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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and Zeta Global Holdings Corp. (ZETA). 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 $394.6M, roughly 1.3× Zeta Global Holdings Corp.). Zeta Global Holdings Corp. runs the higher net margin — 1.7% vs 1.2%, a 0.4% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 10.7%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $32.9M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 13.1%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
DSGR vs ZETA — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $394.6M |
| Net Profit | $6.5M | $6.5M |
| Gross Margin | 32.9% | 59.5% |
| Operating Margin | 4.6% | 4.5% |
| Net Margin | 1.2% | 1.7% |
| Revenue YoY | 10.7% | 25.4% |
| Net Profit YoY | -70.6% | -57.1% |
| EPS (diluted) | $0.14 | $0.04 |
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 | — | $394.6M | ||
| Q3 25 | $518.0M | $337.2M | ||
| Q2 25 | $502.4M | $308.4M | ||
| Q1 25 | $478.0M | $264.4M | ||
| Q4 24 | $480.5M | $314.7M | ||
| Q3 24 | $468.0M | $268.3M | ||
| Q2 24 | $439.5M | $227.8M | ||
| Q1 24 | $416.1M | $194.9M |
| Q4 25 | — | $6.5M | ||
| Q3 25 | $6.5M | $-3.6M | ||
| Q2 25 | $5.0M | $-12.8M | ||
| Q1 25 | $3.3M | $-21.6M | ||
| Q4 24 | $-25.9M | $15.2M | ||
| Q3 24 | $21.9M | $-17.4M | ||
| Q2 24 | $1.9M | $-28.1M | ||
| Q1 24 | $-5.2M | $-39.6M |
| Q4 25 | — | 59.5% | ||
| Q3 25 | 32.9% | 60.5% | ||
| Q2 25 | 33.9% | 62.1% | ||
| Q1 25 | 34.3% | 60.9% | ||
| Q4 24 | 33.3% | 60.0% | ||
| Q3 24 | 33.9% | 60.6% | ||
| Q2 24 | 34.5% | 60.0% | ||
| Q1 24 | 34.5% | 60.6% |
| Q4 25 | — | 4.5% | ||
| Q3 25 | 4.6% | 2.6% | ||
| Q2 25 | 5.3% | -1.7% | ||
| Q1 25 | 4.2% | -6.1% | ||
| Q4 24 | 4.2% | 2.2% | ||
| Q3 24 | 4.0% | -4.6% | ||
| Q2 24 | 3.2% | -11.7% | ||
| Q1 24 | 0.7% | -18.4% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | 1.2% | -1.1% | ||
| Q2 25 | 1.0% | -4.2% | ||
| Q1 25 | 0.7% | -8.2% | ||
| Q4 24 | -5.4% | 4.8% | ||
| Q3 24 | 4.7% | -6.5% | ||
| Q2 24 | 0.4% | -12.3% | ||
| Q1 24 | -1.3% | -20.3% |
| Q4 25 | — | $0.04 | ||
| Q3 25 | $0.14 | $-0.02 | ||
| Q2 25 | $0.11 | $-0.06 | ||
| Q1 25 | $0.07 | $-0.10 | ||
| Q4 24 | $-0.55 | $0.10 | ||
| Q3 24 | $0.46 | $-0.09 | ||
| Q2 24 | $0.04 | $-0.16 | ||
| Q1 24 | $-0.11 | $-0.23 |
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 | $319.8M |
| Total DebtLower is stronger | $665.5M | $197.1M |
| Stockholders' EquityBook value | $653.9M | $804.6M |
| Total Assets | $1.8B | $1.5B |
| Debt / EquityLower = less leverage | 1.02× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $319.8M | ||
