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U.S. Distributors Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies46
  • 7D4.3%
  • 3M-1.7%
  • 1Y-2.8%
  • YTDn/a

The Distributors industry is up 4.3% in the last week, with LKQ up 9.3%. Overall in the last year, the industry is flat. Looking forward, 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
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
Mon, 16 Jan 2023US$57.2bUS$44.1bUS$3.1b15.4x18.4x1.3x
Price to Earnings Ratio

18.4x


Total Market Cap: US$57.2bTotal Earnings: US$3.1bTotal Revenue: US$44.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 18.4x202420252026
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 Market1.49%
Consumer Discretionary3.77%
Retail Distributors4.30%
Distributors4.30%
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$33.009.3%
+US$716.7m		-9.2%PE12.1x
GPC Genuine PartsUS$126.733.1%
+US$524.4m		8.8%PE21.8x
POOL PoolUS$242.806.1%
+US$523.4m		-25.2%PE22.1x
AGCC Agencia Comercial SpiritsUS$13.2335.6%
+US$119.3m		n/aPE611.7x
GOLD Gold.comUS$38.0711.8%
+US$99.1m		36.7%PE126.8x

Latest News

AENT
US$7.81
Alliance Entertainment Holding
7D
-3.4%
1Y
-15.9%
GNLN
US$1.56
Greenlane Holdings
7D
-0.6%
1Y
-99.9%
LKQ
US$33.00
LKQ
7D
9.3%
1Y
-9.2%

LKQ: Portfolio Simplification And Digital Auctions Will Support Future Repricing Potential

Analysts have maintained their fair value estimate for LKQ at about $41.19 per share, with a modestly higher assumed future P/E and a slight tweak to the discount rate, while incorporating mixed sector fundamentals and an Equal Weight view with a US$33 target from recent coverage. Analyst Commentary Recent research frames LKQ as a balanced risk reward idea, with the stock initiated at Equal Weight and a US$33 price target, in line with a neutral sector stance on auto retail.
GPC
US$126.73
Genuine Parts
7D
3.1%
1Y
8.8%

GPC: Industrial Coiled Spring And Balanced Risk Profile Will Drive Upside

Narrative Update: Genuine Parts (Analyst Price Target Shift) Analysts have nudged their price targets on Genuine Parts higher, with recent moves such as US$130 to US$142 and US$143 to US$146. These changes reflect views that the risk or reward profile has become more balanced as trends in both the automotive and industrial segments show improvement and potential operating leverage.
JMG
US$7.03
JM Group
7D
17.4%
1Y
n/a
GCT
US$41.71
GigaCloud Technology
7D
6.2%
1Y
113.0%

GCT: Elevated Price Objective Will Depend On Unproven Margin Expansion

Narrative Update Analysts raised their price target on GigaCloud Technology to US$33 from US$31, citing sales that were stronger than guidance. This includes contributions from Noble House and off-platform e-commerce.
RCT
US$1.41
RedCloud Holdings
7D
-5.4%
1Y
n/a
GOLD
US$38.07
Gold.com
7D
11.8%
1Y
36.7%
AGCC
US$13.23
Agencia Comercial Spirits
7D
35.6%
1Y
n/a
DIT
US$106.50
AMCON Distributing
7D
-3.9%
1Y
-16.8%
SORA
US$2.89
AsiaStrategy
7D
-5.2%
1Y
n/a
POOL
US$242.80
Pool
7D
6.1%
1Y
-25.2%

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.
EPSM
US$2.73
Epsium Enterprise
7D
36.5%
1Y
n/a