Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
The 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. As of today (2026-09-03), DXP Enterprises's 5-Year Sortino Ratio is 1.66.
DXP Enterprises (NAS:DXPE) 5-Year Sortino Ratio Explanation
The 5-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past five year. It is calculated as the annualized result of the average five-year monthly excess returns divided by the standard deviation of negative returns in the five-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
DXP Enterprises 5-Year Sortino Ratio Related Terms
DXPE vs DNOW, REZI, DSGR: 5-Year Sortino Ratio Comparison
For the Industrial Distribution subindustry, DXP Enterprises's 5-Year Sortino Ratio, along with its competitors' market caps and 5-Year Sortino Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
DXP Enterprises 5-Year Sortino Ratio vs Industrial Distribution Industry
For the Industrial Distribution industry and Industrials sector, DXP Enterprises's 5-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where DXP Enterprises's 5-Year Sortino Ratio falls into.
The 5-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last five year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 5-Year Sortino Ratio can be calculated by dividing the difference between the five-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past five year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
DXP Enterprises (DXPE) has a 5-Year Sortino Ratio of 1.66 as of Sep. 03, 2026. 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. View historical data for DXP Enterprises and its competitors.
Is DXP Enterprises' 5-Year Sortino Ratio too high?
DXP Enterprises' current 5-Year Sortino Ratio is 1.66. Overall, DXP Enterprises has a GF Score™ of 74/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does DXP Enterprises' 5-Year Sortino Ratio compare to DNOW and REZI?
DXP Enterprises' 5-Year Sortino Ratio of 1.66 can be compared against companies in the Industrial Distribution industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Sortino Ratio for an Industrial Distribution company?
A good 5-Year Sortino Ratio depends on the Industrial Distribution industry context. However, 5-Year Sortino Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Sortino Ratio mean?
A high 5-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. View historical data for DXP Enterprises and its competitors. DXP Enterprises's current 5-Year Sortino Ratio is 1.66. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is DXP Enterprises stock overvalued right now?
Based on GuruFocus' analysis, DXP Enterprises (DXPE) is currently considered Significantly Overvalued. The stock's GF Value™ is $99.99, compared to a current price of $181.47 — trading 81.5% above its estimated fair value. The current 5-Year Sortino Ratio is 1.66. DXP Enterprises' overall GF Score™ is 74/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Sortino Ratio calculated?
5-Year Sortino Ratio is calculated from a company's financial statements. For DXP Enterprises (DXPE), the current 5-Year Sortino Ratio is 1.66 as of Sep. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is DXP Enterprises (DXPE) Overvalued in 2026?
Based on GuruFocus' analysis, DXP Enterprises stock appears to be overvalued.
The current stock price of $181.47 is trading 81.5% above its estimated GF Value™ of $99.99.
GuruFocus considers DXP Enterprises to be Significantly Overvalued.
Key valuation signals for DXPE:
5-Year Sortino Ratio: 1.66
GF Value™: $99.99 vs. price of $181.47 (81.5% above fair value)
No single metric tells the full story. See the DXPE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
DXP Enterprises Inc is engaged in the business of distributing maintenance, repair and operating (MRO) products, equipment and service to customers in various end markets, including general industrial, energy, food & beverage, chemical, transportation, water and wastewater. The company operates through three business segments: Service Centers, Innovative Pumping Solutions and Supply Chain Services. The majority of revenue is derived from the Service Centers segment, which provides a wide 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. Geographically, it generates the maximum revenue from the United States.
74GF Score
Get the complete analysis for DXPE
5-Year Sortino Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
DXPE has been successfully added to your 
