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U.S. Trade Distributors Industry Analysis

UpdatedOct 19, 2025
DataAggregated Company Financials
Companies61
  • 7D0.5%
  • 3M1.4%
  • 1Y4.9%
  • YTD13.2%

Over the last 7 days, the Trade Distributors industry has remained flat, although notably United Rentals gained 3.2%. The past year has been better, since the industry has gained 4.9% in that time. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Oct 2025US$335.6bUS$179.9bUS$14.9b21x22.6x1.9x
Wed, 17 Sep 2025US$343.5bUS$179.7bUS$14.8b21.8x23.2x1.9x
Fri, 15 Aug 2025US$357.1bUS$184.5bUS$14.7b22.3x24.3x1.9x
Sun, 13 Jul 2025US$337.2bUS$181.2bUS$13.8b20.7x24.5x1.9x
Tue, 10 Jun 2025US$319.3bUS$181.1bUS$13.8b20.3x23.1x1.8x
Thu, 08 May 2025US$293.4bUS$181.9bUS$13.9b19.6x21.1x1.6x
Sat, 05 Apr 2025US$288.6bUS$191.1bUS$14.2b17.9x20.3x1.5x
Mon, 03 Mar 2025US$301.4bUS$190.7bUS$14.5b19.4x20.8x1.6x
Wed, 29 Jan 2025US$322.4bUS$189.6bUS$15.2b19.6x21.2x1.7x
Fri, 27 Dec 2024US$310.0bUS$189.4bUS$15.3b16.5x20.3x1.6x
Sun, 24 Nov 2024US$344.4bUS$189.2bUS$15.3b18.2x22.5x1.8x
Tue, 22 Oct 2024US$325.2bUS$190.8bUS$15.7b14.8x20.7x1.7x
Thu, 19 Sep 2024US$305.7bUS$190.7bUS$15.8b14.4x19.3x1.6x
Sat, 17 Aug 2024US$297.0bUS$190.6bUS$15.8b13.3x18.8x1.6x
Mon, 15 Jul 2024US$293.2bUS$189.9bUS$15.9b16.6x18.4x1.5x
Wed, 12 Jun 2024US$286.4bUS$189.8bUS$16.0b14.9x17.9x1.5x
Fri, 10 May 2024US$296.0bUS$189.5bUS$15.8b17.2x18.7x1.6x
Sun, 07 Apr 2024US$319.6bUS$188.7bUS$15.8b18.5x20.2x1.7x
Tue, 05 Mar 2024US$308.3bUS$189.2bUS$16.1b17.9x19.2x1.6x
Thu, 01 Feb 2024US$303.5bUS$207.0bUS$16.7b14.9x18.1x1.5x
Sat, 30 Dec 2023US$290.7bUS$205.3bUS$16.8b15.1x17.3x1.4x
Mon, 27 Nov 2023US$261.7bUS$205.5bUS$16.9b13.2x15.5x1.3x
Wed, 25 Oct 2023US$237.5bUS$203.8bUS$16.6b12.8x14.3x1.2x
Fri, 22 Sep 2023US$237.3bUS$203.8bUS$16.6b12.2x14.3x1.2x
Sun, 20 Aug 2023US$249.1bUS$203.6bUS$16.6b13.5x15x1.2x
Tue, 18 Jul 2023US$257.3bUS$202.5bUS$16.5b14.2x15.5x1.3x
Thu, 15 Jun 2023US$243.3bUS$202.0bUS$16.6b13.4x14.7x1.2x
Sat, 13 May 2023US$224.6bUS$202.4bUS$16.8b11.7x13.4x1.1x
Mon, 10 Apr 2023US$213.4bUS$200.1bUS$14.0b12.2x15.3x1.1x
Wed, 08 Mar 2023US$237.2bUS$196.1bUS$14.0b13.2x16.9x1.2x
Fri, 03 Feb 2023US$242.4bUS$193.6bUS$13.5b14.2x17.9x1.3x
Sun, 01 Jan 2023US$205.3bUS$192.4bUS$13.3b12.3x15.4x1.1x
Tue, 29 Nov 2022US$207.5bUS$190.3bUS$13.2b11.4x15.7x1.1x
Thu, 27 Oct 2022US$193.3bUS$185.9bUS$12.0b11.1x16.1x1x
Price to Earnings Ratio

