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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and Frontdoor, Inc. (FTDR). 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 $451.0M, roughly 1.1× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 1.2%, a 7.8% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $32.9M). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs -8.8%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
DSGR vs FTDR — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $451.0M |
| Net Profit | $6.5M | $41.0M |
| Gross Margin | 32.9% | 55.0% |
| Operating Margin | 4.6% | — |
| Net Margin | 1.2% | 9.1% |
| Revenue YoY | 10.7% | 5.9% |
| Net Profit YoY | -70.6% | 10.8% |
| EPS (diluted) | $0.14 | $0.57 |
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 | — | $451.0M | ||
| Q4 25 | — | $432.0M | ||
| Q3 25 | $518.0M | $618.0M | ||
| Q2 25 | $502.4M | $617.0M | ||
| Q1 25 | $478.0M | $426.0M | ||
| Q4 24 | $480.5M | $383.0M | ||
| Q3 24 | $468.0M | $540.0M | ||
| Q2 24 | $439.5M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | — | $1.0M | ||
| Q3 25 | $6.5M | $106.0M | ||
| Q2 25 | $5.0M | $111.0M | ||
| Q1 25 | $3.3M | $37.0M | ||
| Q4 24 | $-25.9M | $9.0M | ||
| Q3 24 | $21.9M | $100.0M | ||
| Q2 24 | $1.9M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | — | 49.3% | ||
| Q3 25 | 32.9% | 57.1% | ||
| Q2 25 | 33.9% | 57.7% | ||
| Q1 25 | 34.3% | 55.2% | ||
| Q4 24 | 33.3% | 48.0% | ||
| Q3 24 | 33.9% | 56.7% | ||
| Q2 24 | 34.5% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 4.6% | 23.0% | ||
| Q2 25 | 5.3% | 23.7% | ||
| Q1 25 | 4.2% | 11.3% | ||
| Q4 24 | 4.2% | 1.6% | ||
| Q3 24 | 4.0% | 24.8% | ||
| Q2 24 | 3.2% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | 1.2% | 17.2% | ||
| Q2 25 | 1.0% | 18.0% | ||
| Q1 25 | 0.7% | 8.7% | ||
| Q4 24 | -5.4% | 2.3% | ||
| Q3 24 | 4.7% | 18.5% | ||
| Q2 24 | 0.4% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | — | $0.03 | ||
| Q3 25 | $0.14 | $1.42 | ||
| Q2 25 | $0.11 | $1.48 | ||
| Q1 25 | $0.07 | $0.49 | ||
| Q4 24 | $-0.55 | $0.10 | ||
| Q3 24 | $0.46 | $1.30 | ||
| Q2 24 | $0.04 | $1.18 |
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 | $603.0M |
| Total DebtLower is stronger | $665.5M | $1.2B |
| Stockholders' EquityBook value | $653.9M | $230.0M |
| Total Assets | $1.8B | $2.2B |
| Debt / EquityLower = less leverage | 1.02× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | — | $566.0M | ||
| Q3 25 | $69.2M | $563.0M | ||
| Q2 25 | $47.4M | $562.0M | ||
| Q1 25 | $65.4M | $506.0M | ||
| Q4 24 | $66.5M | $436.0M | ||
| Q3 24 | $61.3M | $375.0M | ||
| Q2 24 | $46.8M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $665.5M | $1.2B | ||
| Q2 25 | $675.0M | $1.2B | ||
| Q1 25 | $712.4M | $1.2B | ||
| Q4 24 | $693.9M | $1.2B | ||
| Q3 24 | $704.1M | $565.0M | ||
| Q2 24 | $573.7M | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | — | $242.0M | ||
| Q3 25 | $653.9M | $316.0M | ||
| Q2 25 | $649.4M | $254.0M | ||
| Q1 25 | $636.7M | $198.0M | ||
| Q4 24 | $640.5M | $239.0M | ||
| Q3 24 | $680.8M | $261.0M | ||
| Q2 24 | $653.3M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.8B | $2.1B | ||
| Q4 24 | $1.7B | $2.1B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.6B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | 1.02× | 3.64× | ||
| Q2 25 | 1.04× | 4.56× | ||
| Q1 25 | 1.12× | 5.88× | ||
| Q4 24 | 1.08× | 4.90× | ||
| Q3 24 | 1.03× | 2.16× | ||
| Q2 24 | 0.88× | 2.66× |
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 | — |
| Free Cash FlowOCF − Capex | $32.9M | $114.0M |
| FCF MarginFCF / Revenue | 6.3% | 25.3% |
| Capex IntensityCapex / Revenue | 1.1% | — |
| Cash ConversionOCF / Net Profit | 5.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $101.0M | ||
| Q3 25 | $38.4M | $64.0M | ||
| Q2 25 | $33.3M | $127.0M | ||
| Q1 25 | $-4.8M | $124.0M | ||
| Q4 24 | $45.7M | $58.0M | ||
| Q3 24 | $-17.3M | $25.0M | ||
| Q2 24 | $21.4M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | $32.9M | $58.0M | ||
| Q2 25 | $28.7M | $120.0M | ||
| Q1 25 | $-10.4M | $117.0M | ||
| Q4 24 | $41.1M | $50.0M | ||
| Q3 24 | $-20.5M | $16.0M | ||
| Q2 24 | $18.0M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | 6.3% | 9.4% | ||
| Q2 25 | 5.7% | 19.4% | ||
| Q1 25 | -2.2% | 27.5% | ||
| Q4 24 | 8.6% | 13.1% | ||
| Q3 24 | -4.4% | 3.0% | ||
| Q2 24 | 4.1% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 0.9% | 1.1% | ||
| Q1 25 | 1.2% | 1.6% | ||
| Q4 24 | 1.0% | 2.1% | ||
| Q3 24 | 0.7% | 1.7% | ||
| Q2 24 | 0.8% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 101.00× | ||
| Q3 25 | 5.95× | 0.60× | ||
| Q2 25 | 6.66× | 1.14× | ||
| Q1 25 | -1.46× | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | -0.79× | 0.25× | ||
| Q2 24 | 11.28× | 1.12× |
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% |
FTDR
Segment breakdown not available.
