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U.S. Distributors Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies45
  • 7D-3.4%
  • 3M-14.5%
  • 1Y-9.5%
  • YTDn/a

Over the last 7 days, the Distributors industry has dropped 1.2%, driven by a pullback from Genuine Parts of 3.4%. Overall the industry is down 7.6% in 12 months. 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
Tue, 28 Apr 2026US$37.1bUS$64.7bUS$1.2b18.9x32.2x0.6x
Thu, 26 Mar 2026US$34.3bUS$64.1bUS$1.2b17.4x28.2x0.5x
Sat, 21 Feb 2026US$38.2bUS$64.1bUS$1.2b17.5x31.6x0.6x
Mon, 19 Jan 2026US$42.4bUS$60.6bUS$2.1b20.4x20.6x0.7x
Wed, 17 Dec 2025US$39.9bUS$60.6bUS$2.1b18.9x19.4x0.7x
Fri, 14 Nov 2025US$39.0bUS$61.1bUS$2.1b21.1x18.9x0.6x
Sun, 12 Oct 2025US$40.1bUS$59.2bUS$2.1b21.8x19.3x0.7x
Tue, 09 Sep 2025US$43.4bUS$59.2bUS$2.1b22.6x20.7x0.7x
Thu, 07 Aug 2025US$40.7bUS$59.2bUS$2.1b24.7x19.5x0.7x
Sat, 05 Jul 2025US$42.4bUS$59.0bUS$2.1b23.1x19.9x0.7x
Mon, 02 Jun 2025US$42.4bUS$59.0bUS$2.1b20.7x19.9x0.7x
Wed, 30 Apr 2025US$39.6bUS$58.6bUS$2.1b19.3x18.5x0.7x
Fri, 28 Mar 2025US$42.4bUS$58.7bUS$2.2b18.5x19.2x0.7x
Sun, 23 Feb 2025US$42.9bUS$58.7bUS$2.2b19.2x19.4x0.7x
Tue, 21 Jan 2025US$42.4bUS$58.0bUS$2.5b17x17.3x0.7x
Thu, 19 Dec 2024US$42.3bUS$58.0bUS$2.5b16.1x17.2x0.7x
Sat, 16 Nov 2024US$43.4bUS$57.9bUS$2.4b15.7x17.8x0.7x
Mon, 14 Oct 2024US$46.4bUS$57.4bUS$2.6b14.9x17.9x0.8x
Wed, 11 Sep 2024US$45.4bUS$57.4bUS$2.6b15.4x17.6x0.8x
Fri, 09 Aug 2024US$45.1bUS$58.0bUS$2.6b14.9x17.4x0.8x
Sun, 07 Jul 2024US$43.8bUS$57.7bUS$2.8b12.9x15.9x0.8x
Tue, 04 Jun 2024US$47.5bUS$47.4bUS$2.7b13.8x17.8x1x
Thu, 02 May 2024US$49.3bUS$47.3bUS$2.7b13.9x18.5x1x
Sat, 30 Mar 2024US$53.3bUS$47.0bUS$2.9b15.1x18.7x1.1x
Mon, 26 Feb 2024US$52.3bUS$46.9bUS$2.8b18.4x18.5x1.1x
Wed, 24 Jan 2024US$50.2bUS$46.4bUS$2.8b14.4x18.2x1.1x
Fri, 22 Dec 2023US$48.4bUS$46.4bUS$2.7b11.7x18x1x
Sun, 19 Nov 2023US$46.5bUS$46.3bUS$2.7b14.1x17.5x1x
Tue, 17 Oct 2023US$49.5bUS$45.9bUS$2.7b15.3x18.1x1.1x
Thu, 14 Sep 2023US$49.6bUS$45.9bUS$2.7b15.2x18.2x1.1x
Sat, 12 Aug 2023US$53.0bUS$45.9bUS$2.7b17.5x19.5x1.2x
Mon, 10 Jul 2023US$54.5bUS$45.5bUS$3.0b13.4x18.4x1.2x
Wed, 07 Jun 2023US$50.6bUS$45.5bUS$3.0b12.6x17.1x1.1x
Fri, 05 May 2023US$54.6bUS$46.9bUS$3.0b17x18.5x1.2x
Price to Earnings Ratio

18.5x


Total Market Cap: US$54.6bTotal Earnings: US$3.0bTotal Revenue: US$46.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 19.3x202420252026
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 32.5x which is higher than its 3-year average PE of 19.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
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 Market0.72%
Consumer Discretionary-0.52%
Retail Distributors-3.39%
Distributors-3.39%
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$31.170.9%
+US$71.5m		-16.2%PE13.3x
SORA AsiaStrategyUS$2.7924.1%
+US$13.5m		9.5%PS4.9x
AENT Alliance Entertainment HoldingUS$7.473.3%
+US$12.2m		171.6%PE17.4x
INEO INNEOVA HoldingsUS$0.8030.1%
+US$3.1m		-44.4%PS0.2x
BRIA BrilliAUS$1.706.1%
+US$3.0m		-29.3%PE30.1x

Latest News

RAY
US$2.45
Raytech Holding
7D
-22.7%
1Y
-93.6%
AENT
US$7.47
Alliance Entertainment Holding
7D
3.3%
1Y
171.6%

AENT: Collectibles Expansion And Reassessed Earnings Power Will Shape Future Upside Potential

Analysts trimmed their price target on Alliance Entertainment by $2 to reflect updated assumptions on discount rate, revenue growth, profit margin, and future P/E, which led to a slightly lower fair value estimate of around $8.00 per share. Analyst Commentary Bearish analysts have taken a more cautious stance on Alliance Entertainment, cutting their price targets by $2 as they revisit key inputs such as discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E multiples.
POOL
US$225.28
Pool
7D
-3.4%
1Y
-23.3%

POOL: Recurring Revenues And 2026 Guidance Will Support Earnings Recovery Potential

Pool's updated fair value estimate edges up to about $266 from $264, as analysts weigh a mix of recent price target increases and cuts against slightly lower assumptions for revenue growth, margins, and future P/E. Analyst Commentary Recent research on Pool reflects mixed sentiment, with some analysts lifting price targets and others trimming them as they reassess execution, earnings quality, and the appropriate P/E multiple.
GCT
US$45.44
GigaCloud Technology
7D
-9.3%
1Y
245.3%
GPC
US$106.56
Genuine Parts
7D
-5.4%
1Y
-9.3%

Genuine Parts Q1: Good Results In Shaky Environment

Apr 23
LKQ
US$31.17
LKQ
7D
0.9%
1Y
-16.2%

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$6.86
J-Long Group
7D
10.5%
1Y
n/a
GOLD
US$47.21
Gold.com
7D
-2.9%
1Y
93.9%

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$0.80
INNEOVA Holdings
7D
30.1%
1Y
-44.4%
WEYS
US$34.33
Weyco Group
7D
-1.6%
1Y
21.3%
EPSM
US$1.38
Epsium Enterprise
7D
3.8%
1Y
-82.3%
BRIA
US$1.70
BrilliA
7D
6.1%
1Y
-29.3%
SMJF
US$3.29
SMJ International Holdings
7D
3.1%
1Y
n/a
SORA
US$2.79
AsiaStrategy
7D
24.1%
1Y
9.5%
AGCC
US$16.62
Agencia Comercial Spirits
7D
-10.8%
1Y
n/a