DXP Enterprises (DXPE)
Market Price (2/16/2026): $148.55 | Market Cap: $2.3 BilSector: Industrials | Industry: Trading Companies & Distributors
DXP Enterprises (DXPE)
Market Price (2/16/2026): $148.55Market Cap: $2.3 BilSector: IndustrialsIndustry: Trading Companies & Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Automation & Robotics, Water Infrastructure, and US Energy Independence. Themes include Factory Automation, Show more. | Trading close to highsDist 52W High is -2.0%, Dist 3Y High is -2.0% | Key risksDXPE key risks include [1] high sensitivity to volatility in oil and gas industry expenditures and [2] challenges integrating the acquired businesses that are central to its growth strategy. |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Water Infrastructure, and US Energy Independence. Themes include Factory Automation, Show more. |
| Trading close to highsDist 52W High is -2.0%, Dist 3Y High is -2.0% |
| Key risksDXPE key risks include [1] high sensitivity to volatility in oil and gas industry expenditures and [2] challenges integrating the acquired businesses that are central to its growth strategy. |
Qualitative Assessment
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DXP Enterprises (DXPE) stock has gained about 25% since 10/31/2025 because of the following key factors:
1. Strategic Acquisitions to Drive Growth.
DXP Enterprises significantly expanded its market presence through several strategic acquisitions during this period. The company acquired Pump Solutions, Inc. in December 2025, which added approximately $36.8 million in sales and bolstered its water and wastewater platform, particularly in Texas. Subsequently, in January 2026, DXP announced the acquisitions of PREMIERflow, LLC, and Mid Atlantic Storage Systems Inc., which together contributed about $93.7 million in sales and $20.9 million in adjusted EBITDA for the eleven months ending November 30, 2025, further diversifying its end markets and enhancing its leading position in rotating equipment distribution. These acquisitions were consistent with DXP's growth strategy and were anticipated to be accretive to earnings, providing momentum for 2026.
2. Successful Debt Refinancing and Enhanced Financial Flexibility.
In December 2025, DXP Enterprises successfully refinanced its existing debt and raised an additional $205 million in Term Loan B borrowings, bringing the total to $848 million. This financial maneuver was projected to save an estimated $3.2 million annually in interest expenses, improve liquidity, and create greater flexibility to pursue further growth through acquisitions and strategic reinvestment. The company's management explicitly indicated that they looked forward to more acquisitions in 2026 as part of their scaling strategy.
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1. Strategic Acquisitions to Drive Growth.
DXP Enterprises significantly expanded its market presence through several strategic acquisitions during this period. The company acquired Pump Solutions, Inc. in December 2025, which added approximately $36.8 million in sales and bolstered its water and wastewater platform, particularly in Texas. Subsequently, in January 2026, DXP announced the acquisitions of PREMIERflow, LLC, and Mid Atlantic Storage Systems Inc., which together contributed about $93.7 million in sales and $20.9 million in adjusted EBITDA for the eleven months ending November 30, 2025, further diversifying its end markets and enhancing its leading position in rotating equipment distribution. These acquisitions were consistent with DXP's growth strategy and were anticipated to be accretive to earnings, providing momentum for 2026.
2. Successful Debt Refinancing and Enhanced Financial Flexibility.
In December 2025, DXP Enterprises successfully refinanced its existing debt and raised an additional $205 million in Term Loan B borrowings, bringing the total to $848 million. This financial maneuver was projected to save an estimated $3.2 million annually in interest expenses, improve liquidity, and create greater flexibility to pursue further growth through acquisitions and strategic reinvestment. The company's management explicitly indicated that they looked forward to more acquisitions in 2026 as part of their scaling strategy.
