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U.S. Trade Distributors Industry Analysis

UpdatedMay 25, 2026
DataAggregated Company Financials
Companies61
  • 7D-0.04%
  • 3M-1.9%
  • 1Y20.5%
  • YTD8.5%

In the last week, the Trade Distributors industry is flat overall, with EquipmentShare.com standing out by going down 15%. The past year has been better, since the industry has gained 21% in that time. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 May 2026US$387.6bUS$202.8bUS$15.5b23.5x25x1.9x
Wed, 22 Apr 2026US$391.7bUS$197.7bUS$15.4b24.5x25.4x2x
Fri, 20 Mar 2026US$360.7bUS$200.5bUS$16.4b20.1x22x1.8x
Sun, 15 Feb 2026US$380.2bUS$187.5bUS$15.4b24.2x24.7x2x
Tue, 13 Jan 2026US$350.9bUS$181.6bUS$15.3b21.9x22.9x1.9x
Thu, 11 Dec 2025US$323.0bUS$183.2bUS$15.2b19.9x21.3x1.8x
Sat, 08 Nov 2025US$324.3bUS$182.9bUS$15.1b19.7x21.4x1.8x
Mon, 06 Oct 2025US$346.9bUS$179.7bUS$14.8b22.7x23.4x1.9x
Wed, 03 Sep 2025US$357.7bUS$184.4bUS$14.7b23.7x24.4x1.9x
Fri, 01 Aug 2025US$345.0bUS$181.7bUS$14.5b22.4x23.7x1.9x
Sun, 29 Jun 2025US$325.2bUS$181.2bUS$13.8b20.4x23.6x1.8x
Tue, 27 May 2025US$307.5bUS$182.0bUS$13.9b20x22.2x1.7x
Thu, 24 Apr 2025US$290.2bUS$191.3bUS$14.1b19.2x20.5x1.5x
Sat, 22 Mar 2025US$291.7bUS$190.8bUS$14.3b19.3x20.5x1.5x
Mon, 17 Feb 2025US$315.8bUS$190.4bUS$14.9b20.7x21.2x1.7x
Wed, 15 Jan 2025US$311.5bUS$189.4bUS$15.2b18.7x20.5x1.6x
Fri, 13 Dec 2024US$331.2bUS$189.5bUS$15.2b17.9x21.7x1.7x
Sun, 10 Nov 2024US$343.2bUS$191.3bUS$15.3b17.1x22.4x1.8x
Tue, 08 Oct 2024US$305.2bUS$190.8bUS$15.7b14.5x19.4x1.6x
Thu, 05 Sep 2024US$291.4bUS$190.6bUS$15.8b14.1x18.4x1.5x
Sat, 03 Aug 2024US$301.7bUS$190.5bUS$15.8b16.1x19x1.6x
Mon, 01 Jul 2024US$281.5bUS$189.9bUS$15.9b16.9x17.7x1.5x
Wed, 29 May 2024US$302.9bUS$189.6bUS$15.8b16.9x19.2x1.6x
Fri, 26 Apr 2024US$301.2bUS$189.1bUS$15.8b18.1x19x1.6x
Sun, 24 Mar 2024US$320.5bUS$188.8bUS$15.8b17.6x20.3x1.7x
Tue, 20 Feb 2024US$294.5bUS$188.8bUS$15.5b17.1x19x1.6x
Thu, 18 Jan 2024US$283.0bUS$206.5bUS$16.7b14.6x17x1.4x
Sat, 16 Dec 2023US$285.1bUS$205.3bUS$16.8b14.7x17x1.4x
Mon, 13 Nov 2023US$252.8bUS$205.5bUS$16.9b12.2x14.9x1.2x
Wed, 11 Oct 2023US$251.4bUS$203.7bUS$16.6b11.9x15.1x1.2x
Fri, 08 Sep 2023US$248.4bUS$203.8bUS$16.6b11.8x14.9x1.2x
Sun, 06 Aug 2023US$252.8bUS$203.7bUS$16.6b14.6x15.2x1.2x
Tue, 04 Jul 2023US$257.5bUS$202.4bUS$16.5b14.1x15.6x1.3x
Thu, 01 Jun 2023US$222.8bUS$202.1bUS$16.8b12.1x13.3x1.1x
Price to Earnings Ratio

