The Balanced Investor Club

Industrial Distribution Industry Analysis

22 companies analyzed • Returns from -271.8% to +63.2% • Data through Mar 19, 2026

Company List (22 Results)

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Industry Performance

(22/22 companies)
2025-03-21 → 2026-03-19
Weighted Avg
-3.4%
Best
+63.2%
Worst
-271.8%
Returns Distribution
Top 5
1. REZI+63.2%2. QXO+47.0%3. WCC+46.2%4. DXPE+41.0%5. GIC+30.6%
Bottom 5
1. TLIH-271.8%2. WXM-219.0%3. BXC-55.1%4. FAST-51.9%5. POOL-44.9%

REZI

+63.2%

Resideo Technologies Inc

QXO

+47.0%

QXO, Inc.

WCC

+46.2%

WESCO International Inc

DXPE

+41.0%

DXP Enterprises Inc

GIC

+30.6%

Global Industrial Co

FERG

+29.3%

Ferguson Plc

EVI

+13.4%

EVI Industries Inc

AIT

+13.3%

Applied Industrial Technologies

MSM

+11.3%

MSC Industrial Direct Company Inc

GWW

+6.9%

WW Grainger Inc

SITE

+6.6%

SiteOne Landscape Supply Inc

CNM

-1.6%

Core & Main Inc

DSGR

-6.2%

Distribution Solutions Group Inc

TITN

-18.6%

Titan Machinery Inc

WSO

-26.0%

Watsco Inc

DNOW

-30.7%

Now Inc

WSO-B

-32.0%

Watsco Inc

POOL

-44.9%

Pool Corporation

FAST

-51.9%

Fastenal Company

BXC

-55.1%

BlueLinx Holdings Inc

1–20 of 22
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Methodology

The Weighted Average return (-3.4%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

21 companies with market cap data included: REZI, QXO, WCC, DXPE, GIC, FERG, EVI, AIT, MSM, GWW and 11 more...

Educational content · Not investment advice or recommendations

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