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Stock Movement Drivers
Fundamental Drivers
The 24.2% change in DXPE stock from 10/31/2025 to 2/15/2026 was primarily driven by a 23.3% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 119.65 | 148.55 | 24.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,919 | 1,960 | 2.1% |
| Net Income Margin (%) | 4.5% | 4.4% | -1.5% |
| P/E Multiple | 21.7 | 26.7 | 23.3% |
| Shares Outstanding (Mil) | 16 | 16 | 0.1% |
| Cumulative Contribution | 24.2% |
Market Drivers
10/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| DXPE | 24.2% | |
| Market (SPY) | -0.0% | 45.1% |
| Sector (XLI) | 12.3% | 48.7% |
Fundamental Drivers
The 31.2% change in DXPE stock from 7/31/2025 to 2/15/2026 was primarily driven by a 19.9% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 113.26 | 148.55 | 31.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,866 | 1,960 | 5.0% |
| Net Income Margin (%) | 4.3% | 4.4% | 4.1% |
| P/E Multiple | 22.3 | 26.7 | 19.9% |
| Shares Outstanding (Mil) | 16 | 16 | 0.1% |
| Cumulative Contribution | 31.2% |
Market Drivers
7/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| DXPE | 31.2% | |
| Market (SPY) | 8.2% | 46.2% |
| Sector (XLI) | 15.1% | 50.2% |
Fundamental Drivers
The 46.7% change in DXPE stock from 1/31/2025 to 2/15/2026 was primarily driven by a 18.7% change in the company's Net Income Margin (%).| (LTM values as of) | 1312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 101.29 | 148.55 | 46.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,738 | 1,960 | 12.8% |
| Net Income Margin (%) | 3.7% | 4.4% | 18.7% |
| P/E Multiple | 24.5 | 26.7 | 9.1% |
| Shares Outstanding (Mil) | 16 | 16 | 0.4% |
| Cumulative Contribution | 46.7% |
Market Drivers
1/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| DXPE | 46.7% | |
| Market (SPY) | 14.3% | 54.7% |
| Sector (XLI) | 27.2% | 57.0% |
Fundamental Drivers
The 390.3% change in DXPE stock from 1/31/2023 to 2/15/2026 was primarily driven by a 96.3% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 30.30 | 148.55 | 390.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,368 | 1,960 | 43.3% |
| Net Income Margin (%) | 3.1% | 4.4% | 45.3% |
| P/E Multiple | 13.6 | 26.7 | 96.3% |
| Shares Outstanding (Mil) | 19 | 16 | 20.0% |
| Cumulative Contribution | 390.3% |
Market Drivers
1/31/2023 to 2/15/2026| Return | Correlation | |
|---|---|---|
| DXPE | 390.3% | |
| Market (SPY) | 74.0% | 45.2% |
| Sector (XLI) | 78.5% | 50.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| DXPE Return | 15% | 7% | 22% | 145% | 33% | 30% | 541% |
| Peers Return | 45% | -13% | 50% | 12% | -6% | 8% | 116% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| DXPE Win Rate | 50% | 50% | 42% | 58% | 58% | 100% | |
| Peers Win Rate | 62% | 35% | 62% | 54% | 44% | 70% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| DXPE Max Drawdown | 0% | -13% | -14% | -8% | -13% | -5% | |
| Peers Max Drawdown | -3% | -31% | -7% | -9% | -20% | -3% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: WSO, UHAL, EQPT, FAST, URI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/13/2026 (YTD)
How Low Can It Go
| Event | DXPE | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -38.0% | -25.4% |
| % Gain to Breakeven | 61.3% | 34.1% |
| Time to Breakeven | 399 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -72.2% | -33.9% |
| % Gain to Breakeven | 259.9% | 51.3% |
| Time to Breakeven | 1,448 days | 148 days |
| 2018 Correction | ||
| % Loss | -43.0% | -19.8% |
| % Gain to Breakeven | 75.4% | 24.7% |
| Time to Breakeven | 1,907 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -74.2% | -56.8% |
| % Gain to Breakeven | 287.1% | 131.3% |
| Time to Breakeven | 1,031 days | 1,480 days |
Compare to WSO, UHAL, EQPT, FAST, URI
In The Past
DXP Enterprises's stock fell -38.0% during the 2022 Inflation Shock from a high on 11/8/2021. A -38.0% loss requires a 61.3% gain to breakeven.