13.3x


Total Market Cap: US$222.8bTotal Earnings: US$16.8bTotal Revenue: US$202.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20x202420252026
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 25.0x which is higher than its 3-year average PE of 20.0x.
  • The 3-year average PS ratio of 1.6x 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 declined 2.7% 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 Market1.11%
Industrials1.11%
Trade Distributors-0.045%
Trade Companies and Distributors-0.045%
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$43.941.6%
+US$780.7m		8.1%PE38.8x
WCC WESCO InternationalUS$363.574.5%
+US$766.1m		120.8%PE25.5x
SUNB Sunbelt Rentals HoldingsUS$77.902.2%
+US$672.7m		37.6%PE23.1x
FERG Ferguson EnterprisesUS$223.311.5%
+US$651.6m		25.3%PE22.1x
CNM Core & MainUS$47.272.5%
+US$214.5m		-10.9%PE20.2x

Latest News

MSM
US$106.50
MSC Industrial Direct
7D
1.8%
1Y
35.4%
XMTR
US$89.21
Xometry
7D
3.6%
1Y
166.4%
EQPT
US$20.73
EquipmentShare.com
7D
-14.7%
1Y
n/a
WCC
US$363.57
WESCO International
7D
4.5%
1Y
120.8%
URI
US$938.62
United Rentals
7D
-0.6%
1Y
34.1%
GWW
US$1,247.79
W.W. Grainger
7D
-1.4%
1Y
16.4%
Narrative Update • May 21

GWW: Future Returns Will Balance Industrial Recovery Expectations With Valuation And Execution Risks

Analysts have lifted the updated price target framework for W.W. Grainger by about $115 to $1,265.57. They point to slightly higher assumptions for revenue growth, profit margins and future P/E multiples, reflected in recent target increases from firms such as Barclays, Stephens, RBC Capital, Baird, Bernstein and Morgan Stanley.
WSO
US$375.17
Watsco
7D
-4.2%
1Y
-17.6%
Seeking Alpha • May 20

Watsco: A Great Business That's Still Priced Expensively

Summary Watsco remains the leading HVAC distributor with a debt-free balance sheet, a robust technology platform, and a strong market position. Q1'26 results showed stabilization, not recovery, as HVAC equipment volumes trended from double-digit declines to flat, with price increases offsetting volume weakness. The A2L refrigerant transition and e-commerce growth are genuine tailwinds, but the current valuation at 30x forward earnings already prices in significant improvement. I rate WSO a Hold, as the stock's premium reflects anticipated recovery not yet evident in underlying demand, with consensus targets implying modest upside. Read the full article on Seeking Alpha
HRI
US$129.00
Herc Holdings
7D
-6.7%
1Y
2.6%
CTOS
US$9.23
Custom Truck One Source
7D
-4.8%
1Y
114.2%
SUNB
US$77.90
Sunbelt Rentals Holdings
7D
2.2%
1Y
37.6%
AIT
US$307.10
Applied Industrial Technologies
7D
0.6%
1Y
37.8%
AER
US$138.62
AerCap Holdings
7D
-0.8%
1Y
23.0%
Narrative Update • May 11

AER: Refreshed Models Balance War Related Deal Risks With Buyback Support

AerCap Holdings' updated fair value estimate in this framework edges up to about $164 from $162 as analysts refine their models, balancing softer modeled revenue growth and profit margins with higher assumed future P/E multiples and a slightly higher discount rate following recent price target adjustments across the Street. Analyst Commentary Recent Street research on AerCap highlights both optimism and caution as analysts revise their models and price targets following Q4 results and management commentary.
CNM
US$47.27
Core & Main
7D
2.5%
1Y
-10.9%
FERG
US$223.31
Ferguson Enterprises
7D
1.5%
1Y
25.3%
FAST
US$43.94
Fastenal
7D
1.6%
1Y
8.1%
Narrative Update • May 06

FAST: Future Returns Will Hinge On Execution Resilience And Carrollton Expansion

Analysts have adjusted Fastenal's price target modestly higher to $46.49. This reflects updated discount rate and P/E assumptions alongside recent mixed target changes from Barclays, Bernstein, Baird, and BofA.
MGRC
US$110.08
McGrath RentCorp
7D
-2.4%
1Y
-2.9%