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U.S. Trade Distributors Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies60
  • 7D-0.1%
  • 3M14.2%
  • 1Y20.5%
  • YTD13.9%

Over the last 7 days, the Trade Distributors industry has remained flat, although notably WESCO International declined by 5.8%. The past year has been better, since the industry has gained 20% in that time. 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, 12 Jun 2026US$400.0bUS$202.7bUS$15.5b24.1x25.8x2x
Sun, 10 May 2026US$396.3bUS$200.7bUS$15.7b23.9x25.2x2x
Tue, 07 Apr 2026US$367.2bUS$200.5bUS$16.4b21.4x22.4x1.8x
Thu, 05 Mar 2026US$363.8bUS$189.6bUS$15.0b22.6x24.2x1.9x
Sat, 31 Jan 2026US$355.9bUS$186.3bUS$15.3b22.7x23.2x1.9x
Mon, 29 Dec 2025US$334.3bUS$183.2bUS$15.2b20.8x22x1.8x
Wed, 26 Nov 2025US$317.0bUS$182.8bUS$15.1b19.3x21.1x1.7x
Fri, 24 Oct 2025US$336.8bUS$181.0bUS$14.8b22.8x22.7x1.9x
Sun, 21 Sep 2025US$343.5bUS$179.7bUS$14.8b21.9x23.2x1.9x
Tue, 19 Aug 2025US$347.3bUS$184.6bUS$14.7b22.5x23.7x1.9x
Thu, 17 Jul 2025US$336.0bUS$181.4bUS$13.8b20.3x24.4x1.9x
Sat, 14 Jun 2025US$320.4bUS$181.3bUS$13.8b19.6x23.2x1.8x
Mon, 12 May 2025US$296.3bUS$182.0bUS$13.9b19.8x21.3x1.6x
Wed, 09 Apr 2025US$273.7bUS$191.0bUS$14.2b17.1x19.2x1.4x
Fri, 07 Mar 2025US$294.8bUS$190.8bUS$14.4b19x20.5x1.5x
Sun, 02 Feb 2025US$315.2bUS$190.2bUS$15.3b19.2x20.6x1.7x
Tue, 31 Dec 2024US$305.1bUS$189.4bUS$15.2b15.8x20x1.6x
Thu, 28 Nov 2024US$349.5bUS$189.2bUS$15.3b18.4x22.8x1.8x
Sat, 26 Oct 2024US$317.2bUS$191.1bUS$15.8b14.3x20x1.7x
Mon, 23 Sep 2024US$306.8bUS$190.7bUS$15.8b14.4x19.4x1.6x
Wed, 21 Aug 2024US$296.6bUS$190.6bUS$15.8b15.7x18.8x1.6x
Fri, 19 Jul 2024US$307.8bUS$189.8bUS$15.9b17.4x19.3x1.6x
Sun, 16 Jun 2024US$281.7bUS$189.8bUS$16.0b13.8x17.7x1.5x
Tue, 14 May 2024US$305.3bUS$189.5bUS$15.8b18.4x19.3x1.6x
Thu, 11 Apr 2024US$317.4bUS$188.7bUS$15.8b18.9x20.1x1.7x
Sat, 09 Mar 2024US$303.0bUS$189.1bUS$16.0b17.2x19x1.6x
Mon, 05 Feb 2024US$308.8bUS$207.2bUS$16.7b15.1x18.4x1.5x
Wed, 03 Jan 2024US$287.4bUS$206.5bUS$16.7b15x17.2x1.4x
Fri, 01 Dec 2023US$257.9bUS$205.5bUS$16.9b13.3x15.2x1.3x
Sun, 29 Oct 2023US$236.8bUS$205.4bUS$17.5b12.2x13.5x1.2x
Tue, 26 Sep 2023US$244.3bUS$203.8bUS$16.6b12.3x14.7x1.2x
Thu, 24 Aug 2023US$250.5bUS$203.7bUS$16.6b12.6x15.1x1.2x
Sat, 22 Jul 2023US$257.8bUS$202.6bUS$16.5b14.1x15.6x1.3x
Mon, 19 Jun 2023US$245.2bUS$202.3bUS$16.5b13x14.8x1.2x
Price to Earnings Ratio

14.8x


Total Market Cap: US$245.2bTotal Earnings: US$16.5bTotal Revenue: US$202.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20.2x202420252026
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 20.2x.
  • 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 2.1% 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-2.36%
Industrials-0.96%
Trade Distributors-0.11%
Trade Companies and Distributors-0.11%
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$1.31k1.9%
+US$1.2b		21.5%PE34.8x
WSO WatscoUS$384.334.1%
+US$620.8m		-13.3%PE33.8x
QXO QXOUS$16.582.2%
+US$253.8m		-17.5%PS1.4x
RUSH.A Rush EnterprisesUS$69.094.5%
+US$230.8m		35.0%PE20.3x
AER AerCap HoldingsUS$137.901.1%
+US$230.2m		18.6%PE5.5x

Latest News

CNM
US$50.06
Core & Main
7D
-4.4%
1Y
-11.7%
EQPT
US$19.48
EquipmentShare.com
7D
-4.7%
1Y
n/a
QXO
US$16.58
QXO
7D
2.2%
1Y
-17.5%
WCC
US$344.21
WESCO International
7D
-5.8%
1Y
94.7%
TITN
US$19.05
Titan Machinery
7D
-21.1%
1Y
-3.7%
SITE
US$106.88
SiteOne Landscape Supply
7D
4.1%
1Y
-13.3%
MSM
US$115.57
MSC Industrial Direct
7D
-1.2%
1Y
41.0%
AER
US$137.90
AerCap Holdings
7D
1.1%
1Y
18.6%
RUSH.A
US$69.09
Rush Enterprises
7D
4.5%
1Y
35.0%
Narrative Update • Jun 07

RUSH.A: Recent Bullish Coverage Will Support Reassessment Of Upside Potential

Narrative Update The analyst price target for Rush Enterprises has increased by $5. Analysts cite recent target increases from multiple firms, along with a new bullish initiation, as support for this revised view.
URI
US$1,068.49
United Rentals
7D
-1.5%
1Y
49.0%
GWW
US$1,313.96
W.W. Grainger
7D
1.9%
1Y
21.5%
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.
WSO
US$384.33
Watsco
7D
4.1%
1Y
-13.3%
FERG
US$228.03
Ferguson Enterprises
7D
-1.1%
1Y
6.7%
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.
XMTR
US$86.15
Xometry
7D
4.2%
1Y
168.0%
FAST
US$46.39
Fastenal
7D
-1.6%
1Y
8.2%
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.
AIT
US$318.89
Applied Industrial Technologies
7D
1.7%
1Y
38.5%
Narrative Update • May 29

AIT: Guidance And Buybacks Will Shape Measured Long Term Return Profile

Analysts have maintained their fair value estimate for Applied Industrial Technologies at $330 while adjusting assumptions such as the discount rate and future P/E. This has supported a reaffirmed price target that reflects updated views on the stock's long-term risk and valuation profile.