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U.S. Trade Companies and Distributors Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies61
  • 7D6.4%
  • 3M1.2%
  • 1Y27.3%
  • YTDn/a

Fastenal is up 7.2%, leading the way for the Trade Companies and Distributors industry, which has gained 6.4%. This takes the industry's 12 month performance to a gain of 27%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026US$384.6bUS$197.4bUS$15.4b22.9x25x1.9x
Thu, 12 Mar 2026US$375.1bUS$200.5bUS$16.4b21x22.8x1.9x
Sat, 07 Feb 2026US$374.2bUS$186.7bUS$15.3b24.7x24.5x2x
Mon, 05 Jan 2026US$330.0bUS$183.2bUS$15.2b20.5x21.8x1.8x
Wed, 03 Dec 2025US$324.2bUS$182.8bUS$15.1b19.4x21.5x1.8x
Fri, 31 Oct 2025US$332.4bUS$181.8bUS$15.5b21.9x21.5x1.8x
Sun, 28 Sep 2025US$343.3bUS$179.7bUS$14.8b22.7x23.2x1.9x
Tue, 26 Aug 2025US$358.1bUS$184.6bUS$14.7b23.6x24.4x1.9x
Thu, 24 Jul 2025US$341.2bUS$181.4bUS$13.8b20.4x24.7x1.9x
Sat, 21 Jun 2025US$315.3bUS$181.2bUS$13.8b19.6x22.9x1.7x
Mon, 19 May 2025US$316.4bUS$181.6bUS$14.1b20.2x22.4x1.7x
Wed, 16 Apr 2025US$295.0bUS$191.2bUS$14.2b18.4x20.7x1.5x
Fri, 14 Mar 2025US$285.1bUS$191.1bUS$14.4b17.8x19.9x1.5x
Sun, 09 Feb 2025US$311.1bUS$190.2bUS$15.3b19x20.3x1.6x
Tue, 07 Jan 2025US$302.8bUS$189.4bUS$15.3b16.9x19.9x1.6x
Thu, 05 Dec 2024US$349.4bUS$189.4bUS$15.3b18.1x22.8x1.8x
Sat, 02 Nov 2024US$317.7bUS$191.3bUS$15.4b15.5x20.6x1.7x
Mon, 30 Sep 2024US$311.9bUS$190.9bUS$15.7b14.5x19.9x1.6x
Wed, 28 Aug 2024US$305.4bUS$190.6bUS$15.9b17.1x19.2x1.6x
Fri, 26 Jul 2024US$298.9bUS$190.1bUS$15.9b17.8x18.8x1.6x
Sun, 23 Jun 2024US$285.2bUS$189.9bUS$15.9b15.6x17.9x1.5x
Tue, 21 May 2024US$303.1bUS$189.5bUS$15.8b17.4x19.2x1.6x
Thu, 18 Apr 2024US$294.9bUS$188.6bUS$15.8b17.6x18.7x1.6x
Sat, 16 Mar 2024US$303.0bUS$188.4bUS$15.8b16.4x19.2x1.6x
Mon, 12 Feb 2024US$298.4bUS$188.6bUS$15.5b16.8x19.2x1.6x
Wed, 10 Jan 2024US$283.5bUS$206.5bUS$16.7b14.6x17x1.4x
Fri, 08 Dec 2023US$265.2bUS$205.3bUS$16.8b13.5x15.8x1.3x
Sun, 05 Nov 2023US$250.8bUS$205.2bUS$16.8b12x14.9x1.2x
Tue, 03 Oct 2023US$247.9bUS$203.7bUS$16.6b11.9x14.9x1.2x
Thu, 31 Aug 2023US$256.8bUS$203.7bUS$16.6b13x15.4x1.3x
Sat, 29 Jul 2023US$254.5bUS$204.2bUS$16.8b13.7x15.1x1.2x
Mon, 26 Jun 2023US$245.1bUS$202.4bUS$16.5b13.2x14.8x1.2x
Wed, 24 May 2023US$225.3bUS$202.0bUS$16.8b12.1x13.4x1.1x
Fri, 21 Apr 2023US$227.1bUS$200.6bUS$14.0b12.9x16.2x1.1x
Price to Earnings Ratio

16.2x


Total Market Cap: US$227.1bTotal Earnings: US$14.0bTotal Revenue: US$200.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Companies and Distributors Industry Price to Earnings3Y Average 19.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Trading Companies and Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.0x which is higher than its 3-year average PE of 19.6x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Trading Companies and Distributors industry have grown 3.2% 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 Comparison

How does U.S. Trade Companies and Distributors compare with similar industries?

