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U.S. Trade Distributors Industry Analysis

UpdatedSep 21, 2025
DataAggregated Company Financials
Companies60
  • 7D0.8%
  • 3M8.2%
  • 1Y13.6%
  • YTD15.8%

Over the last 7 days, the Trade Distributors industry has remained flat, although notably Ferguson Enterprises gained 8.4%. As for the the longer term, the industry is up 14% 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
Sun, 21 Sep 2025US$343.5bUS$179.7bUS$14.8b21.9x23.2x1.9x
Tue, 19 Aug 2025US$347.3bUS$184.6bUS$14.7b22.5x23.7x1.9x
Thu, 17 Jul 2025US$336.0bUS$181.4bUS$13.8b20.3x24.4x1.9x
Sat, 14 Jun 2025US$320.4bUS$181.3bUS$13.8b19.6x23.2x1.8x
Mon, 12 May 2025US$296.3bUS$182.0bUS$13.9b19.8x21.3x1.6x
Wed, 09 Apr 2025US$273.7bUS$191.0bUS$14.2b17.1x19.2x1.4x
Fri, 07 Mar 2025US$294.8bUS$190.8bUS$14.4b19x20.5x1.5x
Sun, 02 Feb 2025US$315.2bUS$190.2bUS$15.3b19.2x20.6x1.7x
Tue, 31 Dec 2024US$305.1bUS$189.4bUS$15.2b15.8x20x1.6x
Thu, 28 Nov 2024US$349.5bUS$189.2bUS$15.3b18.4x22.8x1.8x
Sat, 26 Oct 2024US$317.2bUS$191.1bUS$15.8b14.3x20x1.7x
Mon, 23 Sep 2024US$306.8bUS$190.7bUS$15.8b14.4x19.4x1.6x
Wed, 21 Aug 2024US$296.6bUS$190.6bUS$15.8b15.7x18.8x1.6x
Fri, 19 Jul 2024US$307.8bUS$189.8bUS$15.9b17.4x19.3x1.6x
Sun, 16 Jun 2024US$281.7bUS$189.8bUS$16.0b13.8x17.7x1.5x
Tue, 14 May 2024US$305.3bUS$189.5bUS$15.8b18.4x19.3x1.6x
Thu, 11 Apr 2024US$317.4bUS$188.7bUS$15.8b18.9x20.1x1.7x
Sat, 09 Mar 2024US$303.0bUS$189.1bUS$16.0b17.2x19x1.6x
Mon, 05 Feb 2024US$308.8bUS$207.2bUS$16.7b15.1x18.4x1.5x
Wed, 03 Jan 2024US$287.4bUS$206.5bUS$16.7b15x17.2x1.4x
Fri, 01 Dec 2023US$257.9bUS$205.5bUS$16.9b13.3x15.2x1.3x
Sun, 29 Oct 2023US$236.8bUS$205.4bUS$17.5b12.2x13.5x1.2x
Tue, 26 Sep 2023US$244.3bUS$203.8bUS$16.6b12.3x14.7x1.2x
Thu, 24 Aug 2023US$250.5bUS$203.7bUS$16.6b12.6x15.1x1.2x
Sat, 22 Jul 2023US$257.8bUS$202.6bUS$16.5b14.1x15.6x1.3x
Mon, 19 Jun 2023US$245.2bUS$202.3bUS$16.5b13x14.8x1.2x
Wed, 17 May 2023US$223.0bUS$202.0bUS$16.8b11.7x13.3x1.1x
Fri, 14 Apr 2023US$218.1bUS$200.1bUS$14.0b12.3x15.6x1.1x
Sun, 12 Mar 2023US$226.2bUS$199.1bUS$14.0b13x16.1x1.1x
Tue, 07 Feb 2023US$237.9bUS$194.0bUS$13.6b14x17.4x1.2x
Thu, 05 Jan 2023US$207.9bUS$192.4bUS$13.3b12.4x15.6x1.1x
Sat, 03 Dec 2022US$211.4bUS$190.6bUS$13.2b11.6x16x1.1x
Mon, 31 Oct 2022US$198.9bUS$186.6bUS$12.6b11.1x15.7x1.1x
Wed, 28 Sep 2022US$155.4bUS$155.9bUS$9.7b10.7x16x1x
Price to Earnings Ratio

