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U.S. Distributors Industry Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies44
  • 7D4.2%
  • 3M-10.7%
  • 1Y-19.6%
  • YTDn/a

In the last week, the Distributors industry is up 4.2%, with Genuine Parts up 9.0%. In the same time, Gold.com was down 6.7%. However, the industry is down 20% over the past year. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Mar 2026US$34.2bUS$64.1bUS$1.2b16.9x28.1x0.5x
Wed, 25 Feb 2026US$37.6bUS$64.1bUS$1.2b17.2x31.2x0.6x
Fri, 23 Jan 2026US$42.3bUS$60.6bUS$2.1b20.4x20.5x0.7x
Sun, 21 Dec 2025US$38.7bUS$60.6bUS$2.1b19.2x18.8x0.6x
Tue, 18 Nov 2025US$38.5bUS$60.5bUS$2.1b19.1x18.7x0.6x
Thu, 16 Oct 2025US$41.1bUS$59.2bUS$2.1b20.2x19.8x0.7x
Sat, 13 Sep 2025US$44.6bUS$59.2bUS$2.1b23.2x21.4x0.8x
Mon, 11 Aug 2025US$40.8bUS$59.2bUS$2.1b24.8x19.4x0.7x
Wed, 09 Jul 2025US$41.8bUS$59.0bUS$2.1b23.9x19.7x0.7x
Fri, 06 Jun 2025US$42.5bUS$59.0bUS$2.1b19.6x20x0.7x
Sun, 04 May 2025US$41.1bUS$58.6bUS$2.1b19.3x19.2x0.7x
Tue, 01 Apr 2025US$42.1bUS$58.7bUS$2.2b18.3x19x0.7x
Thu, 27 Feb 2025US$43.5bUS$58.7bUS$2.2b17x19.6x0.7x
Sat, 25 Jan 2025US$42.9bUS$58.0bUS$2.5b17.8x17.5x0.7x
Mon, 23 Dec 2024US$41.5bUS$58.0bUS$2.5b14.2x16.9x0.7x
Wed, 20 Nov 2024US$43.6bUS$58.0bUS$2.5b16.8x17.8x0.8x
Fri, 18 Oct 2024US$47.4bUS$57.4bUS$2.6b15.1x18.3x0.8x
Sun, 15 Sep 2024US$46.3bUS$57.4bUS$2.6b15.4x17.9x0.8x
Tue, 13 Aug 2024US$45.1bUS$58.0bUS$2.6b14.7x17.4x0.8x
Thu, 11 Jul 2024US$43.4bUS$57.7bUS$2.8b12.9x15.7x0.8x
Sat, 08 Jun 2024US$46.7bUS$47.4bUS$2.7b13.6x17.4x1x
Mon, 06 May 2024US$49.8bUS$47.3bUS$2.7b16.2x18.7x1.1x
Wed, 03 Apr 2024US$53.2bUS$47.0bUS$2.9b14.9x18.6x1.1x
Fri, 01 Mar 2024US$52.9bUS$46.9bUS$2.8b15.3x18.7x1.1x
Sun, 28 Jan 2024US$49.6bUS$46.5bUS$2.8b16.4x17.9x1.1x
Tue, 26 Dec 2023US$49.0bUS$46.4bUS$2.7b11.8x18.2x1.1x
Thu, 23 Nov 2023US$46.7bUS$46.3bUS$2.7b14.1x17.5x1x
Sat, 21 Oct 2023US$45.3bUS$45.9bUS$2.7b13.7x16.7x1x
Mon, 18 Sep 2023US$49.7bUS$45.9bUS$2.7b15.3x18.2x1.1x
Wed, 16 Aug 2023US$52.1bUS$45.9bUS$2.7b16x19x1.1x
Fri, 14 Jul 2023US$55.4bUS$45.5bUS$3.0b13.7x18.7x1.2x
Sun, 11 Jun 2023US$50.8bUS$45.5bUS$3.0b12.7x17.2x1.1x
Tue, 09 May 2023US$55.7bUS$46.9bUS$2.9b17.1x19.3x1.2x
Thu, 06 Apr 2023US$53.9bUS$46.7bUS$3.0b12.7x17.8x1.2x
Price to Earnings Ratio