US Market3.08%
Industrials4.46%
Trade Distributors6.43%
Trade Companies and Distributors6.43%
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
FERG Ferguson EnterprisesUS$258.458.1%
+US$3.8b		55.2%PE26.6x
URI United RentalsUS$779.535.8%
+US$2.7b		30.6%PE19.7x
SUNB Sunbelt Rentals HoldingsUS$69.249.5%
+US$2.4b		30.2%PE20.5x
QXO QXOUS$22.2016.7%
+US$2.3b		53.5%PS2.3x
GWW W.W. GraingerUS$1.16k4.0%
+US$2.1b		16.1%PE32.2x

Latest News

FAST
US$45.80
Fastenal
7D
-0.2%
1Y
12.7%

Fastenal's Plunge Doesn't Make It Cheap Enough For An Upgrade

Apr 13
ZKH
US$3.10
ZKH Group
7D
-0.3%
1Y
3.9%

ZKH: Share Repurchase Will Support Future Upside Potential

Analysts have modestly adjusted their price views on ZKH Group, reflecting updated assumptions for the discount rate, profit margin, and future P/E. Together, these factors lead to a slightly revised implied valuation in dollar terms for long-term investors to consider.
GWW
US$1,161.66
W.W. Grainger
7D
4.0%
1Y
16.1%

W.W. Grainger Proved Me Wrong. I Wish I Bought It Sooner

Apr 11
WSO
US$416.27
Watsco
7D
10.0%
1Y
-19.1%
URI
US$779.53
United Rentals
7D
5.8%
1Y
30.6%
AER
US$148.60
AerCap Holdings
7D
5.0%
1Y
55.2%

AER: Post Q4 Execution And Capital Deployment Will Support Future Upside

Analysts have lifted their consolidated price target on AerCap Holdings to about $162, supported by updated post Q4 models that include recent $10 and $30 target increases from major firms following management's latest commentary. Analyst Commentary Recent research updates point to a cluster of higher price targets for AerCap around the post Q4 period, with some firms lifting their views following management's latest commentary and refreshed models.
QXO
US$22.20
QXO
7D
16.7%
1Y
53.5%
SUNB
US$69.24
Sunbelt Rentals Holdings
7D
9.5%
1Y
30.2%

Mega Project Demand And Specialty Expansion Will Support A Fairly Valued Equipment Renter

Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings provides equipment rental solutions across general tools and specialty lines for construction and nonconstruction customers in North America and the U.K. What are the underlying business or industry changes driving this perspective? Although mega projects in data centers, health care, infrastructure, energy and manufacturing are supporting equipment demand, the long and gradual build and run down phases on these large sites can tie up fleet for extended periods and limit flexibility.
XMTR
US$42.61
Xometry
7D
-0.4%
1Y
98.3%

XMTR: AI Marketplace Resilience And Execution Will Support Future Upside

Narrative Update on Xometry The average analyst price target for Xometry has been reset toward the mid $50s to low $60s range, with cuts such as $70 to $60 and $75 to $65, offset by a smaller increase from $54 to $55, as analysts factor in strong recent execution, leadership changes, and updated views on AI related risks and opportunities for the business. Analyst Commentary Recent research paints a mixed but generally constructive picture of Xometry, with analysts updating targets and views in response to earnings, guidance, leadership changes, and evolving AI related risks.
CAPS
US$0.51
Capstone Holding
7D
-7.9%
1Y
-82.6%
BGLC
US$2.26
BioNexus Gene Lab
7D
-0.09%
1Y
-2.6%
FERG
US$258.45
Ferguson Enterprises
7D
8.1%
1Y
55.2%

FERG: Large Project Exposure And Buybacks Will Support Medium Term Upside

Ferguson Enterprises' updated analyst price target edges higher to $277.18 from $276.55, as analysts factor in slightly lower discount rates, modestly adjusted revenue growth assumptions, a small uptick in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Ferguson Enterprises, with analysts reacting to Q4 results, updated medium term targets, and the company’s role in large capital projects.
NPT
US$7.93
Texxon Holding
7D
-16.0%
1Y
n/a
MWYN
US$0.62
Marwynn Holdings
7D
-15.3%
1Y
-86.3%
WCC
US$304.55
WESCO International
7D
9.1%
1Y
102.8%
IPW
US$1.07
iPower
7D
-23.0%
1Y
-93.3%