vs
Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and F5, Inc. (FFIV). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($811.7M vs $518.0M, roughly 1.6× Distribution Solutions Group, Inc.). F5, Inc. runs the higher net margin — 18.2% vs 1.2%, a 17.0% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 10.7%). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs 8.0%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
DSGR vs FFIV — Head-to-Head
Income Statement — Q3 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $811.7M |
| Net Profit | $6.5M | $148.0M |
| Gross Margin | 32.9% | 81.4% |
| Operating Margin | 4.6% | 22.1% |
| Net Margin | 1.2% | 18.2% |
| Revenue YoY | 10.7% | 11.0% |
| Net Profit YoY | -70.6% | 1.5% |
| EPS (diluted) | $0.14 | $2.58 |
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.
| Q1 26 | — | $811.7M | ||
| Q4 25 | — | $822.5M | ||
| Q3 25 | $518.0M | $810.1M | ||
| Q2 25 | $502.4M | $780.4M | ||
| Q1 25 | $478.0M | $731.1M | ||
| Q4 24 | $480.5M | $766.5M | ||
| Q3 24 | $468.0M | $746.7M | ||
| Q2 24 | $439.5M | $695.5M |
| Q1 26 | — | $148.0M | ||
| Q4 25 | — | $180.1M | ||
| Q3 25 | $6.5M | $190.5M | ||
| Q2 25 | $5.0M | $189.9M | ||
| Q1 25 | $3.3M | $145.5M | ||
| Q4 24 | $-25.9M | $166.4M | ||
| Q3 24 | $21.9M | $165.3M | ||
| Q2 24 | $1.9M | $144.1M |
| Q1 26 | — | 81.4% | ||
| Q4 25 | — | 81.5% | ||
| Q3 25 | 32.9% | 82.2% | ||
| Q2 25 | 33.9% | 81.0% | ||
| Q1 25 | 34.3% | 80.7% | ||
| Q4 24 | 33.3% | 81.7% | ||
| Q3 24 | 33.9% | 80.8% | ||
| Q2 24 | 34.5% | 80.4% |
| Q1 26 | — | 22.1% | ||
| Q4 25 | — | 26.0% | ||
| Q3 25 | 4.6% | 25.4% | ||
| Q2 25 | 5.3% | 25.2% | ||
| Q1 25 | 4.2% | 21.7% | ||
| Q4 24 | 4.2% | 26.8% | ||
| Q3 24 | 4.0% | 25.6% | ||
| Q2 24 | 3.2% | 23.4% |
| Q1 26 | — | 18.2% | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | 1.2% | 23.5% | ||
| Q2 25 | 1.0% | 24.3% | ||
| Q1 25 | 0.7% | 19.9% | ||
| Q4 24 | -5.4% | 21.7% | ||
| Q3 24 | 4.7% | 22.1% | ||
| Q2 24 | 0.4% | 20.7% |
| Q1 26 | — | $2.58 | ||
| Q4 25 | — | $3.10 | ||
| Q3 25 | $0.14 | $3.25 | ||
| Q2 25 | $0.11 | $3.25 | ||
| Q1 25 | $0.07 | $2.48 | ||
| Q4 24 | $-0.55 | $2.82 | ||
| Q3 24 | $0.46 | $2.79 | ||
| Q2 24 | $0.04 | $2.44 |
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 | $1.4B |
| Total DebtLower is stronger | $665.5M | — |
| Stockholders' EquityBook value | $653.9M | $3.6B |
| Total Assets | $1.8B | $6.5B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $69.2M | $1.3B | ||
| Q2 25 | $47.4M | $1.4B | ||
| Q1 25 | $65.4M | $1.3B | ||
| Q4 24 | $66.5M | $1.2B | ||
| Q3 24 | $61.3M | $1.1B | ||
| Q2 24 | $46.8M | $935.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $665.5M | — | ||
| Q2 25 | $675.0M | — | ||
| Q1 25 | $712.4M | — | ||
| Q4 24 | $693.9M | — | ||
| Q3 24 | $704.1M | — | ||
| Q2 24 | $573.7M | — |
| Q1 26 | — | $3.6B | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | $653.9M | $3.6B | ||
| Q2 25 | $649.4M | $3.5B | ||
| Q1 25 | $636.7M | $3.3B | ||
| Q4 24 | $640.5M | $3.2B | ||
| Q3 24 | $680.8M | $3.1B | ||
| Q2 24 | $653.3M | $3.0B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | $1.8B | $6.3B | ||
| Q2 25 | $1.8B | $6.1B | ||
| Q1 25 | $1.8B | $5.9B | ||
| Q4 24 | $1.7B | $5.9B | ||
| Q3 24 | $1.8B | $5.6B | ||
| Q2 24 | $1.6B | $5.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.02× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 0.88× | — |
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 | $525.1M |
| Free Cash FlowOCF − Capex | $32.9M | — |
| FCF MarginFCF / Revenue | 6.3% | — |
| Capex IntensityCapex / Revenue | 1.1% | — |
| Cash ConversionOCF / Net Profit | 5.95× | 3.55× |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $525.1M | ||
| Q4 25 | — | $159.2M | ||
| Q3 25 | $38.4M | $208.1M | ||
| Q2 25 | $33.3M | $282.2M | ||
| Q1 25 | $-4.8M | $256.6M | ||
| Q4 24 | $45.7M | $202.8M | ||
| Q3 24 | $-17.3M | $246.5M | ||
| Q2 24 | $21.4M | $159.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $149.5M | ||
| Q3 25 | $32.9M | $191.9M | ||
| Q2 25 | $28.7M | $273.7M | ||
| Q1 25 | $-10.4M | $246.1M | ||
| Q4 24 | $41.1M | $194.7M | ||
| Q3 24 | $-20.5M | $240.4M | ||
| Q2 24 | $18.0M | $153.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | 6.3% | 23.7% | ||
| Q2 25 | 5.7% | 35.1% | ||
| Q1 25 | -2.2% | 33.7% | ||
| Q4 24 | 8.6% | 25.4% | ||
| Q3 24 | -4.4% | 32.2% | ||
| Q2 24 | 4.1% | 22.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.2% | ||
| Q3 25 | 1.1% | 2.0% | ||
| Q2 25 | 0.9% | 1.1% | ||
| Q1 25 | 1.2% | 1.4% | ||
| Q4 24 | 1.0% | 1.1% | ||
| Q3 24 | 0.7% | 0.8% | ||
| Q2 24 | 0.8% | 0.8% |
| Q1 26 | — | 3.55× | ||
| Q4 25 | — | 0.88× | ||
| Q3 25 | 5.95× | 1.09× | ||
| Q2 25 | 6.66× | 1.49× | ||
| Q1 25 | -1.46× | 1.76× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | -0.79× | 1.49× | ||
| Q2 24 | 11.28× | 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% |
FFIV
Segment breakdown not available.
