DSGR
Distribution Solutions Group, Inc.
Industrial - Distribution
Market Cap$1.29B
5Y Perf.+79.5%
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Stock Comparison
DSGR vs HON
Revenue, margins, valuation, and 5-year total return — side by side.
HON
Honeywell International Inc.
Conglomerates
Market Cap$137.39B
5Y Perf.+48.7%
DSGR vs HON — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | DSGR | HON |
|---|---|---|
| Industry | Industrial - Distribution | Conglomerates |
| Market Cap | $1.29B | $137.39B |
| Revenue (TTM) | $2.00B | $36.76B |
| Net Income (TTM) | $5M | $4.10B |
| Gross Margin | 31.4% | 36.9% |
| Operating Margin | 4.0% | 14.9% |
| Forward P/E | 27.2x | 20.6x |
| Total Debt | $819M | $34.58B |
| Cash & Equiv. | $62M | $12.49B |
DSGR vs HON — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
DSGR
HON
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Distribution Soluti… (DSGR) | 100 | 179.5 | +79.5% |
| Honeywell Internati… (HON) | 100 | 148.7 | +48.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DSGR vs HON
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: HON leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Distribution Solutions Group, Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
DSGR
Distribution Solutions Group, Inc.
The Growth Play
DSGR is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 9.8%, EPS growth 212.5%, 3Y rev CAGR 19.8%
- 196.5% 10Y total return vs HON's 134.6%
- Lower volatility, beta 1.49, current ratio 2.56x
Best for: growth exposure and long-term compounding
HON
Honeywell International Inc.
The Income Pick
HON carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 15 yrs, beta 0.74, yield 2.1%
- Beta 0.74, yield 2.1%, current ratio 1.32x
- Lower P/E (20.6x vs 27.2x)
Best for: income & stability and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | DSGR | 9.8% revenue growth vs HON's 7.8% |
| Value | HON | Lower P/E (20.6x vs 27.2x) |
| Quality / Margins | HON | 11.2% margin vs DSGR's 0.3% |
| Stability / Safety | HON | Beta 0.74 vs DSGR's 1.49 |
| Dividends | HON | 2.1% yield; 15-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | DSGR | +15.3% vs HON's +5.5% |
| Efficiency (ROA) | HON | 5.3% ROA vs DSGR's 0.3%, ROIC 12.6% vs 4.7% |
DSGR vs HON — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
DSGR vs HON — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLHONLAGGINGDSGR
DSGRDistribution Solution…
0leads
HONHoneywell Internation…
5leads
6 Total Categories
CATEGORYLEADERvs DSGRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
HON5/6
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
HON5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
HON4/6
Risk & VolatilityBeta, volatility, and downside exposure
HON2/2
Analyst OutlookRatings, price targets, and dividends
HON1/1
Income & Cash Flow (Last 12 Months)
HON leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HON is the larger business by revenue, generating $36.8B annually — 18.4x DSGR's $2.0B. HON is the more profitable business, keeping 11.2% of every revenue dollar as net income compared to DSGR's 0.3%. On growth, DSGR holds the edge at +3.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | DSGRDistribution Solu… | HONHoneywell Interna… |
|---|---|---|
| RevenueTrailing 12 months | $2.0B | $36.8B |
| EBITDAEarnings before interest/tax | $140M | $6.5B |
| Net IncomeAfter-tax profit | $5M | $4.1B |
| Free Cash FlowCash after capex | $33M | $4.2B |
| Gross MarginGross profit ÷ Revenue | +31.4% | +36.9% |
| Operating MarginEBIT ÷ Revenue | +4.0% | +14.9% |
| Net MarginNet income ÷ Revenue | +0.3% | +11.2% |
| FCF MarginFCF ÷ Revenue | +1.6% | +11.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.8% | -6.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -85.5% | -41.9% |
HON leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
Evenly matched — DSGR and HON each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 29.5x trailing earnings, HON trades at a 81% valuation discount to DSGR's 154.8x P/E. On an enterprise value basis, DSGR's 12.1x EV/EBITDA is more attractive than HON's 20.0x.
