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U.S. Trade Distributors Industry Analysis

UpdatedSep 06, 2025
DataAggregated Company Financials
Companies60
  • 7D0.8%
  • 3M12.1%
  • 1Y28.4%
  • YTD20.2%

Over the last 7 days, the Trade Distributors industry has remained flat, although notably Ferguson Enterprises gained 3.1%. As for the the longer term, the industry is up 28% over the past 12 months. Looking forward, 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
Sat, 06 Sep 2025US$358.2bUS$179.0bUS$14.6b23.9x24.6x2x
Mon, 04 Aug 2025US$332.8bUS$182.4bUS$14.5b21.7x22.9x1.8x
Wed, 02 Jul 2025US$325.6bUS$181.2bUS$13.8b19.8x23.7x1.8x
Fri, 30 May 2025US$312.0bUS$182.0bUS$13.9b20.6x22.5x1.7x
Sun, 27 Apr 2025US$299.2bUS$191.5bUS$14.1b19.3x21.2x1.6x
Tue, 25 Mar 2025US$289.5bUS$190.8bUS$14.3b19.9x20.3x1.5x
Thu, 20 Feb 2025US$315.8bUS$190.6bUS$15.0b20.9x21.1x1.7x
Sat, 18 Jan 2025US$316.8bUS$189.5bUS$15.2b19.4x20.8x1.7x
Mon, 16 Dec 2024US$325.0bUS$189.5bUS$15.2b17.6x21.3x1.7x
Wed, 13 Nov 2024US$346.2bUS$191.3bUS$15.3b16.9x22.6x1.8x
Fri, 11 Oct 2024US$309.1bUS$190.8bUS$15.7b14.5x19.7x1.6x
Sun, 08 Sep 2024US$281.7bUS$190.7bUS$15.8b13.2x17.8x1.5x
Tue, 06 Aug 2024US$289.6bUS$190.5bUS$15.8b15.7x18.3x1.5x
Thu, 04 Jul 2024US$281.6bUS$189.8bUS$15.9b15.9x17.7x1.5x
Sat, 01 Jun 2024US$294.4bUS$189.5bUS$15.8b16.7x18.6x1.6x
Mon, 29 Apr 2024US$300.5bUS$189.2bUS$15.8b18.2x19x1.6x
Wed, 27 Mar 2024US$316.6bUS$188.8bUS$15.8b17.3x20x1.7x
Fri, 23 Feb 2024US$293.4bUS$188.6bUS$15.5b17.2x19x1.6x
Sun, 21 Jan 2024US$291.8bUS$206.5bUS$16.7b14.8x17.5x1.4x
Tue, 19 Dec 2023US$285.1bUS$205.3bUS$16.8b14.4x17x1.4x
Thu, 16 Nov 2023US$260.4bUS$205.5bUS$16.9b13.2x15.4x1.3x
Sat, 14 Oct 2023US$250.9bUS$203.7bUS$16.7b11.9x15.1x1.2x
Mon, 11 Sep 2023US$245.4bUS$203.8bUS$16.6b11.7x14.7x1.2x
Wed, 09 Aug 2023US$255.3bUS$203.4bUS$16.6b14.7x15.4x1.3x
Fri, 07 Jul 2023US$251.7bUS$202.4bUS$16.5b13.8x15.2x1.2x
Sun, 04 Jun 2023US$231.5bUS$202.2bUS$16.8b12.3x13.8x1.1x
Tue, 02 May 2023US$228.8bUS$202.4bUS$14.3b13x16x1.1x
Thu, 30 Mar 2023US$222.1bUS$200.0bUS$14.0b12.7x15.9x1.1x
Sat, 25 Feb 2023US$233.3bUS$195.9bUS$13.7b13.2x17.1x1.2x
Mon, 23 Jan 2023US$215.1bUS$192.6bUS$13.4b13x16.1x1.1x
Wed, 21 Dec 2022US$203.5bUS$192.4bUS$13.3b11.4x15.3x1.1x
Fri, 18 Nov 2022US$206.6bUS$190.3bUS$13.2b11.4x15.6x1.1x
Sun, 16 Oct 2022US$157.0bUS$156.1bUS$9.8b11.2x16.1x1x
Tue, 13 Sep 2022US$178.6bUS$155.3bUS$9.6b12.9x18.6x1.1x
Price to Earnings Ratio