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About DXP Enterprises (DXPE)
DXP Enterprises, Inc., together with its subsidiaries, engages in distributing maintenance, repair, and operating (MRO) products, equipment, and services to the energy and industrial customers primarily in the United States and Canada. It operates through three segments: Service Centers (SC), Supply Chain Services (SCS), and Innovative Pumping Solutions (IPS). The SC segment offers MRO products, equipment, and integrated services, including technical expertise and logistics services. It offers a range of MRO products in the rotating equipment, bearing, power transmission, hose, fluid power, metal working, fastener, industrial supply, safety products, and safety services categories. This segment serves customers in the oil and gas, food and beverage, petrochemical, transportation, other general industrial, mining, construction, chemical, municipal, agriculture, and pulp and paper industries. The SCS segment manages procurement and inventory management solutions; and offers outsourced MRO solutions for sourcing MRO products, including inventory optimization and management, store room management, transaction consolidation and control, vendor oversight and procurement cost optimization, productivity improvement, and customized reporting services. Its programs include SmartAgreement, a procurement solution for various MRO categories; SmartBuy, an on-site or centralized MRO procurement solution; SmartSource, an on-site procurement and storeroom management solution; SmartStore, an e-Catalog solution; SmartVend, an industrial dispensing solution; and SmartServ, an integrated service pump solution. The IPS segment fabricates and assembles custom-made pump packages, remanufactures pumps, and manufactures branded private label pumps. The company was founded in 1908 and is based in Houston, Texas.
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Analogies for DXP Enterprises (DXPE):- A smaller, more specialized W.W. Grainger, providing industrial maintenance, repair, and operational (MRO) products and services.
- Think of them as an 'Amazon for factories and industrial plants' that also provides specialized equipment maintenance and supply chain solutions.
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- MRO Products Distribution: Distributes maintenance, repair, and operating (MRO) products, safety equipment, and personal protective equipment to industrial clients.
- Engineered Pumping Systems: Designs, engineers, and distributes custom-engineered pumping systems, process pumps, and related fluid handling equipment.
- Industrial Automation Products & Services: Provides industrial automation products, including control systems, drives, motors, and robotics, along with integration and support services.
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DXP Enterprises (symbol: DXPE) primarily sells its products and services to other companies (Business-to-Business or B2B) operating in various industrial sectors.
According to its public filings, DXP Enterprises serves a broad and diverse customer base. The company explicitly states that no single customer accounted for 10% or more of its consolidated net sales during the past three fiscal years (2021, 2022, or 2023). Therefore, DXP Enterprises does not have "major customers" that are individually identified or disclosed in its regulatory reports.
Instead, DXP Enterprises' customer base is comprised of thousands of companies across a multitude of industries. The primary categories of industrial customers it serves include:
- Energy Sector Companies: This category includes businesses involved in oil and gas exploration, production, refining, and power generation.
- Chemical and Petrochemical Sector Companies: Companies engaged in the manufacturing and processing of various chemical and petrochemical products.
- General Manufacturing Companies: A broad category that encompasses diverse manufacturing operations, including industries such as food and beverage, pulp and paper, automotive, and other industrial goods production.
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David R. Little, Chairman, President, Chief Executive Officer
David R. Little has served as the Chairman, President, and Chief Executive Officer of DXP Enterprises, Inc. since 1996. Before this role, he held several significant positions at SEPCO Industries, Inc. (SEPCO), including Staff Accountant, Controller, Vice President/Finance, and President.
Kent Yee, Senior Vice President, Chief Financial Officer, Director
Kent Yee was appointed Chief Financial Officer of DXP Enterprises, Inc. in June 2017 and has also served as Senior Vice President of Corporate Development since 2011. In his role as Senior Vice President of Corporate Development from March 2011 to June 2017, he was responsible for leading DXP's mergers and acquisitions, business integration, and internal strategic project activities. Before joining DXP, Mr. Yee was a Vice President at Stephens Inc.'s Industrial Distribution and Services team from August 2005 to February 2011. Prior to Stephens, he was a member of The Home Depot's Strategic Business Development Group, with a primary focus on acquisition activity for HD Supply, and an Associate in the Global Syndicated Finance Group at JPMorgan Chase. He has been involved in over 50 transactions, including more than $1.8 billion in M&A and $3.8 billion in financing transactions, often for change of control deals, as well as numerous industrial and distribution acquisition and sale assignments.
