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U.S. Distributors Industry Analysis

UpdatedDec 27, 2025
DataAggregated Company Financials
Companies45
  • 7D0.8%
  • 3M-10.1%
  • 1Y-6.9%
  • YTDn/a

The Distributors industry has been flat over the last week, but Polibeli Group has lost 5.3%. As for the longer term, the industry has declined 6.9% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Dec 2025US$38.9bUS$60.6bUS$2.1b18.1x18.9x0.6x
Mon, 24 Nov 2025US$37.9bUS$60.5bUS$2.1b18.1x18.4x0.6x
Wed, 22 Oct 2025US$40.8bUS$59.5bUS$2.1b18.8x19.6x0.7x
Fri, 19 Sep 2025US$43.4bUS$59.2bUS$2.1b23.7x20.9x0.7x
Sun, 17 Aug 2025US$42.6bUS$59.2bUS$2.1b24.5x20.3x0.7x
Tue, 15 Jul 2025US$41.7bUS$59.0bUS$2.1b22.9x19.6x0.7x
Thu, 12 Jun 2025US$42.6bUS$59.0bUS$2.1b20.9x20x0.7x
Sat, 10 May 2025US$40.7bUS$59.0bUS$2.1b19.1x19.2x0.7x
Mon, 07 Apr 2025US$41.6bUS$58.7bUS$2.2b17.9x18.8x0.7x
Wed, 05 Mar 2025US$43.3bUS$58.7bUS$2.2b15.9x19.6x0.7x
Fri, 31 Jan 2025US$41.8bUS$58.0bUS$2.5b18.1x17.1x0.7x
Sun, 29 Dec 2024US$41.7bUS$58.0bUS$2.5b14.9x17x0.7x
Tue, 26 Nov 2024US$44.3bUS$58.0bUS$2.5b17.7x18x0.8x
Thu, 24 Oct 2024US$42.1bUS$57.6bUS$2.5b14.9x17.1x0.7x
Sat, 21 Sep 2024US$47.1bUS$57.4bUS$2.6b15.7x18.2x0.8x
Mon, 19 Aug 2024US$45.6bUS$58.0bUS$2.6b14.4x17.5x0.8x
Wed, 17 Jul 2024US$46.7bUS$57.6bUS$2.8b13.2x16.9x0.8x
Fri, 14 Jun 2024US$45.9bUS$47.4bUS$2.7b13.3x17.1x1x
Sun, 12 May 2024US$50.0bUS$47.4bUS$2.7b14.5x18.7x1.1x
Tue, 09 Apr 2024US$52.1bUS$47.0bUS$2.9b14.6x18.3x1.1x
Thu, 07 Mar 2024US$52.8bUS$46.9bUS$2.8b15.2x18.7x1.1x
Sat, 03 Feb 2024US$49.4bUS$46.5bUS$2.8b16.1x17.9x1.1x
Mon, 01 Jan 2024US$49.2bUS$46.4bUS$2.7b12.7x18.3x1.1x
Wed, 29 Nov 2023US$46.3bUS$46.3bUS$2.7b13.9x17.4x1x
Fri, 27 Oct 2023US$44.1bUS$46.3bUS$2.7b13.4x16.5x1x
Sun, 24 Sep 2023US$48.9bUS$45.9bUS$2.7b15.1x17.9x1.1x
Tue, 22 Aug 2023US$51.2bUS$45.9bUS$2.7b15.9x18.8x1.1x
Thu, 20 Jul 2023US$55.2bUS$45.6bUS$3.0b13.7x18.7x1.2x
Sat, 17 Jun 2023US$52.9bUS$45.5bUS$3.0b12.7x17.9x1.2x
Mon, 15 May 2023US$54.5bUS$46.9bUS$2.9b16.9x18.9x1.2x
Wed, 12 Apr 2023US$54.2bUS$45.2bUS$3.0b18.2x18.1x1.2x
Fri, 10 Mar 2023US$55.4bUS$46.2bUS$3.0b15.7x18.5x1.2x
Sun, 05 Feb 2023US$58.5bUS$44.2bUS$3.1b16.5x18.8x1.3x
Tue, 03 Jan 2023US$54.3bUS$44.1bUS$3.1b12x17.4x1.2x
Price to Earnings Ratio

