Industrial Distribution Stocks — Fair Value & Margin of Safety

Equity Rank covers 20 Industrial Distribution companies; 16 have a published model fair value, and 7 of those (44%) trade below the model estimate. The median model fair value sits 1.4% below the current price, under these model assumptions. Data as of 2026-10-22.

Source: Equity Rank — Industrial Distribution stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.

Industrial Distribution stocks furthest below the model estimate

Among companies valued by at least five methods. A wide gap can also mean the models are missing something.

  1. CNM — Core & Main Inc: model fair value $53.20 vs. price $42.33, a model fair value differential of 25.7% above the current price (as of 2026-10-22)
  2. WCC — WESCO International Inc: model fair value $363.43 vs. price $323.68, a model fair value differential of 12.3% above the current price (as of 2026-10-22)
  3. GIC — Global Industrial Co: model fair value $47.93 vs. price $44.91, a model fair value differential of 6.7% above the current price (as of 2026-10-22)
  4. MSM — MSC Industrial Direct Company Inc: model fair value $114.30 vs. price $112.43, a model fair value differential of 1.7% above the current price (as of 2026-10-22)

All 20 Industrial Distribution companies

TickerCompanyPriceModel fair valueGap
GWWWW Grainger Inc$1360.08$1205.12-11.4%
FASTFastenal Company$52.73$38.32-27.3%
FERGFerguson Plc$227.31$221.75-2.5%
WCCWESCO International Inc$323.68$363.43+12.3%
WSOWatsco Inc$327.04$285.98-12.6%
AITApplied Industrial Technologies$319.39$307.82-3.6%
WSO-BWatsco Inc$284.20$283.10-0.4%
QXOQXO, Inc.$11.02Not published—
CNMCore & Main Inc$42.33$53.20+25.7%
MSMMSC Industrial Direct Company Inc$112.43$114.30+1.7%
POOLPool Corporation$195.40$199.32+2.0%
XMTRXometry Inc$89.16$77.81-12.7%
SITESiteOne Landscape Supply Inc$103.17$98.28-4.7%
DNOWNow Inc$15.41Not published—
DXPEDXP Enterprises Inc$157.66$169.45+7.5%
REZIResideo Technologies Inc$17.79$34.54+94.2%
GICGlobal Industrial Co$44.91$47.93+6.7%
DSGRDistribution Solutions Group Inc$35.11$32.75-6.7%
BXCBlueLinx Holdings Inc$80.35Not published—
TITNTitan Machinery Inc$22.99Not published—

Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.

Compare Industrial Distribution peers

GWW vs FAST · GWW vs FERG · FAST vs FERG

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