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U.S. Trade Distributors Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies60
  • 7D2.8%
  • 3M9.1%
  • 1Y22.1%
  • YTD13.8%

Over the last 7 days, the Trade Distributors industry has risen 2.8%, driven by gains from United Rentals of 9.7%. In the same time, QXO was down 8.2%. In the last 12 months, the industry was up 22%. 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, 05 Jun 2026US$400.6bUS$202.8bUS$15.5b25.6x25.8x2x
Sun, 03 May 2026US$397.3bUS$199.1bUS$15.6b24.3x25.4x2x
Tue, 31 Mar 2026US$358.0bUS$200.4bUS$16.4b20.3x21.8x1.8x
Thu, 26 Feb 2026US$374.4bUS$187.4bUS$15.1b23.2x24.7x2x
Sat, 24 Jan 2026US$363.3bUS$181.8bUS$15.4b23.1x23.6x2x
Mon, 22 Dec 2025US$334.5bUS$183.1bUS$15.2b20.2x22.1x1.8x
Wed, 19 Nov 2025US$313.9bUS$182.9bUS$15.0b19.2x20.9x1.7x
Fri, 17 Oct 2025US$340.1bUS$179.9bUS$14.9b21.6x22.9x1.9x
Sun, 14 Sep 2025US$341.0bUS$179.1bUS$14.6b21.7x23.4x1.9x
Tue, 12 Aug 2025US$340.9bUS$182.6bUS$14.7b21.5x23.1x1.9x
Thu, 10 Jul 2025US$334.8bUS$181.3bUS$13.8b20.6x24.3x1.8x
Sat, 07 Jun 2025US$316.2bUS$181.1bUS$13.8b20.2x22.9x1.7x
Mon, 05 May 2025US$299.9bUS$181.9bUS$13.7b20.3x21.8x1.6x
Wed, 02 Apr 2025US$290.7bUS$191.1bUS$14.3b19x20.4x1.5x
Fri, 28 Feb 2025US$298.8bUS$190.7bUS$14.5b18.8x20.6x1.6x
Sun, 26 Jan 2025US$323.2bUS$189.6bUS$15.2b19.6x21.2x1.7x
Tue, 24 Dec 2024US$308.5bUS$189.4bUS$15.2b16.4x20.2x1.6x
Thu, 21 Nov 2024US$333.5bUS$189.4bUS$15.3b16.9x21.8x1.8x
Sat, 19 Oct 2024US$325.2bUS$190.8bUS$15.7b15.6x20.7x1.7x
Mon, 16 Sep 2024US$295.2bUS$190.7bUS$15.8b13.7x18.7x1.5x
Wed, 14 Aug 2024US$287.5bUS$190.6bUS$15.8b13x18.2x1.5x
Fri, 12 Jul 2024US$281.2bUS$189.8bUS$15.9b16.2x17.7x1.5x
Sun, 09 Jun 2024US$285.6bUS$189.8bUS$16.0b15.3x17.9x1.5x
Tue, 07 May 2024US$302.6bUS$189.5bUS$15.9b17.4x19.1x1.6x
Thu, 04 Apr 2024US$317.2bUS$188.7bUS$15.8b18.5x20.1x1.7x
Sat, 02 Mar 2024US$303.5bUS$189.2bUS$16.1b17.8x18.9x1.6x
Mon, 29 Jan 2024US$297.2bUS$207.0bUS$16.7b15x17.8x1.4x
Wed, 27 Dec 2023US$289.1bUS$205.3bUS$16.8b15.1x17.2x1.4x
Fri, 24 Nov 2023US$259.9bUS$205.5bUS$16.9b13x15.3x1.3x
Sun, 22 Oct 2023US$238.1bUS$203.8bUS$16.6b12.8x14.3x1.2x
Tue, 19 Sep 2023US$246.7bUS$203.9bUS$16.6b13.3x14.8x1.2x
Thu, 17 Aug 2023US$251.6bUS$203.6bUS$16.6b13.5x15.1x1.2x
Sat, 15 Jul 2023US$257.3bUS$202.5bUS$16.5b14.2x15.5x1.3x
Mon, 12 Jun 2023US$237.5bUS$202.0bUS$16.6b12.7x14.3x1.2x
Price to Earnings Ratio

14.3x


Total Market Cap: US$237.5bTotal Earnings: US$16.6bTotal Revenue: US$202.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20.1x202420252026
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 25.8x which is higher than its 3-year average PE of 20.1x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have declined 2.3% 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-0.11%
Industrials-2.16%
Trade Distributors2.84%
Trade Companies and Distributors2.84%
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
URI United RentalsUS$1.08k9.7%
+US$6.0b		55.1%PE27.1x
FAST FastenalUS$47.165.4%
+US$2.8b		14.1%PE41.7x
GWW W.W. GraingerUS$1.29k3.4%
+US$2.0b		18.8%PE34.2x
SUNB Sunbelt Rentals HoldingsUS$81.294.4%
+US$1.4b		39.7%PE24.1x
FERG Ferguson EnterprisesUS$230.601.8%
+US$797.1m		7.4%PE22.9x

Latest News

URI
US$1,084.62
United Rentals
7D
9.7%
1Y
55.1%
GWW
US$1,289.37
W.W. Grainger
7D
3.4%
1Y
18.8%
Narrative Update • Jun 04