16x


Total Market Cap: US$155.4bTotal 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 Market1.49%
Industrials1.32%
Trade Distributors0.77%
Trade Companies and Distributors0.77%
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$229.418.4%
+US$3.5b		16.7%PE24.4x
FTAI FTAI AviationUS$178.894.2%
+US$741.6m		37.2%PE44.1x
CNM Core & MainUS$50.934.6%
+US$428.3m		17.3%PE22.4x
WSO WatscoUS$389.852.1%
+US$299.9m		-20.4%PE29.8x
URI United RentalsUS$941.520.4%
+US$226.5m		20.2%PE23.9x

Latest News

BCC
US$79.47
Boise Cascade
7D
-7.2%
1Y
-42.2%

Production Modernization And National Expansion Will Unlock New Markets

Boise Cascade's consensus price target was lowered from $103.67 to $99.83 due to negative Q3 EBITDA pre-announcement, weaker-than-expected engineered wood product volumes and pricing, and reduced demand from homebuilders moderating single-family starts. Analyst Commentary Negative Q3 EBITDA pre-announcement attributed to softer Wood Products performance.
RUSH.A
US$57.02
Rush Enterprises
7D
2.4%
1Y
8.5%

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
FERG
US$229.41
Ferguson Enterprises
7D
8.4%
1Y
16.7%
URI
US$941.52
United Rentals
7D
0.4%
1Y
20.2%

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$178.89
FTAI Aviation
7D
4.2%
1Y
37.2%
GWW
US$987.61
W.W. Grainger
7D
-1.6%
1Y
-4.3%

W.W. Grainger (NYSE:GWW) Has A Pretty Healthy Balance Sheet

Sep 14
W.W. Grainger (NYSE:GWW) Has A Pretty Healthy Balance Sheet
AER
US$120.21
AerCap Holdings
7D
-1.7%
1Y
23.9%

AerCap Holdings (NYSE:AER) Seems To Be Using A Lot Of Debt

Sep 13
AerCap Holdings (NYSE:AER) Seems To Be Using A Lot Of Debt
WSO
US$389.85
Watsco
7D
2.1%
1Y
-20.4%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

Watsco’s consensus Analyst Price Target saw a marginal decrease, reflecting minimal changes in both the company’s future P/E and discount rate, with fair value moving slightly from $468.64 to $464.45. What's in the News Watsco, Inc.
WCC
US$208.77
WESCO International
7D
-2.7%
1Y
24.3%
AIT
US$260.45
Applied Industrial Technologies
7D
-1.0%
1Y
19.1%
CNM
US$50.93
Core & Main
7D
4.6%
1Y
17.3%

New Locations And Acquisitions Will Extend Geographic Reach

Core & Main’s consensus price target has been revised downward, primarily reflecting weaker projected revenue growth and a decline in net profit margins, resulting in a new fair value estimate of $59.64. What's in the News Core & Main lowered its fiscal 2025 earnings guidance, now expecting net sales of $7.6 to $7.7 billion, representing 2% to 3% net sales growth and 4% to 5% average daily sales growth.
HRI
US$119.10
Herc Holdings
7D
-5.8%
1Y
-23.3%

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$53.81
Xometry
7D
5.6%
1Y
184.7%
SITE
US$135.29
SiteOne Landscape Supply
7D
-3.1%
1Y
-9.3%
FAST
US$47.58
Fastenal
7D
0.3%
1Y
34.5%

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$20.62
QXO
7D
-0.7%
1Y
36.7%