Narrative Update • Sep 17

All of the companies in the Technology Distributors industry have been up over the last week, with the industry up 4.5%. This takes the industry's 12 month performance to a gain of 49%. Looking forward, earnings are forecast to grow by 9.5% annually.
Has the Australian Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 21 Sep 2026 | AU$2.7b | AU$2.7b | AU$83.3m | 31.7x | 32.6x | 1x |
| Wed, 19 Aug 2026 | AU$2.3b | AU$2.7b | AU$84.2m | 26.9x | 27.5x | 0.9x |
| Fri, 17 Jul 2026 | AU$2.2b | AU$2.7b | AU$84.2m | 25.1x | 25.7x | 0.8x |
| Sun, 14 Jun 2026 | AU$2.1b | AU$2.7b | AU$84.2m | 24.2x | 24.7x | 0.8x |
| Tue, 12 May 2026 | AU$1.7b | AU$2.7b | AU$84.2m | 19.7x | 20.1x | 0.6x |
| Thu, 09 Apr 2026 | AU$1.6b | AU$2.7b | AU$84.2m | 18.8x | 19.3x | 0.6x |
| Sat, 07 Mar 2026 | AU$1.6b | AU$2.7b | AU$84.2m | 18.2x | 18.7x | 0.6x |
| Mon, 02 Feb 2026 | AU$1.8b | AU$2.5b | AU$83.5m | 18.9x | 21.9x | 0.7x |
| Wed, 31 Dec 2025 | AU$1.9b | AU$2.5b | AU$83.5m | 19.6x | 22.2x | 0.7x |
| Fri, 28 Nov 2025 | AU$1.9b | AU$2.5b | AU$83.5m | 20.1x | 23.1x | 0.8x |
| Sun, 26 Oct 2025 | AU$1.9b | AU$2.5b | AU$83.5m | 21.7x | 23.1x | 0.8x |
| Tue, 23 Sep 2025 | AU$1.8b | AU$2.5b | AU$83.5m | 21.1x | 21.4x | 0.7x |
| Thu, 21 Aug 2025 | AU$1.6b | AU$2.4b | AU$78.2m | 20.4x | 20.8x | 0.7x |
| Sat, 19 Jul 2025 | AU$1.6b | AU$2.4b | AU$78.2m | 19.9x | 20.2x | 0.7x |
| Mon, 16 Jun 2025 | AU$1.5b | AU$2.4b | AU$78.2m | 18.8x | 19.1x | 0.6x |
| Wed, 14 May 2025 | AU$1.6b | AU$2.4b | AU$78.2m | 20x | 20.3x | 0.7x |
| Fri, 11 Apr 2025 | AU$1.5b | AU$2.4b | AU$78.2m | 18.9x | 19.2x | 0.6x |
| Sun, 09 Mar 2025 | AU$1.6b | AU$2.4b | AU$78.2m | 19.8x | 20.1x | 0.7x |
| Tue, 04 Feb 2025 | AU$1.6b | AU$2.3b | AU$81.4m | 15.6x | 19.2x | 0.7x |
| Thu, 02 Jan 2025 | AU$1.5b | AU$2.3b | AU$81.4m | 15.1x | 18.9x | 0.7x |
| Sat, 30 Nov 2024 | AU$1.6b | AU$2.3b | AU$81.4m | 15x | 19.1x | 0.7x |
| Mon, 28 Oct 2024 | AU$1.6b | AU$2.3b | AU$81.4m | 15.7x | 19.5x | 0.7x |
| Wed, 25 Sep 2024 | AU$1.7b | AU$2.3b | AU$81.4m | 16.7x | 20.3x | 0.7x |
| Fri, 23 Aug 2024 | AU$1.9b | AU$2.4b | AU$83.5m | 18x | 22.8x | 0.8x |
| Sun, 21 Jul 2024 | AU$1.8b | AU$2.4b | AU$84.9m | 14.4x | 21.7x | 0.8x |
| Tue, 18 Jun 2024 | AU$1.8b | AU$2.4b | AU$84.9m | 14.3x | 21.1x | 0.8x |
| Thu, 16 May 2024 | AU$2.0b | AU$2.4b | AU$84.9m | 16.9x | 23.1x | 0.8x |
| Sat, 13 Apr 2024 | AU$2.0b | AU$2.4b | AU$84.9m | 16.8x | 23.4x | 0.8x |
| Mon, 11 Mar 2024 | AU$2.0b | AU$3.3b | AU$79.0m | 18.5x | 25.6x | 0.6x |
| Wed, 07 Feb 2024 | AU$2.1b | AU$3.2b | AU$78.2m | 19.5x | 26.3x | 0.6x |
| Fri, 05 Jan 2024 | AU$2.2b | AU$3.3b | AU$72.9m | 20.3x | 29.7x | 0.7x |
| Sun, 03 Dec 2023 | AU$2.1b | AU$3.3b | AU$72.9m | 19.4x | 28.7x | 0.6x |
| Tue, 31 Oct 2023 | AU$1.9b | AU$3.3b | AU$72.9m | 17.3x | 25.5x | 0.6x |
| Thu, 28 Sep 2023 | AU$1.8b | AU$3.3b | AU$72.9m | 16.7x | 24.1x | 0.5x |
24.1x
How does Australian Technology Distributors compare with similar industries?
| AU Market | 0.0031% | |
| Tech | 0.65% | |
| Electronic Equipment and Components | 9.23% | |
| Technology Distributors | 6.09% | |
| Electronic Equipment and Instruments | 10.37% | |
| Electronic Manufacturing Services | 0% | 0 |
| Electronic Components | -6.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DDR Dicker Data | AU$14.94 | 6.1% +AU$156.0m | 51.2% | PE31.7x |