Professional
Added to YB: 2026-01-16
Pitch date: 2026-01-02
DSGR [neutral]
Distribution Solutions Group, Inc.
-4.04%
current return
Author Info
Night Watch Investment Management is an alternative asset manager focused on global equities, selected based on our in-depth proprietary research. Our investment style is best described as value plus catalyst. Visit their website.
Company Info
Distribution Solutions Group, Inc., a specialty distribution company, provides value-added distribution solutions to the maintenance, repair and operations (MRO), original equipment manufacturer, and industrial technology markets.
Market Cap
$1.2B
Pitch Price
$28.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.35
P/E
144.07
EV/Sales
0.99
Sector
Trading Companies and Distributors
Category
growth
Night Watch Investment Management Portfolio Holding: Distribution Solutions Group, Inc.
DSGR (holding update): Specialty distributor saw organic growth accelerate to 6% despite US industrial contraction. Management's 2-year business optimization efforts should show results when industrial activity normalizes. Stock down despite in-line performance vs expectations.
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