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U.S. Trade Companies and Distributors Industry Analysis

UpdatedSep 27, 2025
DataAggregated Company Financials
Companies59
  • 7D-0.08%
  • 3M6.7%
  • 1Y11.5%
  • YTDn/a

In the last week, the Trade Companies and Distributors industry is flat overall, with FTAI Aviation standing out by going down 7.8%. As for the the longer term, the industry is up 11% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Sep 2025US$339.6bUS$179.7bUS$14.8b22.7x22.9x1.9x
Mon, 25 Aug 2025US$358.5bUS$184.6bUS$14.7b23.4x24.4x1.9x
Wed, 23 Jul 2025US$335.4bUS$181.4bUS$13.8b20.1x24.3x1.8x
Fri, 20 Jun 2025US$315.3bUS$181.2bUS$13.8b19.6x22.9x1.7x
Sun, 18 May 2025US$316.8bUS$182.0bUS$13.9b20.3x22.8x1.7x
Tue, 15 Apr 2025US$291.2bUS$191.2bUS$14.2b18.4x20.5x1.5x
Thu, 13 Mar 2025US$286.3bUS$191.1bUS$14.4b18.3x19.9x1.5x
Sat, 08 Feb 2025US$314.8bUS$190.2bUS$15.3b19x20.6x1.7x
Mon, 06 Jan 2025US$302.8bUS$189.4bUS$15.3b17x19.9x1.6x
Wed, 04 Dec 2024US$346.1bUS$189.3bUS$15.3b18.3x22.6x1.8x
Fri, 01 Nov 2024US$317.8bUS$191.3bUS$15.4b15.3x20.6x1.7x
Sun, 29 Sep 2024US$311.9bUS$190.9bUS$15.7b14.5x19.9x1.6x
Tue, 27 Aug 2024US$305.8bUS$190.6bUS$15.9b16x19.3x1.6x
Thu, 25 Jul 2024US$306.4bUS$189.9bUS$15.9b17.3x19.3x1.6x
Sat, 22 Jun 2024US$285.1bUS$189.9bUS$15.9b15.6x17.9x1.5x
Mon, 20 May 2024US$303.1bUS$189.5bUS$15.8b17.3x19.2x1.6x
Wed, 17 Apr 2024US$301.2bUS$188.6bUS$15.8b18x19.1x1.6x
Fri, 15 Mar 2024US$304.5bUS$189.1bUS$16.0b16.9x19.1x1.6x
Sun, 11 Feb 2024US$298.4bUS$188.6bUS$15.5b16.8x19.2x1.6x
Tue, 09 Jan 2024US$281.8bUS$206.5bUS$16.7b14.6x16.9x1.4x
Thu, 07 Dec 2023US$265.2bUS$205.3bUS$16.8b13.4x15.7x1.3x
Sat, 04 Nov 2023US$250.6bUS$205.2bUS$17.7b11.3x14.2x1.2x
Mon, 02 Oct 2023US$247.9bUS$203.7bUS$16.6b12.4x14.9x1.2x
Wed, 30 Aug 2023US$255.0bUS$203.7bUS$16.6b12.7x15.3x1.3x
Fri, 28 Jul 2023US$257.4bUS$203.8bUS$16.7b13.7x15.4x1.3x
Sun, 25 Jun 2023US$245.1bUS$202.4bUS$16.5b13.2x14.8x1.2x
Tue, 23 May 2023US$228.6bUS$202.0bUS$16.8b12.2x13.6x1.1x
Thu, 20 Apr 2023US$225.7bUS$200.4bUS$14.0b12.9x16.1x1.1x
Sat, 18 Mar 2023US$214.2bUS$199.3bUS$14.0b12.1x15.3x1.1x
Mon, 13 Feb 2023US$233.6bUS$194.0bUS$13.6b13.8x17.1x1.2x
Wed, 11 Jan 2023US$214.6bUS$192.5bUS$13.4b12.9x16.1x1.1x
Fri, 09 Dec 2022US$211.4bUS$192.0bUS$13.3b11.5x15.9x1.1x
Sun, 06 Nov 2022US$199.1bUS$182.6bUS$13.0b10.9x15.3x1.1x
Tue, 04 Oct 2022US$162.2bUS$155.9bUS$9.7b11.4x16.7x1x
Price to Earnings Ratio

