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U.S. Distributors Industry Analysis

UpdatedSep 14, 2026
DataAggregated Company Financials
Companies45
  • 7D-3.5%
  • 3M9.9%
  • 1Y-16.9%
  • YTDn/a

Over the last 7 days, the Distributors industry has dropped 3.5%, driven by Genuine Parts declining 3.2%. Overall the industry is down 17% in 12 months. Looking forward, earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Sep 2026US$36.6bUS$75.3bUS$1.0b13.1x34.8x0.5x
Wed, 12 Aug 2026US$37.9bUS$72.8bUS$1.1b12.7x35.2x0.5x
Fri, 10 Jul 2026US$35.0bUS$72.3bUS$1.2b14.9x30.3x0.5x
Sun, 07 Jun 2026US$31.6bUS$72.3bUS$1.2b14x27.4x0.4x
Tue, 05 May 2026US$34.8bUS$64.8bUS$1.1b17.9x32.6x0.5x
Thu, 02 Apr 2026US$34.6bUS$64.1bUS$1.2b16.7x28.4x0.5x
Sat, 28 Feb 2026US$38.0bUS$64.1bUS$1.2b17.4x31.2x0.6x
Mon, 26 Jan 2026US$42.6bUS$60.6bUS$2.1b20.2x20.7x0.7x
Wed, 24 Dec 2025US$38.7bUS$60.6bUS$2.1b19x18.8x0.6x
Fri, 21 Nov 2025US$37.1bUS$60.5bUS$2.1b18x18x0.6x
Sun, 19 Oct 2025US$40.8bUS$59.2bUS$2.1b19.5x19.6x0.7x
Tue, 16 Sep 2025US$44.2bUS$59.2bUS$2.1b24x21.2x0.7x
Thu, 14 Aug 2025US$42.3bUS$59.2bUS$2.1b24.8x20.1x0.7x
Sat, 12 Jul 2025US$42.6bUS$59.0bUS$2.1b23.3x20x0.7x
Mon, 09 Jun 2025US$41.7bUS$59.0bUS$2.1b20.5x19.6x0.7x
Wed, 07 May 2025US$40.9bUS$58.6bUS$2.1b16.5x19.1x0.7x
Fri, 04 Apr 2025US$43.1bUS$58.7bUS$2.2b18.2x19.5x0.7x
Sun, 02 Mar 2025US$43.8bUS$58.7bUS$2.2b16.6x19.8x0.7x
Tue, 28 Jan 2025US$42.4bUS$58.0bUS$2.5b16.7x17.3x0.7x
Thu, 26 Dec 2024US$41.8bUS$58.0bUS$2.5b15x17.1x0.7x
Sat, 23 Nov 2024US$43.5bUS$57.9bUS$2.5b15.9x17.7x0.8x
Mon, 21 Oct 2024US$47.6bUS$57.4bUS$2.6b16.5x18.3x0.8x
Wed, 18 Sep 2024US$46.1bUS$57.4bUS$2.6b15x17.8x0.8x
Fri, 16 Aug 2024US$45.0bUS$58.0bUS$2.6b14.5x17.4x0.8x
Sun, 14 Jul 2024US$46.4bUS$57.6bUS$2.8b12.9x16.8x0.8x
Tue, 11 Jun 2024US$46.3bUS$47.4bUS$2.7b13.5x17.3x1x
Thu, 09 May 2024US$50.0bUS$47.3bUS$2.7b17x18.8x1.1x
Sat, 06 Apr 2024US$51.7bUS$47.0bUS$2.9b15.1x18.1x1.1x
Mon, 04 Mar 2024US$52.6bUS$46.9bUS$2.8b15.3x18.6x1.1x
Wed, 31 Jan 2024US$49.8bUS$46.5bUS$2.8b15.5x18x1.1x
Fri, 29 Dec 2023US$49.5bUS$46.4bUS$2.7b12.6x18.4x1.1x
Sun, 26 Nov 2023US$47.0bUS$46.3bUS$2.7b14.1x17.6x1x
Tue, 24 Oct 2023US$45.1bUS$45.9bUS$2.7b13.6x16.6x1x
Thu, 21 Sep 2023US$49.7bUS$45.9bUS$2.7b15.3x18.2x1.1x
Price to Earnings Ratio

