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

U.S. Trade Distributors Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies63
  • 7D0.5%
  • 3M3.3%
  • 1Y16.5%
  • YTD1.2%

Last week, the Trade Distributors industry hasn't moved much but Ferguson Enterprises is up 3.2% in that time. The past year has been better, since the industry has gained 17% in that time. Looking forward, 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
Thu, 02 Apr 2026US$365.7bUS$200.4bUS$16.4b21.5x22.3x1.8x
Sat, 28 Feb 2026US$369.1bUS$189.6bUS$15.1b22.1x24.4x1.9x
Mon, 26 Jan 2026US$359.4bUS$181.8bUS$15.4b23.1x23.4x2x
Wed, 24 Dec 2025US$335.4bUS$183.2bUS$15.2b20.7x22.1x1.8x
Fri, 21 Nov 2025US$312.2bUS$182.8bUS$15.0b18.4x20.8x1.7x
Sun, 19 Oct 2025US$335.6bUS$179.9bUS$14.9b21x22.6x1.9x
Tue, 16 Sep 2025US$341.0bUS$179.2bUS$14.6b21.8x23.4x1.9x
Thu, 14 Aug 2025US$350.7bUS$182.6bUS$14.7b22.7x23.8x1.9x
Sat, 12 Jul 2025US$338.0bUS$181.2bUS$13.8b20.9x24.6x1.9x
Mon, 09 Jun 2025US$319.3bUS$181.1bUS$13.8b20.2x23.1x1.8x
Wed, 07 May 2025US$299.1bUS$181.9bUS$13.9b19.7x21.5x1.6x
Fri, 04 Apr 2025US$303.5bUS$191.1bUS$14.2b18.6x21.4x1.6x
Sun, 02 Mar 2025US$301.4bUS$190.7bUS$14.5b19.4x20.8x1.6x
Tue, 28 Jan 2025US$324.2bUS$189.6bUS$15.2b19.7x21.3x1.7x
Thu, 26 Dec 2024US$310.0bUS$189.4bUS$15.3b16.6x20.3x1.6x
Sat, 23 Nov 2024US$339.7bUS$189.2bUS$15.3b18.2x22.2x1.8x
Mon, 21 Oct 2024US$325.2bUS$190.8bUS$15.7b15.6x20.7x1.7x
Wed, 18 Sep 2024US$299.2bUS$190.7bUS$15.8b14.3x18.9x1.6x
Fri, 16 Aug 2024US$291.9bUS$190.6bUS$15.8b13.3x18.5x1.5x
Sun, 14 Jul 2024US$293.2bUS$189.9bUS$15.9b16.6x18.4x1.5x
Tue, 11 Jun 2024US$286.3bUS$189.8bUS$16.0b15.2x17.9x1.5x
Thu, 09 May 2024US$302.3bUS$189.6bUS$15.9b17.9x19.1x1.6x
Sat, 06 Apr 2024US$314.4bUS$188.7bUS$15.8b18.5x19.9x1.7x
Mon, 04 Mar 2024US$305.5bUS$189.2bUS$16.1b17.8x19x1.6x
Wed, 31 Jan 2024US$301.4bUS$207.0bUS$16.7b15.2x18x1.5x
Fri, 29 Dec 2023US$291.2bUS$205.3bUS$16.8b15.2x17.3x1.4x
Sun, 26 Nov 2023US$261.7bUS$205.5bUS$16.9b13.2x15.5x1.3x
Tue, 24 Oct 2023US$237.5bUS$203.8bUS$16.6b12.8x14.3x1.2x
Thu, 21 Sep 2023US$240.0bUS$203.9bUS$16.6b12.6x14.4x1.2x
Sat, 19 Aug 2023US$248.0bUS$203.6bUS$16.6b13.5x14.9x1.2x
Mon, 17 Jul 2023US$257.3bUS$202.5bUS$16.5b14.2x15.5x1.3x
Wed, 14 Jun 2023US$245.0bUS$202.0bUS$16.6b13.4x14.8x1.2x
Fri, 12 May 2023US$224.8bUS$202.3bUS$16.8b10.9x13.4x1.1x
Sun, 09 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-0.32%
Industrials-0.72%
Trade Distributors0.48%
Trade Companies and Distributors0.48%
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$239.064.5%
+US$2.0b		45.1%PE24.6x
GWW W.W. GraingerUS$1.11k2.9%
+US$1.5b		10.2%PE30.8x
FAST FastenalUS$46.632.8%
+US$1.4b		19.5%PE42.6x
AER AerCap HoldingsUS$139.961.6%
+US$348.3m		34.6%PE6.1x
WSO WatscoUS$375.922.4%
+US$332.7m		-27.8%PE30.7x

Latest News

NPT
US$10.94
Texxon Holding
7D
73.4%
1Y
n/a
RUSH.A
US$66.02
Rush Enterprises
7D
-2.0%
1Y
17.8%

RUSH.A: Buybacks And Neutral Research Will Shape Future Return Balance

Analysts have nudged their fair value estimate for Rush Enterprises to $65.00 from $62.50. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E after recent research, including a new neutral initiation and a higher price target from major firms.
QXO
US$19.30
QXO
7D
-5.7%
1Y
31.1%
NPKI
US$14.36
NPK International
7D
-3.8%
1Y
131.6%

NPKI: Market Share Gains Will Continue Amid Operational And Market Risks

Narrative Update: NPK International Analysts have raised their price target for NPK International from $12.63 to $13.38, citing continued growth momentum, margin improvement, and robust market trends as key drivers behind the upward revision. Analyst Commentary Recent commentary from street research highlights a consistently optimistic stance on NPK International's outlook, supported by firm price target increases and an endorsement of the company’s growth trajectory.
WCC
US$282.46
WESCO International
7D
2.1%
1Y
73.9%
AER
US$139.96
AerCap Holdings
7D
1.6%
1Y
34.6%
FAST
US$46.63
Fastenal
7D
2.8%
1Y
19.5%
URI
US$731.54
United Rentals
7D
-2.1%
1Y
13.2%
FERG
US$239.06
Ferguson Enterprises
7D
4.5%
1Y
45.1%
SITE
US$128.42
SiteOne Landscape Supply
7D
-5.8%
1Y
4.7%
HRI
US$94.03
Herc Holdings
7D
-11.9%
1Y
-33.9%

With EPS Growth And More, Herc Holdings (NYSE:HRI) Makes An Interesting Case

Feb 06
With EPS Growth And More, Herc Holdings (NYSE:HRI) Makes An Interesting Case
GWW
US$1,107.58
W.W. Grainger
7D
2.9%
1Y
10.2%
SUNB
US$64.45
Sunbelt Rentals Holdings
7D
-5.9%
1Y
19.1%
WSO
US$375.92
Watsco
7D
2.4%
1Y
-27.8%

Is Watsco (NYSE:WSO) A Risky Investment?

Jun 30
Is Watsco (NYSE:WSO) A Risky Investment?
AIT
US$269.36
Applied Industrial Technologies
7D
1.3%
1Y
14.0%
DNOW
US$11.84
DNOW
7D
-2.3%
1Y
-31.6%