Narrative Update • Jul 21

Over the last 7 days, the Computer and Electronics Retail industry has remained flat. The past year has been better, since the industry has gained 9.6% in that time. As for the next few years, earnings are expected to grow by 9.0% per annum.
Has the U.S. Computer and Electronics Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jul 2026 | US$29.2b | US$50.3b | US$2.0b | 14.4x | 14.8x | 0.6x |
| Sun, 21 Jun 2026 | US$26.6b | US$50.3b | US$2.0b | 13.7x | 13.5x | 0.5x |
| Tue, 19 May 2026 | US$22.9b | US$49.9b | US$1.5b | 20.1x | 15x | 0.5x |
| Thu, 16 Apr 2026 | US$26.0b | US$50.0b | US$1.5b | 21.9x | 17.2x | 0.5x |
| Sat, 14 Mar 2026 | US$26.5b | US$50.1b | US$1.5b | 25x | 17.5x | 0.5x |
| Mon, 09 Feb 2026 | US$28.6b | US$50.1b | US$1.1b | 26.5x | 26.4x | 0.6x |
| Wed, 07 Jan 2026 | US$26.7b | US$50.0b | US$1.1b | 23.4x | 24.7x | 0.5x |
| Fri, 05 Dec 2025 | US$29.1b | US$50.0b | US$1.0b | 28.4x | 28.4x | 0.6x |
| Sun, 02 Nov 2025 | US$30.2b | US$49.6b | US$1.1b | 27.6x | 26.4x | 0.6x |
| Tue, 30 Sep 2025 | US$30.1b | US$49.6b | US$1.1b | 33.6x | 26.3x | 0.6x |
| Thu, 28 Aug 2025 | US$28.3b | US$49.3b | US$1.1b | 35.7x | 25.8x | 0.6x |
| Sat, 26 Jul 2025 | US$26.4b | US$50.3b | US$986.9m | 42.7x | 26.8x | 0.5x |
| Mon, 23 Jun 2025 | US$26.0b | US$50.3b | US$986.9m | 36.4x | 26.3x | 0.5x |
| Wed, 21 May 2025 | US$28.7b | US$50.5b | US$953.7m | 33.8x | 30.1x | 0.6x |
| Fri, 18 Apr 2025 | US$25.2b | US$50.5b | US$929.4m | 74.7x | 27.1x | 0.5x |
| Sun, 16 Mar 2025 | US$26.7b | US$51.0b | US$861.2m | 77.5x | 31x | 0.5x |
| Tue, 11 Feb 2025 | US$30.4b | US$51.6b | US$1.2b | 25.1x | 25.3x | 0.6x |
| Thu, 09 Jan 2025 | US$34.0b | US$51.6b | US$1.2b | 22.4x | 28.3x | 0.7x |
| Sat, 07 Dec 2024 | US$33.2b | US$51.8b | US$1.2b | 18.9x | 28.1x | 0.6x |
| Mon, 04 Nov 2024 | US$30.5b | US$52.0b | US$1.2b | 18.6x | 26.3x | 0.6x |
| Wed, 02 Oct 2024 | US$35.3b | US$56.2b | US$1.2b | 22.5x | 29x | 0.6x |
| Fri, 30 Aug 2024 | US$30.2b | US$57.0b | US$1.2b | 18.6x | 25.7x | 0.5x |
| Sun, 28 Jul 2024 | US$32.3b | US$56.8b | US$1.1b | 20x | 29.6x | 0.6x |
| Tue, 25 Jun 2024 | US$32.5b | US$56.8b | US$1.1b | 21.5x | 29.8x | 0.6x |
| Thu, 23 May 2024 | US$26.6b | US$57.8b | US$1.1b | 24x | 24.9x | 0.5x |
| Sat, 20 Apr 2024 | US$22.1b | US$57.7b | US$1.1b | 13.8x | 20.4x | 0.4x |
| Mon, 18 Mar 2024 | US$24.0b | US$58.1b | US$932.3m | 13.5x | 25.7x | 0.4x |
| Wed, 14 Feb 2024 | US$22.6b | US$58.0b | US$681.6m | 107.4x | 33.2x | 0.4x |
| Fri, 12 Jan 2024 | US$23.9b | US$58.1b | US$679.5m | 109x | 35.2x | 0.4x |
| Sun, 10 Dec 2023 | US$23.4b | US$58.1b | US$713.0m | 105.1x | 32.8x | 0.4x |
| Tue, 07 Nov 2023 | US$21.3b | US$59.0b | US$622.3m | 95.6x | 34.3x | 0.4x |
| Thu, 05 Oct 2023 | US$22.4b | US$59.0b | US$613.7m | 11.6x | 36.6x | 0.4x |
| Sat, 02 Sep 2023 | US$25.6b | US$59.0b | US$505.7m | 13.1x | 50.5x | 0.4x |
| Mon, 31 Jul 2023 | US$28.3b | US$59.9b | US$607.0m | 21.9x | 46.6x | 0.5x |
46.6x
How does U.S. Computer and Electronics Retail compare with similar industries?
| US Market | -1.98% | |
| Consumer Discretionary | -8.09% | |
| Specialty Stores | -4.63% | |
| Computer and Electronics Retail | -1.66% | |
| Apparel Retail | -1.52% | |
| Specialty Stores | -2.75% | |
| Home Furnishing Retail | -4.92% | |
| Home Improvement Retail | -6.74% | |
| Automotive Retail | -7.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NEGG Newegg Commerce | US$14.91 | 7.0% +US$20.6m | -51.4% | PE57.8x |