Open contest
16 companies value 211 bn revenue 105 bn margin 6.3% free cash flow 4.3 bn avg. score 4.3
GWW holds 29.5% of the group's value, 1.1x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GWW | W.W. Grainger United States · score 6.1 | 30% | 62 bn | 19 bn | 9.9% | 1.5 bn | 2.4% | 0.8% | Distribution of maintenance, repair and operating supplies · North America's largest industrial supplies distributor | |
| 2 | FAST | Fastenal United States · score 6.8 | 28% | 59 bn | 9.1 bn | 15.6% | 1.2 bn | 2.0% | 1.9% | Branch-based distribution of fasteners and industrial supplies · On-site inventory model inside customers' facilities; sector-leading return on capital | |
| 3 | FERG | Ferguson Enterprises United States · score 5.9 | 21% | 44 bn | 29 bn | 6.4% | 1.2 bn | 2.6% | 1.5% | Distribution of plumbing and HVAC supplies · Largest US distributor of plumbing and HVAC supplies | |
| 4 | WCC | WESCO International United States · score 4.5 | 8% | 17 bn | 25 bn | 2.8% | 0.2 bn | 0.9% | 0.6% | Distribution of electrical and industrial products · Largest US distributor of electrical and networking supplies | |
| 5 | AIT | Applied Industrial Technologies United States · score 6.6 | 6% | 12 bn | 5.0 bn | 8.3% | 0.5 bn | 3.8% | 0.6% | Distribution of bearings, hydraulics and industrial automation · Distributor of bearings and motion components | |
| 6 | MSM | MSC INDUSTRIAL DIRECT CO INC United States · score 5.8 | 3% | 7.2 bn | 3.9 bn | 5.9% | 0.2 bn | 3.1% | — | Distribution of tools and industrial maintenance supplies · New York — revenue of $3.9bn | |
| 7 | DXPE | DXP ENTERPRISES INC United States · score 4.8 | 1% | 2.8 bn | 2.1 bn | 4.4% | 0.1 bn | 4.3% | — | Industrial products distribution and supply chain management · Texas — revenue of $2.1bn | |
| 8 | PLBL | Polibeli Group Ltd Singapore · score 0.0 | 1% | 2.0 bn | 0.0 bn | -9.4% | -0.0 bn | -0.3% | — | Digital supply chain and distribution · Singapore — revenue of $21m | |
| 9 | GIC | GLOBAL INDUSTRIAL Co United States · score 6.4 | 1% | 1.7 bn | 1.4 bn | 6.1% | 0.1 bn | 5.2% | 2.5% | E-commerce distribution of industrial equipment and supplies · New York — revenue of $1.4bn | |
| 10 | DSGR | Distribution Solutions Group, Inc. United States · score 3.4 | 1% | 1.6 bn | 2.0 bn | 0.4% | 0.0 bn | 2.3% | — | Specialty maintenance, repair and operations distribution · Texas — revenue of $2.1bn | |
| 11 | ADIG | ADI GLOBAL DISTRIBUTION INC. United States · score 1.4 | 1% | 1.2 bn | 4.9 bn | 0.9% | -0.7 bn | — | -59.6% | — | Distribution of security and building automation equipment · Delaware — revenue of $4.9bn |
| 12 | ZKH | ZKH Group Ltd China · score 0.6 | 0% | 0.3 bn | 1.4 bn | -1.6% | -0.0 bn | -2.2% | — | E-commerce of industrial supplies in China · China — revenue of $1.3bn | |
| 13 | ALTG | ALTA EQUIPMENT GROUP INC. United States · score 2.9 | 0% | 0.2 bn | 1.8 bn | -4.4% | 0.1 bn | 25.8% | 1.5% | One of the largest equipment dealership networks in North America · Michigan — revenue of $1.8bn | |
| 14 | EVI | EVI INDUSTRIES, INC. United States · score 5.5 | 0% | 0.2 bn | 0.5 bn | 1.7% | 0.0 bn | 5.4% | 2.0% | Distribution of commercial laundry equipment · Florida — revenue of $447m | |
| 15 | HDSN | HUDSON TECHNOLOGIES INC /NY United States · score 1.7 | 0% | 0.2 bn | 0.3 bn | 3.5% | -0.0 bn | -16.0% | — | Refrigerant services and recycling, since 1991 · New York — revenue of $257m | |
| 16 | TLIH | Ten-League International Holdings Ltd Singapore · score 6.5 | 0% | 0.0 bn | 0.1 bn | 7.3% | 0.0 bn | 43.3% | — | Heavy equipment sales and maintenance in Singapore · Singapore — revenue of $59m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
and 50 industries more
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.