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

U.S. Trade Distributors Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies62
  • 7D2.0%
  • 3M17.0%
  • 1Y25.2%
  • YTD14.5%

Over the last 7 days, the Trade Distributors industry has risen 3.7%, driven by gains from United Rentals of 11%. Meanwhile, FTAI Aviation actually underperformed within the industry, shrinking 6.5% in the last week. In the last 12 months, the industry was up 22%. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026US$380.4bUS$187.3bUS$15.3b24x24.9x2x
Sat, 10 Jan 2026US$348.4bUS$183.3bUS$15.2b21.9x23x1.9x
Mon, 08 Dec 2025US$330.2bUS$182.7bUS$15.1b19.7x21.9x1.8x
Wed, 05 Nov 2025US$328.8bUS$183.0bUS$15.2b20.9x21.6x1.8x
Fri, 03 Oct 2025US$341.4bUS$179.7bUS$14.8b22.8x23x1.9x
Sun, 31 Aug 2025US$357.7bUS$184.5bUS$14.7b23.6x24.4x1.9x
Tue, 29 Jul 2025US$351.3bUS$181.6bUS$13.8b21.7x25.5x1.9x
Thu, 26 Jun 2025US$323.9bUS$181.2bUS$13.8b19.5x23.5x1.8x
Sat, 24 May 2025US$307.9bUS$182.0bUS$13.9b19.4x22.2x1.7x
Mon, 21 Apr 2025US$293.6bUS$191.2bUS$14.2b18.7x20.6x1.5x
Wed, 19 Mar 2025US$290.2bUS$191.0bUS$14.3b19x20.3x1.5x
Fri, 14 Feb 2025US$311.3bUS$190.4bUS$15.0b20.7x20.7x1.6x
Sun, 12 Jan 2025US$296.4bUS$189.4bUS$15.2b16.9x19.5x1.6x
Tue, 10 Dec 2024US$344.5bUS$189.4bUS$15.3b18.2x22.5x1.8x
Thu, 07 Nov 2024US$321.6bUS$191.2bUS$15.3b16.7x21x1.7x
Sat, 05 Oct 2024US$303.7bUS$190.9bUS$15.7b14.5x19.3x1.6x
Mon, 02 Sep 2024US$302.0bUS$190.6bUS$15.8b15.9x19.1x1.6x
Wed, 31 Jul 2024US$311.2bUS$190.1bUS$15.9b18.1x19.5x1.6x
Fri, 28 Jun 2024US$280.4bUS$189.9bUS$15.9b16.5x17.6x1.5x
Sun, 26 May 2024US$302.9bUS$189.6bUS$15.8b17.2x19.2x1.6x
Tue, 23 Apr 2024US$292.3bUS$188.7bUS$15.8b17.4x18.5x1.5x
Thu, 21 Mar 2024US$310.9bUS$188.5bUS$15.9b17.4x19.6x1.6x
Sat, 17 Feb 2024US$297.6bUS$188.8bUS$15.5b17.1x19.1x1.6x
Mon, 15 Jan 2024US$285.7bUS$206.5bUS$16.7b14.8x17.1x1.4x
Wed, 13 Dec 2023US$273.8bUS$205.3bUS$16.8b13.8x16.3x1.3x
Fri, 10 Nov 2023US$248.6bUS$205.4bUS$16.9b11.3x14.7x1.2x
Sun, 08 Oct 2023US$248.4bUS$203.6bUS$16.6b11.9x14.9x1.2x
Tue, 05 Sep 2023US$257.8bUS$203.8bUS$16.6b11.6x15.5x1.3x
Thu, 03 Aug 2023US$256.3bUS$203.1bUS$16.7b14.4x15.4x1.3x
Sat, 01 Jul 2023US$257.8bUS$202.4bUS$16.5b14x15.6x1.3x
Mon, 29 May 2023US$227.7bUS$202.1bUS$16.8b12.2x13.5x1.1x
Wed, 26 Apr 2023US$225.6bUS$200.6bUS$14.0b12.6x16.1x1.1x
Fri, 24 Mar 2023US$216.9bUS$199.8bUS$14.0b12.5x15.5x1.1x
Sun, 19 Feb 2023US$236.1bUS$196.0bUS$13.8b13.2x17.1x1.2x
Price to Earnings Ratio

17.1x


Total Market Cap: US$236.1bTotal Earnings: US$13.8bTotal Revenue: US$196.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 19.2x202420252026
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 24.8x which is higher than its 3-year average PE of 19.2x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 3.5% 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 Trends

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

US Market1.43%
Industrials3.31%
Trade Distributors2.03%
Trade Companies and Distributors2.03%
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
QXO QXOUS$27.0617.0%
+US$2.8b		101.9%PS4.1x
URI United RentalsUS$873.833.0%
+US$1.6b		19.0%PE22.1x
FERG Ferguson EnterprisesUS$267.362.4%
+US$1.2b		47.8%PE26.7x
WSO WatscoUS$427.584.3%
+US$669.9m		-9.2%PE33.3x
SITE SiteOne Landscape SupplyUS$163.259.2%
+US$610.2m		19.3%PE52x

