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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and GRACO INC (GGG). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $518.0M, roughly 1.1× Distribution Solutions Group, Inc.). GRACO INC runs the higher net margin — 22.3% vs 1.2%, a 21.1% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs 8.1%). GRACO INC produced more free cash flow last quarter ($184.3M vs $32.9M). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs 9.8%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
DSGR vs GGG — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $593.2M |
| Net Profit | $6.5M | $132.5M |
| Gross Margin | 32.9% | 51.7% |
| Operating Margin | 4.6% | 26.7% |
| Net Margin | 1.2% | 22.3% |
| Revenue YoY | 10.7% | 8.1% |
| Net Profit YoY | -70.6% | 21.9% |
| EPS (diluted) | $0.14 | $0.78 |
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 | — | $593.2M | ||
| Q3 25 | $518.0M | $543.4M | ||
| Q2 25 | $502.4M | $571.8M | ||
| Q1 25 | $478.0M | $528.3M | ||
| Q4 24 | $480.5M | $548.7M | ||
| Q3 24 | $468.0M | $519.2M | ||
| Q2 24 | $439.5M | $553.2M | ||
| Q1 24 | $416.1M | $492.2M |
| Q4 25 | — | $132.5M | ||
| Q3 25 | $6.5M | $137.6M | ||
| Q2 25 | $5.0M | $127.6M | ||
| Q1 25 | $3.3M | $124.1M | ||
| Q4 24 | $-25.9M | $108.7M | ||
| Q3 24 | $21.9M | $122.2M | ||
| Q2 24 | $1.9M | $133.0M | ||
| Q1 24 | $-5.2M | $122.2M |
| Q4 25 | — | 51.7% | ||
| Q3 25 | 32.9% | 53.2% | ||
| Q2 25 | 33.9% | 52.4% | ||
| Q1 25 | 34.3% | 52.6% | ||
| Q4 24 | 33.3% | 50.9% | ||
| Q3 24 | 33.9% | 53.2% | ||
| Q2 24 | 34.5% | 54.4% | ||
| Q1 24 | 34.5% | 54.1% |
| Q4 25 | — | 26.7% | ||
| Q3 25 | 4.6% | 30.3% | ||
| Q2 25 | 5.3% | 27.5% | ||
| Q1 25 | 4.2% | 27.3% | ||
| Q4 24 | 4.2% | 23.7% | ||
| Q3 24 | 4.0% | 28.1% | ||
| Q2 24 | 3.2% | 29.2% | ||
| Q1 24 | 0.7% | 27.0% |
| Q4 25 | — | 22.3% | ||
| Q3 25 | 1.2% | 25.3% | ||
| Q2 25 | 1.0% | 22.3% | ||
| Q1 25 | 0.7% | 23.5% | ||
| Q4 24 | -5.4% | 19.8% | ||
| Q3 24 | 4.7% | 23.5% | ||
| Q2 24 | 0.4% | 24.0% | ||
| Q1 24 | -1.3% | 24.8% |
| Q4 25 | — | $0.78 | ||
| Q3 25 | $0.14 | $0.82 | ||
| Q2 25 | $0.11 | $0.76 | ||
| Q1 25 | $0.07 | $0.72 | ||
| Q4 24 | $-0.55 | $0.63 | ||
| Q3 24 | $0.46 | $0.71 | ||
| Q2 24 | $0.04 | $0.77 | ||
| Q1 24 | $-0.11 | $0.71 |
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 | $624.1M |
| Total DebtLower is stronger | $665.5M | — |
| Stockholders' EquityBook value | $653.9M | $2.7B |
| Total Assets | $1.8B | $3.3B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $624.1M | ||
| Q3 25 | $69.2M | $618.7M | ||
| Q2 25 | $47.4M | $534.9M | ||
| Q1 25 | $65.4M | $536.1M | ||
| Q4 24 | $66.5M | $675.3M | ||
| Q3 24 | $61.3M | $764.5M | ||
| Q2 24 | $46.8M | $666.0M | ||
| Q1 24 | $73.1M | $622.7M |
| 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 24 | $535.7M | — |
| Q4 25 | — | $2.7B | ||
| Q3 25 | $653.9M | $2.6B | ||
| Q2 25 | $649.4M | $2.5B | ||
| Q1 25 | $636.7M | $2.5B | ||
| Q4 24 | $640.5M | $2.6B | ||
| Q3 24 | $680.8M | $2.5B | ||
| Q2 24 | $653.3M | $2.4B | ||
| Q1 24 | $654.7M | $2.3B |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | $1.8B | $3.0B | ||
| Q1 25 | $1.8B | $3.0B | ||
| Q4 24 | $1.7B | $3.1B | ||
| Q3 24 | $1.8B | $3.0B | ||
| Q2 24 | $1.6B | $2.9B | ||
| Q1 24 | $1.5B | $2.8B |
| 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× | — | ||
| Q1 24 | 0.82× | — |
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 | $196.3M |
| Free Cash FlowOCF − Capex | $32.9M | $184.3M |
| FCF MarginFCF / Revenue | 6.3% | 31.1% |
| Capex IntensityCapex / Revenue | 1.1% | 2.0% |
| Cash ConversionOCF / Net Profit | 5.95× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $196.3M | ||
| Q3 25 | $38.4M | $179.2M | ||
| Q2 25 | $33.3M | $182.7M | ||
| Q1 25 | $-4.8M | $125.4M | ||
| Q4 24 | $45.7M | $185.2M | ||
| Q3 24 | $-17.3M | $178.6M | ||
| Q2 24 | $21.4M | $139.0M | ||
| Q1 24 | $6.6M | $118.9M |
| Q4 25 | — | $184.3M | ||
| Q3 25 | $32.9M | $175.7M | ||
| Q2 25 | $28.7M | $163.1M | ||
| Q1 25 | $-10.4M | $114.8M | ||
| Q4 24 | $41.1M | $171.3M | ||
| Q3 24 | $-20.5M | $159.2M | ||
| Q2 24 | $18.0M | $102.7M | ||
| Q1 24 | $4.2M | $81.7M |
| Q4 25 | — | 31.1% | ||
| Q3 25 | 6.3% | 32.3% | ||
| Q2 25 | 5.7% | 28.5% | ||
| Q1 25 | -2.2% | 21.7% | ||
| Q4 24 | 8.6% | 31.2% | ||
| Q3 24 | -4.4% | 30.7% | ||
| Q2 24 | 4.1% | 18.6% | ||
| Q1 24 | 1.0% | 16.6% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 1.2% | 2.0% | ||
| Q4 24 | 1.0% | 2.5% | ||
| Q3 24 | 0.7% | 3.7% | ||
| Q2 24 | 0.8% | 6.6% | ||
| Q1 24 | 0.6% | 7.6% |
| Q4 25 | — | 1.48× | ||
| Q3 25 | 5.95× | 1.30× | ||
| Q2 25 | 6.66× | 1.43× | ||
| Q1 25 | -1.46× | 1.01× | ||
| Q4 24 | — | 1.70× | ||
| Q3 24 | -0.79× | 1.46× | ||
| Q2 24 | 11.28× | 1.05× | ||
| Q1 24 | — | 0.97× |
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% |
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
