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U.S. Trade Distributors Industry Analysis

UpdatedJul 11, 2026
DataAggregated Company Financials
Companies59
  • 7D0.2%
  • 3M6.8%
  • 1Y15.6%
  • YTD15.1%

The Trade Distributors industry has been flat over the last week, but Fastenal has lost 4.3%. The past year has been better, since the industry has gained 16% 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
Sun, 12 Jul 2026US$403.9bUS$202.8bUS$15.5b24.3x26.1x2x
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
Price to Earnings Ratio

15.7x


Total Market Cap: US$259.7bTotal Earnings: US$16.5bTotal Revenue: US$202.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20.5x202420252026
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 26.1x which is higher than its 3-year average PE of 20.5x.
  • The 3-year average PS ratio of 1.7x 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 2.2% 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 Market0.74%
Industrials-1.44%
Trade Distributors0.15%
Trade Companies and Distributors0.15%
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
GWW W.W. GraingerUS$1.38k2.4%
+US$1.5b		29.9%PE36.5x
WCC WESCO InternationalUS$335.028.8%
+US$1.3b		68.3%PE23.5x
SUNB Sunbelt Rentals HoldingsUS$74.843.5%
+US$1.0b		11.7%PE23.1x
HRI Herc HoldingsUS$148.9110.4%
+US$467.5m		4.2%PS1.1x
AER AerCap HoldingsUS$149.871.4%
+US$320.1m		30.9%PE6x

Latest News

EQPT
US$18.65
EquipmentShare.com
7D
-2.8%
1Y
n/a
FAST
US$46.49
Fastenal
7D
-4.3%
1Y
7.4%
SUNB
US$74.84
Sunbelt Rentals Holdings
7D
3.5%
1Y
11.7%
Narrative Update • Jul 10

SUNB: Future Margin Pressures And Rising Costs Will Limit Upside

Analysts have raised the Sunbelt Rentals Holdings price target to $65 from $62, reflecting updated views that incorporate slightly higher long-term revenue growth expectations, a higher assumed future P/E multiple, and revised margin and discount rate assumptions following recent research updates across the Street. Analyst Commentary Recent research on Sunbelt Rentals Holdings points to a mixed backdrop, with some firms lifting price targets while others trim expectations and flag execution risks around margins and growth.
XMTR
US$96.07
Xometry
7D
4.6%
1Y
178.5%
Narrative Update • Jul 10

XMTR: Elevated Expectations Around Profitability Will Likely Pressure Future Returns

The analyst fair value estimate for Xometry has shifted from $54.00 to $78.00, with analysts pointing to updated views on revenue growth, profit margins, and discount rates in light of recent price target increases and upgrades from the Street. Analyst Commentary on Xometry Recent Street research around Xometry has focused on how changes in growth expectations, margin outlook, and discount rates feed into valuation.
WCC
US$335.02
WESCO International
7D
8.8%
1Y
68.3%
Narrative Update • Jul 10

WCC: Data Center Cooling Deal Will Test Margins And Current Share Pricing

The analyst price target for WESCO International has been adjusted modestly higher to reflect an updated fair value of about $280. Analysts are balancing conservative near-term sales and margin expectations with longer-term themes around data center growth, industrial recovery, and rising power generation demand.
URI
US$1,095.55
United Rentals
7D
-0.3%
1Y
34.5%
SITE
US$106.95
SiteOne Landscape Supply
7D
-4.8%
1Y
-17.2%
RUSH.A
US$75.48
Rush Enterprises
7D
3.2%
1Y
40.6%
Narrative Update • Jul 09

RUSH.A: Gulf Coast Expansion Will Support Higher Future Earnings Multiple

Analysts have lifted their fair value estimate for Rush Enterprises from $83.00 to $90.00, citing updated assumptions for revenue growth, profit margins, and future P/E multiples that are broadly consistent with recent Street research price target increases. Analyst Commentary Recent Street research on Rush Enterprises has leaned constructive, with several bullish analysts updating their views in a way that aligns with the higher fair value estimate.
HRI
US$148.91
Herc Holdings
7D
10.4%
1Y
4.2%
Narrative Update • Jul 08

HRI: Acquisition Integration And Margin Improvement Will Support Future Upside

Herc Holdings' analyst fair value estimate has been adjusted from $206.00 to $220.00 as analysts update their models for revenue growth, profit margin and forward P/E assumptions following a mix of recent price target changes across the Street. Analyst Commentary Recent Street research on Herc Holdings reflects a mix of initiation, target cuts and subsequent target increases.
AER
US$149.87
AerCap Holdings
7D
1.4%
1Y
30.9%
Narrative Update • Jul 08

AER: Aircraft Supply Imbalance And Capital Deployment Will Support Future Earnings

The updated fair value estimate for AerCap Holdings moves to $169.88 per share, reflecting higher analyst price targets that are supported by views of a healthy leasing environment, strong capital deployment in recent quarters, and a sustained supply and demand imbalance in aircraft. Analyst Commentary Recent Street research on AerCap Holdings points to a cluster of higher price targets, with analysts focusing on the company’s leasing activity, capital deployment, and the current supply and demand setup in aircraft.
GATX
US$180.14
GATX
7D
3.7%
1Y
14.0%
WSO
US$383.86
Watsco
7D
-5.2%
1Y
-18.3%
FERG
US$227.46
Ferguson Enterprises
7D
-1.2%
1Y
3.1%
Narrative Update • Jul 02

FERG: AI Infrastructure And Buybacks Will Support Stronger Future Upside

Analysts have lifted their fair value estimate for Ferguson Enterprises stock from $300 to $325, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E that align with the recent mix of higher and lower Street price targets. Analyst Commentary on Ferguson Enterprises Street research around Ferguson Enterprises has been mixed, but the latest fair value move to US$325 reflects how bullish analysts are weighing recent price target changes against execution assumptions and valuation inputs.
QXO
US$14.99
QXO
7D
-7.5%
1Y
-29.2%
GWW
US$1,375.76
W.W. Grainger
7D
2.4%
1Y
29.9%
Narrative Update • Jul 02

GWW: Endless Assortment And Digital Execution Will Support Measured Future Upside

The analyst fair value estimate for W.W. Grainger has been raised from $1,342 to $1,399, reflecting updated views on revenue growth, discount rates, and margins that are broadly consistent with recent mixed Street price target revisions and neutral to equal weight ratings. Analyst Commentary Recent Street views on W.W. Grainger show a mix of cautious and constructive commentary, with the stock drawing both Underweight and Neutral ratings alongside a series of price target adjustments.
WLFC
US$221.01
Willis Lease Finance
7D
-2.4%
1Y
60.5%