Latest News

BCC
US$89.41
Boise Cascade
7D
-0.9%
1Y
-24.7%
QXO
US$27.06
QXO
7D
17.0%
1Y
101.9%
EVI
US$22.22
EVI Industries
7D
-12.5%
1Y
38.8%
WSO
US$427.58
Watsco
7D
4.3%
1Y
-9.2%

WSO: Mixed Street Views Will Shape Future P/E And Margin Expectations

Narrative Update Overview The updated analyst price target for Watsco reflects offsetting moves, with one firm lifting its target by $10 and another cutting by $90, as analysts reassess the company’s revenue growth, margins, discount rate, and assumed future P/E multiple. Analyst Commentary Recent research on Watsco reflects a split view, with some bullish analysts focusing on upside potential while others lean more cautious.
FAST
US$47.02
Fastenal
7D
-2.6%
1Y
27.6%

FAST: Decelerating Sales And Inflation Pressures Will Drive Further Multiple Compression

Narrative Update on Fastenal The updated analyst price target for Fastenal reflects a mixed set of recent Street views, with small model adjustments around revenue growth, profit margins, and long-term P/E assumptions as analysts factor in both higher and lower target revisions following recent research updates. Analyst Commentary Recent Street commentary around Fastenal has tilted more cautious, with several bearish analysts trimming price targets or ratings as they reassess the balance between growth, margins, and valuation.
SITE
US$163.25
SiteOne Landscape Supply
7D
9.2%
1Y
19.3%

SITE: Future Margin Setbacks And Softer Pricing May Pressure Risk Reward

Analysts have modestly reduced their price target for SiteOne Landscape Supply to $134.00, reflecting updated views on revenue growth, profit margins and a lower future P/E multiple, while highlighting what they see as improved risk/reward, support from maintenance sales and potential margin expansion. Analyst Commentary Recent research commentary on SiteOne Landscape Supply has focused on how the current share price lines up with expectations for revenue trends, margin progress and the valuation multiple investors are willing to pay.
GWW
US$1,202.47
W.W. Grainger
7D
0.6%
1Y
17.0%

GWW: Future Returns Will Reflect Refreshed P E Assumptions And Execution Risks

Analysts have lifted their price expectations for W.W. Grainger, reflected in an updated fair value estimate of US$1,131 per share, up from about US$1,053, citing Street research that points to adjusted assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on W.W. Grainger has centered on higher price targets and an upgrade, with several firms revisiting their assumptions around revenue growth, margin durability and acceptable P/E levels.
HRI
US$180.81
Herc Holdings
7D
6.7%
1Y
-13.0%

Herc Holdings (NYSE:HRI) Is Paying Out A Dividend Of $0.70

Feb 07
Herc Holdings (NYSE:HRI) Is Paying Out A Dividend Of $0.70
AER
US$148.24
AerCap Holdings
7D
3.5%
1Y
49.6%

AER: Tight Aircraft Supply And Capital Deployment Will Shape Future Returns

Narrative Update on AerCap Holdings The analyst price target for AerCap Holdings has been raised from about $152.33 to $153.67, with analysts pointing to updated assumptions on revenue growth, profit margins, and future P/E, supported by recent research that highlights a supportive credit backdrop, expectations for loan and mortgage market conditions into 2026, and an extended supply and demand imbalance in aircraft leasing. Analyst Commentary Recent research updates on AerCap highlight a cluster of higher price targets, with analysts largely focused on credit conditions, aircraft supply and demand, and how management deploys capital over the next few years.
URI
US$873.83
United Rentals
7D
3.0%
1Y
19.0%
MGRC
US$115.64
McGrath RentCorp
7D
-4.3%
1Y
-3.5%

MGRC: Leadership Transition And Steady Assumptions Will Support Future Upside Potential

Analysts have reaffirmed their fair value estimate for McGrath RentCorp at $147.00 per share, citing only minor adjustments to assumptions such as the discount rate and future P/E as the reason for maintaining the target. What's in the News McGrath RentCorp appointed Executive Vice President and Chief Operating Officer Philip B.
HDSN
US$7.53
Hudson Technologies
7D
-1.2%
1Y
33.7%
NPT
US$6.15
Texxon Holding
7D
-12.1%
1Y
n/a
FERG
US$267.36
Ferguson Enterprises
7D
2.4%
1Y
47.8%

FERG: Buybacks And Dividend Policy Will Counter Housing And Policy Uncertainty

Analysts have inched their price targets for Ferguson higher, with recent moves such as RBC Capital lifting its target to US$247 from US$243 and Morgan Stanley increasing its view to £201.00 from £193.00. These revisions reflect updated assumptions on discount rates, profit margins, and future P/E levels.
EQPT
US$33.33
EquipmentShare.com
7D
-2.6%
1Y
n/a

EquipmentShare.com: Rental Growth At A Price

Jan 23
LVRO
US$1.04
Lavoro
7D
-16.1%
1Y
-76.5%