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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Rithm Capital Corp. is the larger business by last-quarter revenue ($828.2M vs $518.0M, roughly 1.6× Distribution Solutions Group, Inc.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 1.2%, a 12.0% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs -40.0%). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs -17.9%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
DSGR vs RITM — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $828.2M |
| Net Profit | $6.5M | $109.5M |
| Gross Margin | 32.9% | — |
| Operating Margin | 4.6% | — |
| Net Margin | 1.2% | 13.2% |
| Revenue YoY | 10.7% | -40.0% |
| Net Profit YoY | -70.6% | 20.9% |
| EPS (diluted) | $0.14 | $0.12 |
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 | — | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $518.0M | $1.1B | ||
| Q2 25 | $502.4M | $1.2B | ||
| Q1 25 | $478.0M | $768.4M | ||
| Q4 24 | $480.5M | $2.1B | ||
| Q3 24 | $468.0M | $619.5M | ||
| Q2 24 | $439.5M | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $6.5M | $221.5M | ||
| Q2 25 | $5.0M | $311.7M | ||
| Q1 25 | $3.3M | $78.8M | ||
| Q4 24 | $-25.9M | $290.2M | ||
| Q3 24 | $21.9M | $121.7M | ||
| Q2 24 | $1.9M | $235.6M |
| 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 | — | — | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 4.6% | 21.4% | ||
| Q2 25 | 5.3% | 25.2% | ||
| Q1 25 | 4.2% | 7.4% | ||
| Q4 24 | 4.2% | 23.8% | ||
| Q3 24 | 4.0% | 7.3% | ||
| Q2 24 | 3.2% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 1.2% | 20.0% | ||
| Q2 25 | 1.0% | 25.6% | ||
| Q1 25 | 0.7% | 10.3% | ||
| Q4 24 | -5.4% | 14.0% | ||
| Q3 24 | 4.7% | 19.7% | ||
| Q2 24 | 0.4% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $0.14 | $0.35 | ||
| Q2 25 | $0.11 | $0.53 | ||
| Q1 25 | $0.07 | $0.07 | ||
| Q4 24 | $-0.55 | $0.50 | ||
| Q3 24 | $0.46 | $0.20 | ||
| Q2 24 | $0.04 | $0.43 |
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 | — |
| Total DebtLower is stronger | $665.5M | — |
| Stockholders' EquityBook value | $653.9M | $9.1B |
| Total Assets | $1.8B | $53.4B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $69.2M | $1.6B | ||
| Q2 25 | $47.4M | $1.6B | ||
| Q1 25 | $65.4M | $1.5B | ||
| Q4 24 | $66.5M | $1.5B | ||
| Q3 24 | $61.3M | $1.6B | ||
| Q2 24 | $46.8M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | $665.5M | $32.2B | ||
| Q2 25 | $675.0M | $31.2B | ||
| Q1 25 | $712.4M | $32.2B | ||
| Q4 24 | $693.9M | $32.6B | ||
| Q3 24 | $704.1M | $29.6B | ||
| Q2 24 | $573.7M | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $653.9M | $8.5B | ||
| Q2 25 | $649.4M | $7.9B | ||
| Q1 25 | $636.7M | $7.8B | ||
| Q4 24 | $640.5M | $7.8B | ||
| Q3 24 | $680.8M | $7.7B | ||
| Q2 24 | $653.3M | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $1.8B | $47.2B | ||
| Q2 25 | $1.8B | $44.3B | ||
| Q1 25 | $1.8B | $45.3B | ||
| Q4 24 | $1.7B | $46.0B | ||
| Q3 24 | $1.8B | $42.3B | ||
| Q2 24 | $1.6B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | 1.02× | 3.79× | ||
| Q2 25 | 1.04× | 3.92× | ||
| Q1 25 | 1.12× | 4.14× | ||
| Q4 24 | 1.08× | 4.18× | ||
| Q3 24 | 1.03× | 3.87× | ||
| Q2 24 | 0.88× | 4.10× |
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 | — | $-114.6M | ||
| Q3 25 | $38.4M | $-2.0B | ||
| Q2 25 | $33.3M | $-557.1M | ||
| Q1 25 | $-4.8M | $1.4B | ||
| Q4 24 | $45.7M | $-1.8B | ||
| Q3 24 | $-17.3M | $768.1M | ||
| Q2 24 | $21.4M | $-55.7M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 5.95× | -9.22× | ||
| Q2 25 | 6.66× | -1.79× | ||
| Q1 25 | -1.46× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | -0.79× | 6.31× | ||
| Q2 24 | 11.28× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