18.2x


Total Market Cap: US$49.7bTotal Earnings: US$2.7bTotal Revenue: US$45.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 21x202420252026
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 34.8x which is higher than its 3-year average PE of 21.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Distributors industry have declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 18% 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-0.94%
Consumer Discretionary-1.25%
Retail Distributors-3.46%
Distributors-3.46%
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$5.675.0%
+US$98.9m		-42.7%PS78.6x
AENT Alliance Entertainment HoldingUS$6.4225.1%
+US$65.8m		-10.1%PE25.1x
GOLD Gold.comUS$48.224.5%
+US$62.5m		77.9%PE17.1x
GCT GigaCloud TechnologyUS$51.870.2%
+US$4.3m		66.1%PE11.9x
PASW Ping An BiomedicalUS$0.1412.6%
+US$1.9m		-88.3%PS4.5x

Latest News

PASW
US$0.14
Ping An Biomedical
7D
12.6%
1Y
-88.3%
GOLD
US$48.22
Gold.com
7D
4.5%
1Y
77.9%
ATTT
US$2.96
Atlas Trinity Tech
7D
11.7%
1Y
-67.5%
AENT
US$6.42
Alliance Entertainment Holding
7D
25.1%
1Y
-10.1%
GPC
US$133.68
Genuine Parts
7D
-3.2%
1Y
-3.9%
WEYS
US$44.59
Weyco Group
7D
-1.7%
1Y
50.8%
POOL
US$173.04
Pool
7D
-6.6%
1Y
-46.7%
Narrative Update • Sep 03

POOL: Earnings Resilience And Buybacks Are Expected To Drive Repricing

Analysts have trimmed the fair value estimate for Pool to $219.50 from $255.91. This reflects a lower assumed future P/E multiple and a slightly softer profit margin outlook, even as revenue growth expectations remain broadly steady.
GCT
US$51.87
GigaCloud Technology
7D
0.2%
1Y
66.1%
Seeking Alpha • Sep 01

GigaCloud Looks Heavily Undervalued, Trading Near 10x Earnings

Summary GigaCloud Technology Inc. is rated 'Buy' with a 25-26% 12-month upside, driven by robust execution and platform scalability. GCT consistently beats sales and earnings estimates, with Q2 2026 revenue up 27.6% YoY and net income margin at 10.3%. Expansion in the EU and a growing 3P seller base are expected to structurally enhance margins and drive future growth. Valuation remains attractive at 10-11x forward earnings, supported by aggressive buybacks and resilient supply chain diversification. Read the full article on Seeking Alpha
AGCC
US$13.70
Agencia Comercial Spirits
7D
-5.1%
1Y
n/a
LKQ
US$24.11
LKQ
7D
-5.6%
1Y
-23.6%
Narrative Update • Aug 23

LKQ: German ERP Recovery And Q2 Execution Will Drive Future Upside

Analysts trimmed the LKQ fair value estimate from $39.50 to $32.50. This reflects a series of reduced price targets in the $25 to $36.50 range as they factor in softer revenue growth assumptions, slightly lower profit margins, modestly higher discount rates and the operational impact from the German ERP implementation and recent Q2 results.
SORA
US$2.24
AsiaStrategy
7D
-4.7%
1Y
-59.6%
GNLN
US$2.98
Greenlane Holdings
7D
6.4%
1Y
-89.0%
DIT
US$64.78
AMCON Distributing
7D
-4.2%
1Y
-15.5%
BRIA
US$1.44
BrilliA
7D
2.9%
1Y
-37.9%
PLBL
US$5.67
Polibeli Group
7D
5.0%
1Y
-42.7%
EPSM
US$1.36
Epsium Enterprise
7D
-6.2%
1Y
-96.5%