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U.S. Trade Distributors Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies58
  • 7D3.5%
  • 3M8.3%
  • 1Y20.2%
  • YTD19.5%

The Trade Distributors industry is up 3.5% in the last week, with Fastenal up 7.8%. In the same time, W.W. Grainger was down 6.8%. This means that the industry has gained 20% over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 10 Aug 2026US$432.1bUS$206.6bUS$15.3b27.9x28.2x2.1x
Wed, 08 Jul 2026US$411.5bUS$202.8bUS$15.5b23.4x26.6x2x
Fri, 05 Jun 2026US$400.6bUS$202.8bUS$15.5b25.6x25.8x2x
Sun, 03 May 2026US$397.3bUS$199.1bUS$15.6b24.3x25.4x2x
Tue, 31 Mar 2026US$358.0bUS$200.4bUS$16.4b20.3x21.8x1.8x
Thu, 26 Feb 2026US$374.4bUS$187.4bUS$15.1b23.2x24.7x2x
Sat, 24 Jan 2026US$363.3bUS$181.8bUS$15.4b23.1x23.6x2x
Mon, 22 Dec 2025US$334.5bUS$183.1bUS$15.2b20.2x22.1x1.8x
Wed, 19 Nov 2025US$313.9bUS$182.9bUS$15.0b19.2x20.9x1.7x
Fri, 17 Oct 2025US$340.1bUS$179.9bUS$14.9b21.6x22.9x1.9x
Sun, 14 Sep 2025US$341.0bUS$179.1bUS$14.6b21.7x23.4x1.9x
Tue, 12 Aug 2025US$340.9bUS$182.6bUS$14.7b21.5x23.1x1.9x
Thu, 10 Jul 2025US$334.8bUS$181.3bUS$13.8b20.6x24.3x1.8x
Sat, 07 Jun 2025US$316.2bUS$181.1bUS$13.8b20.2x22.9x1.7x
Mon, 05 May 2025US$299.9bUS$181.9bUS$13.7b20.3x21.8x1.6x
Wed, 02 Apr 2025US$290.7bUS$191.1bUS$14.3b19x20.4x1.5x
Fri, 28 Feb 2025US$298.8bUS$190.7bUS$14.5b18.8x20.6x1.6x
Sun, 26 Jan 2025US$323.2bUS$189.6bUS$15.2b19.6x21.2x1.7x
Tue, 24 Dec 2024US$308.5bUS$189.4bUS$15.2b16.4x20.2x1.6x
Thu, 21 Nov 2024US$333.5bUS$189.4bUS$15.3b16.9x21.8x1.8x
Sat, 19 Oct 2024US$325.2bUS$190.8bUS$15.7b15.6x20.7x1.7x
Mon, 16 Sep 2024US$295.2bUS$190.7bUS$15.8b13.7x18.7x1.5x
Wed, 14 Aug 2024US$287.5bUS$190.6bUS$15.8b13x18.2x1.5x
Fri, 12 Jul 2024US$281.2bUS$189.8bUS$15.9b16.2x17.7x1.5x
Sun, 09 Jun 2024US$285.6bUS$189.8bUS$16.0b15.3x17.9x1.5x
Tue, 07 May 2024US$302.6bUS$189.5bUS$15.9b17.4x19.1x1.6x
Thu, 04 Apr 2024US$317.2bUS$188.7bUS$15.8b18.5x20.1x1.7x
Sat, 02 Mar 2024US$303.5bUS$189.2bUS$16.1b17.8x18.9x1.6x
Mon, 29 Jan 2024US$297.2bUS$207.0bUS$16.7b15x17.8x1.4x
Wed, 27 Dec 2023US$289.1bUS$205.3bUS$16.8b15.1x17.2x1.4x
Fri, 24 Nov 2023US$259.9bUS$205.5bUS$16.9b13x15.3x1.3x
Sun, 22 Oct 2023US$238.1bUS$203.8bUS$16.6b12.8x14.3x1.2x
Tue, 19 Sep 2023US$246.7bUS$203.9bUS$16.6b13.3x14.8x1.2x
Thu, 17 Aug 2023US$251.6bUS$203.6bUS$16.6b13.5x15.1x1.2x
Price to Earnings Ratio

15.1x


Total Market Cap: US$251.6bTotal Earnings: US$16.6bTotal Revenue: US$203.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 20.8x202420252026
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 28.2x which is higher than its 3-year average PE of 20.8x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.1x.
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 Market2.74%
Industrials2.27%
Trade Distributors3.52%
Trade Companies and Distributors3.52%
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$51.847.8%
+US$4.3b		8.4%PE44x
URI United RentalsUS$1.16k4.2%
+US$2.9b		33.7%PE27.4x
SUNB Sunbelt Rentals HoldingsUS$81.088.0%
+US$2.5b		21.6%PE25.1x
QXO QXOUS$16.1614.7%
+US$2.1b		-16.1%PS2x
FERG Ferguson EnterprisesUS$256.692.6%
+US$1.3b		15.3%PE25.5x

Latest News

FERG
US$256.69
Ferguson Enterprises
7D
2.6%
1Y
15.3%
HDSN
US$5.60
Hudson Technologies
7D
-10.2%
1Y
-42.5%
Analysis Article • Aug 08

