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U.S. Trade Distributors Industry Analysis

UpdatedAug 20, 2025
DataAggregated Company Financials
Companies61
  • 7D1.5%
  • 3M14.9%
  • 1Y20.2%
  • YTD17.5%

In the last week, the Trade Distributors industry is up 1.5%, with Fastenal leading the way, up 3.0%. This takes the industry's 12 month performance to a gain of 20%. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the U.S. Trade Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Aug 2025US$349.5bUS$184.6bUS$14.7b22.7x23.8x1.9x
Fri, 18 Jul 2025US$336.6bUS$181.4bUS$13.8b20.8x24.4x1.9x
Sun, 15 Jun 2025US$315.0bUS$181.3bUS$13.8b19.6x22.8x1.7x
Tue, 13 May 2025US$296.6bUS$182.0bUS$13.9b20.3x21.3x1.6x
Thu, 10 Apr 2025US$268.9bUS$191.1bUS$14.2b18.6x18.9x1.4x
Sat, 08 Mar 2025US$293.9bUS$190.9bUS$14.4b18.3x20.4x1.5x
Mon, 03 Feb 2025US$315.2bUS$190.2bUS$15.3b19.2x20.6x1.7x
Wed, 01 Jan 2025US$302.3bUS$189.4bUS$15.2b16.1x19.8x1.6x
Fri, 29 Nov 2024US$347.2bUS$189.2bUS$15.3b18.4x22.7x1.8x
Sun, 27 Oct 2024US$316.3bUS$191.1bUS$15.8b14.3x20x1.7x
Tue, 24 Sep 2024US$306.8bUS$190.7bUS$15.8b14.4x19.4x1.6x
Thu, 22 Aug 2024US$295.8bUS$190.6bUS$15.8b15.8x18.7x1.6x
Sat, 20 Jul 2024US$304.4bUS$189.8bUS$15.9b17.2x19.1x1.6x
Mon, 17 Jun 2024US$281.7bUS$189.8bUS$16.0b13.8x17.7x1.5x
Wed, 15 May 2024US$305.3bUS$189.5bUS$15.8b18.4x19.3x1.6x
Fri, 12 Apr 2024US$312.4bUS$188.7bUS$15.8b18.3x19.8x1.7x
Sun, 10 Mar 2024US$302.9bUS$189.1bUS$16.0b17.2x19x1.6x
Tue, 06 Feb 2024US$291.3bUS$188.6bUS$15.5b16.8x18.8x1.5x
Thu, 04 Jan 2024US$281.3bUS$206.5bUS$16.7b14.8x16.9x1.4x
Sat, 02 Dec 2023US$260.2bUS$205.5bUS$16.9b13.8x15.4x1.3x
Mon, 30 Oct 2023US$236.6bUS$205.4bUS$17.5b12.2x13.5x1.2x
Wed, 27 Sep 2023US$244.5bUS$203.8bUS$16.6b12.6x14.7x1.2x
Fri, 25 Aug 2023US$248.6bUS$203.7bUS$16.6b11.9x14.9x1.2x
Sun, 23 Jul 2023US$257.8bUS$202.6bUS$16.5b14.1x15.6x1.3x
Tue, 20 Jun 2023US$245.2bUS$202.3bUS$16.5b13x14.8x1.2x
Thu, 18 May 2023US$226.4bUS$202.0bUS$16.8b11.9x13.5x1.1x
Sat, 15 Apr 2023US$222.7bUS$200.3bUS$14.0b12.7x15.9x1.1x
Mon, 13 Mar 2023US$226.1bUS$199.1bUS$14.0b13x16.1x1.1x
Wed, 08 Feb 2023US$238.5bUS$194.0bUS$13.6b14.1x17.5x1.2x
Fri, 06 Jan 2023US$205.3bUS$192.4bUS$13.3b12.4x15.4x1.1x
Sun, 04 Dec 2022US$211.4bUS$190.6bUS$13.2b11.6x16x1.1x
Tue, 01 Nov 2022US$199.0bUS$186.6bUS$12.6b11.3x15.8x1.1x
Thu, 29 Sep 2022US$160.0bUS$155.9bUS$9.7b11.2x16.4x1x
Sat, 27 Aug 2022US$177.9bUS$155.0bUS$9.6b12.9x18.6x1.1x
Price to Earnings Ratio

