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U.S. Trade Distributors Industry Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies60
  • 7D-0.6%
  • 3M-0.4%
  • 1Y-2.8%
  • YTD11.6%

Over the last 7 days, the Trade Distributors industry has remained flat, although notably WESCO International gained 12%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025US$327.4bUS$183.0bUS$15.2b21x21.5x1.8x
Sat, 04 Oct 2025US$346.2bUS$179.7bUS$14.8b22.7x23.4x1.9x
Mon, 01 Sep 2025US$357.7bUS$184.5bUS$14.7b23.6x24.4x1.9x
Wed, 30 Jul 2025US$350.6bUS$181.8bUS$13.7b21.5x25.6x1.9x
Fri, 27 Jun 2025US$319.5bUS$181.2bUS$13.8b19.7x23.2x1.8x
Sun, 25 May 2025US$307.5bUS$182.0bUS$13.9b20x22.2x1.7x
Tue, 22 Apr 2025US$293.6bUS$191.2bUS$14.2b18.4x20.6x1.5x
Thu, 20 Mar 2025US$291.0bUS$191.0bUS$14.3b19.5x20.3x1.5x
Sat, 15 Feb 2025US$313.0bUS$190.4bUS$14.9b20.7x21x1.6x
Mon, 13 Jan 2025US$296.4bUS$189.4bUS$15.2b16.9x19.5x1.6x
Wed, 11 Dec 2024US$341.3bUS$189.5bUS$15.2b18x22.4x1.8x
Fri, 08 Nov 2024US$344.9bUS$191.2bUS$15.3b17.3x22.5x1.8x
Sun, 06 Oct 2024US$305.2bUS$190.9bUS$15.7b14.5x19.4x1.6x
Tue, 03 Sep 2024US$302.0bUS$190.6bUS$15.8b15.9x19.1x1.6x
Thu, 01 Aug 2024US$313.8bUS$190.3bUS$15.9b18.3x19.7x1.6x
Sat, 29 Jun 2024US$280.0bUS$189.9bUS$15.9b16.9x17.6x1.5x
Mon, 27 May 2024US$302.9bUS$189.6bUS$15.8b17.2x19.2x1.6x
Wed, 24 Apr 2024US$299.1bUS$188.8bUS$15.8b17.8x18.9x1.6x
Fri, 22 Mar 2024US$315.8bUS$188.8bUS$15.8b17.9x20x1.7x
Sun, 18 Feb 2024US$294.5bUS$188.8bUS$15.5b17.1x19x1.6x
Tue, 16 Jan 2024US$285.7bUS$206.5bUS$16.7b14.8x17.1x1.4x
Thu, 14 Dec 2023US$273.8bUS$205.3bUS$16.8b14x16.3x1.3x
Sat, 11 Nov 2023US$248.2bUS$205.5bUS$16.9b12.2x14.7x1.2x
Mon, 09 Oct 2023US$248.4bUS$203.6bUS$16.6b11.9x14.9x1.2x
Wed, 06 Sep 2023US$250.7bUS$203.8bUS$16.6b11.7x15.1x1.2x
Fri, 04 Aug 2023US$253.8bUS$203.4bUS$16.6b14.5x15.3x1.2x
Sun, 02 Jul 2023US$257.8bUS$202.4bUS$16.5b14x15.6x1.3x
Tue, 30 May 2023US$227.7bUS$202.1bUS$16.8b12.2x13.5x1.1x
Thu, 27 Apr 2023US$222.5bUS$200.9bUS$14.0b12.6x15.9x1.1x
Sat, 25 Mar 2023US$215.8bUS$199.8bUS$14.0b12.3x15.5x1.1x
Mon, 20 Feb 2023US$236.0bUS$196.0bUS$13.8b13.2x17.1x1.2x
Wed, 18 Jan 2023US$216.6bUS$192.5bUS$13.4b12.8x16.2x1.1x
Fri, 16 Dec 2022US$205.3bUS$192.4bUS$13.3b12x15.4x1.1x
Sun, 13 Nov 2022US$209.9bUS$190.4bUS$13.2b11.6x15.9x1.1x
Price to Earnings Ratio

