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Industrials

Trading Companies & Distributors

8 companies under coverage.

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Trading Companies & Distributors

Equity Research

Watsco Inc (WSO)

BUY. 12-month probability-weighted target $360 (+29% vs spot). Gross Margin explains 60% of Monte Carlo outcome variance.

WSOEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +15.0%

Equity Research

Core & Main Inc (CNM)

HOLD. 12-month probability-weighted target $44 (+8% vs spot). Gross Margin explains 60% of Monte Carlo outcome variance.

CNMEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -6.6%

Equity Research

United Rentals Inc (URI)

HOLD. 12-month probability-weighted target $1122 (+6% vs spot). P/E Multiple explains 67% of Monte Carlo outcome variance.

URIEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -7.7%

Equity Research

Applied Industrial Technologies (AIT)

HOLD. 12-month probability-weighted target $332 (-1% vs spot). Gross Margin explains 57% of Monte Carlo outcome variance.

AITEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -10.9%

Equity Research

MSC Industrial Direct Company Inc (MSM)

HOLD. 12-month probability-weighted target $123 (-5% vs spot). Gross Margin explains 60% of Monte Carlo outcome variance.

MSMEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -12.0%

Equity Research

Ferguson Plc (FERG)

HOLD. 12-month probability-weighted target $219 (+0% vs spot). Gross Margin explains 61% of Monte Carlo outcome variance.

FERGEquity ResearchMonte Carlo

11 October 2026Rating: HOLD · Fair value vs price -13.7%

Equity Research

Fastenal Company (FAST)

SELL. 12-month probability-weighted target $43 (-15% vs spot). P/E Multiple explains 65% of Monte Carlo outcome variance.

FASTEquity ResearchMonte Carlo

10 October 2026Rating: SELL · Fair value vs price -22.3%

Equity Research

WESCO International Inc (WCC)

SELL. 12-month probability-weighted target $316 (-14% vs spot). Gross Margin explains 58% of Monte Carlo outcome variance.

WCCEquity ResearchMonte Carlo

10 October 2026Rating: SELL · Fair value vs price -23.1%

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