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U.S. Distributors Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies44
  • 7D3.7%
  • 3M-9.0%
  • 1Y-10.1%
  • YTDn/a

In the last week, the Distributors industry is up 3.7%, with LKQ up 7.3%. In the same time, Polibeli Group was down 9.7%. In contrast, the industry has lost 10% in the last 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the U.S. Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Dec 2025US$40.1bUS$60.6bUS$2.1b18.9x19.5x0.7x
Wed, 12 Nov 2025US$38.8bUS$61.1bUS$2.1b20.8x18.8x0.6x
Fri, 10 Oct 2025US$41.5bUS$59.2bUS$2.1b22.5x19.9x0.7x
Sun, 07 Sep 2025US$43.0bUS$59.2bUS$2.1b24x20.5x0.7x
Tue, 05 Aug 2025US$39.9bUS$59.2bUS$2.1b23.9x19.1x0.7x
Thu, 03 Jul 2025US$41.9bUS$59.0bUS$2.1b21.2x19.7x0.7x
Sat, 31 May 2025US$42.3bUS$59.0bUS$2.1b20.7x19.9x0.7x
Mon, 28 Apr 2025US$39.5bUS$58.6bUS$2.1b19.1x18.5x0.7x
Wed, 26 Mar 2025US$42.6bUS$58.7bUS$2.2b16.7x19.3x0.7x
Fri, 21 Feb 2025US$42.7bUS$58.7bUS$2.2b19.5x19.3x0.7x
Sun, 19 Jan 2025US$42.4bUS$58.0bUS$2.5b17x17.3x0.7x
Tue, 17 Dec 2024US$43.3bUS$58.0bUS$2.5b16.8x17.6x0.7x
Thu, 14 Nov 2024US$43.3bUS$57.9bUS$2.4b16.7x17.7x0.7x
Sat, 12 Oct 2024US$45.5bUS$57.4bUS$2.6b14.9x17.6x0.8x
Mon, 09 Sep 2024US$44.7bUS$57.4bUS$2.6b15.3x17.3x0.8x
Wed, 07 Aug 2024US$45.5bUS$57.9bUS$2.6b15.3x17.6x0.8x
Fri, 05 Jul 2024US$44.0bUS$57.7bUS$2.8b12.9x16x0.8x
Sun, 02 Jun 2024US$47.5bUS$47.4bUS$2.7b13.8x17.8x1x
Tue, 30 Apr 2024US$50.3bUS$47.3bUS$2.7b14.8x18.9x1.1x
Thu, 28 Mar 2024US$53.6bUS$47.0bUS$2.9b15x18.8x1.1x
Sat, 24 Feb 2024US$52.3bUS$46.9bUS$2.8b18.4x18.5x1.1x
Mon, 22 Jan 2024US$49.2bUS$46.4bUS$2.8b13.3x17.9x1.1x
Wed, 20 Dec 2023US$48.9bUS$46.4bUS$2.7b12.1x18.2x1.1x
Fri, 17 Nov 2023US$46.5bUS$46.3bUS$2.7b14x17.5x1x
Sun, 15 Oct 2023US$49.1bUS$45.9bUS$2.7b15.2x17.9x1.1x
Tue, 12 Sep 2023US$50.0bUS$45.9bUS$2.7b17.9x18.3x1.1x
Thu, 10 Aug 2023US$53.1bUS$45.9bUS$2.7b17.1x19.5x1.2x
Sat, 08 Jul 2023US$54.5bUS$45.5bUS$3.0b13.4x18.4x1.2x
Mon, 05 Jun 2023US$50.3bUS$45.5bUS$3.0b12.6x17x1.1x
Wed, 03 May 2023US$54.9bUS$46.9bUS$3.0b16.9x18.6x1.2x
Fri, 31 Mar 2023US$54.7bUS$46.7bUS$3.0b13x18.1x1.2x
Sun, 26 Feb 2023US$58.3bUS$46.2bUS$3.1b13.4x19.1x1.3x
Tue, 24 Jan 2023US$56.3bUS$44.2bUS$3.1b15.5x18.1x1.3x
Thu, 22 Dec 2022US$55.6bUS$44.1bUS$3.1b12.3x17.8x1.3x
Price to Earnings Ratio

17.8x


Total Market Cap: US$55.6bTotal Earnings: US$3.1bTotal Revenue: US$44.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 18.4x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Distributors industry have declined 13% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Distributors compare with similar industries?