| Metric | DSGRDistribution Solu… | HONHoneywell Interna… |
|---|---|---|
| Market CapShares × price | $1.3B | $137.4B |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $159.5B |
| Trailing P/EPrice ÷ TTM EPS | 154.83x | 29.46x |
| Forward P/EPrice ÷ next-FY EPS est. | 27.24x | 20.60x |
| PEG RatioP/E ÷ EPS growth rate | — | 16.04x |
| EV / EBITDAEnterprise value multiple | 12.13x | 20.05x |
| Price / SalesMarket cap ÷ Revenue | 0.65x | 3.67x |
| Price / BookPrice ÷ Book value/share | 2.02x | 9.03x |
| Price / FCFMarket cap ÷ FCF | 29.69x | 25.48x |
Evenly matched — DSGR and HON each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
HON leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
HON delivers a 23.1% return on equity — every $100 of shareholder capital generates $23 in annual profit, vs $1 for DSGR. DSGR carries lower financial leverage with a 1.26x debt-to-equity ratio, signaling a more conservative balance sheet compared to HON's 2.24x. On the Piotroski fundamental quality scale (0–9), DSGR scores 7/9 vs HON's 6/9, reflecting strong financial health.
| Metric | DSGRDistribution Solu… | HONHoneywell Interna… |
|---|---|---|
| ROE (TTM)Return on equity | +0.8% | +23.1% |
| ROA (TTM)Return on assets | +0.3% | +5.3% |
| ROICReturn on invested capital | +4.7% | +12.6% |
| ROCEReturn on capital employed | +6.0% | +12.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 1.26x | 2.24x |
| Net DebtTotal debt minus cash | $757M | $22.1B |
| Cash & Equiv.Liquid assets | $62M | $12.5B |
| Total DebtShort + long-term debt | $819M | $34.6B |
| Interest CoverageEBIT ÷ Interest expense | 2.24x | 3.92x |
HON leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
HON leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in HON five years ago would be worth $10,364 today (with dividends reinvested), compared to $10,080 for DSGR. Over the past 12 months, DSGR leads with a +15.3% total return vs HON's +5.5%. The 3-year compound annual growth rate (CAGR) favors HON at 5.2% vs DSGR's 5.2% — a key indicator of consistent wealth creation.
| Metric | DSGRDistribution Solu… | HONHoneywell Interna… |
|---|---|---|
| YTD ReturnYear-to-date | -0.6% | +11.3% |
| 1-Year ReturnPast 12 months | +15.3% | +5.5% |
| 3-Year ReturnCumulative with dividends | +16.6% | +16.6% |
| 5-Year ReturnCumulative with dividends | +0.8% | +3.6% |
| 10-Year ReturnCumulative with dividends | +196.5% | +134.6% |
| CAGR (3Y)Annualised 3-year return | +5.2% | +5.2% |
HON leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
HON leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
HON is the less volatile stock with a 0.74 beta — it tends to amplify market swings less than DSGR's 1.49 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HON currently trades 87.4% from its 52-week high vs DSGR's 82.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | DSGRDistribution Solu… | HONHoneywell Interna… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.49x | 0.74x |
| 52-Week HighHighest price in past year | $33.80 | $248.18 |
| 52-Week LowLowest price in past year | $19.02 | $186.76 |
| % of 52W HighCurrent price vs 52-week peak | +82.5% | +87.4% |
| RSI (14)Momentum oscillator 0–100 | 59.5 | 32.3 |
| Avg Volume (50D)Average daily shares traded | 155K | 3.7M |
HON leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
HON leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates DSGR as "Buy" and HON as "Buy". Consensus price targets imply 47.1% upside for DSGR (target: $41) vs 12.5% for HON (target: $244). HON is the only dividend payer here at 2.14% yield — a key consideration for income-focused portfolios.
| Metric | DSGRDistribution Solu… | HONHoneywell Interna… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $41.00 | $243.83 |
| # AnalystsCovering analysts | 3 | 28 |
| Dividend YieldAnnual dividend ÷ price | — | +2.1% |
| Dividend StreakConsecutive years of raises | 0 | 15 |
| Dividend / ShareAnnual DPS | — | $4.63 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.9% | +2.8% |
HON leads this category, winning 1 of 1 comparable metric.
