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U.S. Trade Distributors Industry Analysis

UpdatedAug 26, 2025
DataAggregated Company Financials
Companies61
  • 7D1.7%
  • 3M15.4%
  • 1Y18.8%
  • YTD19.4%

Over the last 7 days, the Trade Distributors industry has risen 2.7%, driven by gains from W.W. Grainger of 4.5%. This means that the industry has gained 18% over the past year. 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
Tue, 26 Aug 2025US$358.1bUS$184.6bUS$14.7b23.6x24.4x1.9x
Thu, 24 Jul 2025US$341.2bUS$181.4bUS$13.8b20.4x24.7x1.9x
Sat, 21 Jun 2025US$315.3bUS$181.2bUS$13.8b19.6x22.9x1.7x
Mon, 19 May 2025US$316.4bUS$181.6bUS$14.1b20.2x22.4x1.7x
Wed, 16 Apr 2025US$295.0bUS$191.2bUS$14.2b18.4x20.7x1.5x
Fri, 14 Mar 2025US$285.1bUS$191.1bUS$14.4b17.8x19.9x1.5x
Sun, 09 Feb 2025US$311.1bUS$190.2bUS$15.3b19x20.3x1.6x
Tue, 07 Jan 2025US$302.8bUS$189.4bUS$15.3b16.9x19.9x1.6x
Thu, 05 Dec 2024US$349.4bUS$189.4bUS$15.3b18.1x22.8x1.8x
Sat, 02 Nov 2024US$317.7bUS$191.3bUS$15.4b15.5x20.6x1.7x
Mon, 30 Sep 2024US$311.9bUS$190.9bUS$15.7b14.5x19.9x1.6x
Wed, 28 Aug 2024US$305.4bUS$190.6bUS$15.9b17.1x19.2x1.6x
Fri, 26 Jul 2024US$298.9bUS$190.1bUS$15.9b17.8x18.8x1.6x
Sun, 23 Jun 2024US$285.2bUS$189.9bUS$15.9b15.6x17.9x1.5x
Tue, 21 May 2024US$303.1bUS$189.5bUS$15.8b17.4x19.2x1.6x
Thu, 18 Apr 2024US$294.9bUS$188.6bUS$15.8b17.6x18.7x1.6x
Sat, 16 Mar 2024US$303.0bUS$188.4bUS$15.8b16.4x19.2x1.6x
Mon, 12 Feb 2024US$298.4bUS$188.6bUS$15.5b16.8x19.2x1.6x
Wed, 10 Jan 2024US$283.5bUS$206.5bUS$16.7b14.6x17x1.4x
Fri, 08 Dec 2023US$265.2bUS$205.3bUS$16.8b13.5x15.8x1.3x
Sun, 05 Nov 2023US$250.8bUS$205.2bUS$16.8b12x14.9x1.2x
Tue, 03 Oct 2023US$247.9bUS$203.7bUS$16.6b11.9x14.9x1.2x
Thu, 31 Aug 2023US$256.8bUS$203.7bUS$16.6b13x15.4x1.3x
Sat, 29 Jul 2023US$254.5bUS$204.2bUS$16.8b13.7x15.1x1.2x
Mon, 26 Jun 2023US$245.1bUS$202.4bUS$16.5b13.2x14.8x1.2x
Wed, 24 May 2023US$225.3bUS$202.0bUS$16.8b12.1x13.4x1.1x
Fri, 21 Apr 2023US$227.1bUS$200.6bUS$14.0b12.9x16.2x1.1x
Sun, 19 Mar 2023US$214.2bUS$199.4bUS$14.0b12.1x15.3x1.1x
Tue, 14 Feb 2023US$237.7bUS$194.0bUS$13.6b14x17.4x1.2x
Thu, 12 Jan 2023US$216.4bUS$192.5bUS$13.4b12.9x16.2x1.1x
Sat, 10 Dec 2022US$209.6bUS$192.0bUS$13.3b11.3x15.8x1.1x
Mon, 07 Nov 2022US$199.0bUS$189.9bUS$13.1b10.9x15.2x1x
Wed, 05 Oct 2022US$168.3bUS$155.9bUS$9.7b12.1x17.3x1.1x
Fri, 02 Sep 2022US$171.5bUS$155.0bUS$9.6b12.1x17.9x1.1x
Price to Earnings Ratio

17.9x


Total Market Cap: US$171.5bTotal 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 24.4x 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 Market0.19%
Industrials0.30%
Trade Distributors1.66%
Trade Companies and Distributors1.66%
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$939.492.6%
+US$1.5b		27.6%PE23.8x
AER AerCap HoldingsUS$120.504.6%
+US$925.3m		27.5%PE7.1x
GWW W.W. GraingerUS$1.01k1.8%
+US$863.4m		4.8%PE25.2x
WCC WESCO InternationalUS$224.487.0%
+US$711.4m		35.7%PE17.2x
FTAI FTAI AviationUS$148.814.5%
+US$651.3m		21.8%PE36.6x

Latest News

CNM
US$64.34
Core & Main
7D
-1.2%
1Y
26.9%

Core & Main (NYSE:CNM) Seems To Use Debt Quite Sensibly

Aug 25
Core & Main (NYSE:CNM) Seems To Use Debt Quite Sensibly
ZKH
US$2.96
ZKH Group
7D
-1.0%
1Y
-2.3%
WCC
US$224.48
WESCO International
7D
7.0%
1Y
35.7%
FTAI
US$148.81
FTAI Aviation
7D
4.5%
1Y
21.8%
WLFC
US$153.06
Willis Lease Finance
7D
-1.1%
1Y
40.7%

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

Aug 18
KRT
US$25.21
Karat Packaging
7D
-1.6%
1Y
-4.4%
HRI
US$131.75
Herc Holdings
7D
7.5%
1Y
-8.4%

Sustained Infrastructure Spending And Rental Demand Will Expand Markets

The downward revision in Herc Holdings' Analyst Price Target reflects a modest decline in valuation multiples, as evidenced by a lower future P/E, while revenue growth forecasts remain steady, resulting in a new fair value of $163.20. What's in the News Updated full year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.
URI
US$939.49
United Rentals
7D
2.6%
1Y
27.6%
FERG
US$232.49
Ferguson Enterprises
7D
0.6%
1Y
7.8%
GWW
US$1,013.45
W.W. Grainger
7D
1.8%
1Y
4.8%

Is Now The Time To Put W.W. Grainger (NYSE:GWW) On Your Watchlist?

Aug 04
Is Now The Time To Put W.W. Grainger (NYSE:GWW) On Your Watchlist?
CTOS
US$5.94
Custom Truck One Source
7D
-3.3%
1Y
35.3%
AER
US$120.50
AerCap Holdings
7D
4.6%
1Y
27.5%
WSO
US$408.00
Watsco
7D
-4.0%
1Y
-13.6%
FAST
US$50.27
Fastenal
7D
0.7%
1Y
48.6%
TLIH
US$0.59
Ten-League International Holdings
7D
-18.6%
1Y
n/a
LVRO
US$1.74
Lavoro
7D
-12.1%
1Y
-64.1%