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

U.S. Trade Distributors Industry Analysis

UpdatedMay 22, 2026
DataAggregated Company Financials
Companies61
  • 7D-3.8%
  • 3M-3.2%
  • 1Y19.4%
  • YTD7.8%

Over the last 7 days, the Trade Distributors industry has dropped 3.8%, driven by United Rentals declining 4.2%. Meanwhile, EVI Industries actually outperformed within the industry, gaining 8.3% in the last week. This takes the industry's 12 month performance to a gain of 19%. 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
Fri, 22 May 2026US$386.6bUS$202.7bUS$15.5b23.3x24.9x1.9x
Sun, 19 Apr 2026US$390.1bUS$197.7bUS$15.4b24.1x25.3x2x
Tue, 17 Mar 2026US$363.5bUS$200.6bUS$16.4b20.9x22.2x1.8x
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
Price to Earnings Ratio

13.5x


Total Market Cap: US$227.7bTotal Earnings: US$16.8bTotal Revenue: US$202.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20x202420252026
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 24.9x which is higher than its 3-year average PE of 20.0x.
  • The 3-year average PS ratio of 1.6x 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 declined 2.7% 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-0.82%
Industrials-2.48%
Trade Distributors-3.77%
Trade Companies and Distributors-3.77%
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
EVI EVI IndustriesUS$18.608.3%
+US$18.4m		2.8%PE39.8x
HDSN Hudson TechnologiesUS$5.176.8%
+US$13.9m		-28.0%PE15.3x
KRT Karat PackagingUS$26.721.8%
+US$9.6m		-14.9%PE16.8x
GIC Global IndustrialUS$29.100.7%
+US$7.3m		10.3%PE15.3x
MWYN Marwynn HoldingsUS$0.886.5%
+US$1.1m		-90.3%PS1.5x

Latest News

URI
US$932.18
United Rentals
7D
-4.2%
1Y
32.5%
GWW
US$1,239.26
W.W. Grainger
7D
-3.5%
1Y
14.9%
Narrative Update • May 21

GWW: Future Returns Will Balance Industrial Recovery Expectations With Valuation And Execution Risks

Analysts have lifted the updated price target framework for W.W. Grainger by about $115 to $1,265.57. They point to slightly higher assumptions for revenue growth, profit margins and future P/E multiples, reflected in recent target increases from firms such as Barclays, Stephens, RBC Capital, Baird, Bernstein and Morgan Stanley.
EVI
US$18.60
EVI Industries
7D
8.3%
1Y
2.8%
WSO
US$378.36
Watsco
7D
-9.1%
1Y
-17.0%
Seeking Alpha • May 20

Watsco: A Great Business That's Still Priced Expensively

Summary Watsco remains the leading HVAC distributor with a debt-free balance sheet, a robust technology platform, and a strong market position. Q1'26 results showed stabilization, not recovery, as HVAC equipment volumes trended from double-digit declines to flat, with price increases offsetting volume weakness. The A2L refrigerant transition and e-commerce growth are genuine tailwinds, but the current valuation at 30x forward earnings already prices in significant improvement. I rate WSO a Hold, as the stock's premium reflects anticipated recovery not yet evident in underlying demand, with consensus targets implying modest upside. Read the full article on Seeking Alpha
WCC
US$354.25
WESCO International
7D
-4.8%
1Y
113.6%
New Narrative • May 20

AI Infrastructure And Grid Super Cycle Will Reshape This Power And Connectivity Leader

Catalysts About WESCO International WESCO International is a global provider of electrical, data center, utility, and communications products, services, and solutions across commercial, industrial, and infrastructure markets. What are the underlying business or industry changes driving this perspective?
EQPT
US$19.97
EquipmentShare.com
7D
-18.5%
1Y
n/a
GIC
US$29.10
Global Industrial
7D
0.7%
1Y
10.3%
FGI
US$5.63
FGI Industries
7D
5.2%
1Y
113.5%
CAPS
US$0.33
Capstone Holding
7D
12.0%
1Y
-82.7%
SUNB
US$75.46
Sunbelt Rentals Holdings
7D
-5.0%
1Y
33.3%
HDSN
US$5.17
Hudson Technologies
7D
6.8%
1Y
-28.0%
KRT
US$26.72
Karat Packaging
7D
1.8%
1Y
-14.9%
FERG
US$223.74
Ferguson Enterprises
7D
-3.6%
1Y
24.8%
FAST
US$43.53
Fastenal
7D
-1.0%
1Y
6.9%
Narrative Update • May 06

FAST: Future Returns Will Hinge On Execution Resilience And Carrollton Expansion

Analysts have adjusted Fastenal's price target modestly higher to $46.49. This reflects updated discount rate and P/E assumptions alongside recent mixed target changes from Barclays, Bernstein, Baird, and BofA.
MWYN
US$0.88
Marwynn Holdings
7D
6.5%
1Y
-90.3%
NPT
US$1.25
Texxon Holding
7D
3.3%
1Y
n/a