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U.S. Trade Companies and Distributors Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies60
  • 7D-1.6%
  • 3M-6.2%
  • 1Y-1.6%
  • YTDn/a

Over the last 7 days, the Trade Companies and Distributors industry has dropped 1.6%, driven by a pullback from Ferguson Enterprises of 3.5%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$329.8bUS$182.9bUS$15.0b19.9x21.9x1.8x
Thu, 16 Oct 2025US$340.3bUS$179.9bUS$14.9b22.1x22.9x1.9x
Sat, 13 Sep 2025US$348.3bUS$179.1bUS$14.6b21.7x23.9x1.9x
Mon, 11 Aug 2025US$337.0bUS$182.6bUS$14.7b21.1x22.9x1.8x
Wed, 09 Jul 2025US$333.5bUS$181.3bUS$13.8b20.6x24.2x1.8x
Fri, 06 Jun 2025US$314.9bUS$181.1bUS$13.8b20x22.8x1.7x
Sun, 04 May 2025US$299.8bUS$181.9bUS$13.7b20.3x21.8x1.6x
Tue, 01 Apr 2025US$289.8bUS$191.1bUS$14.3b18.8x20.3x1.5x
Thu, 27 Feb 2025US$297.9bUS$190.6bUS$14.5b18.5x20.5x1.6x
Sat, 25 Jan 2025US$323.6bUS$189.6bUS$15.2b19.6x21.2x1.7x
Mon, 23 Dec 2024US$308.5bUS$189.5bUS$15.2b16.6x20.2x1.6x
Wed, 20 Nov 2024US$334.2bUS$189.4bUS$15.3b17x21.8x1.8x
Fri, 18 Oct 2024US$324.8bUS$190.8bUS$15.7b15.3x20.7x1.7x
Sun, 15 Sep 2024US$295.2bUS$190.7bUS$15.8b13.7x18.7x1.5x
Tue, 13 Aug 2024US$290.8bUS$190.6bUS$15.8b15.3x18.4x1.5x
Thu, 11 Jul 2024US$277.6bUS$189.9bUS$15.9b15.6x17.4x1.5x
Sat, 08 Jun 2024US$284.6bUS$189.9bUS$16.0b16.2x17.8x1.5x
Mon, 06 May 2024US$300.1bUS$189.5bUS$15.9b17x18.9x1.6x
Wed, 03 Apr 2024US$317.2bUS$188.7bUS$15.8b18.9x20.1x1.7x
Fri, 01 Mar 2024US$302.6bUS$189.1bUS$16.1b17.7x18.8x1.6x
Sun, 28 Jan 2024US$297.2bUS$207.0bUS$16.7b15x17.8x1.4x
Tue, 26 Dec 2023US$289.1bUS$205.3bUS$16.8b14.9x17.2x1.4x
Thu, 23 Nov 2023US$260.7bUS$205.5bUS$16.9b13x15.4x1.3x
Sat, 21 Oct 2023US$238.1bUS$203.8bUS$16.6b12.8x14.3x1.2x
Mon, 18 Sep 2023US$246.4bUS$203.9bUS$16.6b13.2x14.8x1.2x
Wed, 16 Aug 2023US$254.8bUS$203.6bUS$16.6b14x15.3x1.3x
Fri, 14 Jul 2023US$259.0bUS$202.6bUS$16.5b14.3x15.7x1.3x
Sun, 11 Jun 2023US$237.5bUS$202.0bUS$16.6b12.7x14.3x1.2x
Tue, 09 May 2023US$223.4bUS$202.1bUS$16.9b12.1x13.2x1.1x
Thu, 06 Apr 2023US$213.6bUS$200.0bUS$14.0b12.2x15.3x1.1x
Sat, 04 Mar 2023US$242.6bUS$196.2bUS$14.0b13.5x17.3x1.2x
Mon, 30 Jan 2023US$224.7bUS$193.4bUS$13.5b13.3x16.6x1.2x
Wed, 28 Dec 2022US$205.3bUS$192.4bUS$13.3b12.3x15.4x1.1x
Fri, 25 Nov 2022US$211.6bUS$190.3bUS$13.2b11.7x16x1.1x
Price to Earnings Ratio

16x


Total Market Cap: US$211.6bTotal Earnings: US$13.2bTotal Revenue: US$190.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Companies and Distributors Industry Price to Earnings3Y Average 18.7x202320242025
Current Industry PE
  • Investors are optimistic on the American Trading Companies and Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.9x which is higher than its 3-year average PE of 18.7x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Trading Companies and Distributors industry have grown 4.5% 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 Comparison

How does U.S. Trade Companies and Distributors compare with similar industries?

