DXP Enterprises, Inc. (DXPE)
NASDAQIndustrialsIndustrial - DistributionSnapshot 2026-10-29
$176.29+5.13%
Close 2026-10-29 · 1-day change
NASDAQIndustrialsIndustrial - DistributionSnapshot 2026-10-29
Research Workspace
Put DXPE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Trading Companies & Distributors: fringe margins under pressure (4q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Improve operating income by at least 5%: Comparison needs review.
View ThesisRevenue growth is slowing — up about 11% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 31% growth a year, above the roughly 12% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 30% in its worst 12-month stretch.
View RiskDXP Enterprises’ growth case rests on sustaining strong operating performance as revenue growth accelerated to 15.6% year over year. Q2 FY2026 non-GAAP earnings beat consensus by 10.7%, following a Q1 revenue increase of 9.5%. DXPE trades at 29× P/E versus a 23× peer median, near its own 31× history. The market is pricing in more growth than forecast, leaving that peer premium dependent on durable growth. A 26% next-quarter miss probability adds risk; the primary operating-income pillar comparison needs review. Peer multiples imply a price about 25% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. DXPE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering DXPE (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare DXPE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DXPE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Trading Companies & Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put DXPE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain strong cash flow and improve free cash flow
A $150 million buyback signals capital-return capacity and supports cash-flow and capital-allocation objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain strong cash flow and improve free cash flow
A substantial authorized buyback supports capital allocation, though repurchases alone do not establish improved cash flow.
