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U.S. Distributors Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies44
  • 7D-5.3%
  • 3M-11.6%
  • 1Y-20.3%
  • YTDn/a

Over the last 7 days, the Distributors industry has dropped 6.5%, driven by a pullback from Genuine Parts of 8.5%. Meanwhile, Polibeli Group actually outperformed within the industry, gaining 11% in the last week. Overall the industry is down 20% in 12 months. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Mar 2026US$34.8bUS$64.1bUS$1.2b17.3x28.6x0.5x
Wed, 11 Feb 2026US$44.4bUS$64.3bUS$2.1b20.7x21.6x0.7x
Fri, 09 Jan 2026US$38.7bUS$60.6bUS$2.1b19.7x18.8x0.6x
Sun, 07 Dec 2025US$38.7bUS$60.6bUS$2.1b18.5x18.8x0.6x
Tue, 04 Nov 2025US$39.9bUS$59.5bUS$2.1b20.4x19.2x0.7x
Thu, 02 Oct 2025US$42.3bUS$59.2bUS$2.1b22.3x20.3x0.7x
Sat, 30 Aug 2025US$42.6bUS$59.2bUS$2.1b26.1x20.3x0.7x
Mon, 28 Jul 2025US$42.2bUS$59.2bUS$2.1b24.7x20.2x0.7x
Wed, 25 Jun 2025US$41.1bUS$59.0bUS$2.1b19.9x19.3x0.7x
Fri, 23 May 2025US$42.2bUS$59.0bUS$2.1b20.7x19.8x0.7x
Sun, 20 Apr 2025US$40.9bUS$58.8bUS$2.2b17.5x18.5x0.7x
Tue, 18 Mar 2025US$42.9bUS$58.7bUS$2.2b17.4x19.4x0.7x
Thu, 13 Feb 2025US$42.1bUS$58.7bUS$2.4b14.8x17.2x0.7x
Sat, 11 Jan 2025US$40.8bUS$57.9bUS$2.5b16.7x16.6x0.7x
Mon, 09 Dec 2024US$44.2bUS$58.0bUS$2.5b17.5x18x0.8x
Wed, 06 Nov 2024US$42.4bUS$57.6bUS$2.4b14.9x17.4x0.7x
Fri, 04 Oct 2024US$47.0bUS$57.4bUS$2.6b15.7x18.1x0.8x
Sun, 01 Sep 2024US$46.8bUS$57.4bUS$2.6b15.7x18.1x0.8x
Tue, 30 Jul 2024US$47.4bUS$57.9bUS$2.6b14.6x18.3x0.8x
Thu, 27 Jun 2024US$44.3bUS$47.4bUS$2.7b13.4x16.5x0.9x
Sat, 25 May 2024US$47.7bUS$47.4bUS$2.7b13.8x17.8x1x
Mon, 22 Apr 2024US$51.7bUS$47.0bUS$2.8b15x18.5x1.1x
Wed, 20 Mar 2024US$53.0bUS$47.0bUS$2.9b13.7x18.5x1.1x
Fri, 16 Feb 2024US$50.8bUS$46.4bUS$2.8b18.7x18.2x1.1x
Sun, 14 Jan 2024US$48.5bUS$46.4bUS$2.8b13.2x17.6x1x
Tue, 12 Dec 2023US$47.0bUS$46.4bUS$2.7b14x17.5x1x
Thu, 09 Nov 2023US$45.8bUS$46.3bUS$2.7b13.7x17.2x1x
Sat, 07 Oct 2023US$48.2bUS$45.9bUS$2.7b14.9x17.6x1.1x
Mon, 04 Sep 2023US$52.2bUS$45.9bUS$2.7b16.1x19.1x1.1x
Wed, 02 Aug 2023US$53.7bUS$45.8bUS$2.7b14.8x19.8x1.2x
Fri, 30 Jun 2023US$54.9bUS$45.5bUS$3.0b13.5x18.6x1.2x
Sun, 28 May 2023US$51.5bUS$46.8bUS$2.9b12.5x17.8x1.1x
Tue, 25 Apr 2023US$54.6bUS$46.9bUS$3.0b16.2x18.5x1.2x
Thu, 23 Mar 2023US$54.3bUS$46.7bUS$3.0b12.8x18x1.2x
Price to Earnings Ratio