| Q3 25 | $69.2M | $385.2M | ||
| Q2 25 | $47.4M | $365.3M | ||
| Q1 25 | $65.4M | $364.4M | ||
| Q4 24 | $66.5M | $366.2M | ||
| Q3 24 | $61.3M | $418.5M | ||
| Q2 24 | $46.8M | $154.7M | ||
| Q1 24 | $73.1M | $141.6M |
| Q4 25 | — | $197.1M | ||
| Q3 25 | $665.5M | $196.9M | ||
| Q2 25 | $675.0M | $196.7M | ||
| Q1 25 | $712.4M | $196.5M | ||
| Q4 24 | $693.9M | $196.3M | ||
| Q3 24 | $704.1M | $196.1M | ||
| Q2 24 | $573.7M | $184.4M | ||
| Q1 24 | $535.7M | $184.2M |
| Q4 25 | — | $804.6M | ||
| Q3 25 | $653.9M | $689.2M | ||
| Q2 25 | $649.4M | $673.3M | ||
| Q1 25 | $636.7M | $676.6M | ||
| Q4 24 | $640.5M | $676.8M | ||
| Q3 24 | $680.8M | $474.9M | ||
| Q2 24 | $653.3M | $217.0M | ||
| Q1 24 | $654.7M | $191.6M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.8B | $869.1M | ||
| Q2 24 | $1.6B | $583.9M | ||
| Q1 24 | $1.5B | $550.3M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | 1.02× | 0.29× | ||
| Q2 25 | 1.04× | 0.29× | ||
| Q1 25 | 1.12× | 0.29× | ||
| Q4 24 | 1.08× | 0.29× | ||
| Q3 24 | 1.03× | 0.41× | ||
| Q2 24 | 0.88× | 0.85× | ||
| Q1 24 | 0.82× | 0.96× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $32.9M | $60.9M |
| FCF MarginFCF / Revenue | 6.3% | 15.4% |
| Capex IntensityCapex / Revenue | 1.1% | 0.8% |
| Cash ConversionOCF / Net Profit | 5.95× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $64.1M | ||
| Q3 25 | $38.4M | $57.9M | ||
| Q2 25 | $33.3M | $42.0M | ||
| Q1 25 | $-4.8M | $34.8M | ||
| Q4 24 | $45.7M | $43.7M | ||
| Q3 24 | $-17.3M | $34.4M | ||
| Q2 24 | $21.4M | $31.1M | ||
| Q1 24 | $6.6M | $24.7M |
| Q4 25 | — | $60.9M | ||
| Q3 25 | $32.9M | $52.4M | ||
| Q2 25 | $28.7M | $39.7M | ||
| Q1 25 | $-10.4M | $32.1M | ||
| Q4 24 | $41.1M | $35.4M | ||
| Q3 24 | $-20.5M | $29.5M | ||
| Q2 24 | $18.0M | $24.4M | ||
| Q1 24 | $4.2M | $18.9M |
| Q4 25 | — | 15.4% | ||
| Q3 25 | 6.3% | 15.6% | ||
| Q2 25 | 5.7% | 12.9% | ||
| Q1 25 | -2.2% | 12.1% | ||
| Q4 24 | 8.6% | 11.3% | ||
| Q3 24 | -4.4% | 11.0% | ||
| Q2 24 | 4.1% | 10.7% | ||
| Q1 24 | 1.0% | 9.7% |
| Q4 25 | — | 0.8% | ||
| Q3 25 | 1.1% | 1.6% | ||
| Q2 25 | 0.9% | 0.8% | ||
| Q1 25 | 1.2% | 1.0% | ||
| Q4 24 | 1.0% | 2.6% | ||
| Q3 24 | 0.7% | 1.8% | ||
| Q2 24 | 0.8% | 3.0% | ||
| Q1 24 | 0.6% | 3.0% |
| Q4 25 | — | 9.81× | ||
| Q3 25 | 5.95× | — | ||
| Q2 25 | 6.66× | — | ||
| Q1 25 | -1.46× | — | ||
| Q4 24 | — | 2.87× | ||
| Q3 24 | -0.79× | — | ||
| Q2 24 | 11.28× | — | ||
| Q1 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% |
ZETA
Segment breakdown not available.
