COMPARE · Reviewed August 3, 2026
DXPE vs WSO
Verdict: Side-by-side breakdown using the Bull Rankings model. DXPE scored 69.3, WSO scored 58.6 — DXPE leads.
Compare another set
DXPE
DXP Enterprises, Inc.
69.3
$171.70 · $2.7B
fundamentals as of
Score gap
10.7
DXPE leads
WSO
Watsco, Inc.
58.6
$333.36 · $13.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
DXPE
stronger →← stronger
WSO
58
Qualityreturns · margins · balance sheet
85
86
Growthrevenue & earnings expansion
50
67
Valuevaluation vs sector peers
47
DXPE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DXPE
WSO
$97mC-
FCF
$694mC+
+10.5%B
Rev
-4.5%D+
1.76C
D/E
0.15A-
32.2xB
P/E
29.7xB
0.55A-
PEG
1.35B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DXPE
WSO
24% above
Price vs fair valuelower is cheaper
18% above
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-37%
1-yr DCF upside
-23%
-19%
5-yr DCF upside
-15%
+15%
10-yr DCF upside
-3%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DXPE
No notable signals flagged.
WSO
Why this score
- Raising its dividend
- Durable high returns
- Revenue shrinking
The companies
DXPEDXP Enterprises, Inc.
Why now
Industrial Distribution · market cap $2.7b. 7% off the 52-week high of $183.91. Revenue growing +10%, comfortably above the S&P median. PEG 0.55 — paying under fair value for the growth rate.
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
WSOWatsco, Inc.
Why now
Industrial Distribution · market cap $13.7b. Down 27% from 52-week high of $459.00 — deep drawdown territory. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $382.20 (implying +15% upside).
Moat
ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 118% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Dividend payout 110% of earnings on a 4.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.