Nick Little, Senior Vice President, Chief Operating Officer
Nick Little assumed the role of Chief Operating Officer of DXP Enterprises, Inc. in January 2021. His career at DXP has encompassed various positions of increasing responsibility, ranging from an application engineer to Director of Operations and Regional Vice President of Sales and Operations.
Chris Gregory, Senior Vice President, Chief Information Technology Officer
Chris Gregory has served as Senior Vice President and Chief Information Technology Officer of DXP Enterprises, Inc. since 2018. Before this, he held the position of Vice President of IT Strategic Solutions and other roles, including Application Developer and Database Manager.
David Molero Santos, Vice President, Chief Accounting Officer
David Molero Santos was appointed Vice President and Chief Accounting Officer in May 2023. Prior to his role at DXP, Mr. Santos served as the Chief Accounting Officer for AgileThought Inc., another publicly traded company, and held various positions at PricewaterhouseCoopers.
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The key risks to DXP Enterprises' business include:
- Market Conditions and Volatility in Oil and Gas Prices: DXP Enterprises' business is highly sensitive to overall economic downturns and, specifically, to fluctuations in oil and natural gas prices and related industry expenditure levels. Decreases in these areas can significantly impact the demand for DXP's products and services, affecting its sales and earnings.
- Intense Industry Competition: The company operates in a competitive environment for the distribution and service of industrial equipment. DXP faces significant competition from other large distributors, specialized service providers, and direct sales efforts from manufacturers. This intense competition can exert pressure on profit margins and hinder market share growth.
- Acquisition and Integration Risks: A key component of DXP's growth strategy involves acquiring other businesses. However, the integration of acquired companies can be complex, posing risks such as difficulties in combining operations, retaining key personnel, and achieving the anticipated synergies and cost savings from these acquisitions.
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The rapid acceleration of digitalization and e-commerce platforms in the industrial distribution sector presents a clear emerging threat. Companies like Amazon Business, along with other digitally advanced distributors, are fundamentally changing customer procurement expectations by favoring online, data-driven, and highly efficient supply chain solutions. This trend threatens to disintermediate traditional sales channels, compress margins, and requires significant investment from DXP Enterprises in digital infrastructure, supply chain automation, and advanced analytics to remain competitive and relevant to customers increasingly seeking modern, technology-enabled purchasing and MRO solutions.
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Expected Drivers of Future Revenue Growth for DXP Enterprises (DXPE)
- Strategic Acquisitions: DXP Enterprises is actively pursuing and completing strategic acquisitions, which are expected to continue contributing to revenue growth and market diversification over the next 2-3 years. The company has a robust acquisition pipeline.
- Growth in Innovative Pumping Solutions (IPS) Segment: The Innovative Pumping Solutions segment, particularly its expansion into water and wastewater markets and a strong energy backlog, is a significant driver of future revenue growth. This segment has consistently shown strong performance.
- Organic Growth in Service Centers: The Service Centers segment is experiencing steady customer demand, contributing to consistent organic sales growth for DXP Enterprises.
- Expansion of Technical Product Lines and E-commerce: DXP Enterprises is enhancing its market presence through the expansion of its technical product lines and the establishment of an e-commerce channel, which are expected to boost future revenue.
- New and Ramping Contracts in Supply Chain Services (SCS): Despite a recent decline in sales for the Supply Chain Services segment, new large contracts that are currently ramping up are anticipated to significantly contribute to revenue in the coming periods.
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Share Repurchases
- DXP Enterprises repurchased $28.8 million in shares during fiscal year 2024, totaling 566,000 shares.
- Over the three years ending fiscal 2024, DXP returned approximately $118.7 million to shareholders through share repurchases.
- In the third quarter of 2025, DXP repurchased 19.2 thousand shares for $2.0 million.
Share Issuance
- The number of diluted shares outstanding decreased from 17.4 million in Q3 2023 to 16.6 million in Q3 2024, and further to 16.5 million in Q3 2025, reflecting net share repurchases.
