Happy St. Patty’s Day!
Following up on last week’s introduction of our Distribution Index - we profiled two cohorts of publicly listed B2B Distributors: Tech Leaders and Laggards. And, compared their valuation and stock price - showing a clear appreciation by public investors for the tech leaders.
This week, we follow up on that analysis by looking at the underlying margin of these two cohorts, both gross margin and net margin, as well as their reported amount of digital sales. And, we show graphs of these metrics over the past 5 years. Let’s dive in!
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