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U.S. Trade Companies and Distributors Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies63
  • 7D-4.8%
  • 3M4.4%
  • 1Y19.7%
  • YTDn/a

Over the last 7 days, the Trade Companies and Distributors industry has dropped 2.0%, driven by a pullback from Ferguson Enterprises of 9.5%. Over the past 12 months, the industry was up 25%. As for the next few years, earnings are expected to grow by 11% 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
Sat, 07 Mar 2026US$392.2bUS$200.5bUS$16.4b21.6x23.9x2x
Mon, 02 Feb 2026US$355.1bUS$188.7bUS$15.4b23x23x1.9x
Wed, 31 Dec 2025US$332.0bUS$183.2bUS$15.2b20.4x21.9x1.8x
Fri, 28 Nov 2025US$325.2bUS$182.8bUS$15.1b19.5x21.6x1.8x
Sun, 26 Oct 2025US$336.4bUS$181.1bUS$14.7b22.9x22.8x1.9x
Tue, 23 Sep 2025US$343.5bUS$179.7bUS$14.8b22.3x23.2x1.9x
Thu, 21 Aug 2025US$352.1bUS$184.6bUS$14.7b22.1x24x1.9x
Sat, 19 Jul 2025US$339.2bUS$181.4bUS$13.8b20.6x24.6x1.9x
Mon, 16 Jun 2025US$315.0bUS$181.3bUS$13.8b19.6x22.8x1.7x
Wed, 14 May 2025US$307.0bUS$182.0bUS$13.9b20.4x22x1.7x
Fri, 11 Apr 2025US$291.1bUS$191.1bUS$14.2b18.2x20.5x1.5x
Sun, 09 Mar 2025US$295.7bUS$190.9bUS$14.4b18.3x20.5x1.5x
Tue, 04 Feb 2025US$315.2bUS$190.2bUS$15.3b18.8x20.6x1.7x
Thu, 02 Jan 2025US$302.5bUS$189.4bUS$15.3b16.1x19.8x1.6x
Sat, 30 Nov 2024US$349.0bUS$189.2bUS$15.3b18.6x22.8x1.8x
Mon, 28 Oct 2024US$316.3bUS$191.1bUS$15.8b14.3x20x1.7x
Wed, 25 Sep 2024US$310.4bUS$190.7bUS$15.8b14.4x19.6x1.6x
Fri, 23 Aug 2024US$301.0bUS$190.5bUS$15.8b15.7x19x1.6x
Sun, 21 Jul 2024US$301.0bUS$189.8bUS$15.9b17.2x18.9x1.6x
Tue, 18 Jun 2024US$281.7bUS$189.8bUS$16.0b14.1x17.7x1.5x
Thu, 16 May 2024US$306.0bUS$189.5bUS$15.8b18.9x19.3x1.6x
Sat, 13 Apr 2024US$307.2bUS$188.7bUS$15.8b18.1x19.4x1.6x
Mon, 11 Mar 2024US$302.9bUS$189.1bUS$16.0b17.2x19x1.6x
Wed, 07 Feb 2024US$292.7bUS$188.6bUS$15.5b15.9x18.9x1.6x
Fri, 05 Jan 2024US$281.3bUS$206.5bUS$16.7b14.8x16.9x1.4x
Sun, 03 Dec 2023US$266.7bUS$205.5bUS$16.9b13.8x15.8x1.3x
Tue, 31 Oct 2023US$239.0bUS$205.5bUS$17.5b11.8x13.7x1.2x
Thu, 28 Sep 2023US$248.7bUS$203.7bUS$16.6b12.6x14.9x1.2x
Sat, 26 Aug 2023US$249.9bUS$203.7bUS$16.6b11.3x15x1.2x
Mon, 24 Jul 2023US$257.8bUS$202.6bUS$16.5b14.1x15.6x1.3x
Wed, 21 Jun 2023US$245.5bUS$202.3bUS$16.5b13.1x14.9x1.2x
Fri, 19 May 2023US$229.6bUS$202.0bUS$16.8b12.2x13.7x1.1x
Sun, 16 Apr 2023US$222.7bUS$200.3bUS$14.0b12.7x15.9x1.1x
Tue, 14 Mar 2023US$221.7bUS$199.1bUS$14.0b12.5x15.8x1.1x
Price to Earnings Ratio