US Market-0.39%
Industrials-1.57%
Trade Distributors-1.64%
Trade Companies and Distributors-1.64%
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
SITE SiteOne Landscape SupplyUS$128.704.0%
+US$219.1m		-8.1%PE41x
WLFC Willis Lease FinanceUS$125.433.1%
+US$26.0m		-33.9%PE7.3x
ZKH ZKH GroupUS$3.071.3%
+US$6.4m		-20.9%PS0.4x
MWG Multi Ways HoldingsUS$0.265.9%
+US$759.7k		8.8%PS0.4x
CLWT Euro Tech HoldingsUS$1.182.9%
+US$252.9k		-18.6%PE12.2x

Latest News

FGI
US$5.35
FGI Industries
7D
1.9%
1Y
25.9%
FTAI
US$152.80
FTAI Aviation
7D
-7.4%
1Y
-6.3%
CLWT
US$1.18
Euro Tech Holdings
7D
2.9%
1Y
-18.6%
SITE
US$128.70
SiteOne Landscape Supply
7D
4.0%
1Y
-8.1%

SITE: Ongoing Margin Expansion Initiatives Will Drive Future Outperformance

Analysts have raised their price target for SiteOne Landscape Supply, increasing it by $8 to a new target of $151. They cite resilient gross margins, market share gains, and ongoing margin expansion initiatives, despite headwinds in key markets.
CNM
US$44.95
Core & Main
7D
-11.6%
1Y
2.1%

CNM: Continued Share Buybacks Will Support Bullish Momentum Going Forward

Narrative Update: Core & Main Analyst Price Target Adjustment Analysts have maintained their fair value price target for Core & Main at $59.75. This reflects continued confidence as only minor adjustments were made to underlying estimates and assumptions.
FAST
US$39.70
Fastenal
7D
-4.0%
1Y
-2.9%

FAST: Future Performance Will Rely On Overcoming Margin Pressures And Execution Risks

Fastenal's analyst price target has edged down from $44.35 to $43.58, as analysts cite increased caution around future growth, margin pressures, and lower revised earnings estimates following recent coverage and earnings misses. Analyst Commentary Recent research coverage on Fastenal reflects a diverse range of perspectives regarding the company's outlook and valuation.
QXO
US$16.96
QXO
7D
-7.8%
1Y
9.4%
WLFC
US$125.43
Willis Lease Finance
7D
3.1%
1Y
-33.9%
ZKH
US$3.07
ZKH Group
7D
1.3%
1Y
-20.9%
FERG
US$235.69
Ferguson Enterprises
7D
-6.3%
1Y
17.4%

FERG: Ongoing Share Gains And Sector Recovery Will Support Steady Performance

Ferguson Enterprises' analyst price target was modestly increased from $255.30 to $257.00, as analysts cited the company's strong organic growth, robust performance in non-residential markets, and continued share gains despite challenges in the residential and HVAC sectors. Analyst Commentary Following Ferguson Enterprises' latest quarterly results, a number of bullish analysts have raised their price targets, citing strong performance in key areas and ongoing share gains.
GWW
US$923.47
W.W. Grainger
7D
-2.8%
1Y
-21.2%

GWW: Market Share Gains Will Offset Risks From Slower End Market Exposure

Analysts have slightly raised their price target for W.W. Grainger from $1,041.77 to $1,055.43. They cite robust profit margins but emphasize the company's limited earnings recovery potential because of its exposure to slower-growing end-markets.
URI
US$806.61
United Rentals
7D
-5.6%
1Y
-3.2%

URI: Unprecedented Infrastructure Investment Will Drive Outperformance Amid Mixed Margins

United Rentals' analyst price target has increased from $1,000.68 to $1,028.75. Analysts highlight resilient demand, solid profit margins, and ongoing infrastructure tailwinds despite mixed quarterly results.
AIT
US$240.63
Applied Industrial Technologies
7D
-7.4%
1Y
-10.0%
MWG
US$0.26
Multi Ways Holdings
7D
5.9%
1Y
8.8%