GWW: Short Cycle Recovery Will Likely Drive Future Multiple Compression Risk

Analysts have raised the updated price target framework for W.W. Grainger, increasing the modeled fair value from about $964.94 to approximately $1,031.07. This change reflects higher published Street targets from several firms following recent Q1 estimate updates and roll-forward adjustments.
FERG
US$230.60
Ferguson Enterprises
7D
1.8%
1Y
7.4%
Narrative Update • Jun 04

FERG: Buybacks And Execution Will Support Higher Medium Term Earnings Power

Ferguson Enterprises' analyst price target has shifted modestly higher to about $285 from roughly $276, as analysts factor in updated assumptions around revenue growth, profit margins, and future P/E following recent mixed target revisions from major firms. Analyst Commentary Recent Street research on Ferguson Enterprises has been mixed, with some firms lifting their price targets and others trimming them.
MGRC
US$109.34
McGrath RentCorp
7D
-1.8%
1Y
-3.8%
XMTR
US$82.70
Xometry
7D
-13.2%
1Y
134.3%
AER
US$136.44
AerCap Holdings
7D
-1.8%
1Y
17.8%
Seeking Alpha • Jun 02

AerCap: The Underperformer Everyone May Be Mispricing

Summary AerCap Holdings N.V. has underperformed the S&P 500, but I maintain a Strong Buy rating due to its undervalued flight equipment and resilient business model. Recent pressures stem from investor sentiment, concerns about aircraft values, and sector rotation into AI and semiconductor names, not from fundamental weakness at AER. AER's Q1 2026 showed 27% GAAP net income growth, 6% lease revenue growth, expanding net spread margin, and improved debt coverage, supporting robust fundamentals. My price target implies 17–32% upside if flight equipment is marked to market, though current share repurchases add little incremental value at prevailing prices. Read the full article on Seeking Alpha
QXO
US$16.23
QXO
7D
-8.2%
1Y
-3.1%
SITE
US$102.69
SiteOne Landscape Supply
7D
-8.1%
1Y
-16.9%
Seeking Alpha • Jun 02

SiteOne Landscape: Improving Strategies Support The Hold Thesis

Summary SiteOne Landscape Supply maintains a 'Hold' rating as acquisitions and pricing discipline offset macro headwinds and soft residential construction. SITE's recent acquisitions of Bourget and Reinders expand its product portfolio and regional reach, enhancing cross-selling and scale advantages. Pricing power has returned, with management projecting 2%-3% increases and EBITDA growth of 4%-6% over the next four quarters. Despite strong liquidity and reasonable valuation, negative cash flows and sluggish repair-and-upgrade demand temper near-term upside. Read the full article on Seeking Alpha
FAST
US$47.16
Fastenal
7D
5.4%
1Y
14.1%
Narrative Update • Jun 01

FAST: New Southeast Hub And Buybacks Will Support Earnings Power

Analysts have nudged the fair value estimate for Fastenal up by $2 to $55, reflecting updated views on the discount rate, slightly adjusted revenue growth expectations, a modestly higher profit margin outlook, and a lower future P/E assumption aligned with recent price target changes from several firms. Analyst Commentary Recent Street research around Fastenal has centered on a series of price target revisions, with several bullish analysts adjusting their models and signaling a more constructive view on the stock's risk and reward profile.
BCC
US$68.48
Boise Cascade
7D
-2.7%
1Y
-21.7%
Narrative Update • Jun 01

BCC: Future Returns Will Depend On Margin Resilience And Ongoing Share Repurchases

Narrative Update: Boise Cascade Analyst Price Target Shift The updated analyst work on Boise Cascade keeps fair value around $92.00, with a slight trim to Street price targets of about $3. Analysts broadly link this to modestly softer profit margin assumptions and a somewhat higher expected P/E multiple.
EQPT
US$20.44
EquipmentShare.com
7D
-10.6%
1Y
n/a
CNM
US$52.37
Core & Main
7D
6.5%
1Y
-12.2%
Narrative Update • May 28

CNM: Share Repurchases And Solid Sales Outlook Will Support Future Upside

Analysts are maintaining their $75.00 price target on Core & Main, citing adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E that they view as offsetting each other at this stage. What's in the News From November 3, 2025 to March 24, 2026, Core & Main repurchased 2,024,355 shares, representing 1.07% of its shares, for US$97.7 million under its ongoing buyback (company filing).
DXPE
US$161.30
DXP Enterprises
7D
8.3%
1Y
99.2%
MSM
US$116.98
MSC Industrial Direct
7D
6.6%
1Y
45.3%
RUSH.A
US$66.12
Rush Enterprises
7D
-6.9%
1Y
31.6%
Narrative Update • May 21

RUSH.A: Higher Fair Value Assumptions Are Expected To Support Bullish Upside

Rush Enterprises' analyst price target has increased by $5, with analysts citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. Analyst Commentary Recent research suggests analysts are adjusting their fair value work on Rush Enterprises, with fresh views on revenue growth, margins, discount rates and future P/E levels feeding into the new price targets.
SUNB
US$81.29
Sunbelt Rentals Holdings
7D
4.4%
1Y
39.7%