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U.S. Distributors Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies45
  • 7D3.9%
  • 3M14.9%
  • 1Y5.6%
  • YTDn/a

The Distributors industry is up 3.8% in the last week, with Genuine Parts up 3.4%. In the same time, Polibeli Group was down 11%. This takes the industry's 12 month performance to a gain of 5.7%. Looking forward, earnings are forecast to grow by 9.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Feb 2026US$44.4bUS$64.3bUS$2.1b20.7x21.6x0.7x
Fri, 09 Jan 2026US$38.7bUS$60.6bUS$2.1b19.7x18.8x0.6x
Sun, 07 Dec 2025US$38.7bUS$60.6bUS$2.1b18.5x18.8x0.6x
Tue, 04 Nov 2025US$39.9bUS$59.5bUS$2.1b20.4x19.2x0.7x
Thu, 02 Oct 2025US$42.3bUS$59.2bUS$2.1b22.3x20.3x0.7x
Sat, 30 Aug 2025US$42.6bUS$59.2bUS$2.1b26.1x20.3x0.7x
Mon, 28 Jul 2025US$42.2bUS$59.2bUS$2.1b24.7x20.2x0.7x
Wed, 25 Jun 2025US$41.1bUS$59.0bUS$2.1b19.9x19.3x0.7x
Fri, 23 May 2025US$42.2bUS$59.0bUS$2.1b20.7x19.8x0.7x
Sun, 20 Apr 2025US$40.9bUS$58.8bUS$2.2b17.5x18.5x0.7x
Tue, 18 Mar 2025US$42.9bUS$58.7bUS$2.2b17.4x19.4x0.7x
Thu, 13 Feb 2025US$42.1bUS$58.7bUS$2.4b14.8x17.2x0.7x
Sat, 11 Jan 2025US$40.8bUS$57.9bUS$2.5b16.7x16.6x0.7x
Mon, 09 Dec 2024US$44.2bUS$58.0bUS$2.5b17.5x18x0.8x
Wed, 06 Nov 2024US$42.4bUS$57.6bUS$2.4b14.9x17.4x0.7x
Fri, 04 Oct 2024US$47.0bUS$57.4bUS$2.6b15.7x18.1x0.8x
Sun, 01 Sep 2024US$46.8bUS$57.4bUS$2.6b15.7x18.1x0.8x
Tue, 30 Jul 2024US$47.4bUS$57.9bUS$2.6b14.6x18.3x0.8x
Thu, 27 Jun 2024US$44.3bUS$47.4bUS$2.7b13.4x16.5x0.9x
Sat, 25 May 2024US$47.7bUS$47.4bUS$2.7b13.8x17.8x1x
Mon, 22 Apr 2024US$51.7bUS$47.0bUS$2.8b15x18.5x1.1x
Wed, 20 Mar 2024US$53.0bUS$47.0bUS$2.9b13.7x18.5x1.1x
Fri, 16 Feb 2024US$50.8bUS$46.4bUS$2.8b18.7x18.2x1.1x
Sun, 14 Jan 2024US$48.5bUS$46.4bUS$2.8b13.2x17.6x1x
Tue, 12 Dec 2023US$47.0bUS$46.4bUS$2.7b14x17.5x1x
Thu, 09 Nov 2023US$45.8bUS$46.3bUS$2.7b13.7x17.2x1x
Sat, 07 Oct 2023US$48.2bUS$45.9bUS$2.7b14.9x17.6x1.1x
Mon, 04 Sep 2023US$52.2bUS$45.9bUS$2.7b16.1x19.1x1.1x
Wed, 02 Aug 2023US$53.7bUS$45.8bUS$2.7b14.8x19.8x1.2x
Fri, 30 Jun 2023US$54.9bUS$45.5bUS$3.0b13.5x18.6x1.2x
Sun, 28 May 2023US$51.5bUS$46.8bUS$2.9b12.5x17.8x1.1x
Tue, 25 Apr 2023US$54.6bUS$46.9bUS$3.0b16.2x18.5x1.2x
Thu, 23 Mar 2023US$54.3bUS$46.7bUS$3.0b12.8x18x1.2x
Sat, 18 Feb 2023US$59.7bUS$45.7bUS$3.1b13.3x19.2x1.3x
Price to Earnings Ratio

