Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Trade Distributors Industry Analysis

UpdatedSep 30, 2025
DataAggregated Company Financials
Companies59
  • 7D-0.8%
  • 3M4.1%
  • 1Y11.5%
  • YTD15.1%

Last week, the Trade Distributors industry hasn't moved much but Fastenal is up 3.7% in that time. As for the the longer term, the industry is up 12% over the past 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Sep 2025US$343.0bUS$179.7bUS$14.8b22.6x23.2x1.9x
Thu, 28 Aug 2025US$359.7bUS$184.6bUS$14.7b23.4x24.5x1.9x
Sat, 26 Jul 2025US$349.0bUS$181.6bUS$13.8b21.2x25.3x1.9x
Mon, 23 Jun 2025US$316.9bUS$181.2bUS$13.8b19.6x23x1.7x
Wed, 21 May 2025US$316.2bUS$181.7bUS$14.1b19.8x22.4x1.7x
Fri, 18 Apr 2025US$290.4bUS$191.2bUS$14.2b18.7x20.4x1.5x
Sun, 16 Mar 2025US$287.9bUS$190.9bUS$14.3b19x20.1x1.5x
Tue, 11 Feb 2025US$311.1bUS$190.2bUS$15.3b19.1x20.3x1.6x
Thu, 09 Jan 2025US$300.8bUS$189.4bUS$15.3b17.1x19.7x1.6x
Sat, 07 Dec 2024US$344.4bUS$189.4bUS$15.3b18.5x22.5x1.8x
Mon, 04 Nov 2024US$316.8bUS$191.3bUS$15.4b15.5x20.6x1.7x
Wed, 02 Oct 2024US$310.1bUS$190.9bUS$15.7b14.2x19.8x1.6x
Fri, 30 Aug 2024US$298.1bUS$190.6bUS$15.9b15.8x18.8x1.6x
Sun, 28 Jul 2024US$312.4bUS$190.1bUS$15.9b18.2x19.6x1.6x
Tue, 25 Jun 2024US$285.2bUS$189.9bUS$15.9b15.7x17.9x1.5x
Thu, 23 May 2024US$305.5bUS$189.5bUS$15.8b17.8x19.3x1.6x
Sat, 20 Apr 2024US$292.7bUS$188.6bUS$15.8b17.5x18.5x1.6x
Mon, 18 Mar 2024US$305.0bUS$188.4bUS$15.8b16.4x19.3x1.6x
Wed, 14 Feb 2024US$287.6bUS$188.5bUS$15.4b16.5x18.7x1.5x
Fri, 12 Jan 2024US$284.9bUS$206.5bUS$16.7b14.6x17.1x1.4x
Sun, 10 Dec 2023US$268.4bUS$205.3bUS$16.8b13.6x16x1.3x
Tue, 07 Nov 2023US$250.8bUS$205.3bUS$16.9b11.7x14.8x1.2x
Thu, 05 Oct 2023US$246.0bUS$203.7bUS$16.6b11.8x14.8x1.2x
Sat, 02 Sep 2023US$257.8bUS$203.8bUS$16.6b11.6x15.5x1.3x
Mon, 31 Jul 2023US$256.6bUS$204.2bUS$16.8b13.7x15.3x1.3x
Wed, 28 Jun 2023US$252.6bUS$202.3bUS$16.5b13.7x15.3x1.2x
Fri, 26 May 2023US$222.6bUS$202.1bUS$16.8b12.1x13.2x1.1x
Sun, 23 Apr 2023US$226.8bUS$200.6bUS$14.0b12.8x16.2x1.1x
Tue, 21 Mar 2023US$218.7bUS$199.8bUS$14.0b12.3x15.7x1.1x
Thu, 16 Feb 2023US$237.0bUS$195.2bUS$13.7b13.6x17.3x1.2x
Sat, 14 Jan 2023US$218.2bUS$192.5bUS$13.4b13x16.3x1.1x
Mon, 12 Dec 2022US$209.6bUS$192.0bUS$13.3b11.3x15.8x1.1x
Wed, 09 Nov 2022US$199.3bUS$189.9bUS$13.1b11x15.2x1x
Fri, 07 Oct 2022US$166.3bUS$155.9bUS$9.7b11.9x17.1x1.1x
Price to Earnings Ratio

17.1x


Total Market Cap: US$166.3bTotal Earnings: US$9.7bTotal Revenue: US$155.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.4x202320242025
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 23.2x 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 Trade 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 Trends

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

US Market-0.37%
Industrials-0.61%
Trade Distributors-0.79%
Trade Companies and Distributors-0.79%
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
FAST FastenalUS$48.873.7%
+US$2.0b		36.9%PE47.2x
CNM Core & MainUS$53.635.8%
+US$553.4m		20.8%PE23.6x
WSO WatscoUS$399.572.1%
+US$307.5m		-18.8%PE30.6x
DXPE DXP EnterprisesUS$121.914.7%
+US$85.4m		128.5%PE22.1x
CTOS Custom Truck One SourceUS$6.345.3%
+US$72.5m		83.8%PS0.8x

Latest News

WSO
US$399.57
Watsco
7D
2.1%
1Y
-18.8%

Why You Should Care About Watsco's (NYSE:WSO) Strong Returns On Capital

Sep 29
Why You Should Care About Watsco's (NYSE:WSO) Strong Returns On Capital
DXPE
US$121.91
DXP Enterprises
7D
4.7%
1Y
128.5%
FERG
US$225.00
Ferguson Enterprises
7D
-3.4%
1Y
13.3%

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$53.63
Core & Main
7D
5.8%
1Y
20.8%

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%.
GWW
US$947.98
W.W. Grainger
7D
-3.2%
1Y
-8.7%

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

Sep 25
Calculating The Fair Value Of W.W. Grainger, Inc. (NYSE:GWW)
AIT
US$258.44
Applied Industrial Technologies
7D
-2.7%
1Y
15.8%

Applied Industrial Technologies, Inc.'s (NYSE:AIT) Share Price Could Signal Some Risk

Sep 22
Applied Industrial Technologies, Inc.'s (NYSE:AIT) Share Price Could Signal Some Risk
RUSH.A
US$53.90
Rush Enterprises
7D
-6.5%
1Y
2.0%

We Think Rush Enterprises (NASDAQ:RUSH.A) Is Taking Some Risk With Its Debt

Sep 18
We Think Rush Enterprises (NASDAQ:RUSH.A) Is Taking Some Risk With Its Debt
URI
US$943.89
United Rentals
7D
0.05%
1Y
16.6%

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$163.27
FTAI Aviation
7D
-10.2%
1Y
22.9%
HRI
US$113.68
Herc Holdings
7D
-8.6%
1Y
-28.7%

Sustained Infrastructure Spending And Rental Demand Will Expand Markets

The consensus analyst price target for Herc Holdings has been revised downward, primarily reflecting slightly lower future P/E and marginally reduced revenue growth expectations, with fair value now at $156.10. What's in the News Updated full-year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.
XMTR
US$55.91
Xometry
7D
1.6%
1Y
204.4%
NPKI
US$11.28
NPK International
7D
1.7%
1Y
62.8%
SITE
US$127.83
SiteOne Landscape Supply
7D
-4.7%
1Y
-15.3%
FAST
US$48.87
Fastenal
7D
3.7%
1Y
36.9%

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$18.74
QXO
7D
-6.0%
1Y
18.8%
CTOS
US$6.34
Custom Truck One Source
7D
5.3%
1Y
83.8%