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U.S. Trade Distributors Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies63
  • 7D-0.06%
  • 3M2.4%
  • 1Y17.0%
  • YTD0.2%

The Trade Distributors is pretty flat in the last 7 days, but Ferguson Enterprises has stood out, gaining 3.2%. The past year has been better, since the industry has gained 17% in that time. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Apr 2026US$356.1bUS$200.4bUS$16.4b20.8x21.7x1.8x
Fri, 27 Feb 2026US$366.7bUS$189.6bUS$15.1b22.5x24.2x1.9x
Sun, 25 Jan 2026US$359.4bUS$181.8bUS$15.4b23.1x23.4x2x
Tue, 23 Dec 2025US$334.5bUS$183.1bUS$15.2b20.6x22.1x1.8x
Thu, 20 Nov 2025US$313.1bUS$182.8bUS$15.0b18.6x20.8x1.7x
Sat, 18 Oct 2025US$336.6bUS$179.9bUS$14.9b21x22.7x1.9x
Mon, 15 Sep 2025US$341.0bUS$179.1bUS$14.6b21.7x23.4x1.9x
Wed, 13 Aug 2025US$341.2bUS$182.6bUS$14.7b22.7x23.1x1.9x
Fri, 11 Jul 2025US$338.0bUS$181.2bUS$13.8b20.9x24.6x1.9x
Sun, 08 Jun 2025US$319.3bUS$181.1bUS$13.8b20.2x23.1x1.8x
Tue, 06 May 2025US$300.3bUS$181.9bUS$13.7b20.2x21.9x1.7x
Thu, 03 Apr 2025US$292.5bUS$191.1bUS$14.3b19.5x20.5x1.5x
Sat, 01 Mar 2025US$298.2bUS$190.7bUS$14.5b19.4x20.6x1.6x
Mon, 27 Jan 2025US$323.2bUS$189.6bUS$15.2b19.6x21.2x1.7x
Wed, 25 Dec 2024US$310.0bUS$189.4bUS$15.3b16.6x20.3x1.6x
Fri, 22 Nov 2024US$333.8bUS$189.3bUS$15.3b17.2x21.8x1.8x
Sun, 20 Oct 2024US$325.2bUS$190.8bUS$15.7b15.6x20.7x1.7x
Tue, 17 Sep 2024US$295.2bUS$190.7bUS$15.8b14.2x18.7x1.5x
Thu, 15 Aug 2024US$292.5bUS$190.6bUS$15.8b13x18.5x1.5x
Sat, 13 Jul 2024US$287.8bUS$189.8bUS$15.9b16.6x18.1x1.5x
Mon, 10 Jun 2024US$285.2bUS$189.8bUS$16.0b15.3x17.9x1.5x
Wed, 08 May 2024US$301.6bUS$189.6bUS$15.9b17.6x19x1.6x
Fri, 05 Apr 2024US$317.2bUS$188.7bUS$15.8b18.4x20.1x1.7x
Sun, 03 Mar 2024US$305.5bUS$189.2bUS$16.1b17.8x19x1.6x
Tue, 30 Jan 2024US$297.2bUS$207.0bUS$16.7b15.1x17.8x1.4x
Thu, 28 Dec 2023US$291.2bUS$205.3bUS$16.8b15.2x17.3x1.4x
Sat, 25 Nov 2023US$261.7bUS$205.5bUS$16.9b13.2x15.5x1.3x
Mon, 23 Oct 2023US$238.0bUS$203.8bUS$16.6b12.8x14.3x1.2x
Wed, 20 Sep 2023US$241.6bUS$203.9bUS$16.6b12.5x14.5x1.2x
Fri, 18 Aug 2023US$251.6bUS$203.6bUS$16.6b13x15.1x1.2x
Sun, 16 Jul 2023US$257.3bUS$202.5bUS$16.5b14.2x15.5x1.3x
Tue, 13 Jun 2023US$240.4bUS$202.0bUS$16.6b13.1x14.5x1.2x
Thu, 11 May 2023US$224.7bUS$202.2bUS$16.8b12.4x13.4x1.1x
Sat, 08 Apr 2023US$213.3bUS$200.1bUS$14.0b12.2x15.3x1.1x
Price to Earnings Ratio

15.3x


Total Market Cap: US$213.3bTotal Earnings: US$14.0bTotal Revenue: US$200.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 19.5x202420252026
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 21.7x which is higher than its 3-year average PE of 19.5x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 5.5% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market-0.61%
Industrials-1.44%
Trade Distributors-0.062%
Trade Companies and Distributors-0.062%
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
FERG Ferguson EnterprisesUS$233.263.2%
+US$1.4b		45.1%PE24x
GWW W.W. GraingerUS$1.09k2.4%
+US$1.2b		9.7%PE30.3x
FAST FastenalUS$46.402.3%
+US$1.2b		19.0%PE42.3x
AER AerCap HoldingsUS$137.180.5%
+US$112.3m		34.0%PE6x
MSM MSC Industrial DirectUS$92.271.9%
+US$97.7m		18.6%PE25.2x