15.9x


Total Market Cap: US$209.9bTotal Earnings: US$13.2bTotal Revenue: US$190.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.6x202320242025
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 21.5x which is higher than its 3-year average PE of 18.6x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 4.9% 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 Market-1.58%
Industrials-1.41%
Trade Distributors-0.60%
Trade Companies and Distributors-0.60%
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
WCC WESCO InternationalUS$256.5912.4%
+US$1.4b		20.8%PE19.8x
FAST FastenalUS$41.681.4%
+US$677.3m		-0.3%PE39x
XMTR XometryUS$62.6724.0%
+US$645.5m		104.7%PS5x
AER AerCap HoldingsUS$133.631.5%
+US$332.3m		35.0%PE5.9x
AIT Applied Industrial TechnologiesUS$257.901.5%
+US$143.3m		-4.0%PE24.2x

Latest News

BCC
US$71.38
Boise Cascade
7D
1.5%
1Y
-49.6%

Boise Cascade Company Just Missed Earnings - But Analysts Have Updated Their Models

Nov 06
Boise Cascade Company Just Missed Earnings - But Analysts Have Updated Their Models
MSM
US$86.68
MSC Industrial Direct
7D
2.9%
1Y
-2.4%
WCC
US$256.59
WESCO International
7D
12.4%
1Y
20.8%
AER
US$133.63
AerCap Holdings
7D
1.5%
1Y
35.0%

Impressive Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)

Nov 05
Impressive Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)
XMTR
US$62.67
Xometry
7D
24.0%
1Y
104.7%

XMTR: Elevated Multiples And Falling Profit Margins Will Pressure Shares Ahead

Analysts have raised their price target for Xometry from $50.11 to $51.67 per share, citing updated assessments of the company’s growth trajectory and financial metrics. What's in the News Xometry has launched auto-quotes for injection molding services in the U.S., expanding a feature first introduced in European markets (Key Developments).
FAST
US$41.68
Fastenal
7D
1.4%
1Y
-0.3%
FTAI
US$162.50
FTAI Aviation
7D
-6.6%
1Y
9.0%
GATX
US$152.86
GATX
7D
-3.5%
1Y
-0.2%
RUSH.A
US$47.02
Rush Enterprises
7D
-6.7%
1Y
-27.2%
URI
US$844.51
United Rentals
7D
-3.0%
1Y
-4.1%

URI: Unprecedented Infrastructure Investment Will Drive Outperformance Amid Mixed Margins

United Rentals' analyst price target has increased from $1,000.68 to $1,028.75. Analysts highlight resilient demand, solid profit margins, and ongoing infrastructure tailwinds despite mixed quarterly results.
EVI
US$28.38
EVI Industries
7D
7.1%
1Y
30.4%

EVI: Special Dividend Announcement Will Highlight Commitment To Shareholder Value

Analysts have reaffirmed their price target for EVI Industries at $40.00. They cite minimal changes in projected growth rates and profitability margins as the basis for maintaining their valuation.
SITE
US$124.19
SiteOne Landscape Supply
7D
-6.0%
1Y
-17.5%

SITE: Digital Expansion And Acquisitions Will Drive Margin Gains Through 2026

Analysts have raised SiteOne Landscape Supply’s fair value estimate by $2.50 to $156.40, citing stronger than expected revenue growth and resilient gross margins despite ongoing macroeconomic headwinds. Analyst Commentary Recent Street research reflects a blend of optimism and caution regarding SiteOne Landscape Supply’s outlook.
WSO
US$357.89
Watsco
7D
-2.8%
1Y
-30.8%
AIT
US$257.90
Applied Industrial Technologies
7D
1.5%
1Y
-4.0%
CNM
US$51.40
Core & Main
7D
-3.3%
1Y
9.1%

CNM: Share Repurchases And Guidance Revision Will Drive Bullish Momentum

Analysts have reaffirmed their price target for Core & Main at $59.75. This decision is supported by stable projections for revenue growth and profit margins, as well as a slight reduction in the estimated discount rate.
QXO
US$16.49
QXO
7D
-10.8%
1Y
8.1%