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U.S. Distributors Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies45
  • 7D3.1%
  • 3M11.7%
  • 1Y4.7%
  • YTDn/a

The Distributors industry is up 3.5% in the last week, with Genuine Parts up 5.7%. Meanwhile, Polibeli Group actually underperformed within the industry, shrinking 18% in the last week. This takes the industry's 12 month performance to a gain of 4.6%. As for the next few years, earnings are expected to grow by 9.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Feb 2026US$44.0bUS$60.6bUS$2.0b19.4x21.5x0.7x
Sun, 04 Jan 2026US$38.5bUS$60.6bUS$2.1b19.8x18.7x0.6x
Tue, 02 Dec 2025US$38.5bUS$60.5bUS$2.1b18.2x18.7x0.6x
Thu, 30 Oct 2025US$40.9bUS$59.5bUS$2.1b21.4x19.6x0.7x
Sat, 27 Sep 2025US$42.0bUS$59.2bUS$2.1b22.8x20.2x0.7x
Mon, 25 Aug 2025US$43.1bUS$59.2bUS$2.1b25.3x20.6x0.7x
Wed, 23 Jul 2025US$41.1bUS$59.2bUS$2.1b27.9x19.7x0.7x
Fri, 20 Jun 2025US$39.9bUS$59.0bUS$2.1b19.9x18.8x0.7x
Sun, 18 May 2025US$44.0bUS$59.0bUS$2.1b21x20.7x0.7x
Tue, 15 Apr 2025US$41.4bUS$58.8bUS$2.2b17.8x18.7x0.7x
Thu, 13 Mar 2025US$43.4bUS$58.7bUS$2.2b17.3x19.6x0.7x
Sat, 08 Feb 2025US$41.6bUS$58.7bUS$2.4b16.9x17x0.7x
Mon, 06 Jan 2025US$41.5bUS$58.0bUS$2.5b16.6x16.9x0.7x
Wed, 04 Dec 2024US$45.1bUS$58.0bUS$2.5b17.2x18.4x0.8x
Fri, 01 Nov 2024US$42.2bUS$57.6bUS$2.4b14.7x17.3x0.7x
Sun, 29 Sep 2024US$47.6bUS$57.4bUS$2.6b15.8x18.3x0.8x
Tue, 27 Aug 2024US$47.3bUS$58.0bUS$2.6b14.9x18.2x0.8x
Thu, 25 Jul 2024US$47.0bUS$57.7bUS$2.7b14.9x17.3x0.8x
Sat, 22 Jun 2024US$45.6bUS$47.4bUS$2.7b13.4x17x1x
Mon, 20 May 2024US$49.7bUS$47.4bUS$2.7b14.4x18.6x1x
Wed, 17 Apr 2024US$49.8bUS$47.0bUS$2.9b14.1x17.4x1.1x
Fri, 15 Mar 2024US$53.1bUS$46.9bUS$2.8b15.3x18.8x1.1x
Sun, 11 Feb 2024US$50.3bUS$46.4bUS$2.8b17.6x18x1.1x
Tue, 09 Jan 2024US$48.0bUS$46.4bUS$2.7b13.9x17.9x1x
Thu, 07 Dec 2023US$47.2bUS$46.4bUS$2.7b14x17.6x1x
Sat, 04 Nov 2023US$45.7bUS$46.3bUS$2.7b13.8x17.1x1x
Mon, 02 Oct 2023US$49.1bUS$45.9bUS$2.7b14.9x17.9x1.1x
Wed, 30 Aug 2023US$52.2bUS$45.9bUS$2.7b16x19.1x1.1x
Fri, 28 Jul 2023US$53.8bUS$45.8bUS$2.7b14.7x19.8x1.2x
Sun, 25 Jun 2023US$52.5bUS$45.5bUS$3.0b12.7x17.7x1.2x
Tue, 23 May 2023US$53.3bUS$46.8bUS$2.9b15.2x18.4x1.1x
Thu, 20 Apr 2023US$53.8bUS$44.8bUS$3.0b15.4x18.1x1.2x
Sat, 18 Mar 2023US$54.2bUS$46.2bUS$3.0b15.3x18x1.2x
Mon, 13 Feb 2023US$57.4bUS$44.2bUS$3.1b15.6x18.5x1.3x
Price to Earnings Ratio

18.5x


Total Market Cap: US$57.4bTotal 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 20.9x 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-2.98%
Consumer Discretionary-5.08%
Retail Distributors3.15%
Distributors3.15%
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$146.215.3%
+US$1.0b		23.9%PE25.2x
LKQ LKQUS$34.354.6%
+US$383.9m		-7.8%PE12.6x
POOL PoolUS$257.540.8%
+US$80.5m		-23.8%PE23.4x
WEYS Weyco GroupUS$32.743.5%
+US$10.6m		-6.5%PE12.7x
BRIA BrilliAUS$2.053.0%
+US$1.8m		-35.1%PE22.3x

Latest News

GOLD
US$50.35
Gold.com
7D
-2.9%
1Y
76.2%
POOL
US$257.54
Pool
7D
0.8%
1Y
-23.8%
GCT
US$38.57
GigaCloud Technology
7D
-5.2%
1Y
93.9%

GCT: Cautious View Will Persist Until Margin Expansion Execution Becomes Clear

Analysts have lifted their price target on GigaCloud Technology to US$33 from US$31, citing stronger sales, early signs of renewed growth at acquired Noble House and off-platform e-commerce. They are still watching for more consistent growth and margin improvement before turning more positive.
DIT
US$110.39
AMCON Distributing
7D
2.1%
1Y
-26.0%
RAY
US$4.40
Raytech Holding
7D
5.5%
1Y
-77.1%
AENT
US$6.33
Alliance Entertainment Holding
7D
-14.3%
1Y
15.2%
GPC
US$146.21
Genuine Parts
7D
5.3%
1Y
23.9%
LKQ
US$34.35
LKQ
7D
4.6%
1Y
-7.8%

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.
WEYS
US$32.74
Weyco Group
7D
3.5%
1Y
-6.5%
RCT
US$0.88
RedCloud Holdings
7D
-25.9%
1Y
n/a
BRIA
US$2.05
BrilliA
7D
3.0%
1Y
-35.1%
AGCC
US$9.46
Agencia Comercial Spirits
7D
-1.5%
1Y
n/a
INEO
US$0.50
INNEOVA Holdings
7D
-19.7%
1Y
-74.9%

Not Many Are Piling Into INNEOVA Holdings Limited (NASDAQ:INEO) Stock Yet As It Plummets 32%

Dec 19
Not Many Are Piling Into INNEOVA Holdings Limited (NASDAQ:INEO) Stock Yet As It Plummets 32%
EPSM
US$1.76
Epsium Enterprise
7D
-11.1%
1Y
n/a
CTNT
US$1.18
Cheetah Net Supply Chain Service
7D
11.3%
1Y
-42.7%