Competition & Peer Data API & CSV Delivery Connect to AI Assistant via MCP

Dune Acquisition's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Dune Acquisition (DUNEU) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q2 2026
Competitors
2
Named by the company
Peer Group Market Share
-
Share of combined sales, Q2 2026
Revenue Growth Y/Y
-
Peers: 24.86 %
Net Margin
-
Peers: 7.18 %

API endpoints for this dataset

https://api.csimarket.com/api/v1/companies/DUNEU/competitors
https://api.csimarket.com/api/v1/companies/DUNEU/relationships
https://api.csimarket.com/api/v1/companies/DUNEU/similar
Programmatic access for models, analytics, and integration workflows.
Explore the Financial Data API

Dune Acquisition's Competitor Quality Breadth

Group definitions: see Methodology: Performance Group Definitions.

Entity Profitable Expanding Above Industry Growth Distressed
Dune Acquisition Corp - - - Yes
Competitors combined (2) 100% 100% 100% 0%

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

DUNEU Stock Performance relative to its Competitors

DUNEU Competitors (weighted) Percent change over the selected range

Dune Acquisition's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
100%beat U.S.A. 500
Competitors Combined
(2 of 2)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Dune Acquisition Corp - -
Competitors combined (2) 40.4% 63.2%
High-Confidence Competitors (0) 40.4% 63.2%
Similar-Size Competitors (0) 40.4% 63.2%
Similar Growth & Profitability (0) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Dune Acquisition's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Global Industrial Company 282.9% Outperformed
2 Reliance Inc 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Dune Acquisition's best-performing competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Dune Acquisition's Comment on Competition and Industry Peers

The Company operates in a competitive global market, facing competition from manufacturers, resellers, and lessors of hydrogen equipment and infrastructure, as well as from global industrial and regional gas suppliers offering hydrogen, CO2, and air separation gases. Competition in systems, equipment, and technical services is based on factors such as plant design and efficiency, service quality, technical expertise, pricing, delivery schedules, and technology performance guarantees. In the industrial gases sector, competition centers on price, supply reliability, delivery convenience, and suitability for end-user applications.

Publicly Traded Peers of Dune Acquisition Corp

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Dune Acquisition Corp - - -0.18 2
Reliance Inc 21,664.15 17,367.80 1,108.30 15,700
Global Industrial Company 1,803.04 1,473.10 92.90 1,980
SUBTOTAL 23,467.19 18,840.90 1,201.02 17,682

Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Dune Acquisition Corp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Dune Acquisition's Competitors Named by the Company

Competitive relationships identified from Dune Acquisition reports and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Global Industrial Company Company report 85% 2022 to 2026 3
Reliance Inc Company report 85% 2022 to 2026 3
Competitor Evidence Detail

Company report basis, confidence, active dates and source counts for Dune Acquisition's named competitors require a Commercial License.

Methodology: see Methodology: Peer & Competitor Identification, Sourcing.

Dune Acquisition's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Reliance Inc Metals Service Centers Segment 100.00 % - -
Global Industrial Company Single Reportable Segment 100.00 % - -

Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

Dune Acquisition's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Dune Acquisition Corp - - -91,514
Reliance Inc 21,664 1,106,229 70,592
Global Industrial Company 1,803 743,990 46,919
PEERS TOTAL 23,467 1,065,662 67,941

Dune Acquisition's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Global Industrial Company US 94.02 % CA 5.98 % -

Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

Dune Acquisition's Position in Industry Market Structure

Market-capitalization share and concentration across all 76 companies in Dune Acquisition's industry classification, broader than the peer set above. Market cap in millions of $.

Dune Acquisition ranks #0 of 76 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,447, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).

Rank Company Market Cap Industry Share
1 Linde Plc 239,708 46.67 %
2 Air Products And Chemicals Inc 68,536 13.34 %
3 Ppg Industries Inc 27,880 5.43 %
4 International Flavors and Fragrances Inc 21,567 4.20 %
5 Lyondellbasell Industries N v 1,234 5.2%
6 Rpm International Inc 1,234 5.2%
7 Westlake Corporation 1,234 5.2%
8 Corteva Inc 1,234 5.2%
9 Axalta Coating Systems Ltd 1,234 5.2%
10 Element Solutions Inc 1,234 5.2%
0 Dune Acquisition Corp 36 0.00 %
Full Industry Market Structure

Market cap and industry share for the rest of Dune Acquisition's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2023-12-20.

Dune Acquisition's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.
Metric 2020202220242025
Revenue Growth ----
Operating Margin ----
Return on Invested Capital -7.39 %--
P/E ----

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Dune Acquisition's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Moderate Industry HHI of 2,447 (see Industry Market Structure & Concentration above)

Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Dune Acquisition's dedicated Suppliers and Customers pages, not here.

Dune Acquisition's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

No rule matched.

Weaknesses

  • Piotroski F-Score of 2 or below, the standard financial-distress signal.

Opportunities

No rule matched.

Threats

  • Industry dominated by Linde Plc, holding 46.67 % of industry market cap.

Methodology: see Methodology: SWOT Analysis.

Dune Acquisition's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Dune Acquisition Corp 0.07 0.10 - -
Reliance Inc 0.22 4.40 0.22 1.58
Global Industrial Company 0.45 2.28 - 2.43

Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Dune Acquisition's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Dune Acquisition CorpQ2 2026----
Reliance Inc Q3 2026+42.8 %+12.6 %+112.1 %+24.8 %
Global Industrial CompanyQ3 2026+10.3 %+0.8 %+30.9 %-33.7 %
PEERS TOTAL+39.9 %+11.7 %+104.6 %+18.7 %

Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Dune Acquisition's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Dune Acquisition CorpQ2 2026----
Reliance Inc Q3 2026+43.5 %+12.9 %-2.7 %-15.4 %
Global Industrial CompanyQ3 2026+10.4 %+8.4 %+42.9 %+11.1 %

Dune Acquisition's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Dune Acquisition Corp-----
Reliance Inc 10.08%10.90%15.05%8.495.41
Global Industrial Company15.32%21.99%27.85%9.035.61

ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Dune Acquisition's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Dune Acquisition Corp-----
Reliance Inc 19.671.250.36-2.80
Global Industrial Company19.671.220.3834.675.03
PEERS AVERAGE19.541.25639.132.90

P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.

Get the full CSIMarket dataset: Subscribe API Connect Your AI