18.6x


Total Market Cap: US$177.9bTotal Earnings: US$9.6bTotal Revenue: US$155.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 18.2x202320242025
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 23.8x which is higher than its 3-year average PE of 18.2x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 6.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-0.82%
Industrials-0.67%
Trade Distributors1.45%
Trade Companies and Distributors1.45%
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
FAST FastenalUS$49.903.0%
+US$1.7b		49.2%PE48.2x
GWW W.W. GraingerUS$995.403.6%
+US$1.7b		3.4%PE24.8x
FERG Ferguson EnterprisesUS$232.382.7%
+US$1.2b		12.5%PE28.5x
PLBL Polibeli GroupUS$10.9211.3%
+US$412.7m		9.3%PS134.3x
QXO QXOUS$20.301.7%
+US$293.3m		63.7%PS7x

Latest News

WLFC
US$148.73
Willis Lease Finance
7D
-7.1%
1Y
37.5%

Willis Lease Finance: Looks Like All The Tailwinds Are Priced In

Aug 18
AIT
US$262.92
Applied Industrial Technologies
7D
-2.9%
1Y
31.8%

Hydradyne And IRIS Acquisitions Will Boost Fluid Power Markets

The consensus analyst price target for Applied Industrial Technologies has increased, primarily reflecting a higher future P/E multiple, raising fair value from $280.71 to $300.83. What's in the News Applied Industrial Technologies provided fiscal 2026 EPS guidance of $10.00 to $10.75, with expected sales growth of 4% to 7% (1% to 4% organic).
QXO
US$20.30
QXO
7D
1.7%
1Y
63.7%
MSM
US$89.06
MSC Industrial Direct
7D
3.1%
1Y
9.3%
DXPE
US$116.06
DXP Enterprises
7D
-5.1%
1Y
136.7%

Digital Sales And E-Commerce Will Expand Industrial Markets

Despite a decline in revenue growth forecasts, DXP Enterprises’ consensus price target has been raised from $95.00 to $125.00, primarily reflecting a significant increase in its expected valuation multiple (Future P/E). What's in the News DXP Enterprises is actively seeking acquisitions, with management indicating plans to close at least 3 to 4 deals in the second half of the year.
URI
US$915.64
United Rentals
7D
-0.1%
1Y
27.8%
FTAI
US$141.01
FTAI Aviation
7D
-1.1%
1Y
23.4%
FERG
US$232.38
Ferguson Enterprises
7D
2.7%
1Y
12.5%
XMTR
US$45.73
Xometry
7D
-4.5%
1Y
140.1%

Digital Manufacturing Platforms And AI Will Expand Global Reach

Xometry’s Consensus Analyst Price Target has risen notably as both its Future P/E ratio and discount rate have increased, suggesting analysts expect stronger future growth but at greater risk, resulting in a revised fair value estimate of $40.44. What's in the News Xometry raised full-year 2025 marketplace growth outlook to 23-24% from previous guidance of at least 22%; expects Q3 revenue of $167–169 million (18–19% YoY growth), but supplier services revenue to decline ~5% YoY.
RUSH.A
US$56.83
Rush Enterprises
7D
-1.0%
1Y
10.1%

Rush Enterprises' (NASDAQ:RUSH.A) Shareholders Will Receive A Bigger Dividend Than Last Year

Aug 04
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GWW
US$995.40
W.W. Grainger
7D
3.6%
1Y
3.4%

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Aug 04
Is Now The Time To Put W.W. Grainger (NYSE:GWW) On Your Watchlist?
CNM
US$65.15
Core & Main
7D
-0.5%
1Y
28.9%

Core & Main (NYSE:CNM) Is Experiencing Growth In Returns On Capital

Aug 04
Core & Main (NYSE:CNM) Is Experiencing Growth In Returns On Capital
AER
US$115.19
AerCap Holdings
7D
1.2%
1Y
22.7%
SITE
US$142.50
SiteOne Landscape Supply
7D
3.3%
1Y
4.3%
FAST
US$49.90
Fastenal
7D
3.0%
1Y
49.2%