Industrial Distribution: Ferguson Enterprises Inc. owns the largest revenue base; QXO, Inc. has the fastest current growth.
The industry itself · before any single company
How has Industrial Distribution moved against S&P 500?
The line below covers 5.2 years. Over the most recent two of them this industry is 17% ahead of S&P 500. Earnings across its companies grew 3% on average over the last four reported quarters — close to flat.
TURNING · ahead 1w~Price up, without the fundamentals confirming7 of 19 companies ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more
Industrial Distribution, equal-weighted, based at 200S&P 500, same base, same starttrailing 12-month earnings per share risingfalling
Strength anatomyMixedHow much of the industry is participating, how recently, and whether the movers score well.
Together7 of 19 stocks moving
Fresh3 crossed in the last 4 weeks
Backed by scoresmovers score +6 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large1/40
Mid2/70
Small4/8+3
Participation is spreading downward — the mid and small companies added more this month than the large ones did.
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 19 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Sector relative strength · before individual stocks
Is Industrial Distribution outperforming S&P 500?
Industrial Distribution has underperformed S&P 500 by 2.6% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 0.3%. 9 of 20 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Xometry, Inc. is the strongest against the sector itself at +26.9%.
-0.3%Sector vs S&P 500 · 13 weeks
-2.6%Sector vs S&P 500 · 52 weeks
9/20Stocks leading S&P 500
9/20Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Industrial Distribution has underperformed S&P 500 by 2.6% over 52 weeks and 0.3% over 13 weeks. 9 of 20 covered companies beat the S&P 500 on Mansfield relative strength, while 9 of 20 beat the sector itself. Ferguson Enterprises Inc. leads with revenue of $31,759 million, based on 15 of 20 comparable companies through Mar 2026.
Is the Industrial Distribution sector outperforming S&P 500?
Industrial Distribution has underperformed S&P 500 by 2.6% over 52 weeks and 0.3% over 13 weeks. 9 of 20 covered companies beat the S&P 500 on Mansfield relative strength, while 9 of 20 beat the sector itself.
Which Industrial Distribution company is largest by revenue?
Ferguson Enterprises Inc. leads with revenue of $31,759 million, based on 15 of 20 comparable companies through Mar 2026.
Which Industrial Distribution company is growing fastest?
QXO, Inc. has the fastest current revenue growth at 100%, across 15 of 20 comparable companies.
Which Industrial Distribution company has the strongest 4-Factor Sector Score?
MSC Industrial Direct Co., Inc. ranks first at 69.7/100 with 86.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Industrial Distribution company reports the most CAPEX?
W.W. Grainger, Inc. reports the largest latest CAPEX at $170 million, with 20 of 20 companies comparable.
Which Industrial Distribution company has the least gross debt?
EVI Industries, Inc. has the lowest comparable gross debt at $73 million. WESCO International, Inc. has the highest at $6,533 million.
Which Industrial Distribution company has the lowest comparable PEG?
Ferguson Enterprises Inc. has the lowest comparable Guarded PEG at 0.7, among 10 of 20 companies that pass the metric’s comparability rules.
How much history does this Industrial Distribution comparison include?
The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Companies
20
complete canonical membership
Combined market value
$270.6B
W.W. Grainger, Inc.
Revenue growing
13/15
positive TTM year-on-year growth
Beating S&P 500
9/20
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
MSC Industrial Direct Co., Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 86.2% evidence confidence.
Global Industrial Company has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.
Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
16.2/35Growth & earnings
Revenue 2.9% · PAT 38.8% · OPM change 0.3 pp
62% evidence
6.9/25Capital efficiency
ROCE -1% · debt/equity 0.69×
80% evidence
4.3/20Valuation
P/E 38.7× · PEG 8.91
65% evidence
2.8/20Relative strength
RS sector -25% · RS bench -25.5% · 1Y -24.1%
100% evidence
01 · compare level, then change
Revenue Scale & Growth Durability
Ferguson Enterprises Inc. has the highest Revenue among the 20 Industrial Distribution companies compared here, at $31,759 million. WESCO International, Inc. is next at $24,248 million. QXO, Inc. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Revenue series carries 17 reported observations across the 20-quarter window.
What the numbers say: Ferguson Enterprises Inc. is the scale leader at $31,759 million, 31% ahead of WESCO International, Inc.. QXO, Inc.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 14914% from a $8,558 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderFerguson Enterprises Inc. · $31,759 million
Gap31% versus #2 · WESCO International, Inc.
