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U.S. Trade Distributors Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies61
  • 7D1.3%
  • 3M1.4%
  • 1Y21.7%
  • YTD9.9%

In the last week, the Trade Distributors industry is up 1.3%, with United Rentals up 6.3%. This means that the industry has gained 22% over the past year. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026US$392.7bUS$202.8bUS$15.5b24.9x25.3x1.9x
Fri, 01 May 2026US$388.5bUS$198.4bUS$15.6b25.2x24.9x2x
Sun, 29 Mar 2026US$358.0bUS$200.4bUS$16.4b20.3x21.8x1.8x
Tue, 24 Feb 2026US$375.9bUS$187.7bUS$15.3b23x24.6x2x
Thu, 22 Jan 2026US$351.1bUS$181.8bUS$15.4b23.3x22.8x1.9x
Sat, 20 Dec 2025US$332.2bUS$183.1bUS$15.2b20.2x21.9x1.8x
Mon, 17 Nov 2025US$321.1bUS$182.9bUS$15.0b19.8x21.3x1.8x
Wed, 15 Oct 2025US$333.1bUS$179.9bUS$14.9b22.3x22.4x1.9x
Fri, 12 Sep 2025US$344.9bUS$179.1bUS$14.6b22.5x23.7x1.9x
Sun, 10 Aug 2025US$337.1bUS$182.6bUS$14.7b21.1x22.9x1.8x
Tue, 08 Jul 2025US$336.7bUS$181.2bUS$13.8b20.2x24.5x1.9x
Thu, 05 Jun 2025US$315.9bUS$181.1bUS$13.8b19.9x22.9x1.7x
Sat, 03 May 2025US$294.1bUS$181.9bUS$13.7b20.3x21.4x1.6x
Mon, 31 Mar 2025US$289.8bUS$191.1bUS$14.3b19.1x20.3x1.5x
Wed, 26 Feb 2025US$296.8bUS$190.5bUS$14.9b18.6x19.9x1.6x
Fri, 24 Jan 2025US$324.1bUS$189.6bUS$15.2b19.5x21.3x1.7x
Sun, 22 Dec 2024US$308.5bUS$189.5bUS$15.2b16.6x20.2x1.6x
Tue, 19 Nov 2024US$333.5bUS$189.3bUS$15.3b17.1x21.8x1.8x
Thu, 17 Oct 2024US$324.1bUS$190.8bUS$15.7b15.3x20.6x1.7x
Sat, 14 Sep 2024US$292.0bUS$190.7bUS$15.8b13.7x18.5x1.5x
Mon, 12 Aug 2024US$290.8bUS$190.6bUS$15.8b15.6x18.4x1.5x
Wed, 10 Jul 2024US$280.5bUS$189.9bUS$15.9b15.7x17.6x1.5x
Fri, 07 Jun 2024US$288.5bUS$189.9bUS$16.0b16x18.1x1.5x
Sun, 05 May 2024US$299.7bUS$189.5bUS$15.9b17x18.9x1.6x
Tue, 02 Apr 2024US$319.4bUS$188.7bUS$15.8b18.4x20.2x1.7x
Thu, 29 Feb 2024US$301.3bUS$189.1bUS$16.1b17.3x18.8x1.6x
Sat, 27 Jan 2024US$299.5bUS$207.0bUS$16.8b15x17.9x1.4x
Mon, 25 Dec 2023US$289.1bUS$205.3bUS$16.8b14.9x17.2x1.4x
Wed, 22 Nov 2023US$260.9bUS$205.5bUS$16.9b13.1x15.4x1.3x
Fri, 20 Oct 2023US$241.0bUS$203.8bUS$16.6b12.5x14.5x1.2x
Sun, 17 Sep 2023US$246.4bUS$203.9bUS$16.6b13.2x14.8x1.2x
Tue, 15 Aug 2023US$256.8bUS$203.6bUS$16.6b14.5x15.4x1.3x
Thu, 13 Jul 2023US$261.3bUS$202.4bUS$16.5b14.4x15.8x1.3x
Sat, 10 Jun 2023US$237.5bUS$202.0bUS$16.6b12.7x14.3x1.2x
Price to Earnings Ratio

14.3x


Total Market Cap: US$237.5bTotal Earnings: US$16.6bTotal Revenue: US$202.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20.1x202420252026
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 25.3x which is higher than its 3-year average PE of 20.1x.
  • 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 Trade Distributors industry have declined 2.3% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market1.58%
Industrials1.37%
Trade Distributors1.28%
Trade Companies and Distributors1.28%
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$994.823.3%
+US$2.0b		41.5%PE24.9x
GWW W.W. GraingerUS$1.27k1.5%
+US$903.7m		16.6%PE33.6x
MSM MSC Industrial DirectUS$115.175.9%
+US$356.2m		41.4%PE31x
FAST FastenalUS$44.730.6%
+US$321.4m		8.6%PE39.5x
CNM Core & MainUS$50.483.5%
+US$319.8m		-14.6%PE21.5x

Latest News

XMTR
US$85.00
Xometry
7D
-8.2%
1Y
147.6%
AER
US$134.05
AerCap Holdings
7D
-4.4%
1Y
15.9%
Seeking Alpha • 1h

