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U.S. Distributors Industry Analysis

UpdatedApr 26, 2026
DataAggregated Company Financials
Companies45
  • 7D-1.5%
  • 3M-13.3%
  • 1Y-6.3%
  • YTDn/a

Over the last 7 days, the Distributors industry has dropped 1.5%, driven by a pullback from Genuine Parts of 4.4%. The industry has fallen 6.2% in the last year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 26 Apr 2026US$37.3bUS$64.7bUS$1.1b19.1x32.5x0.6x
Tue, 24 Mar 2026US$32.9bUS$64.1bUS$1.2b17.9x27x0.5x
Thu, 19 Feb 2026US$40.1bUS$64.5bUS$1.3b17.7x30.5x0.6x
Sat, 17 Jan 2026US$42.5bUS$60.6bUS$2.1b20.1x20.6x0.7x
Mon, 15 Dec 2025US$40.1bUS$60.6bUS$2.1b18.9x19.5x0.7x
Wed, 12 Nov 2025US$38.8bUS$61.1bUS$2.1b20.8x18.8x0.6x
Fri, 10 Oct 2025US$41.5bUS$59.2bUS$2.1b22.5x19.9x0.7x
Sun, 07 Sep 2025US$43.0bUS$59.2bUS$2.1b24x20.5x0.7x
Tue, 05 Aug 2025US$39.9bUS$59.2bUS$2.1b23.9x19.1x0.7x
Thu, 03 Jul 2025US$41.9bUS$59.0bUS$2.1b21.2x19.7x0.7x
Sat, 31 May 2025US$42.3bUS$59.0bUS$2.1b20.7x19.9x0.7x
Mon, 28 Apr 2025US$39.5bUS$58.6bUS$2.1b19.1x18.5x0.7x
Wed, 26 Mar 2025US$42.6bUS$58.7bUS$2.2b16.7x19.3x0.7x
Fri, 21 Feb 2025US$42.7bUS$58.7bUS$2.2b19.5x19.3x0.7x
Sun, 19 Jan 2025US$42.4bUS$58.0bUS$2.5b17x17.3x0.7x
Tue, 17 Dec 2024US$43.3bUS$58.0bUS$2.5b16.8x17.6x0.7x
Thu, 14 Nov 2024US$43.3bUS$57.9bUS$2.4b16.7x17.7x0.7x
Sat, 12 Oct 2024US$45.5bUS$57.4bUS$2.6b14.9x17.6x0.8x
Mon, 09 Sep 2024US$44.7bUS$57.4bUS$2.6b15.3x17.3x0.8x
Wed, 07 Aug 2024US$45.5bUS$57.9bUS$2.6b15.3x17.6x0.8x
Fri, 05 Jul 2024US$44.0bUS$57.7bUS$2.8b12.9x16x0.8x
Sun, 02 Jun 2024US$47.5bUS$47.4bUS$2.7b13.8x17.8x1x
Tue, 30 Apr 2024US$50.3bUS$47.3bUS$2.7b14.8x18.9x1.1x
Thu, 28 Mar 2024US$53.6bUS$47.0bUS$2.9b15x18.8x1.1x
Sat, 24 Feb 2024US$52.3bUS$46.9bUS$2.8b18.4x18.5x1.1x
Mon, 22 Jan 2024US$49.2bUS$46.4bUS$2.8b13.3x17.9x1.1x
Wed, 20 Dec 2023US$48.9bUS$46.4bUS$2.7b12.1x18.2x1.1x
Fri, 17 Nov 2023US$46.5bUS$46.3bUS$2.7b14x17.5x1x
Sun, 15 Oct 2023US$49.1bUS$45.9bUS$2.7b15.2x17.9x1.1x
Tue, 12 Sep 2023US$50.0bUS$45.9bUS$2.7b17.9x18.3x1.1x
Thu, 10 Aug 2023US$53.1bUS$45.9bUS$2.7b17.1x19.5x1.2x
Sat, 08 Jul 2023US$54.5bUS$45.5bUS$3.0b13.4x18.4x1.2x
Mon, 05 Jun 2023US$50.3bUS$45.5bUS$3.0b12.6x17x1.1x
Wed, 03 May 2023US$54.9bUS$46.9bUS$3.0b16.9x18.6x1.2x
Price to Earnings Ratio

18.6x


Total Market Cap: US$54.9bTotal Earnings: US$3.0bTotal Revenue: US$46.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 19.2x202420252026
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 32.4x which is higher than its 3-year average PE of 19.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
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 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 Market0.39%
Consumer Discretionary-0.68%
Retail Distributors-1.47%
Distributors-1.47%
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
POOL PoolUS$232.552.2%
+US$180.9m		-20.2%PE21.1x
LKQ LKQUS$31.601.5%
+US$122.5m		-15.5%PE13.5x
AGCC Agencia Comercial SpiritsUS$22.0516.9%
+US$63.2m		n/aPE589.4x
SORA AsiaStrategyUS$2.7923.9%
+US$13.4m		8.1%PS4.9x
AENT Alliance Entertainment HoldingUS$7.343.1%
+US$11.2m		139.5%PE17.1x

Latest News

GCT
US$46.74
GigaCloud Technology
7D
-9.8%
1Y
250.9%
POOL
US$232.55
Pool
7D
2.2%
1Y
-20.2%
GPC
US$108.74
Genuine Parts
7D
-4.4%
1Y
-6.8%

Genuine Parts Q1: Good Results In Shaky Environment

Apr 23
AENT
US$7.34
Alliance Entertainment Holding
7D
3.1%
1Y
139.5%

Alliance Entertainment: Higher Margins And A Low Float

Apr 22
DIT
US$88.25
AMCON Distributing
7D
-7.7%
1Y
21.9%
LKQ
US$31.60
LKQ
7D
1.5%
1Y
-15.5%

LKQ: Board Review And Potential Sale Are Expected To Unlock Value

Analysts have made only a minor adjustment to the LKQ price framework, with a blended target effectively stable around $40.81. Small model tweaks reflect mixed Street views that balance raised targets of $45 to $50 and $34 with a lower $37 target and slightly updated earnings assumptions.
JL
US$6.39
J-Long Group
7D
5.1%
1Y
n/a
GOLD
US$47.01
Gold.com
7D
-2.4%
1Y
88.3%

GOLD: Private Placement And Buyback Authorization Will Support Future Earnings Power

Analysts have maintained their price target at $90.00, citing slightly lower discount rate assumptions, modestly higher revenue growth expectations, a small uplift in forecast profit margin, and a marginally lower future P/E input. What's in the News On February 4, 2026, Gold.com agreed to a private placement with TPM, an affiliate of Tether Global Investments Fund, for 3,370,787 common shares at an issue price of $44.50 per share, for gross proceeds of $150,000,021.50, with the shares to be issued in two tranches (Key Developments).
INEO
US$0.75
INNEOVA Holdings
7D
21.9%
1Y
-25.9%
CTNT
US$0.043
Cheetah Net Supply Chain Service
7D
-55.4%
1Y
-97.3%
WEYS
US$33.68
Weyco Group
7D
-4.1%
1Y
18.0%
RCT
US$0.74
RedCloud Holdings
7D
2.9%
1Y
-56.0%
SMJF
US$3.18
SMJ International Holdings
7D
-9.1%
1Y
n/a
SORA
US$2.79
AsiaStrategy
7D
23.9%
1Y
8.1%
AGCC
US$22.05
Agencia Comercial Spirits
7D
16.9%
1Y
n/a