19.2x


Total Market Cap: US$59.7bTotal Earnings: US$3.1bTotal Revenue: US$45.7bTotal 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 21.7x 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 12% 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 Market0.99%
Consumer Discretionary-2.62%
Retail Distributors3.86%
Distributors3.86%
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$267.335.7%
+US$535.6m		-20.5%PE24.3x
GPC Genuine PartsUS$146.682.7%
+US$534.2m		20.5%PE25.2x
GOLD Gold.comUS$62.5918.8%
+US$462.4m		117.9%PE141.2x
LKQ LKQUS$34.604.9%
+US$412.1m		-8.2%PE12.7x
AGCC Agencia Comercial SpiritsUS$11.2412.5%
+US$43.0m		n/aPE519.7x

Latest News

GOLD
US$62.59
Gold.com
7D
18.8%
1Y
117.9%
POOL
US$267.33
Pool
7D
5.7%
1Y
-20.5%

POOL: Recurring Revenue And 2026 Stabilization Expectations Will Support Long-Term Upside

Narrative Update The updated analyst price target for Pool moves slightly lower to about $307 from roughly $313, as analysts fine tune fair value and P/E assumptions while balancing trimmed targets from some firms with continued positive views on the company’s recurring revenue base and valuation. Analyst Commentary Recent research updates on Pool highlight a mix of confidence in the long term business model and caution around the current macro and discretionary spending backdrop.
AENT
US$7.13
Alliance Entertainment Holding
7D
1.6%
1Y
46.1%

AENT: Exclusive Media Licensing Will Support Higher Future Earnings Multiple

Analysts have raised their price target on Alliance Entertainment Holding to US$10.00 from US$6.00, citing updated assumptions for slightly higher revenue growth, a modestly improved profit margin profile, a higher fair value estimate, and a richer future P/E multiple. What's in the News Alliance Entertainment announced a new exclusive home entertainment license agreement with Amazon MGM Studios Distribution for physical media distribution in the United States and Canada, covering franchises such as James Bond, Rocky, The Silence of the Lambs and Legally Blonde (Key Developments).
GNLN
US$0.99
Greenlane Holdings
7D
-22.7%
1Y
-99.9%
BRIA
US$2.10
BrilliA
7D
6.1%
1Y
-34.2%
GPC
US$146.68
Genuine Parts
7D
2.7%
1Y
20.5%

GPC: Improving Segments And Neutral Rating Will Support Balanced Risk Reward

Analysts lifted their fair value estimate for Genuine Parts by about US$1 to roughly US$147, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. They see a more balanced risk and reward profile supported by improving trends in both the automotive and industrial segments.
LKQ
US$34.60
LKQ
7D
4.9%
1Y
-8.2%

LKQ: Portfolio Review And Specialty Sale Will Support Future Repricing Potential

Narrative Update The updated analyst price target for LKQ holds steady at about $41.19 per share, with analysts pointing to mixed sector fundamentals, an Equal Weight stance, and an expectation that auto dealers and digital auction platforms can continue to provide resilient shareholder returns. Analyst Commentary Coverage on LKQ starts with an Equal Weight rating and a US$33 price target, reflecting a balanced view of both the opportunities and risks in the auto retail sector.
GCT
US$38.54
GigaCloud Technology
7D
-8.3%
1Y
88.4%

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.
JEM
US$0.13
707 Cayman Holdings
7D
-13.2%
1Y
n/a
WEYS
US$31.17
Weyco Group
7D
-2.3%
1Y
-15.1%
RCT
US$1.00
RedCloud Holdings
7D
3.4%
1Y
n/a
AGCC
US$11.24
Agencia Comercial Spirits
7D
12.5%
1Y
n/a
SORA
US$2.10
AsiaStrategy
7D
-5.8%
1Y
n/a
EPSM
US$1.76
Epsium Enterprise
7D
-8.3%
1Y
n/a