AerCap: The Underperformer Everyone May Be Mispricing

Summary AerCap Holdings N.V. has underperformed the S&P 500, but I maintain a Strong Buy rating due to its undervalued flight equipment and resilient business model. Recent pressures stem from investor sentiment, concerns about aircraft values, and sector rotation into AI and semiconductor names, not from fundamental weakness at AER. AER's Q1 2026 showed 27% GAAP net income growth, 6% lease revenue growth, expanding net spread margin, and improved debt coverage, supporting robust fundamentals. My price target implies 17–32% upside if flight equipment is marked to market, though current share repurchases add little incremental value at prevailing prices. Read the full article on Seeking Alpha
QXO
US$16.32
QXO
7D
-4.9%
1Y
-1.9%
SITE
US$103.82
SiteOne Landscape Supply
7D
-8.8%
1Y
-13.5%
Seeking Alpha • 12h

SiteOne Landscape: Improving Strategies Support The Hold Thesis

Summary SiteOne Landscape Supply maintains a 'Hold' rating as acquisitions and pricing discipline offset macro headwinds and soft residential construction. SITE's recent acquisitions of Bourget and Reinders expand its product portfolio and regional reach, enhancing cross-selling and scale advantages. Pricing power has returned, with management projecting 2%-3% increases and EBITDA growth of 4%-6% over the next four quarters. Despite strong liquidity and reasonable valuation, negative cash flows and sluggish repair-and-upgrade demand temper near-term upside. Read the full article on Seeking Alpha
URI
US$994.82
United Rentals
7D
3.3%
1Y
41.5%
Narrative Update • Jun 01

URI: AI Rental Tools And Infrastructure Demand Will Shape Future Returns

Analysts have nudged the fair value estimate for United Rentals higher to $1,084.25 from $1,076.05, reflecting updated price targets that factor in slightly adjusted revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on United Rentals has centered on recalibrating price targets, with several bullish analysts lifting their targets by wide ranges, while a smaller group has trimmed theirs.
FAST
US$44.73
Fastenal
7D
0.6%
1Y
8.6%
Narrative Update • Jun 01

FAST: New Southeast Hub And Buybacks Will Support Earnings Power

Analysts have nudged the fair value estimate for Fastenal up by $2 to $55, reflecting updated views on the discount rate, slightly adjusted revenue growth expectations, a modestly higher profit margin outlook, and a lower future P/E assumption aligned with recent price target changes from several firms. Analyst Commentary Recent Street research around Fastenal has centered on a series of price target revisions, with several bullish analysts adjusting their models and signaling a more constructive view on the stock's risk and reward profile.
TRNS
US$90.56
Transcat
7D
18.5%
1Y
5.4%
EQPT
US$19.70
EquipmentShare.com
7D
-8.7%
1Y
n/a
CNM
US$50.48
Core & Main
7D
3.5%
1Y
-14.6%
Narrative Update • May 28

CNM: Share Repurchases And Solid Sales Outlook Will Support Future Upside

Analysts are maintaining their $75.00 price target on Core & Main, citing adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E that they view as offsetting each other at this stage. What's in the News From November 3, 2025 to March 24, 2026, Core & Main repurchased 2,024,355 shares, representing 1.07% of its shares, for US$97.7 million under its ongoing buyback (company filing).
DXPE
US$153.33
DXP Enterprises
7D
3.8%
1Y
88.4%
MSM
US$115.17
MSC Industrial Direct
7D
5.9%
1Y
41.4%
RUSH.A
US$67.08
Rush Enterprises
7D
-4.6%
1Y
33.0%
Narrative Update • May 21

RUSH.A: Higher Fair Value Assumptions Are Expected To Support Bullish Upside

Rush Enterprises' analyst price target has increased by $5, with analysts citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. Analyst Commentary Recent research suggests analysts are adjusting their fair value work on Rush Enterprises, with fresh views on revenue growth, margins, discount rates and future P/E levels feeding into the new price targets.
GWW
US$1,268.36
W.W. Grainger
7D
1.5%
1Y
16.6%
Narrative Update • May 21

GWW: Future Returns Will Balance Industrial Recovery Expectations With Valuation And Execution Risks

Analysts have lifted the updated price target framework for W.W. Grainger by about $115 to $1,265.57. They point to slightly higher assumptions for revenue growth, profit margins and future P/E multiples, reflected in recent target increases from firms such as Barclays, Stephens, RBC Capital, Baird, Bernstein and Morgan Stanley.
WSO
US$363.86
Watsco
7D
-4.8%
1Y
-18.2%
Seeking Alpha • May 20

Watsco: A Great Business That's Still Priced Expensively

Summary Watsco remains the leading HVAC distributor with a debt-free balance sheet, a robust technology platform, and a strong market position. Q1'26 results showed stabilization, not recovery, as HVAC equipment volumes trended from double-digit declines to flat, with price increases offsetting volume weakness. The A2L refrigerant transition and e-commerce growth are genuine tailwinds, but the current valuation at 30x forward earnings already prices in significant improvement. I rate WSO a Hold, as the stock's premium reflects anticipated recovery not yet evident in underlying demand, with consensus targets implying modest upside. Read the full article on Seeking Alpha
TITN
US$23.29
Titan Machinery
7D
16.6%
1Y
24.0%
SUNB
US$76.43
Sunbelt Rentals Holdings
7D
-2.7%
1Y
31.8%