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U.S. Distributors Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies44
  • 7D3.3%
  • 3M-10.8%
  • 1Y-14.8%
  • YTDn/a

Pool is up 4.7%, leading the way for the Distributors industry, which has gained 3.3%. During this same period, the Cheetah Net Supply Chain Service underperformed, falling 11%. However, the industry is down 15% over the past year. Looking forward, 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
Thu, 09 Apr 2026US$34.3bUS$64.1bUS$1.2b17.7x29.7x0.5x
Sat, 07 Mar 2026US$37.6bUS$64.1bUS$1.2b17.9x31x0.6x
Mon, 02 Feb 2026US$42.2bUS$60.6bUS$2.0b19.8x20.6x0.7x
Wed, 31 Dec 2025US$38.8bUS$60.6bUS$2.1b19.1x18.8x0.6x
Fri, 28 Nov 2025US$38.4bUS$60.5bUS$2.1b18.4x18.7x0.6x
Sun, 26 Oct 2025US$41.0bUS$59.5bUS$2.1b20.6x19.6x0.7x
Tue, 23 Sep 2025US$42.8bUS$59.2bUS$2.1b23.1x20.6x0.7x
Thu, 21 Aug 2025US$42.8bUS$59.2bUS$2.1b24.1x20.4x0.7x
Sat, 19 Jul 2025US$41.6bUS$59.0bUS$2.1b23.5x19.6x0.7x
Mon, 16 Jun 2025US$40.5bUS$59.0bUS$2.1b19.3x19x0.7x
Wed, 14 May 2025US$42.5bUS$59.0bUS$2.1b19.8x20x0.7x
Fri, 11 Apr 2025US$41.2bUS$58.8bUS$2.2b17.4x18.6x0.7x
Sun, 09 Mar 2025US$44.8bUS$58.7bUS$2.2b15.4x20.3x0.8x
Tue, 04 Feb 2025US$41.7bUS$58.0bUS$2.5b16.8x17x0.7x
Thu, 02 Jan 2025US$41.5bUS$58.0bUS$2.5b14.9x16.9x0.7x
Sat, 30 Nov 2024US$45.1bUS$58.0bUS$2.5b17x18.4x0.8x
Mon, 28 Oct 2024US$42.5bUS$57.6bUS$2.4b14.6x17.4x0.7x
Wed, 25 Sep 2024US$46.6bUS$57.4bUS$2.6b15.1x18x0.8x
Fri, 23 Aug 2024US$47.0bUS$58.0bUS$2.6b14.8x18.1x0.8x
Sun, 21 Jul 2024US$46.7bUS$57.7bUS$2.8b14.9x16.9x0.8x
Tue, 18 Jun 2024US$44.9bUS$47.4bUS$2.7b13.1x16.8x0.9x
Thu, 16 May 2024US$50.2bUS$47.4bUS$2.7b13.9x18.8x1.1x
Sat, 13 Apr 2024US$50.4bUS$47.0bUS$2.9b13.9x17.7x1.1x
Mon, 11 Mar 2024US$52.9bUS$46.9bUS$2.8b15.3x18.7x1.1x
Wed, 07 Feb 2024US$49.2bUS$46.5bUS$2.8b17.1x17.8x1.1x
Fri, 05 Jan 2024US$47.6bUS$46.4bUS$2.7b13.2x17.7x1x
Sun, 03 Dec 2023US$46.7bUS$46.4bUS$2.7b13.9x17.4x1x
Tue, 31 Oct 2023US$43.5bUS$46.3bUS$2.7b13.2x16.3x0.9x
Thu, 28 Sep 2023US$48.1bUS$45.9bUS$2.7b14.7x17.6x1x
Sat, 26 Aug 2023US$51.0bUS$45.9bUS$2.7b15.8x18.7x1.1x
Mon, 24 Jul 2023US$53.4bUS$45.7bUS$2.9b13.5x18.7x1.2x
Wed, 21 Jun 2023US$52.5bUS$45.5bUS$3.0b12.7x17.7x1.2x
Fri, 19 May 2023US$54.3bUS$46.8bUS$2.9b16.7x18.8x1.2x
Sun, 16 Apr 2023US$53.4bUS$46.5bUS$3.0b15.3x18x1.1x
Price to Earnings Ratio

18x


Total Market Cap: US$53.4bTotal Earnings: US$3.0bTotal Revenue: US$46.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Distributors Industry Price to Earnings3Y Average 19x202420252026
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 29.7x which is higher than its 3-year average PE of 19.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
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 Market2.97%
Consumer Discretionary0.68%
Retail Distributors3.33%
Distributors3.33%
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$209.454.7%
+US$343.9m		-33.2%PE19x
GPC Genuine PartsUS$107.412.1%
+US$310.2m		-5.8%PE226.6x
GOLD Gold.comUS$45.769.4%
+US$111.1m		100.0%PE103.2x
LKQ LKQUS$29.510.7%
+US$51.0m		-29.1%PE12.6x
PLBL Polibeli GroupUS$8.901.1%
+US$37.2m		-14.0%PS109.5x

Latest News

RCT
US$0.67
RedCloud Holdings
7D
-7.1%
1Y
-57.7%
GOLD
US$45.76
Gold.com
7D
9.4%
1Y
100.0%

GOLD: PIPE Financing And Buyback Completion Will Support Future Earnings Power

Analysts have adjusted their price target on Gold.com to $90.00, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions that together support a revised outlook for the stock. What's in the News Gold.com completed a share repurchase program that covered 1,321,003 shares, or 5.67% of its stock, for a total of $37.13 million under the buyback first announced on May 8, 2018 (Key Developments).
GCT
US$45.55
GigaCloud Technology
7D
1.7%
1Y
293.4%

GigaCloud: Wall Street Still Sleeps On This Hidden E-Commerce Gem

Apr 07
LKQ
US$29.51
LKQ
7D
0.7%
1Y
-29.1%

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

Analysts have made a small adjustment to the LKQ fair value estimate to $40.81 from $40.94, reflecting a mix of higher and lower price targets across the Street as models are updated for recent guidance and macro headwinds. Analyst Commentary Street research on LKQ highlights a mix of optimism around valuation support and execution, paired with some caution tied to macro headwinds and reduced earnings expectations.
GPC
US$107.41
Genuine Parts
7D
2.1%
1Y
-5.8%

GPC: Planned Business Separation Will Unlock Constructively Asymmetric Setup

The analyst price target for Genuine Parts has been trimmed by about $2 to reflect a slightly higher discount rate and modestly lower assumed future P/E, as analysts balance cautious views on the auto segment with more constructive expectations around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a mixed setup, with some analysts emphasizing the planned separation of the Auto and Industrial businesses as a key support for valuation, while others focus more on execution risks in the auto segment and recent earnings volatility.
WEYS
US$33.97
Weyco Group
7D
5.5%
1Y
9.5%
EPSM
US$1.43
Epsium Enterprise
7D
-5.9%
1Y
-69.1%
RAY
US$3.86
Raytech Holding
7D
-2.0%
1Y
-89.1%
AENT
US$7.03
Alliance Entertainment Holding
7D
7.8%
1Y
146.7%

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$209.45
Pool
7D
4.7%
1Y
-33.2%

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.
JL
US$6.81
J-Long Group
7D
-6.0%
1Y
n/a
CTNT
US$1.32
Cheetah Net Supply Chain Service
7D
-10.9%
1Y
0%
SORA
US$1.91
AsiaStrategy
7D
-7.0%
1Y
-13.9%
AGCC
US$15.49
Agencia Comercial Spirits
7D
-1.7%
1Y
n/a