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U.S. Trade Distributors Industry Analysis

UpdatedJun 22, 2026
DataAggregated Company Financials
Companies59
  • 7D3.0%
  • 3M19.1%
  • 1Y25.3%
  • YTD17.8%

In the last week, the Trade Distributors industry is up 3.0%, with W.W. Grainger up 3.9%. This takes the industry's 12 month performance to a gain of 25%. As for the next few years, earnings are expected to grow by 14% per annum.

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$15.5b25.6x27.1x2.1x
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 Market1.40%
Industrials2.54%
Trade Distributors2.99%
Trade Companies and Distributors2.99%
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$1.37k3.9%
+US$2.4b		31.5%PE36.2x
EQPT EquipmentShare.comUS$26.3223.9%
+US$1.3b		n/aPE332.1x
SUNB Sunbelt Rentals HoldingsUS$86.062.9%
+US$1.0b		45.9%PE25.5x
WCC WESCO InternationalUS$365.365.1%
+US$855.7m		101.8%PE25.6x
AIT Applied Industrial TechnologiesUS$337.966.9%
+US$805.0m		45.7%PE30.9x

Latest News

WSO
US$401.04
Watsco
7D
4.2%
1Y
-6.6%
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...
EQPT
US$26.32
EquipmentShare.com
7D
23.9%
1Y
n/a
AER
US$145.06
AerCap Holdings
7D
2.5%
1Y
26.0%
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$365.36
WESCO International
7D
5.1%
1Y
101.8%
AIT
US$337.96
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$1,076.81
United Rentals
7D
-0.7%
1Y
50.3%
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
DNOW
US$13.50
DNOW
7D
-1.5%
1Y
-10.2%
GWW
US$1,365.41
W.W. Grainger
7D
3.9%
1Y
31.5%
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$2.53
ZKH Group
7D
-7.7%
1Y
-19.2%
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.
QXO
US$17.76
QXO
7D
6.4%
1Y
-26.4%
FAST
US$45.89
Fastenal
7D
-0.5%
1Y
11.1%
Analysis Article • Jun 16

Fastenal (FAST) Stock Looks Fairly Priced After 12% Q1 Sales Growth

Fastenal (FAST) is back in focus after reporting a 12% rise in first quarter 2026 net sales, tied to share gains, broad-based demand, and ongoing efforts in digital tools and cost control. See our latest analysis for Fastenal. Fastenal's recent 12% net sales growth and new board appointment of digital executive Vishal Talwar come against a backdrop of a 14.0% year to date share price return and a 5 year total shareholder return of 102.03%, suggesting momentum has been building over longer...
IPW
US$2.55
iPower
7D
-7.9%
1Y
-98.3%
EVI
US$15.90
EVI Industries
7D
-2.0%
1Y
-16.4%
FGI
US$4.68
FGI Industries
7D
-5.3%
1Y
58.5%
SUNB
US$86.06
Sunbelt Rentals Holdings
7D
2.9%
1Y
45.9%
MWG
US$1.37
Multi Ways Holdings
7D
-5.5%
1Y
-47.8%