16.1x


Total Market Cap: US$193.3bTotal Earnings: US$12.0bTotal Revenue: US$185.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.5x202320242025
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 22.6x which is higher than its 3-year average PE of 18.5x.
  • The 3-year average PS ratio of 1.5x 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 7.4% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market1.72%
Industrials1.43%
Trade Distributors0.45%
Trade Companies and Distributors0.45%
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$980.373.2%
+US$2.0b		16.8%PE24.9x
FERG Ferguson EnterprisesUS$236.942.4%
+US$1.0b		15.9%PE25x
CNM Core & MainUS$52.196.0%
+US$560.6m		11.7%PE23.1x
FTAI FTAI AviationUS$166.672.2%
+US$365.2m		16.1%PE41x
GWW W.W. GraingerUS$954.990.8%
+US$355.4m		-15.3%PE23.8x

Latest News

URI
US$980.37
United Rentals
7D
3.2%
1Y
16.8%

Operational Excellence And Specialty Cold Starts Will Define Future Success

Analysts have raised their fair value price target for United Rentals from $960 to $1,000. They cite broad improvements in rental demand and fundamentals across the sector as key factors behind the increase.
EVI
US$27.52
EVI Industries
7D
-1.4%
1Y
37.3%

Acquisitions And Digital Platforms Will Expand Geographic Reach

Analysts have maintained their price target for EVI Industries at $40.00. This reflects steady expectations for the company, as only minor changes in key assumptions were observed.
FTAI
US$166.67
FTAI Aviation
7D
2.2%
1Y
16.1%

Aging Fleets And MRE Programs Will Sustain Service Demand

The analyst price target for FTAI Aviation has been raised from $191 to $214.20. This change reflects analyst confidence supported by recent upward revisions following robust earnings, improved profit margins, and the company's strengthened position in the legacy engine market.
FERG
US$236.94
Ferguson Enterprises
7D
2.4%
1Y
15.9%
LVRO
US$1.40
Lavoro
7D
-7.9%
1Y
-67.6%

Lavoro Cannot Cover Its Cost Of Capital, And The Situation Is Too Hairy

Oct 16
CNM
US$52.19
Core & Main
7D
6.0%
1Y
11.7%

New Locations And Acquisitions Will Extend Geographic Reach

Analysts have slightly raised their price target for Core & Main from $59.00 to $59.75. This reflects minor adjustments in growth, profitability, and valuation expectations.
FAST
US$42.46
Fastenal
7D
-7.3%
1Y
9.0%
HRI
US$125.23
Herc Holdings
7D
6.3%
1Y
-27.2%
WLFC
US$128.26
Willis Lease Finance
7D
-0.6%
1Y
-36.8%

Why Willis Lease Finance Corporation (NASDAQ:WLFC) Could Be Worth Watching

Oct 11
Why Willis Lease Finance Corporation (NASDAQ:WLFC) Could Be Worth Watching
XMTR
US$47.02
Xometry
7D
-2.4%
1Y
125.0%
BCC
US$71.03
Boise Cascade
7D
-1.8%
1Y
-49.9%

Production Modernization And National Expansion Will Unlock New Markets

Analysts have lowered their average price target for Boise Cascade by approximately $3 to $96, citing the company's reduced earnings outlook and weaker Wood Products performance as key reasons for the adjustment. Analyst Commentary Industry analysts have provided updated commentary following Boise Cascade's recent earnings outlook and performance in its Wood Products division.
WCC
US$213.78
WESCO International
7D
2.6%
1Y
18.8%

Data Center Demand And Electrification Will Drive Enduring Expansion

Analysts have raised their price target on WESCO International from $236.45 to $241.00, citing ongoing market strength, advances in digitalization, and positive trends in key end-markets such as data centers and industrial automation. Analyst Commentary Recent analyst reports highlight a broadly positive outlook for WESCO International, underpinned by ongoing digital transformation and favorable market dynamics.
DXPE
US$111.26
DXP Enterprises
7D
-5.9%
1Y
113.7%

Is DXP Enterprises, Inc. (NASDAQ:DXPE) Potentially Undervalued?

Oct 06
Is DXP Enterprises, Inc. (NASDAQ:DXPE) Potentially Undervalued?
AER
US$120.43
AerCap Holdings
7D
-0.4%
1Y
23.5%
GWW
US$954.99
W.W. Grainger
7D
0.8%
1Y
-15.3%

Calculating The Fair Value Of W.W. Grainger, Inc. (NYSE:GWW)

Sep 25
Calculating The Fair Value Of W.W. Grainger, Inc. (NYSE:GWW)
QXO
US$18.99
QXO
7D
2.2%
1Y
23.3%