16.7x


Total Market Cap: US$162.2bTotal Earnings: US$9.7bTotal Revenue: US$155.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Companies and Distributors Industry Price to Earnings3Y Average 18.4x202320242025
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 22.9x which is higher than its 3-year average PE of 18.4x.
  • 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 Trading Companies and Distributors industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 4.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market-0.61%
Industrials-0.62%
Trade Distributors-0.08%
Trade Companies and Distributors-0.08%
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
FAST FastenalUS$48.702.4%
+US$1.3b		36.2%PE47x
AER AerCap HoldingsUS$123.132.4%
+US$508.8m		29.7%PE7.3x
URI United RentalsUS$947.270.6%
+US$370.0m		16.4%PE24x
CNM Core & MainUS$52.823.7%
+US$358.2m		15.4%PE23.2x
WSO WatscoUS$398.012.1%
+US$309.4m		-19.8%PE30.5x

Latest News

FERG
US$225.88
Ferguson Enterprises
7D
-1.5%
1Y
11.9%

HVAC And Waterworks Expansions Will Fuel Future Market Success

Analysts have raised Ferguson Enterprises’ price target from $237.53 to $249.89, citing strong non-residential growth, consistent market share gains, and robust Q4 results that boost confidence in forward estimates and margin recovery despite ongoing residential sector headwinds. Analyst Commentary Strong organic growth led by robust performance in non-residential segments and positive pricing/inflation tailwinds, offsetting muted residential sector activity.
CNM
US$52.82
Core & Main
7D
3.7%
1Y
15.4%

New Locations And Acquisitions Will Extend Geographic Reach

Despite modest improvements in both revenue growth and net profit margin forecasts, the consensus analyst price target for Core & Main remained effectively unchanged, dipping slightly from $59.64 to $59.00. What's in the News Core & Main lowered its fiscal 2025 earnings guidance, revising net sales expectations to $7.6–$7.7 billion, with net sales growth of 2%–3% and average daily sales growth of 4%–5%.
MGRC
US$118.48
McGrath RentCorp
7D
-1.9%
1Y
9.9%
GWW
US$959.73
W.W. Grainger
7D
-2.8%
1Y
-7.4%

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

Sep 25
Calculating The Fair Value Of W.W. Grainger, Inc. (NYSE:GWW)
GATX
US$176.97
GATX
7D
2.8%
1Y
32.7%

Expanding Rail Leasing North America And India Will Unlock Value

Analysts have raised their price target for GATX to $188.75, citing long-term growth drivers in leasing, upside from the Brookfield joint venture, and constrained supply supporting railcar fundamentals. Analyst Commentary Bullish analysts see attractive long-term growth drivers in transportation equipment manufacturing, leasing, and shipping.
BCC
US$77.15
Boise Cascade
7D
-2.9%
1Y
-45.5%

Production Modernization And National Expansion Will Unlock New Markets

Boise Cascade's consensus price target was lowered from $103.67 to $99.83 due to negative Q3 EBITDA pre-announcement, weaker-than-expected engineered wood product volumes and pricing, and reduced demand from homebuilders moderating single-family starts. Analyst Commentary Negative Q3 EBITDA pre-announcement attributed to softer Wood Products performance.
URI
US$947.27
United Rentals
7D
0.6%
1Y
16.4%

Operational Excellence And Specialty Cold Starts Will Define Future Success

Analysts have raised United Rentals' price target to $924.70 amid robust financial performance, strengthening demand from major data center investments, and a supportive macroeconomic backdrop, including policy tailwinds and potential Fed rate cuts. Analyst Commentary Bullish analysts cite record revenue and adjusted EBITDA performance over multiple quarters, suggesting strong operational execution and ongoing growth prospects.
FTAI
US$164.87
FTAI Aviation
7D
-7.8%
1Y
27.3%
AER
US$123.13
AerCap Holdings
7D
2.4%
1Y
29.7%

AerCap Holdings (NYSE:AER) Seems To Be Using A Lot Of Debt

Sep 13
AerCap Holdings (NYSE:AER) Seems To Be Using A Lot Of Debt
WSO
US$398.01
Watsco
7D
2.1%
1Y
-19.8%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

Watsco’s consensus Analyst Price Target saw a marginal decrease, reflecting minimal changes in both the company’s future P/E and discount rate, with fair value moving slightly from $468.64 to $464.45. What's in the News Watsco, Inc.
WCC
US$213.78
WESCO International
7D
2.4%
1Y
24.6%
XMTR
US$55.86
Xometry
7D
3.8%
1Y
197.3%
SITE
US$129.08
SiteOne Landscape Supply
7D
-4.6%
1Y
-14.6%
FAST
US$48.70
Fastenal
7D
2.4%
1Y
36.2%

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.
QXO
US$18.79
QXO
7D
-8.9%
1Y
19.5%
DSGR
US$28.97
Distribution Solutions Group
7D
-6.2%
1Y
-23.9%