17.4x


Total Market Cap: US$54.3bTotal Earnings: US$3.1bTotal Revenue: US$44.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 18.4x20242025
Current Industry PE
  • Investors are relatively neutral on the American Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.92x.
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 Market1.24%
Consumer Discretionary0.72%
Retail Distributors0.82%
Distributors0.82%
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$30.612.9%
+US$222.7m		-17.0%PE11.3x
GPC Genuine PartsUS$125.900.4%
+US$61.2m		7.6%PE21.7x
GOLD Gold.comUS$34.594.3%
+US$35.2m		32.4%PE115.2x
POOL PoolUS$232.490.2%
+US$17.9m		-32.6%PE21.1x
RCT RedCloud HoldingsUS$1.444.3%
+US$4.0m		n/aPS2x

Latest News

AENT
US$7.73
Alliance Entertainment Holding
7D
-1.2%
1Y
-11.7%

AENT: Outperform Rating Will Signal Confidence In Future Earnings And Margin Expansion

Analysts have nudged their price target on Alliance Entertainment Holding to $11.00, reflecting slightly improved expectations for revenue growth and profit margins following recent supportive coverage and an Outperform rating from the Street. Analyst Commentary Recent coverage has reinforced a constructive outlook on Alliance Entertainment Holding, with bullish analysts highlighting a favorable balance between valuation, growth prospects, and execution progress.
JL
US$6.27
J-Long Group
7D
4.7%
1Y
n/a
RAY
US$2.26
Raytech Holding
7D
37.0%
1Y
-90.2%
LKQ
US$30.61
LKQ
7D
2.9%
1Y
-17.0%

LKQ: Portfolio Simplification And Digital Auctions Will Drive Future Upside Potential

Analysts have modestly revised their price target for LKQ to about $41.19 per share. The slight upward adjustment reflects confidence in the company’s resilient auto retail positioning and long term growth prospects in digital auction marketplaces, despite a mixed sector backdrop.
GPC
US$125.90
Genuine Parts
7D
0.4%
1Y
7.6%

GPC: Industrial Upswing Will Drive Earnings Leverage And Improve Risk Reward Profile

Analysts have nudged their price target for Genuine Parts modestly higher, reflecting an intrinsic value near $146 that is roughly flat, but with improved risk and reward expectations as trends strengthen across the automotive and industrial segments. Analyst Commentary Recent Street research reflects a more balanced outlook on Genuine Parts, with incremental optimism around cyclical recovery and execution, tempered by valuation considerations and macro uncertainty.
SORA
US$3.43
AsiaStrategy
7D
1.8%
1Y
n/a
POOL
US$232.49
Pool
7D
0.2%
1Y
-32.6%

POOL Improving Execution And Firming Demand Will Drive Long-Term Upside

Analysts have modestly trimmed their fair value estimate for Pool Corp to approximately $323 per share from about $333, citing a slightly higher discount rate and premium valuation, even as they acknowledge improving demand trends, incremental profitability gains, and solid long term growth prospects. Analyst Commentary Recent Street research highlights a generally constructive but valuation conscious stance on Pool Corp, with views split between those expecting continued upside from company specific execution and those cautious about near term return potential.
RCT
US$1.44
RedCloud Holdings
7D
4.3%
1Y
n/a
GOLD
US$34.59
Gold.com
7D
4.3%
1Y
32.4%

GOLD: Upcoming NYSE Listing Will Drive Bullish Re-Rating Potential

Narrative Update Analysts have trimmed their price target on Gold.com by approximately $0.00 per share, reflecting modestly lower discount rate and future P/E assumptions as they refine their long-term valuation framework. What's in the News A Mark Precious Metals, Inc.
GCT
US$40.19
GigaCloud Technology
7D
-0.4%
1Y
128.7%

GCT: Higher Price Objective Will Leave Shares Vulnerable To Margin Setbacks

Analysts have raised their price target for GigaCloud Technology by $2, to $33 from $31, citing the company's outsized sales beat and improving growth and margin prospects across its acquired and off-platform businesses. Analyst Commentary Bearish analysts acknowledge that GigaCloud's recent sales performance exceeded expectations, but they remain cautious on the stock's risk reward profile.
AGCC
US$9.75
Agencia Comercial Spirits
7D
-3.7%
1Y
n/a
JMG
US$5.60
JM Group
7D
-7.7%
1Y
n/a
EPSM
US$2.15
Epsium Enterprise
7D
-8.5%
1Y
n/a
WEYS
US$31.33
Weyco Group
7D
-4.0%
1Y
-15.8%

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Nov 21
Estimating The Fair Value Of Weyco Group, Inc. (NASDAQ:WEYS)
BRIA
US$1.47
BrilliA
7D
-11.2%
1Y
-63.2%