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U.S. Distributors Industry Analysis

UpdatedFeb 02, 2026
DataAggregated Company Financials
Companies45
  • 7D-0.9%
  • 3M8.7%
  • 1Y-0.5%
  • YTDn/a

Over the last 7 days, the Distributors industry has remained flat, although notably Gold.com gained 18%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Feb 2026US$42.2bUS$60.6bUS$2.0b19.8x20.6x0.7x
Wed, 31 Dec 2025US$38.8bUS$60.6bUS$2.1b19.1x18.8x0.6x
Fri, 28 Nov 2025US$38.4bUS$60.5bUS$2.1b18.4x18.7x0.6x
Sun, 26 Oct 2025US$41.0bUS$59.5bUS$2.1b20.6x19.6x0.7x
Tue, 23 Sep 2025US$42.8bUS$59.2bUS$2.1b23.1x20.6x0.7x
Thu, 21 Aug 2025US$42.8bUS$59.2bUS$2.1b24.1x20.4x0.7x
Sat, 19 Jul 2025US$41.6bUS$59.0bUS$2.1b23.5x19.6x0.7x
Mon, 16 Jun 2025US$40.5bUS$59.0bUS$2.1b19.3x19x0.7x
Wed, 14 May 2025US$42.5bUS$59.0bUS$2.1b19.8x20x0.7x
Fri, 11 Apr 2025US$41.2bUS$58.8bUS$2.2b17.4x18.6x0.7x
Sun, 09 Mar 2025US$44.8bUS$58.7bUS$2.2b15.4x20.3x0.8x
Tue, 04 Feb 2025US$41.7bUS$58.0bUS$2.5b16.8x17x0.7x
Thu, 02 Jan 2025US$41.5bUS$58.0bUS$2.5b14.9x16.9x0.7x
Sat, 30 Nov 2024US$45.1bUS$58.0bUS$2.5b17x18.4x0.8x
Mon, 28 Oct 2024US$42.5bUS$57.6bUS$2.4b14.6x17.4x0.7x
Wed, 25 Sep 2024US$46.6bUS$57.4bUS$2.6b15.1x18x0.8x
Fri, 23 Aug 2024US$47.0bUS$58.0bUS$2.6b14.8x18.1x0.8x
Sun, 21 Jul 2024US$46.7bUS$57.7bUS$2.8b14.9x16.9x0.8x
Tue, 18 Jun 2024US$44.9bUS$47.4bUS$2.7b13.1x16.8x0.9x
Thu, 16 May 2024US$50.2bUS$47.4bUS$2.7b13.9x18.8x1.1x
Sat, 13 Apr 2024US$50.4bUS$47.0bUS$2.9b13.9x17.7x1.1x
Mon, 11 Mar 2024US$52.9bUS$46.9bUS$2.8b15.3x18.7x1.1x
Wed, 07 Feb 2024US$49.2bUS$46.5bUS$2.8b17.1x17.8x1.1x
Fri, 05 Jan 2024US$47.6bUS$46.4bUS$2.7b13.2x17.7x1x
Sun, 03 Dec 2023US$46.7bUS$46.4bUS$2.7b13.9x17.4x1x
Tue, 31 Oct 2023US$43.5bUS$46.3bUS$2.7b13.2x16.3x0.9x
Thu, 28 Sep 2023US$48.1bUS$45.9bUS$2.7b14.7x17.6x1x
Sat, 26 Aug 2023US$51.0bUS$45.9bUS$2.7b15.8x18.7x1.1x
Mon, 24 Jul 2023US$53.4bUS$45.7bUS$2.9b13.5x18.7x1.2x
Wed, 21 Jun 2023US$52.5bUS$45.5bUS$3.0b12.7x17.7x1.2x
Fri, 19 May 2023US$54.3bUS$46.8bUS$2.9b16.7x18.8x1.2x
Sun, 16 Apr 2023US$53.4bUS$46.5bUS$3.0b15.3x18x1.1x
Tue, 14 Mar 2023US$54.2bUS$46.2bUS$3.0b15.3x18x1.2x
Thu, 09 Feb 2023US$57.5bUS$44.2bUS$3.1b16x18.5x1.3x
Price to Earnings Ratio

18.5x


Total Market Cap: US$57.5bTotal Earnings: US$3.1bTotal Revenue: US$44.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 18.5x202420252026
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 18.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.90x.
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-0.23%
Consumer Discretionary-2.01%
Retail Distributors-0.94%
Distributors-0.94%
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
GPC Genuine PartsUS$141.261.5%
+US$289.3m		21.9%PE24.3x
GOLD Gold.comUS$51.2916.3%
+US$177.2m		83.7%PE170.9x
AENT Alliance Entertainment HoldingUS$7.715.3%
+US$19.9m		26.6%PE20.1x
WEYS Weyco GroupUS$32.105.0%
+US$14.5m		-7.0%PE12.4x
SMJF SMJ International HoldingsUS$5.557.6%
+US$10.8m		n/aPE192.5x

Latest News

DIT
US$110.50
AMCON Distributing
7D
6.9%
1Y
-13.3%
RAY
US$4.10
Raytech Holding
7D
-10.7%
1Y
-78.5%
AENT
US$7.71
Alliance Entertainment Holding
7D
5.3%
1Y
26.6%
GOLD
US$51.29
Gold.com
7D
16.3%
1Y
83.7%
GPC
US$141.26
Genuine Parts
7D
1.5%
1Y
21.9%
POOL
US$253.60
Pool
7D
-4.7%
1Y
-24.9%

POOL: Recurring Revenue And Improving Discretionary Demand Will Support Long-Term Upside

The analyst price target for Pool has moved slightly lower to about $313 from roughly $323, as analysts temper fair value assumptions and future P/E expectations, while still citing attractive valuation, recurring revenue and early signs of improving discretionary demand. Analyst Commentary Recent research on Pool highlights a mix of optimism on the business model and caution around the pace of discretionary recovery, with price targets reset to reflect updated assumptions.
LKQ
US$32.52
LKQ
7D
-3.7%
1Y
-12.0%

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

Narrative Update The analyst price target for LKQ has been reiterated at US$41.19. Analysts cite a neutral sector view, mixed auto retail fundamentals, and expectations for resilient dealer returns and digital auction marketplace growth as key factors behind maintaining their outlook.
GCT
US$40.40
GigaCloud Technology
7D
-3.9%
1Y
104.7%

GCT: Neutral Stance Will Hinge On Uncertain Margin Expansion Execution

Analysts have raised their price target on GigaCloud Technology to $33 from $31, citing strong recent sales relative to guidance and signs of renewed growth at acquired and off-platform businesses, while they monitor the potential for more consistent growth and margin expansion ahead. Analyst Commentary Analysts acknowledge that the higher US$33 price target reflects stronger recent sales relative to guidance, helped by contributions from acquired and off platform businesses like Noble House.
WEYS
US$32.10
Weyco Group
7D
5.0%
1Y
-7.0%
RCT
US$1.06
RedCloud Holdings
7D
-17.2%
1Y
n/a
BRIA
US$1.95
BrilliA
7D
2.4%
1Y
-43.6%
AGCC
US$9.70
Agencia Comercial Spirits
7D
-3.2%
1Y
n/a
SORA
US$2.80
AsiaStrategy
7D
12.0%
1Y
n/a
EPSM
US$1.94
Epsium Enterprise
7D
-15.3%
1Y
n/a
SMJF
US$5.55
SMJ International Holdings
7D
7.6%
1Y
n/a