Outbound Investments
- DXP employs a disciplined M&A strategy focused on end-market diversification, portfolio enhancement, and geographic expansion.
- In fiscal 2024, DXP invested $156.6 million in acquisitions.
- DXP completed multiple acquisitions, including five through Q3 2024 (three water and two industrial rotating equipment companies), and continued its acquisition strategy in 2025 with acquisitions such as Moores Pump & Services, Inc. (July 2025), APSCO, LLC (October 2025), and Triangle Pump & Equipment, Inc. (November 2025).
Capital Expenditures
- Capital expenditures were $25.1 million in fiscal 2024 and $12.3 million in fiscal 2023.
- Expected capital expenditures for 2025 are in the range of $15.0 million to $25.0 million.
- The primary focus of capital expenditures includes continued facility enhancements, tools and equipment, and software and technology enhancements.
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 99.12 |
| Mkt Cap | 15.8 |
| Rev LTM | 7,414 |
| Op Inc LTM | 734 |
| FCF LTM | 517 |
| FCF 3Y Avg | 540 |
| CFO LTM | 1,296 |
| CFO 3Y Avg | 1,301 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.4% |
| Rev Chg 3Y Avg | 5.5% |
| Rev Chg Q | 2.8% |
| QoQ Delta Rev Chg LTM | 0.7% |
| Op Mgn LTM | 10.2% |
| Op Mgn 3Y Avg | 15.5% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 15.8% |
| CFO/Rev 3Y Avg | 17.0% |
| FCF/Rev LTM | 4.1% |
| FCF/Rev 3Y Avg | 3.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 15.8 |
| P/S | 2.1 |
| P/EBIT | 19.5 |
| P/E | 30.3 |
| P/CFO | 26.3 |
| Total Yield | 4.2% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 2.7% |
| D/E | 0.3 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 5.2% |
| 3M Rtn | 9.9% |
| 6M Rtn | -0.8% |
| 12M Rtn | 11.0% |
| 3Y Rtn | 64.0% |
| 1M Excs Rtn | 8.2% |
| 3M Excs Rtn | 9.0% |
| 6M Excs Rtn | -7.1% |
| 12M Excs Rtn | -1.4% |
| 3Y Excs Rtn | 5.6% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Service Centers | 1,200 | 1,009 | 816 | 663 | 762 |
| Supply Chain Services | 260 | 240 | 158 | 155 | 201 |
| Innovative Pumping Solutions | 219 | 231 | 140 | 188 | 304 |
| Total | 1,679 | 1,481 | 1,114 | 1,005 | 1,267 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Service Centers | 172 | 127 | 99 | 65 | 79 |
| Innovative Pumping Solutions | 35 | 30 | 12 | 12 | 23 |
| Supply Chain Services | 22 | 20 | 12 | 13 | 13 |
| Amortization of intangibles assets | -18 | -19 | -17 | ||
| Corporate expenses | -72 | -60 | -66 | -57 | -49 |
| Impairment and other charges | 0 | -60 | |||
| Total | 139 | 98 | 40 | -28 | 66 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Service Centers | 660 | 747 | 642 | 565 | 463 |
| Innovative Pumping Solutions | 234 | 144 | 134 | 131 | 212 |
| Corporate | 221 | 57 | 85 | 114 | 57 |
| Supply Chain Services | 63 | 90 | 45 | 57 | 57 |
| Total | 1,177 | 1,038 | 906 | 866 | 788 |
Price Behavior
Price Behavior
| Market Price | $148.55 | |
| Market Cap ($ Bil) | 2.3 | |
| First Trading Date | 05/07/1998 | |
| Distance from 52W High | -2.0% | |
| 50 Days | 200 Days | |
| DMA Price | $119.94 | $107.58 |
| DMA Trend | up | up |
| Distance from DMA | 23.9% | 38.1% |
| 3M | 1YR | |
| Volatility | 41.7% | 52.2% |
| Downside Capture | 15.06 | 140.58 |
| Upside Capture | 296.17 | 162.21 |
| Correlation (SPY) | 41.8% | 55.3% |