US Market-0.59%
Consumer Discretionary0.25%
Retail Distributors3.70%
Distributors3.70%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LKQ LKQUS$30.997.3%
+US$542.6m		-16.5%PE11.4x
GPC Genuine PartsUS$131.552.5%
+US$442.4m		10.9%PE22.6x
POOL PoolUS$240.271.4%
+US$124.8m		-33.7%PE21.8x
GCT GigaCloud TechnologyUS$40.372.4%
+US$35.0m		102.2%PE11.5x
GOLD Gold.comUS$31.724.6%
+US$34.3m		13.3%PE105.7x

Latest News

GCT
US$40.37
GigaCloud Technology
7D
2.4%
1Y
102.2%

GCT: Higher Price Objective Will Leave Shares Vulnerable To Margin Setbacks

Analysts have raised their price target for GigaCloud Technology by $2, to $33 from $31, citing the company's outsized sales beat and improving growth and margin prospects across its acquired and off-platform businesses. Analyst Commentary Bearish analysts acknowledge that GigaCloud's recent sales performance exceeded expectations, but they remain cautious on the stock's risk reward profile.
AGCC
US$10.10
Agencia Comercial Spirits
7D
-20.1%
1Y
n/a
RCT
US$1.69
RedCloud Holdings
7D
4.3%
1Y
n/a
KAVL
US$0.14
Kaival Brands Innovations Group
7D
-69.5%
1Y
-84.4%
INEO
US$0.65
INNEOVA Holdings
7D
-13.9%
1Y
-77.6%
AENT
US$7.21
Alliance Entertainment Holding
7D
-2.6%
1Y
23.7%

AENT: Outperform Rating Will Signal Confidence In Strengthening Earnings Trajectory

Analysts have raised their price target on Alliance Entertainment Holding from $10.00 to $11.00, citing higher projected revenue growth, improving profit margins, a slightly lower discount rate, and a more attractive future P/E multiple. Analyst Commentary Bullish analysts view the latest price target increase for Alliance Entertainment Holding as a reflection of strengthening fundamentals and a clearer path to sustained earnings growth.
LKQ
US$30.99
LKQ
7D
7.3%
1Y
-16.5%

LKQ: Portfolio Streamlining And Digital Auctions Will Drive Future Upside Potential

Analysts have modestly reduced their price target on LKQ, trimming fair value from approximately $42.92 to $41.19 per share. Mixed sector fundamentals and a neutral view on auto retail balance the company’s resilient returns and digital growth potential.
EPSM
US$2.59
Epsium Enterprise
7D
-17.8%
1Y
n/a
GOLD
US$31.72
Gold.com
7D
4.6%
1Y
13.3%
GPC
US$131.55
Genuine Parts
7D
2.5%
1Y
10.9%

GPC: Industrial Rebound Will Drive Upside Amid Potential Auto Unit Spinoff

Analysts have nudged their price target on Genuine Parts higher, reflecting a modest uplift of $3 to $146 per share as improving trends in both automotive and industrial segments support a more balanced risk and reward profile. Analyst Commentary Recent research updates highlight a more constructive stance on Genuine Parts as improving fundamentals in both automotive and industrial end markets ease prior valuation concerns.
POOL
US$240.27
Pool
7D
1.4%
1Y
-33.7%
SMJF
US$4.44
SMJ International Holdings
7D
-9.4%
1Y
n/a
PASW
US$0.60
Ping An Biomedical
7D
12.2%
1Y
n/a
WEYS
US$32.99
Weyco Group
7D
7.8%
1Y
-6.5%

Estimating The Fair Value Of Weyco Group, Inc. (NASDAQ:WEYS)

Nov 21
Estimating The Fair Value Of Weyco Group, Inc. (NASDAQ:WEYS)
DIT
US$112.00
AMCON Distributing
7D
-1.4%
1Y
-17.7%