Persistence8/8 recent comparable periods
Coverage15/20 companies · 378 observations
Investor read: Ferguson Enterprises Inc. is the scale benchmark; QXO, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Ferguson Enterprises Inc.'s growth falls below QXO, Inc.'s for two consecutive comparable reports while operating margin also compresses.
Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Ferguson Enterprises Inc. FERG$31.8B
2WESCO International, Inc. WCC$24.2B
3W.W. Grainger, Inc. GWW$18.4B
4QXO, Inc. QXO$8.6B
5Core & Main, Inc. CNM$7.6B
Revenue growthfastest growers
1QXO, Inc. QXO100%
2DNOW Inc. DNOW41%
3Xometry, Inc. XMTR29%
4EVI Industries, Inc. EVI17%
5WESCO International, Inc. WCC11%
Revenue · company comparison
15/20 level · 15/20 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Fastenal Company has the highest OPM among the 20 Industrial Distribution companies compared here, at 20.3%. W.W. Grainger, Inc. is next at 16.7%. QXO, Inc. has the highest Margin change at +276.5 percentage points, so level and change sit with different companies. 20 of 20 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Fastenal Company leads opm at 20.3%; QXO, Inc. leads margin change at +276.5 percentage points.
LeaderFastenal Company · 20.3%
Gap21.6% versus #2 · W.W. Grainger, Inc.
Persistence4/8 recent comparable periods
Coverage20/20 companies · 378 observations
Investor read: Fastenal Company sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Fastenal Company FAST20%
2W.W. Grainger, Inc. GWW17%
3Applied Industrial Technologies, Inc. AIT11%
4MSC Industrial Direct Co., Inc. MSM10%
5Core & Main, Inc. CNM9.3%
Margin changefastest expanders
1QXO, Inc. QXO+276.5 pp
2Xometry, Inc. XMTR+7.7 pp
3Ferguson Enterprises Inc. FERG+2.2 pp
4MSC Industrial Direct Co., Inc. MSM+1.7 pp
5W.W. Grainger, Inc. GWW+1.1 pp
Operating margin · company comparison
20/20 level · 20/20 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Ferguson Enterprises Inc. has the highest Net profit among the 20 Industrial Distribution companies compared here, at $2,094 million. W.W. Grainger, Inc. is next at $1,863 million. Distribution Solutions Group, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: Ferguson Enterprises Inc. leads with $2,094 million of TTM profit, 12.4% above W.W. Grainger, Inc.. Distribution Solutions Group, Inc. shows ≥100% on the scoring scale (400% uncapped) growth from a $5 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderFerguson Enterprises Inc. · $2,094 million
Gap12.4% versus #2 · W.W. Grainger, Inc.
Persistence4/8 recent comparable periods
Coverage15/20 companies · 378 observations
Investor read: Ferguson Enterprises Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Ferguson Enterprises Inc. FERG$2.1B
2W.W. Grainger, Inc. GWW$1.9B
3WESCO International, Inc. WCC$679M
4Watsco, Inc. WSO$586M
5Core & Main, Inc. CNM$470M
Profit growthfastest growers
1Distribution Solutions Group, Inc. DSGR100%
2Ferguson Enterprises Inc. FERG28%
3MSC Industrial Direct Co., Inc. MSM16%
4DXP Enterprises, Inc. DXPE11%
5Core & Main, Inc. CNM7.3%
Net profit · company comparison
15/20 level · 12/20 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
W.W. Grainger, Inc. has the highest CAPEX among the 20 Industrial Distribution companies compared here, at $170 million. Ferguson Enterprises Inc. is next at $92 million. Xometry, Inc. has the highest CAPEX intensity at 5.4%, so level and change sit with different companies. 20 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: W.W. Grainger, Inc. reports $170 million of CAPEX; Xometry, Inc. has the highest covered intensity at 5.4%. Coverage is only 20 of 20 companies and 378 reported observations, so this is partial evidence—not a complete sector rank.
LeaderW.W. Grainger, Inc. · $170 million
Gap84.8% versus #2 · Ferguson Enterprises Inc.
Persistence8/8 recent comparable periods
Coverage20/20 companies · 378 observations
Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.
This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.
CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1W.W. Grainger, Inc. GWW$170M
2Ferguson Enterprises Inc. FERG$92M
3Fastenal Company FAST$64M
4Resideo Technologies, Inc. REZI$36M
5Pool Corporation POOL$28M
CAPEX intensityhighest reinvestment intensity
1Xometry, Inc. XMTR5.4%
2W.W. Grainger, Inc. GWW3.6%
3Fastenal Company FAST2.7%
4SiteOne Landscape Supply, Inc. SITE2.4%
5EVI Industries, Inc. EVI2.0%
Capital expenditure · company comparison
20/20 level · 20/20 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.
Full annual capacity base, operating cash flow, CAPEX and free cash flow history
Capacity base · net fixed assets + CWIP · fiscal-year history
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
EVI Industries, Inc. has the lowest Gross debt among the 20 Industrial Distribution companies compared here, at $73 million. Global Industrial Company is next at $99 million. Watsco, Inc. has the lowest Net debt at $107 million net cash, so level and change sit with different companies. 20 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Watsco, Inc. has the clearest covered balance-sheet capacity with $107 million net cash and gross debt of $486 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.
LeaderEVI Industries, Inc. · $73 million
Gap26.3% versus #2 · Global Industrial Company
Persistence0/8 recent comparable periods
Coverage20/20 companies · 380 observations
Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.
This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.
Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1EVI Industries, Inc. EVI$73M
2Global Industrial Company GIC$99M
3Titan Machinery Inc. TITN$269M
4Xometry, Inc. XMTR$340M
5Applied Industrial Technologies, Inc. AIT$365M
Net debtlowest net debt
1Watsco, Inc. WSO$-107M
2Global Industrial Company GIC$37M
3EVI Industries, Inc. EVI$69M
4Xometry, Inc. XMTR$116M
5Applied Industrial Technologies, Inc. AIT$193M
Debt and balance-sheet capacity · company comparison
20/20 level · 20/20 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Watsco, Inc. has the highest ROCE among the 20 Industrial Distribution companies compared here, at 18.7%. Fastenal Company is next at 11.7%. MSC Industrial Direct Co., Inc. has the highest ROCE change at +1.6 percentage points, so level and change sit with different companies. 20 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Watsco, Inc. leads ROCE at 18.7%, 7 percentage points above Fastenal Company. MSC Industrial Direct Co., Inc. has the strongest latest improvement at +1.6 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
LeaderWatsco, Inc. · 18.7%
Gap59.8% versus #2 · Fastenal Company
Persistence0/8 recent comparable periods
Coverage20/20 companies · 369 observations
Investor read: Watsco, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Watsco, Inc. WSO19%
2Fastenal Company FAST12%
3W.W. Grainger, Inc. GWW11%
4Pool Corporation POOL9.2%
5MSC Industrial Direct Co., Inc. MSM6.1%
ROCE changefastest improvers
1MSC Industrial Direct Co., Inc. MSM+1.6 pp
2Xometry, Inc. XMTR+1.6 pp
3Fastenal Company FAST+0.9 pp
4W.W. Grainger, Inc. GWW+0.7 pp
5WESCO International, Inc. WCC+0.4 pp
Return on capital · company comparison
20/20 level · 20/20 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Ferguson Enterprises Inc. has the lowest Guarded PEG among the 20 Industrial Distribution companies compared here, at 0.7×. EVI Industries, Inc. is next at 1.54×. QXO, Inc. has the lowest P/E at 2.8×, so level and change sit with different companies. 10 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Ferguson Enterprises Inc. has the lowest comparable Guarded PEG at 0.7×, 54.5% below EVI Industries, Inc.. Only 10 of 20 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderFerguson Enterprises Inc. · 0.7×
Gap54.5% versus #2 · EVI Industries, Inc.
Persistence0/8 recent comparable periods
Coverage10/20 companies · 65 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1Ferguson Enterprises Inc. FERG0.7
2EVI Industries, Inc. EVI1.5
3MSC Industrial Direct Co., Inc. MSM1.6
4Core & Main, Inc. CNM2.1
5DXP Enterprises, Inc. DXPE2.3
P/Elowest P/E
1QXO, Inc. QXO2.8
2Titan Machinery Inc. TITN10.2
3Global Industrial Company GIC16.0
4WESCO International, Inc. WCC19.4
5Pool Corporation POOL19.8
Valuation · company comparison
10/20 level · 19/20 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
DNOW Inc. has the lowest EV/EBITDA among the 20 Industrial Distribution companies compared here, at 8.26×. BlueLinx Holdings Inc. is next at 10.5×. BlueLinx Holdings Inc. has the lowest P/BV at 0.65×, so level and change sit with different companies. 19 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: DNOW Inc. leads ev/ebitda at 8.26×; BlueLinx Holdings Inc. leads p/bv at 0.65×.
