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U.S. Distributors Industry Analysis

UpdatedJan 20, 2026
DataAggregated Company Financials
Companies45
  • 7D3.1%
  • 3M1.0%
  • 1Y-1.7%
  • YTDn/a

In the last week, the Distributors industry is up 3.1%, with Genuine Parts up 6.0%. In the same time, GigaCloud Technology was down 9.0%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 Jan 2026US$42.4bUS$60.6bUS$2.1b20.4x20.6x0.7x
Fri, 19 Dec 2025US$39.3bUS$60.6bUS$2.1b18.8x19.1x0.6x
Sun, 16 Nov 2025US$38.5bUS$60.6bUS$2.1b18.5x18.7x0.6x
Tue, 14 Oct 2025US$40.1bUS$59.2bUS$2.1b21x19.3x0.7x
Thu, 11 Sep 2025US$43.2bUS$59.2bUS$2.1b25.3x20.8x0.7x
Sat, 09 Aug 2025US$40.8bUS$59.2bUS$2.1b24.8x19.4x0.7x
Mon, 07 Jul 2025US$42.4bUS$59.0bUS$2.1b23.1x19.9x0.7x
Wed, 04 Jun 2025US$42.5bUS$59.0bUS$2.1b20.9x20x0.7x
Fri, 02 May 2025US$39.9bUS$58.6bUS$2.1b19.1x18.6x0.7x
Sun, 30 Mar 2025US$42.1bUS$58.7bUS$2.2b18.2x19x0.7x
Tue, 25 Feb 2025US$42.9bUS$58.7bUS$2.2b17.1x19.4x0.7x
Thu, 23 Jan 2025US$43.2bUS$58.0bUS$2.5b17.1x17.6x0.7x
Sat, 21 Dec 2024US$40.8bUS$58.0bUS$2.5b14.2x16.6x0.7x
Mon, 18 Nov 2024US$43.2bUS$57.9bUS$2.5b15.7x17.6x0.7x
Wed, 16 Oct 2024US$46.6bUS$57.4bUS$2.6b14.7x18x0.8x
Fri, 13 Sep 2024US$45.0bUS$57.4bUS$2.6b15.8x17.4x0.8x
Sun, 11 Aug 2024US$45.1bUS$58.0bUS$2.6b14.9x17.4x0.8x
Tue, 09 Jul 2024US$43.8bUS$57.7bUS$2.8b12.8x15.9x0.8x
Thu, 06 Jun 2024US$47.0bUS$47.4bUS$2.7b13.6x17.6x1x
Sat, 04 May 2024US$49.3bUS$47.3bUS$2.7b16.2x18.5x1x
Mon, 01 Apr 2024US$53.3bUS$47.0bUS$2.9b15.1x18.7x1.1x
Wed, 28 Feb 2024US$52.4bUS$46.9bUS$2.8b19.4x18.5x1.1x
Fri, 26 Jan 2024US$49.3bUS$46.5bUS$2.8b15.6x17.8x1.1x
Sun, 24 Dec 2023US$49.0bUS$46.4bUS$2.7b11.8x18.2x1.1x
Tue, 21 Nov 2023US$46.7bUS$46.3bUS$2.7b14.1x17.5x1x
Thu, 19 Oct 2023US$49.3bUS$45.9bUS$2.7b15.3x18x1.1x
Sat, 16 Sep 2023US$49.6bUS$45.9bUS$2.7b15.4x18.2x1.1x
Mon, 14 Aug 2023US$53.0bUS$45.9bUS$2.7b17.5x19.5x1.2x
Wed, 12 Jul 2023US$55.8bUS$45.5bUS$3.0b13.6x18.8x1.2x
Fri, 09 Jun 2023US$50.4bUS$45.5bUS$3.0b12.6x17x1.1x
Sun, 07 May 2023US$55.6bUS$46.9bUS$2.9b16.8x19.3x1.2x
Tue, 04 Apr 2023US$56.1bUS$46.7bUS$3.0b13.3x18.5x1.2x
Thu, 02 Mar 2023US$56.7bUS$46.2bUS$3.1b13.4x18.5x1.2x
Sat, 28 Jan 2023US$57.7bUS$44.2bUS$3.1b16x18.5x1.3x
Price to Earnings Ratio

18.5x


Total Market Cap: US$57.7bTotal Earnings: US$3.1bTotal Revenue: US$44.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 18.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.6x which is higher than its 3-year average PE of 18.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
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-0.55%
Consumer Discretionary-2.64%
Retail Distributors3.12%
Distributors3.12%
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
GOLD Gold.comUS$42.141.1%
+US$11.3m		53.4%PE140.4x
RCT RedCloud HoldingsUS$1.456.2%
+US$5.6m		n/aPS2x
RAY Raytech HoldingUS$4.9562.3%
+US$5.2m		-75.3%PE12.6x
AENT Alliance Entertainment HoldingUS$7.651.1%
+US$4.1m		50.0%PE19.9x
BRIA BrilliAUS$1.881.3%
+US$765.6k		-50.1%PE20.5x

Latest News

JEM
US$0.20
707 Cayman Holdings
7D
8.7%
1Y
n/a
JL
US$4.91
J-Long Group
7D
-21.4%
1Y
n/a
GOLD
US$42.14
Gold.com
7D
1.1%
1Y
53.4%
RAY
US$4.95
Raytech Holding
7D
62.3%
1Y
-75.3%
RCT
US$1.45
RedCloud Holdings
7D
6.2%
1Y
n/a
POOL
US$260.69
Pool
7D
-0.5%
1Y
-27.4%
AENT
US$7.65
Alliance Entertainment Holding
7D
1.1%
1Y
50.0%

AENT: Premium Collectibles And Horror Licensing Will Support Future Margin Expansion

Analysts have modestly lifted their price target for Alliance Entertainment Holding to US$11.00, citing slightly higher assumptions for revenue growth, profit margins, and a marginally lower future P/E multiple in their models. What's in the News Alliance Entertainment launched Alliance Authentic, a premium platform focused on authenticated, investment grade vinyl collectibles and a global marketplace for buying, selling, and trading these items.
LKQ
US$32.70
LKQ
7D
-1.9%
1Y
-16.6%

LKQ: Portfolio Simplification And Digital Auctions Will Support Future Repricing Potential

Analysts have maintained their fair value estimate for LKQ at about $41.19 per share, with a modestly higher assumed future P/E and a slight tweak to the discount rate, while incorporating mixed sector fundamentals and an Equal Weight view with a US$33 target from recent coverage. Analyst Commentary Recent research frames LKQ as a balanced risk reward idea, with the stock initiated at Equal Weight and a US$33 price target, in line with a neutral sector stance on auto retail.
JMG
US$6.61
JM Group
7D
-6.8%
1Y
n/a
GCT
US$39.78
GigaCloud Technology
7D
-4.7%
1Y
92.9%

GCT: Elevated Price Objective Will Depend On Unproven Margin Expansion

Narrative Update Analysts raised their price target on GigaCloud Technology to US$33 from US$31, citing sales that were stronger than guidance. This includes contributions from Noble House and off-platform e-commerce.
BRIA
US$1.88
BrilliA
7D
1.3%
1Y
-50.1%
AGCC
US$8.55
Agencia Comercial Spirits
7D
-28.8%
1Y
n/a
DIT
US$109.00
AMCON Distributing
7D
0.2%
1Y
-9.4%
SMJF
US$4.66
SMJ International Holdings
7D
-13.1%
1Y
n/a