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

U.S. Trade Distributors Industry Analysis

UpdatedJul 26, 2026
DataAggregated Company Financials
Companies60
  • 7D2.1%
  • 3M3.3%
  • 1Y10.9%
  • YTD15.2%

Over the last 7 days, the Trade Distributors industry has risen 2.1%, driven by gains from United Rentals of 9.2%. In the same time, QXO was down 5.1%. In the last 12 months, the industry was up 11%. 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
Sun, 26 Jul 2026US$417.6bUS$203.6bUS$15.7b24.8x26.7x2.1x
Tue, 23 Jun 2026US$420.0bUS$202.7bUS$15.5b25.9x27.1x2.1x
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
Price to Earnings Ratio

15.6x


Total Market Cap: US$259.9bTotal Earnings: US$16.7bTotal Revenue: US$203.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20.6x202420252026
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 26.7x which is higher than its 3-year average PE of 20.6x.
  • The 3-year average PS ratio of 1.7x 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 2.2% 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-1.05%
Industrials1.38%
Trade Distributors2.10%
Trade Companies and Distributors2.10%
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$1.14k9.2%
+US$5.6b		28.3%PE26.9x
FAST FastenalUS$47.023.4%
+US$1.8b		-1.5%PE39.9x
SUNB Sunbelt Rentals HoldingsUS$75.673.1%
+US$923.1m		9.7%PE23.4x
EQPT EquipmentShare.comUS$19.3816.6%
+US$697.8m		n/aPE244.6x
AER AerCap HoldingsUS$151.302.9%
+US$682.8m		34.9%PE6.1x

Latest News

URI
US$1,141.59
United Rentals
7D
9.2%
1Y
28.3%
SUNB
US$75.67
Sunbelt Rentals Holdings
7D
3.1%
1Y
9.7%
Narrative Update • Jul 24

SUNB: Rising Capex Inflation Versus Flat Rental Rates Will Pressure Margins

Analysts have trimmed the fair value estimate for Sunbelt Rentals Holdings to $62 from $65. This reflects updated price targets that weigh ongoing margin pressures from higher capex and operating costs against generally steady rental rates.
XMTR
US$86.31
Xometry
7D
-12.4%
1Y
164.6%
Narrative Update • Jul 24

XMTR: AI Execution And Platform Partnerships Will Shape Future Upside Potential

Analysts have lifted the Xometry fair value estimate by $7, from $89.25 to $96.25, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E in light of recent bullish Street research. Analyst Commentary Recent Street research on Xometry has centered on how artificial intelligence, platform quality, and distribution reach could affect the company’s growth runway and its ability to justify higher valuation assumptions.
WCC
US$332.48
WESCO International
7D
1.4%
1Y
55.1%
Narrative Update • Jul 24

WCC: Data Center Cooling Push Will Test Rich AI Infrastructure Expectations

Analysts have nudged the WESCO International fair value estimate higher, with the price target rising by about $6 to $285.75, as they factor in slightly firmer revenue growth assumptions, a marginally higher future P/E multiple, and supportive sector research pointing to recovering industrial demand and AI related spending themes. Analyst Commentary Street research on WESCO International has leaned constructive overall, with several firms lifting price targets and highlighting exposure to themes such as data centers, industrial recovery, and power infrastructure.
EQPT
US$19.38
EquipmentShare.com
7D
16.6%
1Y
n/a
Narrative Update • Jul 24

EQPT: Raised 2026 Outlook And Buyback Plan Will Support Future Recovery

The analyst fair value estimate for EquipmentShare.com has been reset from $41.33 to $33.80. This change reflects a series of lower Street price targets in the $18 to $38 range, even as analysts highlight solid sector demand and tighter machinery supply conditions.
AIT
US$347.06
Applied Industrial Technologies
7D
3.2%
1Y
27.5%
EVI
US$13.95
EVI Industries
7D
-15.6%
1Y
-42.4%
HRI
US$162.59
Herc Holdings
7D
8.8%
1Y
9.1%
Narrative Update • Jul 22

HRI: Constructive End Market Demand Will Support Future Upside Potential

The analyst price target for Herc Holdings has been increased from $168.90 to about $174.83. Analysts attribute the revision to updated Q2 previews that highlight constructive end market demand and generally supportive U.S. macro data as key factors.
QXO
US$13.67
QXO
7D
-5.1%
1Y
-38.4%
Narrative Update • Jul 22

QXO's Roll-Up´s fair value is around $32 based on $40B revenue by 2031 but subject to great execution

July 21, 2026 | Price: ~$14.40 | Follow-up to my pre-TopBuild memo (basis $21.20) - Base case: QXO grows from $18.1B pro-forma revenue to $36B by 2030 (~$40B in 2031) — 3% organic plus FCF-funded tuck-ins, no new equity — while EBITDA margin transforms from 11.8% pro-forma to 12.5% ($4.5B EBITDA) via TopBuild's 18% installation mix plus the $300M procurement/pricing synergy program. That yields ~$2.05 EPS on ~1.16B diluted shares after the Series C converts at $23.25.
AER
US$151.30
AerCap Holdings
7D
2.9%
1Y
34.9%
FAST
US$47.02
Fastenal
7D
3.4%
1Y
-1.5%
Analysis Article • Jul 17

Here's What Analysts Are Forecasting For Fastenal Company (NASDAQ:FAST) After Its Second-Quarter Results

Fastenal Company ( NASDAQ:FAST ) came out with its quarterly results last week, and we wanted to see how the business...
WSO
US$362.01
Watsco
7D
-2.7%
1Y
-26.1%
GWW
US$1,382.60
W.W. Grainger
7D
-0.9%
1Y
31.2%
Narrative Update • Jul 16

GWW: Endless Assortment And Earnings Momentum Will Support Balanced Future Expectations

The analyst price target for W.W. Grainger in this framework moves from $1,399 to $1,460. This reflects analysts' use of slightly lower discount rates, modestly higher revenue growth and profit margin assumptions, and a higher future P/E multiple supported by recent Street research pointing to earnings momentum, pricing power and a broadening industrial recovery.
FERG
US$230.67
Ferguson Enterprises
7D
-0.6%
1Y
2.9%
Narrative Update • Jul 16

FERG: FloWorks Deal And Cautious Outlook Will Shape Risk Balance

For Ferguson Enterprises, the analyst price target has shifted to $235.28 from $207.12 as analysts incorporate updated assumptions around slightly higher revenue growth, a modestly higher profit margin, an adjusted discount rate, and a higher future P/E multiple, while also weighing recent research that highlights subdued near term growth expectations and mixed pricing tailwinds. Analyst Commentary Recent Street research on Ferguson Enterprises points to a more cautious tone, with some high profile firms reassessing both the stock's upside potential and the pace of fundamental progress.
SITE
US$99.87
SiteOne Landscape Supply
7D
-3.7%
1Y
-24.8%
Narrative Update • Jul 11

SITE: Long Term EBITDA Margin Goals Will Drive Future Pricing Tailwinds

The analyst price target for SiteOne Landscape Supply has been reduced from $140 to $131 as analysts factor in a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin assumptions, and a lower future P/E multiple, while still highlighting long term EBITDA margin ambitions discussed in recent research. Analyst Commentary Recent Street research around SiteOne Landscape Supply points to a mix of long term margin ambitions and near term caution.
CNM
US$43.62
Core & Main
7D
-3.6%
1Y
-33.7%