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

U.S. Trade Distributors Industry Analysis

UpdatedJun 23, 2026
DataAggregated Company Financials
Companies59
  • 7D1.9%
  • 3M16.7%
  • 1Y23.4%
  • YTD17.0%

In the last week, the Trade Distributors industry is up 1.9%, with W.W. Grainger leading the way with a 2.1% gain. In the last 12 months, the industry was up 23%. Looking forward, 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
Tue, 23 Jun 2026US$420.0bUS$202.7bUS$15.5b25.9x27.1x2.1x
Thu, 21 May 2026US$382.2bUS$202.7bUS$15.5b23.4x24.7x1.9x
Sat, 18 Apr 2026US$379.2bUS$197.7bUS$15.4b24.1x24.6x1.9x
Mon, 16 Mar 2026US$363.5bUS$200.6bUS$16.4b20.9x22.2x1.8x
Wed, 11 Feb 2026US$379.2bUS$187.3bUS$15.3b23.6x24.8x2x
Fri, 09 Jan 2026US$336.2bUS$183.3bUS$15.2b21.8x22.2x1.8x
Sun, 07 Dec 2025US$330.2bUS$182.7bUS$15.1b19.7x21.9x1.8x
Tue, 04 Nov 2025US$332.1bUS$182.9bUS$15.3b21.7x21.7x1.8x
Thu, 02 Oct 2025US$343.0bUS$179.7bUS$14.8b23.1x23.2x1.9x
Sat, 30 Aug 2025US$360.5bUS$184.5bUS$14.7b23.6x24.6x2x
Mon, 28 Jul 2025US$351.3bUS$181.6bUS$13.8b21.2x25.5x1.9x
Wed, 25 Jun 2025US$323.9bUS$181.2bUS$13.8b19.9x23.5x1.8x
Fri, 23 May 2025US$307.5bUS$182.0bUS$13.9b19.4x22.1x1.7x
Sun, 20 Apr 2025US$293.5bUS$191.2bUS$14.2b18.7x20.6x1.5x
Tue, 18 Mar 2025US$287.9bUS$191.0bUS$14.3b19.2x20.1x1.5x
Thu, 13 Feb 2025US$314.4bUS$190.2bUS$15.3b19.2x20.5x1.7x
Sat, 11 Jan 2025US$300.6bUS$189.4bUS$15.2b16.9x19.7x1.6x
Mon, 09 Dec 2024US$344.5bUS$189.4bUS$15.3b18.5x22.5x1.8x
Wed, 06 Nov 2024US$315.8bUS$191.3bUS$15.4b15.7x20.6x1.7x
Fri, 04 Oct 2024US$307.1bUS$190.9bUS$15.7b14.3x19.6x1.6x
Sun, 01 Sep 2024US$302.0bUS$190.6bUS$15.8b15.9x19.1x1.6x
Tue, 30 Jul 2024US$312.4bUS$190.1bUS$15.9b18.1x19.6x1.6x
Thu, 27 Jun 2024US$283.1bUS$189.9bUS$15.9b15.3x17.8x1.5x
Sat, 25 May 2024US$299.8bUS$189.6bUS$15.8b17.2x19x1.6x
Mon, 22 Apr 2024US$292.3bUS$188.7bUS$15.8b17.4x18.5x1.5x
Wed, 20 Mar 2024US$310.9bUS$188.4bUS$15.8b16.8x19.7x1.7x
Fri, 16 Feb 2024US$293.3bUS$188.7bUS$15.4b17.1x19.1x1.6x
Sun, 14 Jan 2024US$285.7bUS$206.5bUS$16.7b14.8x17.1x1.4x
Tue, 12 Dec 2023US$273.1bUS$205.3bUS$16.8b13.8x16.2x1.3x
Thu, 09 Nov 2023US$248.6bUS$205.4bUS$16.9b11.3x14.7x1.2x
Sat, 07 Oct 2023US$248.4bUS$203.6bUS$16.6b11.9x14.9x1.2x
Mon, 04 Sep 2023US$257.8bUS$203.8bUS$16.6b11.6x15.5x1.3x
Wed, 02 Aug 2023US$259.9bUS$203.3bUS$16.7b14.4x15.6x1.3x
Fri, 30 Jun 2023US$255.5bUS$202.4bUS$16.5b14x15.5x1.3x
Price to Earnings Ratio

15.5x


Total Market Cap: US$255.5bTotal Earnings: US$16.5bTotal Revenue: US$202.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20.3x202420252026
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 27.1x which is higher than its 3-year average PE of 20.3x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have declined 2.1% 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 Market-1.82%
Industrials1.73%
Trade Distributors1.86%
Trade Companies and Distributors1.86%
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
GWW W.W. GraingerUS$1.34k2.1%
+US$1.3b		29.2%PE35.5x
EQPT EquipmentShare.comUS$25.9622.2%
+US$1.2b		n/aPE327.6x
WCC WESCO InternationalUS$369.726.3%
+US$1.1b		104.3%PE25.9x
AER AerCap HoldingsUS$146.853.8%
+US$845.2m		27.6%PE5.9x
AIT Applied Industrial TechnologiesUS$338.076.9%
+US$809.0m		45.7%PE30.9x

Latest News

WSO
US$397.16
Watsco
7D
3.2%
1Y
-7.5%
Analysis Article • Jun 21

Watsco (WSO) Stock Could Be 5.3% Undervalued as Momentum Meets Valuation Questions