18x


Total Market Cap: US$54.3bTotal Earnings: US$3.0bTotal Revenue: US$46.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 18.8x202420252026
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 28.6x which is higher than its 3-year average PE of 18.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Distributors industry have declined 26% 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-2.40%
Consumer Discretionary-2.62%
Retail Distributors-5.31%
Distributors-5.31%
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
PLBL Polibeli GroupUS$9.0110.7%
+US$323.5m		-11.8%PS110.8x
WEYS Weyco GroupUS$33.013.3%
+US$9.5m		12.9%PE13.5x
SMJF SMJ International HoldingsUS$3.218.4%
+US$6.9m		n/aPE112.3x
SORA AsiaStrategyUS$1.904.4%
+US$2.0m		n/aPS3.4x
JL J-Long GroupUS$5.0211.6%
+US$2.0m		n/aPE7.3x

Latest News

LKQ
US$29.34
LKQ
7D
-6.4%
1Y
-30.5%
AENT
US$6.78
Alliance Entertainment Holding
7D
-0.4%
1Y
91.0%

AENT: Exclusive Distribution Deal And Collectibles Platform Will Support Future Upside

Analysts have trimmed their fair value estimate for Alliance Entertainment Holding by $1.00 to $9.00, citing updated assumptions around revenue growth, profit margins, discount rates, and a higher future P/E that align with recent price target cuts from firms covering the stock. Analyst Commentary Recent research updates point to a more measured stance on Alliance Entertainment Holding, with trimmed price targets but still enough interest to keep the stock on institutional radar.
POOL
US$206.64
Pool
7D
-3.7%
1Y
-36.8%

POOL: Recurring Earnings And 2026 Stabilization Will Support Long-Term Upside

The analyst fair value estimate for Pool has edged up to $266.09 from $263.70, as analysts factor in recent Street price target resets in the $232 to $320 range and modest tweaks to the discount rate and long-term P/E assumptions following softer Q4 results. Analyst Commentary Street research on Pool reflects a mix of optimism about the business model and caution around recent earnings trends and valuation.
SORA
US$1.90
AsiaStrategy
7D
4.4%
1Y
n/a
RCT
US$0.88
RedCloud Holdings
7D
-3.6%
1Y
n/a
GOLD
US$47.47
Gold.com
7D
-5.2%
1Y
69.8%

GOLD: Lower Discount Rate And Private Placement Will Likely Keep Shares Fairly Valued

Analysts have raised their price target on Gold.com from $30.00 to $57.00, citing updated assumptions in their valuation models that include adjusted revenue growth, profit margin expectations, discount rate and future P/E inputs. What's in the News Gold.com reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0 million, while confirming completion of a total buyback of 1,321,003 shares, or 5.67% of its stock, for $37.13 million under the program announced on May 8, 2018 (Key Developments).
GPC
US$105.74
Genuine Parts
7D
-5.5%
1Y
-14.4%

GPC: Planned Business Separation Will Support Constructively Asymmetric Risk Reward

Narrative update The analyst price framework for Genuine Parts edges lower, with our fair value estimate moving from $147.11 to $144.78. This reflects updated Street targets that now span approximately $127 to $160, as analysts weigh weaker recent auto trends against the potential value from separating the Auto and Industrial businesses.
WEYS
US$33.01
Weyco Group
7D
3.3%
1Y
12.9%
GCT
US$40.95
GigaCloud Technology
7D
-7.1%
1Y
174.8%

GCT: Noble House Turnaround And International Momentum Will Drive Future Upside

Narrative Update on GigaCloud Technology The analyst fair value estimate for GigaCloud Technology has been raised from $36.00 to $52.00. Analysts point to higher Street price targets, including a move from $44.00 to $73.00, supported by recent earnings that exceeded expectations and strong performance from the Noble House brand and international sales.
JL
US$5.02
J-Long Group
7D
11.6%
1Y
n/a
SMJF
US$3.21
SMJ International Holdings
7D
8.4%
1Y
n/a
EDUC
US$1.35
Educational Development
7D
2.1%
1Y
5.8%

We Think You Should Be Aware Of Some Concerning Factors In Educational Development's (NASDAQ:EDUC) Earnings

Jan 20
We Think You Should Be Aware Of Some Concerning Factors In Educational Development's (NASDAQ:EDUC) Earnings
AGCC
US$15.94
Agencia Comercial Spirits
7D
-12.4%
1Y
n/a