Industrial Distribution Stocks Scatter Chart

44 companies Industry in Industrials P/E vs Revenue Growth (1y) (TTM)
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P/E vs Revenue Growth (1y) (TTM)

Company Outlier, pinned to the edge Highlighted Trend

Each dot is one of the 44 Industrial Distribution stocks, sized by market cap. The median Revenue Growth (1y) (TTM) is 6.5% and the median P/E 22.28. Pinned to the edge: 2 outliers on X and 4 on Y.

Rank correlation 0.12 Trend R² 0.00 X middle half 2.4% to 12.3% Y middle half 16.36 to 29.38
12High Revenue Growth (1y) (TTM), high P/E
10Low Revenue Growth (1y) (TTM), high P/E
12Low Revenue Growth (1y) (TTM), low P/E
10High Revenue Growth (1y) (TTM), low P/E

Quadrants split at the medians. Hover a dot for its true values; click to open the company. Outliers are more than 3× the interquartile range beyond the quartiles.

Companies

44 plotted
# Industry
1 HDHome Depot 2.5% 22.15 $315.13B Home Improvement Retail
2 CMICummins 2.9% 26.58 $72.17B Heavy Equipment
3 URIUnited Rentals 9.4% 24.39 $69.69B Equipment Rental
4 GWWW.W. Grainger 7.8% 34.37 $64.27B Industrial Distribution
5 FASTFastenal 13.5% 42.49 $60.26B Industrial Distribution
6 PCARPaccar -10.6% 22.40 $56.10B Heavy Equipment
7 FERGFerguson Enterprises 5.2% 22.06 $44.76B Industrial Distribution
8 JDJD.com 7.6% 16.68 $35.76B Online Retail
9 AERAerCap Holdings 12.2% 7.52 $25.49B Commercial Aerospace
10 RSReliance 15.4% 24.16 $21.60B Industrial Distribution
11 GPCGenuine Parts 5.3% 545.24OUT $16.93B Auto Parts Retail
12 WCCWesco International 12.5% 22.71 $16.25B Industrial Distribution
13 PAGPenske Automotive 0.6% 15.40 $13.95B Auto Dealerships
14 AITApplied Industrial Technologies 8.8% 29.23 $12.12B Industrial Distribution
15 MLIMueller Industries 20.8% 13.79 $11.91B Metal Fabrication
16 WSOWatsco -3.0% 26.56 $11.73B Industrial Distribution
17 CNMCore & Main -0.5% 17.12 $7.86B Industrial Distribution
18 KEXKirby 6.6% 20.13 $7.15B Marine Shipping
19 POOLPool 2.2% 17.59 $7.03B Industrial Distribution
20 MSMMsc Industrial Direct 6.4% 29.81 $6.64B Industrial Distribution
21 BLDRBuilders FirstSource -9.4% 58.51 $6.00B Building Products
22 IBPInstalled Building Products 0.3% 21.49 $5.39B Engineering and Construction
23 RUSHARush Enterprises Inc \Tx\ -5.9% 20.10 $5.33B Industrial Distribution
24 VSECVse 41.6% 61.18 $4.59B Commercial Aerospace
25 SITESiteOne Landscape Supply 3.3% 27.52 $4.48B Industrial Distribution
26 FELEFranklin Electric 7.4% 28.13 $4.39B Pumps and Valves
27 HRIHerc Holdings 28.5% 87.62OUT $4.29B Equipment Rental
28 PKXPosco Holdings -27.8%OUT 4.06 $3.84B Steel
29 ATMUAtmus Filtration Technologies 13.1% 16.98 $3.65B Industrial Machinery
30 REZIResideo Technologies 3.4% 7.43 $2.70B HVAC
31 BCCBoise Cascade -1.5% 25.11 $2.65B Industrial Distribution
32 DXPEDxp Enterprises 11.5% 27.63 $2.57B Industrial Distribution
33 PATKPatrick Industries 3.2% 15.23 $2.24B Building Products
34 BLBDBlue Bird 13.5% 7.00 $1.97B Heavy Equipment
35 GICGlobal Industrial 8.4% 19.49 $1.70B Industrial Distribution
36 DSGRDistribution Solutions 6.4% 180.70OUT $1.62B Industrial Distribution
37 HLMNHillman Solutions 6.5% 34.25 $1.41B Industrial Distribution
38 TRTN-PATriton International 36.3% 3.65 $1.39B Rail Equipment
39 EACOEaco 22.8% 12.06 $503.42M Industrial Distribution
40 EVIEvi Industries 14.6% 33.63 $259.54M Industrial Distribution
41 SWAGStran & Company 10.3% 451.41OUT $25.28M Industrial Distribution
42 ADMQAdm Endeavors 4.9% 22.12 $6.94M Office Equipment
43 TAAGAwareness -65.3%OUT 0.70 $407.34K Consumer Lending
44 AOXYAdvanced Oxygen Technologies 9.2% 3.20 $329.29K Real Estate Operators

Frequently Asked Questions

Which Industrial Distribution stocks look cheap relative to their growth?

Among Industrial Distribution stocks, the largest companies growing revenue faster than the median (6.5%) while trading below the median P/E (22.28) are JD.com (JD), AerCap Holdings (AER), Mueller Industries (MLI), Kirby (KEX) and Atmus Filtration Technologies (ATMU). A low multiple next to fast growth can be an opportunity or a sign the market doubts the growth will last.

Which Industrial Distribution stocks are expensive for their growth?

The largest companies with a P/E above the median and revenue growth below it are Cummins (CMI), Paccar (PCAR), Genuine Parts (GPC), Watsco (WSO) and Msc Industrial Direct (MSM).

What is the median P/E of Industrial Distribution stocks?

The median P/E across the 44 Industrial Distribution stocks plotted is 22.28, with the middle half between 16.36 and 29.38.

What is the median Revenue Growth (1y) (TTM) of Industrial Distribution stocks?

The median is 6.5%, with the middle half between 2.4% and 12.3%.

Is there a relationship between Revenue Growth (1y) (TTM) and P/E for Industrial Distribution stocks?

The rank correlation (Spearman) is 0.12, a weak positive relationship: companies with a higher Revenue Growth (1y) (TTM) tend to have a higher P/E.

How does this chart handle outliers?

A company whose value lies more than three interquartile ranges beyond the first or third quartile is treated as an outlier. By default it stays on the chart, pinned to the edge as an open marker, and its true value is shown in the tooltip and the table. In this view 2 companies are outliers on Revenue Growth (1y) (TTM) and 4 on P/E. You can switch to percentile clamping, exclude outliers, or plot raw values on a log scale.

Metrics from Business Quant's screener: trailing-twelve-month figures from SEC filings and multiples on the latest close. A company appears once even when it lists more than one share class. A company with a secondary business line in this industry is included unless you choose primary industry only. Nothing on this page is investment advice.