Recent trading in Watsco (WSO) has put the air conditioning and heating distributor back on investor watchlists, as the stock’s returns over the past month and past 3 months stand out in a mixed market. See our latest analysis for Watsco. At a share price of $401.04, Watsco’s recent momentum, including a 1 month share price return of 6.9% and 3 month share price return of 4.1%, contrasts with a 1 year total shareholder return that is down 2.0%, even though the 5 year total shareholder return...
FERG
US$237.28
Ferguson Enterprises
7D
0.7%
1Y
10.4%
Analysis Article • Jun 21

Ferguson Enterprises (FERG) Stock Could Be 16.2% Undervalued After London Delisting News

London Delisting and Data Center Exposure Put Ferguson Enterprises (FERG) in Focus Ferguson Enterprises (FERG) has drawn attention after announcing the planned cancellation of its secondary London listing and highlighting growing involvement in AI driven data center infrastructure projects. See our latest analysis for Ferguson Enterprises. Recent announcements around the London delisting, a new $0.89 per share dividend and Ferguson Enterprises' growing role in AI focused data center projects...
EQPT
US$25.96
EquipmentShare.com
7D
22.2%
1Y
n/a
SITE
US$106.66
SiteOne Landscape Supply
7D
-0.6%
1Y
-11.9%
Analysis Article • Jun 20

SiteOne Landscape Supply (SITE) Stock Could Be 16.1% Undervalued Ahead Of Investor Day

SiteOne Landscape Supply (SITE) heads into its 2026 Investor Day on June 23-24 with fresh attention from the market, as recent institutional buying and insider purchases highlight interest in the stock. See our latest analysis for SiteOne Landscape Supply. Recent trading reflects this renewed interest, with SiteOne Landscape Supply’s share price up 4.38% over the past day and 3.45% over the past week. However, its 30 day share price return is down 4.61% and its 1 year total shareholder return...
AER
US$146.85
AerCap Holdings
7D
3.8%
1Y
27.6%
Analysis Article • Jun 19

AerCap Holdings (AER) Stock Could Be 12.4% Undervalued Despite A Sharp DCF Gap

AerCap Holdings (AER) has drawn fresh investor attention after recent share price moves, with the stock closing at $145.06. That reaction is prompting a closer look at its returns and fundamentals. See our latest analysis for AerCap Holdings. The recent 1-day share price return of 0.65% at $145.06 builds on a 7-day share price return of 5.19% and a 90-day share price return of 10.23%, while the 5-year total shareholder return of 172.83% points to strong long term compounding. If AerCap...
WCC
US$369.72
WESCO International
7D
6.3%
1Y
104.3%
AIT
US$338.07
Applied Industrial Technologies
7D
6.9%
1Y
45.7%
Analysis Article • Jun 18

Applied Industrial Technologies (AIT) Stock Looks Slightly Rich After Drone And AI Venture News

Applied Industrial Technologies (AIT) has drawn fresh attention after signing a Letter of Intent with ideaForge Technology to pursue a joint venture in drones, AI, and next-generation mobility, alongside recent earnings and analyst commentary. See our latest analysis for Applied Industrial Technologies. Against this backdrop, Applied Industrial Technologies’ recent Letter of Intent in drones and AI comes as the stock shows strong momentum, with a 30.17% year to date share price return and a...
URI
US$1,092.68
United Rentals
7D
0.8%
1Y
52.5%
Seeking Alpha • Jun 18

United Rentals: A Full Valuation Given A Cloudy Macro

Summary United Rentals is rated a "Sell" at current levels, with shares up 56% over the past year and ~20% downside to fair value. URI's shift toward specialty rentals, strong free cash flow, and market share gains underpin its business resilience despite muted nonresidential construction. Management raised 2024 guidance, now targeting $2.3 billion in free cash flow and $7.625–$7.875 billion in EBITDA, reflecting confidence in near-term demand. Valuation is stretched at a 3.5% free cash flow yield; I see fair value at $880, with improved balance sheet and structural advantages warranting a premium. Read the full article on Seeking Alpha
GWW
US$1,341.42
W.W. Grainger
7D
2.1%
1Y
29.2%
Narrative Update • Jun 18

GWW: Future Returns Will Reflect Endless Assortment Momentum And Margin Pressures

Analysts have inched their fair value estimate for W.W. Grainger higher from about $1,265.57 to roughly $1,275.21, citing updated price targets across the Street that reflect steady growth assumptions, modest tweaks to margins and P/E expectations, and a generally balanced risk/reward profile at current levels. Analyst Commentary Street research on W.W. Grainger points to a mix of optimism and caution, with several price target updates grouped around the mid to high US$1,200s and a general view that the current share price already reflects much of the execution story.
ZKH
US$2.46
ZKH Group
7D
-10.2%
1Y
-21.4%
Narrative Update • Jun 18

ZKH: Share Repurchase And Improved Profit Outlook Will Support Future Upside

Analysts have made a small adjustment to their price target for ZKH Group stock, reflecting slightly updated fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. The implied valuation shift is measured in just a few cents per share based on these refined inputs.
CNM
US$47.25
Core & Main
7D
-0.8%
1Y
-19.0%
KRT
US$29.70
Karat Packaging
7D
-0.8%
1Y
7.1%
Analysis Article • Jun 11

Is There Now An Opportunity In Karat Packaging Inc. (NASDAQ:KRT)?

Karat Packaging Inc. ( NASDAQ:KRT ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...
EVI
US$15.91
EVI Industries
7D
-1.9%
1Y
-16.4%
FGI
US$4.56
FGI Industries
7D
-7.7%
1Y
54.5%
SUNB
US$83.24
Sunbelt Rentals Holdings
7D
-0.5%
1Y
41.2%
MWG
US$1.33
Multi Ways Holdings
7D
-8.3%
1Y
-49.3%