LeaderDNOW Inc. · 8.26×
Gap21.3% versus #2 · BlueLinx Holdings Inc.
Persistence0/8 recent comparable periods
Coverage19/20 companies · 339 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.
EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1DNOW Inc. DNOW8.3
2BlueLinx Holdings Inc. BXC10.5
3Resideo Technologies, Inc. REZI11.0
4Global Industrial Company GIC11.5
5Core & Main, Inc. CNM12.6
P/BVlowest P/BV
1BlueLinx Holdings Inc. BXC0.7
2Titan Machinery Inc. TITN0.9
3DNOW Inc. DNOW1.0
4QXO, Inc. QXO1.4
5Resideo Technologies, Inc. REZI1.8
Enterprise and book valuation · company comparison
19/20 level · 20/20 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Xometry, Inc. has the strongest one-year price move in Industrial Distribution at +167.1%. It also leads on Mansfield relative strength against the S&P 500 at +26.9%. 9 of 20 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.
Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength
Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.
Before the conclusion · check the blind spots
What can make this comparison misleading?
This Industrial Distribution comparison names 4 specific ways its own evidence can mislead, all listed below. All 20 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.
Keep these limits visible
A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set
Which companies are included?
All 20 companies in the canonical Industrial Distribution membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.
AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.
This comparison is built from the reported filings of 20 Industrial Distribution companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
These 18 answers restate the Industrial Distribution comparison above in question form. Every one is computed from the same 20 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.
Which Industrial Distribution company is the biggest?
Ferguson Enterprises Inc. is the largest, with trailing-twelve-month revenue of $31,759 million, ahead of WESCO International, Inc. at $24,248 million. That covers 15 of 20 companies with comparable reporting through Mar 2026.
Which Industrial Distribution company is growing fastest?
QXO, Inc. has the fastest revenue growth at 100% year on year, across 15 of 20 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.
Which Industrial Distribution company has the best profit margins?
Fastenal Company has the highest operating margin at 20.3%, from 20 of 20 comparable companies. QXO, Inc. shows the biggest recent improvement, at +276.5 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Industrial Distribution company makes the most profit?
Ferguson Enterprises Inc. earns the most, at $2,094 million of trailing-twelve-month net profit, from 15 of 20 comparable companies. Distribution Solutions Group, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.
Which Industrial Distribution company earns the highest return on capital?
Watsco, Inc. leads on return on capital employed at 18.7%, across 20 of 20 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Industrial Distribution stock is the cheapest?
On guarded PEG — where a LOWER number is cheaper — Ferguson Enterprises Inc. screens cheapest at 0.7×. Only 10 of 20 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Which Industrial Distribution company has the strongest balance sheet?
EVI Industries, Inc. carries the lowest comparable gross debt at $73 million, from 20 of 20 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.
Which Industrial Distribution company is investing most in new capacity?
W.W. Grainger, Inc. reports the largest capital spending at $170 million, across 20 of 20 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.
Is the Industrial Distribution sector beating the market?
Industrial Distribution has underperformed S&P 500 by 2.6% over the last 52 weeks and 0.3% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 9 of 20 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Industrial Distribution stock has the strongest price momentum?
Xometry, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Industrial Distribution company scores highest for research priority?
MSC Industrial Direct Co., Inc. scores 69.7 out of 100 with 86.2% evidence confidence, from 23.9 points on growth and earnings, 15.3 on capital efficiency, 11.5 on valuation and 19 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Industrial Distribution companies does this comparison cover, and over what period?
It compares 20 listed companies over up to 20 reported quarters of fundamentals and 6 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Industrial Distribution sector?
The 20 Industrial Distribution companies on this page carry $270,553 million of combined market value. W.W. Grainger, Inc. is the largest at $66,046 million, about 24% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.
What is the Industrial Distribution sector's P/E ratio?
The median price-to-earnings ratio across the 20 Industrial Distribution companies on this page is 26.4×, measured on the 19 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.
How is the Industrial Distribution sector performing?
9 of the 20 covered Industrial Distribution companies are beating S&P 500 on Mansfield relative strength. The sector itself is 2.6% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.
How many Industrial Distribution stocks are listed in the US?
This comparison covers 20 listed Industrial Distribution companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.