8M | ||
| Q3 24 | $61.3M | $71.3M | ||
| Q2 24 | $46.8M | $55.2M | ||
| Q1 24 | $73.1M | $499.0M |
| Q4 25 | — | — | ||
| Q3 25 | $665.5M | $6.4B | ||
| Q2 25 | $675.0M | $6.4B | ||
| Q1 25 | $712.4M | $6.8B | ||
| Q4 24 | $693.9M | — | ||
| Q3 24 | $704.1M | $6.4B | ||
| Q2 24 | $573.7M | $6.2B | ||
| Q1 24 | $535.7M | $6.6B |
| Q4 25 | — | $5.5B | ||
| Q3 25 | $653.9M | $5.6B | ||
| Q2 25 | $649.4M | $5.6B | ||
| Q1 25 | $636.7M | $5.6B | ||
| Q4 24 | $640.5M | $5.5B | ||
| Q3 24 | $680.8M | $5.4B | ||
| Q2 24 | $653.3M | $5.5B | ||
| Q1 24 | $654.7M | $5.5B |
| Q4 25 | — | $13.2B | ||
| Q3 25 | $1.8B | $13.2B | ||
| Q2 25 | $1.8B | $13.2B | ||
| Q1 25 | $1.8B | $13.2B | ||
| Q4 24 | $1.7B | $12.9B | ||
| Q3 24 | $1.8B | $12.6B | ||
| Q2 24 | $1.6B | $12.5B | ||
| Q1 24 | $1.5B | $12.9B |
| Q4 25 | — | — | ||
| Q3 25 | 1.02× | 1.15× | ||
| Q2 25 | 1.04× | 1.14× | ||
| Q1 25 | 1.12× | 1.22× | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.03× | 1.18× | ||
| Q2 24 | 0.88× | 1.13× | ||
| Q1 24 | 0.82× | 1.19× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $38.4M | $1.1B |
| Free Cash FlowOCF − Capex | $32.9M | — |
| FCF MarginFCF / Revenue | 6.3% | — |
| Capex IntensityCapex / Revenue | 1.1% | — |
| Cash ConversionOCF / Net Profit | 5.95× | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.1B | ||
| Q3 25 | $38.4M | $342.6M | ||
| Q2 25 | $33.3M | $216.1M | ||
| Q1 25 | $-4.8M | $281.5M | ||
| Q4 24 | $45.7M | $1.1B | ||
| Q3 24 | $-17.3M | $316.2M | ||
| Q2 24 | $21.4M | $218.9M | ||
| Q1 24 | $6.6M | $314.9M |
| Q4 25 | — | — | ||
| Q3 25 | $32.9M | — | ||
| Q2 25 | $28.7M | — | ||
| Q1 25 | $-10.4M | — | ||
| Q4 24 | $41.1M | — | ||
| Q3 24 | $-20.5M | — | ||
| Q2 24 | $18.0M | — | ||
| Q1 24 | $4.2M | — |
| Q4 25 | — | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | -2.2% | — | ||
| Q4 24 | 8.6% | — | ||
| Q3 24 | -4.4% | — | ||
| Q2 24 | 4.1% | — | ||
| Q1 24 | 1.0% | — |
| Q4 25 | — | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.6% | — |
| Q4 25 | — | 12.53× | ||
| Q3 25 | 5.95× | 1.98× | ||
| Q2 25 | 6.66× | 0.93× | ||
| Q1 25 | -1.46× | 1.32× | ||
| Q4 24 | — | 3.54× | ||
| Q3 24 | -0.79× | 2.52× | ||
| Q2 24 | 11.28× | 2.21× | ||
| Q1 24 | — | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
ESS
Segment breakdown not available.
