DXP Enterprises, Inc. (DXPE) vs Global Industrial Company (GIC)

DXP Enterprises, Inc. and Global Industrial Company are both Industrial Distribution companies. DXP Enterprises, Inc. is the larger, with a market value of $3.0B against $1.6B — 1.9× the size. Global Industrial Company trades at the lower P/E: 18.5× against 32.2×. DXP Enterprises, Inc. grew revenue faster over the last twelve months: 11.5% against 8.43%. Global Industrial Company has the higher net margin (6.06% vs 4.35%) and the higher return on invested capital (28.3% vs 10.2%). Across the 22 metrics below, Global Industrial Company leads on 17 and DXP Enterprises, Inc. on 5.

Valuation

Metric DXPE GIC Industrial Distribution median
P/E 32.18 18.53 28.81
P/S 1.39 1.10 1.10
P/B 5.51 4.63 3.59
Price to free cash flow 24.98 18.16 22.50
EV/EBITDA 15.13 12.92 15.13
EV/Sales 1.68 1.11 1.31
Earnings yield 3.11% 5.40% 3.16%
Free cash flow yield 4.00% 5.51% 3.85%

Profitability

Metric DXPE GIC Industrial Distribution median
Gross margin 31.76% 36.37% 30.34%
Operating margin 8.80% 8.06% 8.06%
Net margin 4.35% 6.06% 4.95%
Free cash flow margin 5.57% 6.08% 4.67%
Return on equity 18.45% 26.89% 14.29%
Return on assets 5.85% 14.34% 5.30%
Return on invested capital 10.22% 28.27% 8.13%

Growth

Metric DXPE GIC Industrial Distribution median
Revenue growth (TTM) 11.47% 8.43% 7.80%
EPS growth (last fiscal year) 27.25% 17.09% —
Revenue growth, 5-year CAGR 14.94% 6.03% 9.01%
Net income growth, 5-year CAGR 0.00% 1.97% 0.99%

Health

Metric DXPE GIC Industrial Distribution median
Debt to equity 1.55 0.00 0.53
Current ratio 2.99 2.24 2.47
Net debt to EBITDA 2.45 (0.64) 1.17

Dividend

Metric DXPE GIC Industrial Distribution median
Dividend yield — 1.81% 1.54%
Payout ratio 0.00 0.42 0.00

Size

Metric DXPE GIC Industrial Distribution median
Market cap 3.00b 1.57b 5.60b

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