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U.S. Trade Distributors Industry Analysis
UpdatedNov 28, 2021
DataAggregated Company Financials
Companies62
- 7D-2.5%
- 3M8.1%
- 1Y39.9%
- YTD36.7%
Over the last 7 days, the Trade Distributors industry has dropped 2.5%, driven by declines in AerCap Holdings and United Rentals of 6.9% and 3.5%, respectively. This takes the industry's 12 month performance to a gain of 40%.
Industry Valuation and Performance
Has the U.S. Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sun, 28 Nov 2021 | US$199.4b | US$134.9b | US$8.2b | 20.5x |
| Tue, 26 Oct 2021 | US$186.3b | US$132.1b | US$6.3b | 22.1x |
| Thu, 23 Sep 2021 | US$170.9b | US$131.4b | US$6.2b | 21.5x |
| Sat, 21 Aug 2021 | US$167.8b | US$131.0b | US$6.3b | 22.8x |
| Sat, 05 Jun 2021 | US$167.9b | US$118.4b | US$4.8b | 25.5x |
| Tue, 09 Mar 2021 | US$143.5b | US$111.9b | US$3.6b | 26.9x |
| Mon, 30 Nov 2020 | US$130.4b | US$110.5b | US$3.9b | 21.2x |
| Thu, 03 Sep 2020 | US$115.5b | US$109.8b | US$5.1b | 17.2x |
| Sun, 07 Jun 2020 | US$97.0b | US$113.7b | US$6.0b | 16.3x |
| Sat, 29 Feb 2020 | US$97.3b | US$113.5b | US$6.6b | 14.8x |
| Tue, 03 Dec 2019 | US$110.1b | US$114.0b | US$6.7b | 17.9x |
| Fri, 06 Sep 2019 | US$96.4b | US$112.9b | US$6.5b | 14.5x |
| Mon, 10 Jun 2019 | US$92.9b | US$111.9b | US$6.5b | 14.8x |
| Sun, 03 Mar 2019 | US$101.1b | US$110.6b | US$6.6b | 17.5x |
| Wed, 05 Dec 2018 | US$101.2b | US$108.3b | US$8.6b | 12x |
PE Ratio
12x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 18.5x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Trade Distributors industry have remained mostly flat over the last three years, while revenues for these companies have grown 7.6% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Trade Distributors industry?
| Trade Companies and Distributors | -2.49% | |
Industry PE: Investors are most optimistic about the Trade Companies and Distributors industry which is trading above its 3-year average PE ratio of 18.5x. However analysts are expecting annual earnings growth of 17%, which is lower than the prior year's growth of 84% per year. So the market might believe that analysts are underestimating future growth.
Forecasted Growth: Analysts are most optimistic on the Trade Companies and Distributors industry, expecting annual earnings growth of 17% over the next 5 years. However this is lower than its past earnings growth rate of 84% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| GWW W.W. Grainger | 1.4%+US$356.5m | 18.1% | PE27.2x | |
| SITE SiteOne Landscape Supply | 0.3%+US$30.4m | 80.8% | PE50.1x | |
| HBP Huttig Building Products | 6.7%+US$15.6m | 137.8% | PE6x | |
| CCNC Code Chain New Continent | -5.1%US$7.3m | -19.1% | PS2.8x | |
| GMS GMS | 0.2%+US$5.2m | 83.8% | PE18.1x |
