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

U.S. Trade Distributors Industry Analysis

UpdatedJun 09, 2026
DataAggregated Company Financials
Companies60
  • 7D3.5%
  • 3M9.7%
  • 1Y19.6%
  • YTD12.9%

Over the last 7 days, the Trade Distributors industry has risen 3.1%, driven by gains from United Rentals of 7.0%. Meanwhile, QXO actually underperformed within the industry, shrinking 6.0% in the last week. This means that the industry has gained 20% over the past year. 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
Tue, 09 Jun 2026US$403.2bUS$202.8bUS$15.5b24.7x26x2x
Thu, 07 May 2026US$391.2bUS$199.4bUS$15.7b25.1x24.9x2x
Sat, 04 Apr 2026US$370.8bUS$200.5bUS$16.7b20.9x22.2x1.8x
Mon, 02 Mar 2026US$367.4bUS$189.6bUS$15.1b22x24.3x1.9x
Wed, 28 Jan 2026US$365.4bUS$186.2bUS$15.4b22.8x23.8x2x
Fri, 26 Dec 2025US$335.4bUS$183.2bUS$15.2b20.7x22.1x1.8x
Sun, 23 Nov 2025US$316.3bUS$182.8bUS$15.1b18.8x21x1.7x
Tue, 21 Oct 2025US$340.6bUS$179.9bUS$14.8b21.6x22.9x1.9x
Thu, 18 Sep 2025US$346.2bUS$179.7bUS$14.8b21.6x23.4x1.9x
Sat, 16 Aug 2025US$349.5bUS$184.6bUS$14.7b22.3x23.8x1.9x
Mon, 14 Jul 2025US$337.7bUS$181.2bUS$13.8b20.7x24.5x1.9x
Wed, 11 Jun 2025US$320.1bUS$181.1bUS$13.8b20.2x23.2x1.8x
Fri, 09 May 2025US$292.7bUS$182.0bUS$13.9b19x21x1.6x
Sun, 06 Apr 2025US$278.1bUS$191.1bUS$14.2b17.9x19.6x1.5x
Tue, 04 Mar 2025US$301.4bUS$190.7bUS$14.5b18.6x20.8x1.6x
Thu, 30 Jan 2025US$320.6bUS$189.6bUS$15.2b19.4x21x1.7x
Sat, 28 Dec 2024US$309.4bUS$189.4bUS$15.3b16.2x20.3x1.6x
Mon, 25 Nov 2024US$344.4bUS$189.2bUS$15.3b18.2x22.5x1.8x
Wed, 23 Oct 2024US$321.2bUS$190.9bUS$15.7b15.6x20.4x1.7x
Fri, 20 Sep 2024US$305.2bUS$190.8bUS$15.8b14.7x19.3x1.6x
Sun, 18 Aug 2024US$296.0bUS$190.6bUS$15.8b13.3x18.7x1.6x
Tue, 16 Jul 2024US$293.2bUS$189.9bUS$15.9b17.3x18.4x1.5x
Thu, 13 Jun 2024US$284.9bUS$189.8bUS$16.0b15.3x17.8x1.5x
Sat, 11 May 2024US$305.9bUS$189.5bUS$15.8b17.3x19.3x1.6x
Mon, 08 Apr 2024US$319.6bUS$188.7bUS$15.8b18.5x20.2x1.7x
Wed, 06 Mar 2024US$308.3bUS$189.0bUS$16.0b17.4x19.2x1.6x
Fri, 02 Feb 2024US$304.3bUS$207.0bUS$16.7b15.1x18.2x1.5x
Sun, 31 Dec 2023US$289.5bUS$205.3bUS$16.8b15.1x17.2x1.4x
Tue, 28 Nov 2023US$261.7bUS$205.5bUS$16.9b13.3x15.5x1.3x
Thu, 26 Oct 2023US$235.3bUS$204.1bUS$16.7b12.5x14.1x1.2x
Sat, 23 Sep 2023US$241.8bUS$203.8bUS$16.6b12.3x14.5x1.2x
Mon, 21 Aug 2023US$249.1bUS$203.6bUS$16.6b13.5x15x1.2x
Wed, 19 Jul 2023US$259.7bUS$202.5bUS$16.5b14.6x15.7x1.3x
Fri, 16 Jun 2023US$243.3bUS$202.0bUS$16.6b13.5x14.7x1.2x
Price to Earnings Ratio

14.7x


Total Market Cap: US$243.3bTotal 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 26.0x 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-2.73%
Industrials-0.12%
Trade Distributors3.48%
Trade Companies and Distributors3.48%
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$1.08k8.6%
+US$5.4b		53.3%PE27.1x
GWW W.W. GraingerUS$1.30k5.0%
+US$2.9b		21.0%PE34.6x
FAST FastenalUS$46.004.6%
+US$2.3b		9.2%PE40.6x
SUNB Sunbelt Rentals HoldingsUS$81.295.5%
+US$1.7b		40.4%PE24.1x
CNM Core & MainUS$52.186.3%
+US$583.2m		-12.1%PE22.3x

Latest News

SITE
US$102.04
SiteOne Landscape Supply
7D
-4.2%
1Y
-17.9%
AER
US$135.71
AerCap Holdings
7D
-0.7%
1Y
17.0%
URI
US$1,084.05
United Rentals
7D
8.6%
1Y
53.3%
GWW
US$1,304.57
W.W. Grainger
7D
5.0%
1Y
21.0%
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$371.84
Watsco
7D
3.4%
1Y
-16.3%
FERG
US$224.29
Ferguson Enterprises
7D
-0.04%
1Y
4.9%
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$82.20
Xometry
7D
-13.7%
1Y
127.1%
ZKH
US$2.85
ZKH Group
7D
-2.1%
1Y
-6.3%
Narrative Update • Jun 03

ZKH: Share Repurchase And Improved Profit Outlook Will Support Future Upside

Analysts have raised their price target for ZKH Group to $4.76 from $4.65, citing updated assumptions around revenue growth, profit margins, discount rate and a lower future P/E estimate as key drivers of the change. What's in the News ZKH Group completed a share repurchase tranche, buying back 1,400,000 shares for US$4.4 million, equal to 0.86% of the company.
WCC
US$353.23
WESCO International
7D
-0.7%
1Y
100.1%
QXO
US$15.54
QXO
7D
-7.3%
1Y
-22.8%
HRI
US$145.13
Herc Holdings
7D
11.9%
1Y
19.5%
Narrative Update • Jun 02

HRI: Mega Project Pipeline And Higher Margins Will Support Future Upside

Herc Holdings' updated analyst price target has shifted to $206 from $200, with analysts pointing to expectations for a higher profit margin, a lower future P/E multiple, and recent mixed target changes across the Street as key inputs to the revised fair value framework. Analyst Commentary Recent research on Herc Holdings has been mixed, but there are clear pockets of optimism that help explain the updated US$206 price target.
FAST
US$46.00
Fastenal
7D
4.6%
1Y
9.2%
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.
BCC
US$67.97
Boise Cascade
7D
-0.5%
1Y
-23.3%
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.
AIT
US$314.42
Applied Industrial Technologies
7D
4.5%
1Y
34.8%
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.
CNM
US$52.18
Core & Main
7D
6.3%
1Y
-12.1%
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).
SUNB
US$81.29
Sunbelt Rentals Holdings
7D
5.5%
1Y
40.4%