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U.S. Distributors Industry Analysis

UpdatedJan 25, 2026
DataAggregated Company Financials
Companies45
  • 7D0.4%
  • 3M3.0%
  • 1Y-1.1%
  • YTDn/a

The Distributors industry has been flat over the last week, but Polibeli Group has lost 3.6%. Furthermore, the industry has been flat for the past year as well. 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
Sun, 25 Jan 2026US$42.6bUS$60.6bUS$2.1b20.2x20.7x0.7x
Tue, 23 Dec 2025US$38.7bUS$60.6bUS$2.1b19.2x18.9x0.6x
Thu, 20 Nov 2025US$37.6bUS$60.5bUS$2.1b18.3x18.3x0.6x
Sat, 18 Oct 2025US$41.0bUS$59.2bUS$2.1b19.5x19.7x0.7x
Mon, 15 Sep 2025US$44.2bUS$59.2bUS$2.1b23.2x21.2x0.7x
Wed, 13 Aug 2025US$40.9bUS$59.2bUS$2.1b24.5x19.5x0.7x
Fri, 11 Jul 2025US$42.6bUS$59.0bUS$2.1b23.3x20x0.7x
Sun, 08 Jun 2025US$41.7bUS$59.0bUS$2.1b20.5x19.6x0.7x
Tue, 06 May 2025US$41.1bUS$58.6bUS$2.1b19.4x19.2x0.7x
Thu, 03 Apr 2025US$42.5bUS$58.7bUS$2.2b18.4x19.2x0.7x
Sat, 01 Mar 2025US$43.3bUS$58.7bUS$2.2b16.6x19.5x0.7x
Mon, 27 Jan 2025US$42.4bUS$58.0bUS$2.5b17.8x17.3x0.7x
Wed, 25 Dec 2024US$41.8bUS$58.0bUS$2.5b15x17.1x0.7x
Fri, 22 Nov 2024US$42.9bUS$57.9bUS$2.5b15.7x17.5x0.7x
Sun, 20 Oct 2024US$47.6bUS$57.4bUS$2.6b16.5x18.3x0.8x
Tue, 17 Sep 2024US$46.3bUS$57.4bUS$2.6b14.9x17.9x0.8x
Thu, 15 Aug 2024US$45.1bUS$58.0bUS$2.6b14.6x17.4x0.8x
Sat, 13 Jul 2024US$45.7bUS$57.6bUS$2.8b12.9x16.6x0.8x
Mon, 10 Jun 2024US$46.6bUS$47.4bUS$2.7b13.6x17.4x1x
Wed, 08 May 2024US$50.0bUS$47.3bUS$2.7b17.1x18.8x1.1x
Fri, 05 Apr 2024US$52.6bUS$47.0bUS$2.9b14.6x18.4x1.1x
Sun, 03 Mar 2024US$52.6bUS$46.9bUS$2.8b15.3x18.6x1.1x
Tue, 30 Jan 2024US$49.6bUS$46.5bUS$2.8b15.4x17.9x1.1x
Thu, 28 Dec 2023US$49.5bUS$46.4bUS$2.7b12.7x18.4x1.1x
Sat, 25 Nov 2023US$47.0bUS$46.3bUS$2.7b14.1x17.6x1x
Mon, 23 Oct 2023US$45.3bUS$45.9bUS$2.7b13.7x16.7x1x
Wed, 20 Sep 2023US$49.7bUS$45.9bUS$2.7b15.3x18.2x1.1x
Fri, 18 Aug 2023US$52.2bUS$45.9bUS$2.7b15.8x19.1x1.1x
Sun, 16 Jul 2023US$54.8bUS$45.5bUS$3.0b13.6x18.5x1.2x
Tue, 13 Jun 2023US$51.5bUS$45.5bUS$3.0b12.7x17.4x1.1x
Thu, 11 May 2023US$55.5bUS$46.9bUS$2.9b17.4x19.2x1.2x
Sat, 08 Apr 2023US$53.8bUS$45.2bUS$3.0b17.1x18x1.2x
Mon, 06 Mar 2023US$57.6bUS$46.2bUS$3.0b16.3x19.2x1.2x
Wed, 01 Feb 2023US$58.1bUS$44.2bUS$3.1b16.3x18.7x1.3x
Price to Earnings Ratio

18.7x


Total Market Cap: US$58.1bTotal 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 20.7x 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-0.36%
Consumer Discretionary0.59%
Retail Distributors0.39%
Distributors0.39%
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$34.041.6%
+US$134.4m		-11.2%PE12.5x
GPC Genuine PartsUS$137.630.5%
+US$96.0m		17.4%PE23.7x
GCT GigaCloud TechnologyUS$42.084.1%
+US$61.9m		99.5%PE12x
GOLD Gold.comUS$43.112.9%
+US$29.6m		58.1%PE143.6x
SMJF SMJ International HoldingsUS$5.182.0%
+US$2.8m		n/aPE179.7x

Latest News

LKQ
US$34.04
LKQ
7D
1.6%
1Y
-11.2%

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.
GPC
US$137.63
Genuine Parts
7D
0.5%
1Y
17.4%

GPC: Improving Segments And Neutral Stance Will Support Balanced Risk Profile

Analysts have raised their price target on Genuine Parts by $12 to $142, citing what they view as a more balanced risk/reward profile as trends in both the automotive and industrial segments improve. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a Neutral rating and the higher US$142 price target as a sign that the stock now lines up more closely with its underlying fundamentals, with less perceived downside at current levels.
GCT
US$42.08
GigaCloud Technology
7D
4.1%
1Y
99.5%

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.
DIT
US$106.20
AMCON Distributing
7D
-2.6%
1Y
-15.0%
JEM
US$0.26
707 Cayman Holdings
7D
42.2%
1Y
n/a
JL
US$3.47
J-Long Group
7D
-33.8%
1Y
n/a
GOLD
US$43.11
Gold.com
7D
2.9%
1Y
58.1%
RAY
US$4.65
Raytech Holding
7D
26.4%
1Y
-76.4%
RCT
US$1.35
RedCloud Holdings
7D
-14.0%
1Y
n/a
POOL
US$265.02
Pool
7D
-1.1%
1Y
-25.1%
AENT
US$7.58
Alliance Entertainment Holding
7D
-1.6%
1Y
47.8%

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.
PASW
US$0.20
Ping An Biomedical
7D
11.7%
1Y
n/a
AGCC
US$9.66
Agencia Comercial Spirits
7D
-8.6%
1Y
n/a
SORA
US$2.61
AsiaStrategy
7D
-7.6%
1Y
n/a
SMJF
US$5.18
SMJ International Holdings
7D
2.0%
1Y
n/a