Key Takeaway
HON leads in 5 of 6 categories — strongest in Income & Cash Flow and Profitability & Efficiency. 1 category is tied.
Best OverallHoneywell International Inc. (HON)Leads 5 of 6 categories
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DSGR vs HON: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is DSGR or HON a better buy right now?
For growth investors, Distribution Solutions Group, Inc.
(DSGR) is the stronger pick with 9. 8% revenue growth year-over-year, versus 7. 8% for Honeywell International Inc. (HON). Honeywell International Inc. (HON) offers the better valuation at 29. 5x trailing P/E (20. 6x forward), making it the more compelling value choice. Analysts rate Distribution Solutions Group, Inc. (DSGR) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — DSGR or HON?
On trailing P/E, Honeywell International Inc.
(HON) is the cheapest at 29. 5x versus Distribution Solutions Group, Inc. at 154. 8x. On forward P/E, Honeywell International Inc. is actually cheaper at 20. 6x.
03Which is the better long-term investment — DSGR or HON?
Over the past 5 years, Honeywell International Inc.
(HON) delivered a total return of +3. 6%, compared to +0. 8% for Distribution Solutions Group, Inc. (DSGR). Over 10 years, the gap is even starker: DSGR returned +196. 5% versus HON's +134. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DSGR or HON?
By beta (market sensitivity over 5 years), Honeywell International Inc.
(HON) is the lower-risk stock at 0. 74β versus Distribution Solutions Group, Inc. 's 1. 49β — meaning DSGR is approximately 102% more volatile than HON relative to the S&P 500. On balance sheet safety, Distribution Solutions Group, Inc. (DSGR) carries a lower debt/equity ratio of 126% versus 2% for Honeywell International Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — DSGR or HON?
By revenue growth (latest reported year), Distribution Solutions Group, Inc.
(DSGR) is pulling ahead at 9. 8% versus 7. 8% for Honeywell International Inc. (HON). On earnings-per-share growth, the picture is similar: Distribution Solutions Group, Inc. grew EPS 212. 5% year-over-year, compared to -15. 5% for Honeywell International Inc.. Over a 3-year CAGR, DSGR leads at 19. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — DSGR or HON?
Honeywell International Inc.
(HON) is the more profitable company, earning 12. 6% net margin versus 0. 4% for Distribution Solutions Group, Inc. — meaning it keeps 12. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HON leads at 17. 5% versus 4. 4% for DSGR. At the gross margin level — before operating expenses — HON leads at 36. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is DSGR or HON more undervalued right now?
On forward earnings alone, Honeywell International Inc.
(HON) trades at 20. 6x forward P/E versus 27. 2x for Distribution Solutions Group, Inc. — 6. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DSGR: 47. 1% to $41. 00.
08Which pays a better dividend — DSGR or HON?
In this comparison, HON (2.
1% yield) pays a dividend. DSGR does not pay a meaningful dividend and should not be held primarily for income.
09Is DSGR or HON better for a retirement portfolio?
For long-horizon retirement investors, Honeywell International Inc.
(HON) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 74), 2. 1% yield, +134. 6% 10Y return). Both have compounded well over 10 years (HON: +134. 6%, DSGR: +196. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between DSGR and HON?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
HON pays a dividend while DSGR does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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%
(DSGR: 3.8% · HON: -6.9%)P/E Ratio<
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