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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and Gaming & Leisure Properties, Inc. (GLPI). 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 $420.0M, roughly 1.2× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 1.2%, a 55.8% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs 6.3%). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs 5.0%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
DSGR vs GLPI — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $420.0M |
| Net Profit | $6.5M | $239.4M |
| Gross Margin | 32.9% | — |
| Operating Margin | 4.6% | 79.4% |
| Net Margin | 1.2% | 57.0% |
| Revenue YoY | 10.7% | 6.3% |
| Net Profit YoY | -70.6% | 40.5% |
| EPS (diluted) | $0.14 | — |
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 | — | $420.0M | ||
| Q4 25 | — | $407.0M | ||
| Q3 25 | $518.0M | $397.6M | ||
| Q2 25 | $502.4M | $394.9M | ||
| Q1 25 | $478.0M | $395.2M | ||
| Q4 24 | $480.5M | $389.6M | ||
| Q3 24 | $468.0M | $385.3M | ||
| Q2 24 | $439.5M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $275.4M | ||
| Q3 25 | $6.5M | $241.2M | ||
| Q2 25 | $5.0M | $151.4M | ||
| Q1 25 | $3.3M | $165.2M | ||
| Q4 24 | $-25.9M | $223.6M | ||
| Q3 24 | $21.9M | $184.7M | ||
| Q2 24 | $1.9M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 32.9% | — | ||
| Q2 25 | 33.9% | — | ||
| Q1 25 | 34.3% | — | ||
| Q4 24 | 33.3% | — | ||
| Q3 24 | 33.9% | — | ||
| Q2 24 | 34.5% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | 4.6% | 84.8% | ||
| Q2 25 | 5.3% | 61.3% | ||
| Q1 25 | 4.2% | 65.5% | ||
| Q4 24 | 4.2% | 79.1% | ||
| Q3 24 | 4.0% | 70.4% | ||
| Q2 24 | 3.2% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | 1.2% | 60.7% | ||
| Q2 25 | 1.0% | 38.4% | ||
| Q1 25 | 0.7% | 41.8% | ||
| Q4 24 | -5.4% | 57.4% | ||
| Q3 24 | 4.7% | 47.9% | ||
| Q2 24 | 0.4% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | $0.14 | $0.85 | ||
| Q2 25 | $0.11 | $0.54 | ||
| Q1 25 | $0.07 | $0.60 | ||
| Q4 24 | $-0.55 | $0.79 | ||
| Q3 24 | $0.46 | $0.67 | ||
| Q2 24 | $0.04 | $0.77 |
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 | $274.5M |
| Total DebtLower is stronger | $665.5M | — |
| Stockholders' EquityBook value | $653.9M | $5.0B |
| Total Assets | $1.8B | $13.8B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | $69.2M | — | ||
| Q2 25 | $47.4M | — | ||
| Q1 25 | $65.4M | — | ||
| Q4 24 | $66.5M | $560.8M | ||
| Q3 24 | $61.3M | $560.8M | ||
| Q2 24 | $46.8M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | $665.5M | $7.2B | ||
| Q2 25 | $675.0M | $6.9B | ||
| Q1 25 | $712.4M | $6.9B | ||
| Q4 24 | $693.9M | $7.7B | ||
| Q3 24 | $704.1M | $7.4B | ||
| Q2 24 | $573.7M | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | $653.9M | $4.6B | ||
| Q2 25 | $649.4M | $4.6B | ||
| Q1 25 | $636.7M | $4.2B | ||
| Q4 24 | $640.5M | $4.3B | ||
| Q3 24 | $680.8M | $4.3B | ||
| Q2 24 | $653.3M | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | — | $12.9B | ||
| Q3 25 | $1.8B | $12.8B | ||
| Q2 25 | $1.8B | $12.5B | ||
| Q1 25 | $1.8B | $12.1B | ||
| Q4 24 | $1.7B | $13.1B | ||
| Q3 24 | $1.8B | $12.7B | ||
| Q2 24 | $1.6B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | 1.02× | 1.57× | ||
| Q2 25 | 1.04× | 1.51× | ||
| Q1 25 | 1.12× | 1.63× | ||
| Q4 24 | 1.08× | 1.81× | ||
| Q3 24 | 1.03× | 1.74× | ||
| Q2 24 | 0.88× | 1.60× |
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 | — |
| FCF MarginFCF / Revenue | 6.3% | — |
| Capex IntensityCapex / Revenue | 1.1% | — |
| Cash ConversionOCF / Net Profit | 5.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $38.4M | $240.3M | ||
| Q2 25 | $33.3M | $293.4M | ||
| Q1 25 | $-4.8M | $252.5M | ||
| Q4 24 | $45.7M | $1.1B | ||
| Q3 24 | $-17.3M | $270.4M | ||
| Q2 24 | $21.4M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $32.9M | $183.0M | ||
| Q2 25 | $28.7M | $272.3M | ||
| Q1 25 | $-10.4M | $239.6M | ||
| Q4 24 | $41.1M | $1.1B | ||
| Q3 24 | $-20.5M | $261.5M | ||
| Q2 24 | $18.0M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 6.3% | 46.0% | ||
| Q2 25 | 5.7% | 69.0% | ||
| Q1 25 | -2.2% | 60.6% | ||
| Q4 24 | 8.6% | 275.3% | ||
| Q3 24 | -4.4% | 67.9% | ||
| Q2 24 | 4.1% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.1% | 14.4% | ||
| Q2 25 | 0.9% | 5.3% | ||
| Q1 25 | 1.2% | 3.3% | ||
| Q4 24 | 1.0% | 0.0% | ||
| Q3 24 | 0.7% | 2.3% | ||
| Q2 24 | 0.8% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | 5.95× | 1.00× | ||
| Q2 25 | 6.66× | 1.94× | ||
| Q1 25 | -1.46× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | -0.79× | 1.46× | ||
| Q2 24 | 11.28× | 1.21× |
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% |
GLPI
Segment breakdown not available.
