Industry ยท Oct 2026
Industrial Distribution stocks ranked by gap to the model's fair value
Faircurve's model values 12 industrial distribution stocks. 9 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 1 read as Undervalued, 7 as Fairly valued and 1 as Overvalued. The median gap across the ranked names is -1.9%. The widest gaps above the price are CNM (+37.6%), MSM (+4.6%), FERG (+1.1%). The widest below it are FAST (-15.8%), WSO (-7.0%), GWW (-6.9%).
Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.
The ranking
| Rank | Company | Last close | Model fair value | Gap | Model verdict | Quality score | Market value |
|---|---|---|---|---|---|---|---|
| 1 | CNM Core & Main, Inc. | $44.87 | $61.75 | +37.6% | Undervalued | 63 | $8.2B |
| 2 | MSM MSC Industrial Direct Co., Inc. | $120.30 | $125.85 | +4.6% | Fairly valued | 55 | $6.8B |
| 3 | FERG Ferguson plc | $241.99 | $244.69 | +1.1% | Fairly valued | 60 | $46.2B |
| 4 | DXPE DXP Enterprises, Inc. | $179.49 | $181.24 | +1.0% | Fairly valued | 66 | $2.7B |
| 5 | POOL Pool Corporation | $207.25 | $203.28 | -1.9% | Fairly valued | 73 | $7.5B |
| 6 | WCC WESCO International, Inc. | $351.61 | $344.00 | -2.2% | Fairly valued | 41 | $16.7B |
| 7 | GWW W.W. Grainger, Inc. | $1,397.98 | $1,301.09 | -6.9% | Fairly valued | 57 | $64.0B |
| 8 | WSO Watsco, Inc. | $311.69 | $289.79 | -7.0% | Fairly valued | 66 | $12.6B |
| 9 | FAST Fastenal Company | $52.33 | $44.05 | -15.8% | Overvalued | 69 | $59.6B |
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Valued but not ranked
These 3 names are valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.
| Company | Last close | Model fair value | Gap | Why it is not ranked | Quality score | Market value |
|---|---|---|---|---|---|---|
| AIT Applied Industrial Technologies, Inc. | $305.15 | $297.48 | -2.5% | Data under review | 71 | $10.7B |
| DNOW Dnow Inc. | $16.10 | $14.84 | -7.8% | Low evidence grade | 59 | $2.9B |
| REZI Resideo Technologies, Inc. | $19.24 | $16.63 | -13.6% | Low evidence grade | 33 | $2.8B |
More in Industrials
- Industrial Machinery 46
- Aerospace & Defense 26
- Engineering & Construction 18
- Electrical Equipment & Parts 12
- Specialty Business Services 12
- Integrated Freight & Logistics 10
- Trucking 10
- Security & Protection Services 8
- Airlines, Airports & Air Services 7
- Rental & Leasing Services 7
- Tools & Accessories 7
- Agricultural Machinery 6
- Railroads 6
- Conglomerates 5
- Metal Fabrication 5
- Staffing & Employment Services 5
- Waste Management 5