18.6x


Total Market Cap: US$178.6bTotal Earnings: US$9.6bTotal Revenue: US$155.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.3x202320242025
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 24.3x which is higher than its 3-year average PE of 18.3x.
  • 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 5.9% 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 Market0.43%
Industrials-0.34%
Trade Distributors0.83%
Trade Companies and Distributors0.83%
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$238.343.1%
+US$1.4b		25.3%PE29.2x
QXO QXOUS$22.059.5%
+US$1.3b		54.2%PS7.6x
URI United RentalsUS$975.232.0%
+US$1.2b		43.2%PE24.7x
SITE SiteOne Landscape SupplyUS$152.976.8%
+US$434.1m		12.7%PE54.5x
CNM Core & MainUS$66.983.5%
+US$428.6m		76.0%PE30.5x

Latest News

GWW
US$993.47
W.W. Grainger
7D
-2.0%
1Y
4.8%

US Infrastructure Upgrades And Digital Commerce Will Ensure Lasting Success

With consensus estimates for both revenue growth (6.7% per annum) and the discount rate (8.00%) unchanged, analysts have maintained their fair value for W.W. Grainger at $1049 per share. What's in the News Revised 2025 earnings guidance: net sales expected at $17.9–$18.2 billion (up from prior $17.6–$18.1 billion), sales growth at 4.4%–5.9% (vs.
AL
US$63.70
Air Lease
7D
5.8%
1Y
50.0%

Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks

The modest reduction in Air Lease's analyst price target is primarily driven by a lower future P/E multiple, with the fair value falling from $65.67 to $62.75. What's in the News Sumitomo Corporation, Apollo, Brookfield, and SMBC Aviation Capital agreed to acquire Air Lease for $7.4 billion, with shareholders to receive $65.00 per share in cash; the deal is expected to close in the first half of 2026, subject to regulatory and shareholder approvals.
WCC
US$219.18
WESCO International
7D
-0.3%
1Y
46.2%
URI
US$975.23
United Rentals
7D
2.0%
1Y
43.2%
SITE
US$152.97
SiteOne Landscape Supply
7D
6.8%
1Y
12.7%
FERG
US$238.34
Ferguson Enterprises
7D
3.1%
1Y
25.3%

HVAC And Waterworks Expansions Will Fuel Future Market Success

Ferguson Enterprises’ consensus price target saw a modest increase to $235.00 as analysts cited stabilizing prices, supportive commodity trends, early signs of end-market recovery, and potential tariff tailwinds, all underpinned by solid organic growth. Analyst Commentary Continued topline improvement, with 5% organic growth in Q3.
CNM
US$66.98
Core & Main
7D
3.5%
1Y
76.0%

New Locations And Acquisitions Will Extend Geographic Reach

A modest decrease in Core & Main's forward P/E ratio suggests a slight improvement in relative valuation, which supports the marginal increase in the consensus analyst price target from $64.50 to $65.21. What's in the News Completed repurchase of 4,382,092 shares (2.29% of shares outstanding) for $194.16 million under the announced buyback program.
FAST
US$47.99
Fastenal
7D
-3.4%
1Y
45.7%

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.
TRNS
US$78.18
Transcat
7D
-6.9%
1Y
-34.2%
QXO
US$22.05
QXO
7D
9.5%
1Y
54.2%
DSGR
US$31.98
Distribution Solutions Group
7D
-0.7%
1Y
-7.0%
HRI
US$138.47
Herc Holdings
7D
5.9%
1Y
4.8%

Sustained Infrastructure Spending And Rental Demand Will Expand Markets

The downward revision in Herc Holdings' Analyst Price Target reflects a modest decline in valuation multiples, as evidenced by a lower future P/E, while revenue growth forecasts remain steady, resulting in a new fair value of $163.20. What's in the News Updated full year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.
CTOS
US$6.09
Custom Truck One Source
7D
-0.8%
1Y
64.6%
GATX
US$167.64
GATX
7D
-0.4%
1Y
26.6%

GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Aug 01
GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts Think
WSO
US$408.98
Watsco
7D
1.6%
1Y
-8.8%
LVRO
US$1.33
Lavoro
7D
-19.4%
1Y
-71.3%