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U.S. Trade Distributors Industry Analysis

UpdatedAug 28, 2025
DataAggregated Company Financials
Companies61
  • 7D3.9%
  • 3M16.1%
  • 1Y21.7%
  • YTD20.2%

Over the last 7 days, the Trade Distributors industry has risen 3.9%, driven by gains from United Rentals of 6.7%. This means that the industry has gained 22% over the past year. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Aug 2025US$359.7bUS$184.6bUS$14.7b23.4x24.5x1.9x
Sat, 26 Jul 2025US$349.0bUS$181.6bUS$13.8b21.2x25.3x1.9x
Mon, 23 Jun 2025US$316.9bUS$181.2bUS$13.8b19.6x23x1.7x
Wed, 21 May 2025US$316.2bUS$181.7bUS$14.1b19.8x22.4x1.7x
Fri, 18 Apr 2025US$290.4bUS$191.2bUS$14.2b18.7x20.4x1.5x
Sun, 16 Mar 2025US$287.9bUS$190.9bUS$14.3b19x20.1x1.5x
Tue, 11 Feb 2025US$311.1bUS$190.2bUS$15.3b19.1x20.3x1.6x
Thu, 09 Jan 2025US$300.8bUS$189.4bUS$15.3b17.1x19.7x1.6x
Sat, 07 Dec 2024US$344.4bUS$189.4bUS$15.3b18.5x22.5x1.8x
Mon, 04 Nov 2024US$316.8bUS$191.3bUS$15.4b15.5x20.6x1.7x
Wed, 02 Oct 2024US$310.1bUS$190.9bUS$15.7b14.2x19.8x1.6x
Fri, 30 Aug 2024US$298.1bUS$190.6bUS$15.9b15.8x18.8x1.6x
Sun, 28 Jul 2024US$312.4bUS$190.1bUS$15.9b18.2x19.6x1.6x
Tue, 25 Jun 2024US$285.2bUS$189.9bUS$15.9b15.7x17.9x1.5x
Thu, 23 May 2024US$305.5bUS$189.5bUS$15.8b17.8x19.3x1.6x
Sat, 20 Apr 2024US$292.7bUS$188.6bUS$15.8b17.5x18.5x1.6x
Mon, 18 Mar 2024US$305.0bUS$188.4bUS$15.8b16.4x19.3x1.6x
Wed, 14 Feb 2024US$287.6bUS$188.5bUS$15.4b16.5x18.7x1.5x
Fri, 12 Jan 2024US$284.9bUS$206.5bUS$16.7b14.6x17.1x1.4x
Sun, 10 Dec 2023US$268.4bUS$205.3bUS$16.8b13.6x16x1.3x
Tue, 07 Nov 2023US$250.8bUS$205.3bUS$16.9b11.7x14.8x1.2x
Thu, 05 Oct 2023US$246.0bUS$203.7bUS$16.6b11.8x14.8x1.2x
Sat, 02 Sep 2023US$257.8bUS$203.8bUS$16.6b11.6x15.5x1.3x
Mon, 31 Jul 2023US$256.6bUS$204.2bUS$16.8b13.7x15.3x1.3x
Wed, 28 Jun 2023US$252.6bUS$202.3bUS$16.5b13.7x15.3x1.2x
Fri, 26 May 2023US$222.6bUS$202.1bUS$16.8b12.1x13.2x1.1x
Sun, 23 Apr 2023US$226.8bUS$200.6bUS$14.0b12.8x16.2x1.1x
Tue, 21 Mar 2023US$218.7bUS$199.8bUS$14.0b12.3x15.7x1.1x
Thu, 16 Feb 2023US$237.0bUS$195.2bUS$13.7b13.6x17.3x1.2x
Sat, 14 Jan 2023US$218.2bUS$192.5bUS$13.4b13x16.3x1.1x
Mon, 12 Dec 2022US$209.6bUS$192.0bUS$13.3b11.3x15.8x1.1x
Wed, 09 Nov 2022US$199.3bUS$189.9bUS$13.1b11x15.2x1x
Fri, 07 Oct 2022US$166.3bUS$155.9bUS$9.7b11.9x17.1x1.1x
Sun, 04 Sep 2022US$170.8bUS$155.3bUS$9.6b12.2x17.8x1.1x
Price to Earnings Ratio

17.8x


Total Market Cap: US$170.8bTotal Earnings: US$9.6bTotal Revenue: US$155.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.2x202320242025
Current Industry PE
  • Investors are optimistic on the American Trade Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 24.5x which is higher than its 3-year average PE of 18.2x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 5.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market1.88%
Industrials1.87%
Trade Distributors3.87%
Trade Companies and Distributors3.87%
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
URI United RentalsUS$949.346.7%
+US$3.8b		30.3%PE24.1x
QXO QXOUS$20.9011.1%
+US$1.4b		55.4%PS7.2x
AER AerCap HoldingsUS$122.936.2%
+US$1.3b		30.6%PE7.3x
FERG Ferguson EnterprisesUS$235.122.0%
+US$897.2m		15.6%PE28.8x
WCC WESCO InternationalUS$227.198.4%
+US$860.4m		38.8%PE17.4x

Latest News

FERG
US$235.12
Ferguson Enterprises
7D
2.0%
1Y
15.6%

HVAC And Waterworks Expansions Will Fuel Future Market Success

Ferguson Enterprises’ consensus price target saw a modest increase to $235.00 as analysts cited stabilizing prices, supportive commodity trends, early signs of end-market recovery, and potential tariff tailwinds, all underpinned by solid organic growth. Analyst Commentary Continued topline improvement, with 5% organic growth in Q3.
FAST
US$50.20
Fastenal
7D
1.3%
1Y
48.9%

Managed Inventory Expansion And Digital Footprint Will Transform Supply Chains

Fastenal’s consensus price target was raised to $44.05 on the back of strong Q2 results, improving sales trends, and continued margin outperformance, with analysts expecting double-digit sales growth and justifying a premium valuation despite an already elevated multiple. Analyst Commentary Strong Q2 performance, with Fastenal beating consensus on sales, gross margin, and operating margin.
TRNS
US$83.41
Transcat
7D
-3.0%
1Y
-32.3%
WCC
US$227.19
WESCO International
7D
8.4%
1Y
38.8%
ZKH
US$2.86
ZKH Group
7D
-4.3%
1Y
-4.7%
QXO
US$20.90
QXO
7D
11.1%
1Y
55.4%
HRI
US$132.60
Herc Holdings
7D
11.9%
1Y
-7.9%

Sustained Infrastructure Spending And Rental Demand Will Expand Markets

The downward revision in Herc Holdings' Analyst Price Target reflects a modest decline in valuation multiples, as evidenced by a lower future P/E, while revenue growth forecasts remain steady, resulting in a new fair value of $163.20. What's in the News Updated full year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.
URI
US$949.34
United Rentals
7D
6.7%
1Y
30.3%
GWW
US$1,017.05
W.W. Grainger
7D
1.7%
1Y
5.0%

Is Now The Time To Put W.W. Grainger (NYSE:GWW) On Your Watchlist?

Aug 04
Is Now The Time To Put W.W. Grainger (NYSE:GWW) On Your Watchlist?
AER
US$122.93
AerCap Holdings
7D
6.2%
1Y
30.6%
TLIH
US$0.60
Ten-League International Holdings
7D
-2.7%
1Y
n/a