Hudson Technologies, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Hudson Technologies, Inc. ( NASDAQ:HDSN ) released its second-quarter result to the...
WLFC
US$61.05
Willis Lease Finance
7D
-16.0%
1Y
22.0%
Seeking Alpha • Aug 08

Willis Lease Finance: A Rough Road Ahead

Summary Willis's Q2 results have shown us a demand softening, which caused maintenance reserves to decline and the utilization rate to drop from 87% to 85% YoY. The management fees segment grew significantly by 113%, but given that the firm still accrues most of its revenue from the leasing business, we still need to value against PB. The current PB ratio is widely higher than the 5-year historical level; while this is a true reflection of the current market dynamics, it leaves no margin of safety. Read the full article on Seeking Alpha
FAST
US$51.84
Fastenal
7D
7.8%
1Y
8.4%
XMTR
US$93.15
Xometry
7D
7.1%
1Y
116.4%
Narrative Update • Aug 07

XMTR: AI Marketplace Execution Will Drive Future Upside Potential

Analysts have raised the Xometry fair value estimate to $109.13 from $96.25, citing higher projected revenue growth, wider profit margins, AI driven platform improvements, and a series of recent price target increases on the stock to as high as $126. Analyst Commentary Recent Street research on Xometry points to a mix of optimism and caution.
DXPE
US$192.36
DXP Enterprises
7D
17.9%
1Y
66.6%
Narrative Update • Aug 06

DXPE: Water Expansion And Index Additions Will Eventually Confront Downgrade Risks

Analysts have lifted their price target on DXP Enterprises from $158.50 to $170.00, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, even as they apply a higher discount rate. What’s in the News for DXP Enterprises DXP Enterprises, Inc.
GATX
US$177.71
GATX
7D
-1.5%
1Y
16.3%
CTOS
US$10.42
Custom Truck One Source
7D
-2.0%
1Y
86.1%
Analysis Article • Aug 06

Results: Custom Truck One Source, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, Custom Truck One Source, Inc. ( NYSE:CTOS ) just kicked off its latest quarterly results with some...
AER
US$151.72
AerCap Holdings
7D
-1.3%
1Y
37.5%
Analysis Article • Aug 06

Impressive Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)

AerCap Holdings N.V.'s ( NYSE:AER ) robust earnings report didn't manage to move the market for its stock. We did some...
MSM
US$122.92
MSC Industrial Direct
7D
-1.6%
1Y
44.8%
Narrative Update • Aug 06

MSM: Cost Cuts And Metalworking Focus Will Drive Future Earnings Power

Analysts have lifted the fair value estimate for MSC Industrial Direct to $155 from $100, citing the company's focused metalworking exposure, cost reduction efforts, and expectations for improved margins and earnings power over the coming years. Analyst Commentary on MSC Industrial Direct Recent research coverage on MSC Industrial Direct has leaned positive, with several bullish analysts pointing to focused metalworking exposure, cost reduction plans, and potential earnings power as key supports for higher fair value estimates.
GWW
US$1,277.55
W.W. Grainger
7D
-6.8%
1Y
35.9%
Narrative Update • Aug 05

GWW: Future Returns Will Balance Endless Assortment Momentum And Margin Headwinds

Analysts lifted the W.W. Grainger fair value estimate by about $26 to $1,301. This reflects a blend of higher Street price targets clustered around $1,300 to $1,428, steady Q2 operating performance, and slightly stronger margin assumptions, offset by a modestly lower future P/E and revenue growth outlook.
WSO
US$330.10
Watsco
7D
3.8%
1Y
-20.6%
Seeking Alpha • Aug 05

Watsco: Transient Headwinds, Good Long Term Opportunity

Summary Watsco, Inc. (WSO) is rated a buy after a post-earnings pullback, with normalization post-A2L transition expected to drive recovery. Watsco's gross margin contraction is seen as transient, with mix improvement and pricing initiatives targeting medium-term margin expansion. Digital ecosystem adoption and underpenetrated high-margin parts/supplies sales provide a runway for market share gains and margin upside. Watsco offers a 4%+ dividend yield, double-digit EPS growth potential, and trades at a discount to industrial distribution peers. Read the full article on Seeking Alpha
QXO
US$16.16
QXO
7D
14.7%
1Y
-16.1%
RUSH.A
US$80.08
Rush Enterprises
7D
-1.1%
1Y
45.8%
URI
US$1,162.84
United Rentals
7D
4.2%
1Y
33.7%
Narrative Update • Jul 28

URI: Mega Project Exposure And Q2 Beat Will Support Future Compounding

United Rentals' analyst price target has been raised from $1,300.54 to $1,550.00, as analysts factor in updated Q2 earnings models, modestly higher revenue growth assumptions, and a higher future P/E multiple, while applying a similar discount rate and somewhat lower profit margin expectations. Analyst Commentary Recent Street research on United Rentals points to a broadly optimistic tone, with many bullish analysts revisiting their models after the Q2 report and related previews.
SUNB
US$81.08
Sunbelt Rentals Holdings
7D
8.0%
1Y
21.6%
Narrative Update • Jul 24

SUNB: Rising Capex Inflation Versus Flat Rental Rates Will Pressure Margins

Analysts have trimmed the fair value estimate for Sunbelt Rentals Holdings to $62 from $65. This reflects updated price targets that weigh ongoing margin pressures from higher capex and operating costs against generally steady rental rates.