DXPE Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.12 | 1.35 | 2.23 | 2.17 | 1.46 | 1.36 |
| Up Beta | 3.74 | 3.04 | 0.86 | 2.48 | 1.39 | 1.37 |
| Down Beta | 0.88 | 1.22 | 3.73 | 2.85 | 1.58 | 1.46 |
| Up Capture | 242% | 313% | 236% | 206% | 198% | 368% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 13 | 26 | 36 | 66 | 130 | 392 |
| Down Capture | -140% | -87% | 169% | 166% | 125% | 104% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 7 | 15 | 25 | 59 | 120 | 355 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DXPE | |
|---|---|---|---|---|
| DXPE | 47.8% | 52.3% | 0.93 | - |
| Sector ETF (XLI) | 27.9% | 19.2% | 1.15 | 57.0% |
| Equity (SPY) | 14.0% | 19.4% | 0.55 | 54.4% |
| Gold (GLD) | 74.3% | 25.3% | 2.17 | 0.6% |
| Commodities (DBC) | 7.0% | 16.7% | 0.24 | 12.3% |
| Real Estate (VNQ) | 7.9% | 16.6% | 0.28 | 35.1% |
| Bitcoin (BTCUSD) | -29.8% | 44.9% | -0.65 | 23.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DXPE | |
|---|---|---|---|---|
| DXPE | 40.4% | 44.6% | 0.91 | - |
| Sector ETF (XLI) | 15.9% | 17.2% | 0.74 | 50.1% |
| Equity (SPY) | 13.3% | 17.0% | 0.62 | 42.2% |
| Gold (GLD) | 22.1% | 17.0% | 1.06 | 6.2% |
| Commodities (DBC) | 10.5% | 18.9% | 0.44 | 17.9% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 29.5% |
| Bitcoin (BTCUSD) | 8.3% | 57.2% | 0.37 | 14.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DXPE | |
|---|---|---|---|---|
| DXPE | 25.2% | 56.8% | 0.62 | - |
| Sector ETF (XLI) | 15.3% | 19.8% | 0.68 | 50.1% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 42.4% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | 1.2% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 24.7% |
| Real Estate (VNQ) | 6.4% | 20.7% | 0.27 | 32.8% |
| Bitcoin (BTCUSD) | 67.9% | 66.7% | 1.07 | 10.5% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | 0.6% | -12.6% | 1.7% |
| 8/7/2025 | 5.5% | 13.9% | 17.6% |
| 3/7/2025 | -2.6% | 8.7% | -7.0% |
| 11/7/2024 | -1.1% | -3.2% | 8.9% |
| 8/8/2024 | -3.7% | -1.2% | -2.7% |
| 3/8/2024 | -0.8% | 7.4% | 24.9% |
| 11/9/2023 | 3.0% | -2.2% | 6.6% |
| 8/9/2023 | 1.7% | 4.0% | 13.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 6 | 9 |
| # Negative | 12 | 12 | 9 |
| Median Positive | 2.4% | 10.1% | 12.4% |
| Median Negative | -3.2% | -5.0% | -12.6% |
| Max Positive | 25.5% | 23.5% | 34.7% |
| Max Negative | -16.4% | -52.9% | -59.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/10/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 03/11/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 04/17/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/13/2022 | 10-Q |
| 12/31/2021 | 04/05/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gregory, Christopher T | CIO | Direct | Sell | 9252025 | 119.76 | 4,477 | 536,166 | 2,390,290 | Form |
| 2 | Little, Nicholas | CHIEF OPERATING OFFICER | Direct | Sell | 9222025 | 118.53 | 20,440 | 2,422,753 | 93,862,485 | Form |
| 3 | Jeffery, John Jay | SVP | Direct | Sell | 8252025 | 125.43 | 2,000 | 250,860 | 2,509,603 | Form |
| 4 | Hoffman, Karen | Direct | Sell | 8252025 | 125.00 | 2,399 | 299,875 | 598,375 | Form | |
| 5 | Jeffery, John Jay | SVP | Direct | Sell | 8192025 | 120.25 | 2,000 | 240,500 | 2,886,962 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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