Give DXP Enterprises A Higher Multiple For Adopting Roll-Up Model

DXP Enterprises (DXPE) stock Strong Buy: roll-up acquisitions drive margin expansion. See here for a detailed investment analysis.

Investment thesis Last month, DXP Enterprises, Inc. (DXPE) bought General Repair Services. It was the latest in a long string of acquisitions. It also signaled that what is usually regarded as an industrial distribution company may, in Last month, DXP Enterprises, Inc. (DXPE) bought General Repair Services.

It was the latest in a long string of acquisitions. It also signaled that what is usually regarded as an industrial distribution company may, in Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions.

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