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U.S. Trade Distributors Industry Analysis

UpdatedJan 15, 2025
DataAggregated Company Financials
Companies59
  • 7D3.7%
  • 3M-3.7%
  • 1Y18.2%
  • YTD4.1%

The Trade Distributors industry is up 3.7% in the last week, with United Rentals up 8.9%. Meanwhile, FTAI Aviation actually underperformed within the industry, shrinking 9.2% in the last week. This takes the industry's 12 month performance to a gain of 18%. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jan 2025US$311.5bUS$189.4bUS$15.2b18.7x20.5x1.6x
Fri, 13 Dec 2024US$331.2bUS$189.5bUS$15.2b17.9x21.7x1.7x
Sun, 10 Nov 2024US$343.2bUS$191.3bUS$15.3b17.1x22.4x1.8x
Tue, 08 Oct 2024US$305.2bUS$190.8bUS$15.7b14.5x19.4x1.6x
Thu, 05 Sep 2024US$291.4bUS$190.6bUS$15.8b14.1x18.4x1.5x
Sat, 03 Aug 2024US$301.7bUS$190.5bUS$15.8b16.1x19x1.6x
Mon, 01 Jul 2024US$281.5bUS$189.9bUS$15.9b16.9x17.7x1.5x
Wed, 29 May 2024US$302.9bUS$189.6bUS$15.8b16.9x19.2x1.6x
Fri, 26 Apr 2024US$301.2bUS$189.1bUS$15.8b18.1x19x1.6x
Sun, 24 Mar 2024US$320.5bUS$188.8bUS$15.8b17.6x20.3x1.7x
Tue, 20 Feb 2024US$294.5bUS$188.8bUS$15.5b17.1x19x1.6x
Thu, 18 Jan 2024US$283.0bUS$206.5bUS$16.7b14.6x17x1.4x
Sat, 16 Dec 2023US$285.1bUS$205.3bUS$16.8b14.7x17x1.4x
Mon, 13 Nov 2023US$252.8bUS$205.5bUS$16.9b12.2x14.9x1.2x
Wed, 11 Oct 2023US$251.4bUS$203.7bUS$16.6b11.9x15.1x1.2x
Fri, 08 Sep 2023US$248.4bUS$203.8bUS$16.6b11.8x14.9x1.2x
Sun, 06 Aug 2023US$252.8bUS$203.7bUS$16.6b14.6x15.2x1.2x
Tue, 04 Jul 2023US$257.5bUS$202.4bUS$16.5b14.1x15.6x1.3x
Thu, 01 Jun 2023US$222.8bUS$202.1bUS$16.8b12.1x13.3x1.1x
Sat, 29 Apr 2023US$228.0bUS$202.4bUS$14.3b13x16x1.1x
Mon, 27 Mar 2023US$215.8bUS$199.8bUS$14.0b12.3x15.5x1.1x
Wed, 22 Feb 2023US$231.3bUS$196.0bUS$13.8b12.8x16.8x1.2x
Fri, 20 Jan 2023US$210.0bUS$192.5bUS$13.4b12.5x15.7x1.1x
Sun, 18 Dec 2022US$203.9bUS$192.4bUS$13.3b11.5x15.3x1.1x
Tue, 15 Nov 2022US$209.3bUS$190.4bUS$13.2b11.5x15.9x1.1x
Thu, 13 Oct 2022US$161.3bUS$155.9bUS$9.7b11.2x16.6x1x
Sat, 10 Sep 2022US$178.1bUS$155.3bUS$9.6b12.7x18.6x1.1x
Mon, 08 Aug 2022US$179.6bUS$153.6bUS$9.2b13.2x19.5x1.2x
Wed, 06 Jul 2022US$156.0bUS$148.9bUS$8.3b12.2x18.7x1x
Fri, 03 Jun 2022US$177.6bUS$149.0bUS$8.3b14.1x21.4x1.2x
Sun, 01 May 2022US$177.8bUS$143.7bUS$10.2b15.3x17.4x1.2x
Tue, 29 Mar 2022US$195.7bUS$140.7bUS$9.7b18.2x20.1x1.4x
Thu, 24 Feb 2022US$182.4bUS$139.5bUS$9.5b16.9x19.2x1.3x
Sat, 22 Jan 2022US$186.1bUS$136.1bUS$8.4b19.3x22.1x1.4x
Price to Earnings Ratio

22.1x


Total Market Cap: US$186.1bTotal Earnings: US$8.4bTotal Revenue: US$136.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 17.7x202320242025
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 20.5x which is higher than its 3-year average PE of 17.7x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 12% 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-1.18%
Industrials1.24%
Trade Distributors3.69%
Trade Companies and Distributors3.69%
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$729.868.9%
+US$3.9b
32.6%PE18.7x
HEES H&E Equipment ServicesUS$90.2998.1%
+US$1.6b
90.2%PE22.7x
GWW W.W. GraingerUS$1.09k1.8%
+US$927.3m
29.7%PE29x
FERG Ferguson EnterprisesUS$176.152.4%
+US$825.8m
-4.6%PE20.9x
WSO WatscoUS$482.303.4%
+US$592.2m
22.9%PE37.4x
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Latest News

URI

US$729.86

United Rentals

7D

8.9%

1Y

32.6%

HEES

US$90.29

H&E Equipment Services

7D

98.1%

1Y

90.2%

MSM

US$82.04

MSC Industrial Direct

7D

-0.7%

1Y

-13.2%

FERG

US$176.15

Ferguson Enterprises

7D

2.4%

1Y

-4.6%

XMTR

US$33.29

Xometry

7D

-8.9%

1Y

6.5%

CTOS

US$4.48

Custom Truck One Source

7D

-0.4%

1Y

-27.3%

WSO

US$482.30

Watsco

7D

3.4%

1Y

22.9%

HRI

US$201.15

Herc Holdings

7D

10.6%

1Y

44.1%

AL

US$46.13

Air Lease

7D

-2.4%

1Y

15.7%