Industrial distribution stocks with the highest free cash flow yield

Ranked

20

of 35 industrial distribution stocks we cover

Median

5.0%

Highest

30.6%

WLFC

Range

1.0% to 30.6%

#	Company	FCF yield	PE	Revenue growth (TTM)	Market cap
1	WLFCWillis Lease Finance	30.6%	9.8×	+17.3%	$824.4M
2	ALTGAlta Equipment	25.2%	n/m	−1.8%	$203.2M
3	LKQLKQ	14.2%	9.7×	+0.3%	$4.4B
4	FSTRFoster L B	12.7%	33.5×	+10.1%	$370.2M
5	BXCBlueLinx	9.6%	n/m	+2.1%	$603.3M
6	CNMCore & Main	7.9%	17.3×	−0.5%	$8B
7	ASPNAspen Aerogels	7.5%	n/m	−49.1%	$458.1M
8	SITESiteOne Landscape Supply	5.8%	28.3×	+3.3%	$4.5B
9	WSOWatsco	5.2%	27.8×	−3.0%	$13.3B
10	GICGLOBAL INDUSTRIAL	5.2%	19.8×	+8.4%	$1.7B
11	DXPEDXP Enterprises	4.9%	27.5×	+11.5%	$2.4B
12	POOLPool	4.2%	18.3×	+2.2%	$7.2B
13	AITApplied Industrial Technologies	4.0%	28.9×	+8.8%	$11.6B
14	BCCBOISE CASCADE	3.8%	26.4×	−1.5%	$2.7B
15	MSMMSC Industrial Direct	3.5%	27.5×	+4.4%	$6.4B
16	GWWW.W. Grainger	2.4%	34.4×	+7.8%	$63.6B
17	DSGRDistribution Solutions	2.3%	184×	+6.4%	$1.6B
18	FASTFastenal	1.9%	44.0×	+12.5%	$59.6B
19	QXOQXO	1.3%	n/m	n/m	$10.9B
20	WCCWESCO International	1.0%	22.0×	+12.5%	$15.5B

Not ranked: 8 with no positive free cash flow, 2 with not a meaningful number, 1 with a yield above 40% (usually a one-off). 4 companies whose data behind this number has a caveat are left out until it is checked.

A ranking of numbers, not a recommendation. A low multiple can be a bargain or a business in trouble: open the company to see which.