17.8x


Total Market Cap: US$53.9bTotal Earnings: US$3.0bTotal Revenue: US$46.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 18.9x202420252026
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 28.1x which is higher than its 3-year average PE of 18.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Distributors industry have declined 26% 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 Market-1.89%
Consumer Discretionary-1.56%
Retail Distributors4.24%
Distributors4.24%
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
GPC Genuine PartsUS$105.023.9%
+US$550.9m		-11.9%PE221.6x
LKQ LKQUS$29.181.4%
+US$101.7m		-31.4%PE12.5x
SMJF SMJ International HoldingsUS$3.107.3%
+US$5.8m		n/aPE119.3x
JL J-Long GroupUS$6.6628.6%
+US$5.6m		n/aPE9.6x
DIT AMCON DistributingUS$89.555.6%
+US$4.6m		14.5%PE86.3x

Latest News

BRIA
US$1.91
BrilliA
7D
4.5%
1Y
-4.4%
AENT
US$6.73
Alliance Entertainment Holding
7D
-8.4%
1Y
100.9%

AENT: Exclusive Content Deals And Collectibles Platform Will Support Future Returns

Analysts have trimmed their price targets on Alliance Entertainment Holding by $2, reflecting updated views on risk, profitability and future P/E assumptions, while keeping the intrinsic value estimate broadly in line with prior work. Analyst Commentary Recent research updates show analysts revisiting their assumptions on Alliance Entertainment Holding, with the $2 reduction in price targets reflecting a recalibration of risk, profitability and P/E expectations rather than a wholesale change in how the business is viewed.
POOL
US$198.74
Pool
7D
-3.2%
1Y
-37.6%

POOL: Recurring Revenues And 2026 Stabilization Will Drive Renewed Earnings Confidence

Analysts have trimmed their average price targets on Pool, with several firms cutting targets in a range from about $310 to $232 as they factor in softer recent earnings and revenue trends, even as some still point to recurring revenue strengths and potential longer term stabilization. Analyst Commentary Recent research updates on Pool reflect a split view, with most firms trimming price targets while keeping a mix of Buy, Outperform, and Hold ratings.
SMJF
US$3.10
SMJ International Holdings
7D
7.3%
1Y
n/a
JL
US$6.66
J-Long Group
7D
28.6%
1Y
n/a
GOLD
US$39.42
Gold.com
7D
-10.2%
1Y
55.4%

GOLD: Private Placement And Share Buyback Will Support Future Upside Potential

Analysts are reiterating a $57.00 price target for Gold.com, pointing to refreshed assumptions around discount rate, revenue growth, profit margin and forward P/E that they see as better reflecting current risk and earnings expectations. What's in the News Gold.com completed a share repurchase program that covered 1,321,003 shares, described as 5.67% of the company, for a total outlay of $37.13 million under the buyback announced on May 8, 2018 (Key Developments).
LKQ
US$29.18
LKQ
7D
1.4%
1Y
-31.4%

LKQ: Portfolio Review And Sale Options Will Support Future Upside Potential

Analyst price targets for LKQ have shifted within a wide $34 to $50 range, reflecting mixed views, as some analysts factor in persistent macro headwinds and lower outer year EPS estimates, while others highlight sum-of-the-parts valuation support following recent guidance. Analyst Commentary Recent Street research on LKQ offers a mix of optimism and caution, with opinions clustering around execution in a tougher macro backdrop, updated earnings paths, and how current guidance supports valuation.
GPC
US$105.02
Genuine Parts
7D
3.9%
1Y
-11.9%

GPC: Planned Business Separation And Industrial Strength Will Drive Constructively Asymmetric Setup

The analyst price target for Genuine Parts has been reduced by about $4 to $140. Analysts cite mixed views on the planned separation of the Auto and Industrial businesses, weaker recent auto trends, and differing assessments of the sum-of-the-parts valuation.
GCT
US$41.59
GigaCloud Technology
7D
-3.9%
1Y
192.9%

GCT: Turnaround And International Expansion Will Support Higher Share Price

Analysts lifted their price target on GigaCloud Technology to $73 from $44, citing Q4 results that beat estimates across the board, with revenue above the high end of guidance, supported by a turnaround in the Noble House brand and strong international sales. Analyst Commentary Bullish analysts are treating the new US$73 price target as a vote of confidence in GigaCloud Technology's ability to build on its recent execution, especially after Q4 results came in ahead of expectations and above the top end of guidance.
SORA
US$1.76
AsiaStrategy
7D
-4.9%
1Y
n/a
WEYS
US$31.74
Weyco Group
7D
-5.3%
1Y
4.1%
INEO
US$0.55
INNEOVA Holdings
7D
14.9%
1Y
-39.6%
DIT
US$89.55
AMCON Distributing
7D
5.6%
1Y
14.5%
AGCC
US$15.34
Agencia Comercial Spirits
7D
0.9%
1Y
n/a
EPSM
US$1.38
Epsium Enterprise
7D
-15.9%
1Y
-73.9%