Latest News

MSM
US$92.27
MSC Industrial Direct
7D
1.9%
1Y
18.6%
SITE
US$133.11
SiteOne Landscape Supply
7D
-4.9%
1Y
10.8%
FERG
US$233.26
Ferguson Enterprises
7D
3.2%
1Y
45.1%

FERG: Large Project Exposure And Buybacks Will Support Medium Term Upside

Ferguson Enterprises' updated analyst price target edges higher to $277.18 from $276.55, as analysts factor in slightly lower discount rates, modestly adjusted revenue growth assumptions, a small uptick in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Ferguson Enterprises, with analysts reacting to Q4 results, updated medium term targets, and the company’s role in large capital projects.
HRI
US$99.55
Herc Holdings
7D
-2.9%
1Y
-27.2%
GATX
US$170.74
GATX
7D
0.8%
1Y
9.2%

GATX: Brookfield Joint Venture Synergies Will Drive Future Railcar Fleet Expansion

Analysts have made only a modest adjustment to their outlook on GATX, with the latest price targets clustered around $210 to $220 as they balance previously highlighted benefits from the Brookfield joint venture synergies and a supply constrained railcar market against the current valuation. Analyst Commentary Recent commentary around GATX has become more balanced, with upbeat views on the company’s railcar positioning and joint venture economics offset by concerns that much of this story may already be reflected in the share price.
CNM
US$49.40
Core & Main
7D
-2.3%
1Y
0.04%

Core & Main, Inc. (NYSE:CNM) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Mar 28
Core & Main, Inc. (NYSE:CNM) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year
GWW
US$1,090.81
W.W. Grainger
7D
2.4%
1Y
9.7%
URI
US$728.56
United Rentals
7D
-2.4%
1Y
15.3%
QXO
US$19.42
QXO
7D
-3.8%
1Y
37.0%
BCC
US$75.85
Boise Cascade
7D
3.1%
1Y
-23.3%

BCC: Future Returns Will Rely On Stabilizing Pricing And Housing Recovery

Analysts have nudged their price targets on Boise Cascade higher into a range of about $81 to $103, citing stabilizing pricing, company specific initiatives heading into 2026, and expectations for more balanced execution despite a weak housing backdrop. Analyst Commentary Recent research on Boise Cascade highlights a mix of optimism and caution, with price targets clustered in a range of about $81 to $103 and ratings spanning Buy, Neutral, and Underperform.
AER
US$137.18
AerCap Holdings
7D
0.5%
1Y
34.0%
FAST
US$46.40
Fastenal
7D
2.3%
1Y
19.0%

FAST: Modest February Sales Strength Will Still Drive Further Multiple Compression

Analysts have nudged Street price targets on Fastenal modestly higher, with moves such as Baird's lift to $52 and Barclays' to $44. These changes reflect updated models that factor in recent data points like stronger than expected February average daily sales.
SUNB
US$65.09
Sunbelt Rentals Holdings
7D
-6.5%
1Y
18.6%

Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings provides equipment rental solutions across General Tool and Specialty categories to construction and nonconstruction customers in North America and the U.K. What are the underlying business or industry changes driving this perspective? Strong activity in data centers, health care, infrastructure, energy and manufacturing mega projects, combined with recent large project wins and related fleet investment, positions Sunbelt to support multi‑year project cycles that can support rental revenue and capital efficiency.
EQPT
US$20.37
EquipmentShare.com
7D
-2.2%
1Y
n/a

Mega Project Exposure And OWN Program Will Reshape Long Term Earnings Power

Catalysts About EquipmentShare.com EquipmentShare.com operates a tech enabled equipment rental and job site services platform focused on large, complex construction and industrial projects. What are the underlying business or industry changes driving this perspective?
AIT
US$265.32
Applied Industrial Technologies
7D
0.4%
1Y
15.6%

AIT: Dividend Hike And Active M&A Plans Will Support Future Upside

Analysts kept their price target for Applied Industrial Technologies steady at $309.17, citing only minor tweaks to underlying model inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any material shift in their view of the stock. What's in the News Updated fiscal 2026 EPS guidance to a range of $10.45 to $10.75, with assumed sales growth of 5.5% to 7.0% and organic sales growth of 2.5% to 4.0% following first half results (Corporate guidance).
WLFC
US$170.26
Willis Lease Finance
7D
-3.8%
1Y
8.2%