15.8x


Total Market Cap: US$221.7bTotal Earnings: US$14.0bTotal Revenue: US$199.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Companies and Distributors Industry Price to Earnings3Y Average 19.4x202420252026
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 24.2x which is higher than its 3-year average PE of 19.3x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Trading Companies and Distributors industry have grown 5.5% 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 Market-2.31%
Industrials-4.66%
Trade Distributors-4.79%
Trade Companies and Distributors-4.79%
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
SUNB Sunbelt Rentals HoldingsUS$74.431.8%
+US$554.2m		27.6%PE21.7x
FAST FastenalUS$46.460.9%
+US$482.3m		16.2%PE42.4x
NPT Texxon HoldingUS$20.50256.5%
+US$327.2m		n/aPS0.6x
XMTR XometryUS$43.395.8%
+US$123.1m		76.2%PS3.3x
EVI EVI IndustriesUS$19.580.8%
+US$1.9m		11.4%PE40.2x

Latest News

QXO
US$21.80
QXO
7D
-9.0%
1Y
62.9%
FERG
US$230.24
Ferguson Enterprises
7D
-11.7%
1Y
36.9%
AER
US$136.10
AerCap Holdings
7D
-8.9%
1Y
36.3%
CLWT
US$1.38
Euro Tech Holdings
7D
14.0%
1Y
-2.1%
CNM
US$49.82
Core & Main
7D
-8.0%
1Y
4.1%

CNM: Buybacks And Active M&A Pipeline Will Drive Future Upside

Analysts have maintained their $75.00 price target for Core & Main. They point to slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E that largely offset one another in their updated models.
XMTR
US$43.39
Xometry
7D
5.8%
1Y
76.2%

XMTR: AI Pricing Advances And Execution Strength Will Drive Future Upside

The updated analyst price target for Xometry has been reduced by about $3 to reflect a more moderate fair value estimate. Analysts highlight strong recent execution, adjusted EBITDA break even, and positive revenue guidance, while balancing these factors against uncertainty around the CEO transition and evolving expectations for future P/E and profit margins.
URI
US$809.60
United Rentals
7D
-3.6%
1Y
28.8%

URI: Infrastructure And Data Center Demand Will Support Future Upside Despite Model Resets

Analysts have trimmed their price target for United Rentals by about $18 to align with slightly lower fair value estimates, modestly softer assumptions for revenue growth and profit margins, and a reduced future P/E, following a series of recent target cuts across multiple research firms. Analyst Commentary Recent research updates on United Rentals show a tight cluster of price target changes, with most firms trimming their targets and one raising them, as analysts recalibrate their assumptions on growth, profitability, and what they are willing to pay on a P/E basis.
EVI
US$19.58
EVI Industries
7D
0.8%
1Y
11.4%
WCC
US$264.13
WESCO International
7D
-8.8%
1Y
59.8%
GWW
US$1,112.79
W.W. Grainger
7D
-2.8%
1Y
10.4%
SUNB
US$74.43
Sunbelt Rentals Holdings
7D
1.8%
1Y
27.6%
FAST
US$46.46
Fastenal
7D
0.9%
1Y
16.2%
WSO
US$393.19
Watsco
7D
-5.8%
1Y
-23.3%

WSO: Peer Repricing And Dividend Increase Will Support Fuller Future P/E Multiple

Narrative Update on Watsco Our analyst price target for Watsco has been revised to $475 from $450. This reflects updated assumptions on growth, margins, and future P/E in the context of recent Street price target moves, where analysts have adjusted their views while citing shifts in peer valuations.
IPW
US$2.08
iPower
7D
8.3%
1Y
-86.9%
MWG
US$2.17
Multi Ways Holdings
7D
2.8%
1Y
-28.4%
NPT
US$20.50
Texxon Holding
7D
256.5%
1Y
n/a