Added to YB: 2026-03-26
Pitch date: 2026-03-24
DSGR [bullish]
Distribution Solutions Group, Inc.
-0.11%
current return
Author Info
No bio for this author
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
$26.53
Price Target
30.00 (+13%)
Dividend
N/A
EV/EBITDA
10.35
P/E
144.07
EV/Sales
0.99
Sector
Trading Companies and Distributors
Category
special_situation
Distribution Solutions Group, Inc. - $DSGR
DSGR: LKCM (80% owner) bids $29.50/share to take private, 53% premium to post-earnings crash price but ~2% vs unaffected ~$29. Suspicious Q4 miss w/ 150bps 'one-offs' (bad debt, hiring costs) preceded bid. $263M needed for minority buyout, $394M undrawn on recently upsized revolver. Small 5.3M float limits competition. Structural quality: specialty MRO/OEM distributor, 220K customers, VMI model, roll-up strategy. Risk: controlled co if deal breaks; upside: likely bump to avoid litigation.
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