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U.S. Technology Distributors Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies30
  • 7D6.0%
  • 3M13.9%
  • 1Y20.2%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has risen 6.0%, driven by gains from TD SYNNEX of 6.7%. During this same period, the ICZOOM Group underperformed, falling 28%. In the last 12 months, the industry was up 20%. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the U.S. Technology Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026US$58.4bUS$212.4bUS$3.7b15.8x16x0.3x
Sun, 08 Mar 2026US$53.9bUS$209.8bUS$3.5b15.6x15.4x0.3x
Tue, 03 Feb 2026US$54.9bUS$206.3bUS$3.3b17.5x16.5x0.3x
Thu, 01 Jan 2026US$53.8bUS$204.1bUS$3.3b17.3x16.4x0.3x
Sat, 29 Nov 2025US$54.2bUS$204.1bUS$3.3b17.5x16.5x0.3x
Mon, 27 Oct 2025US$58.1bUS$201.8bUS$3.3b18.5x17.7x0.3x
Wed, 24 Sep 2025US$59.5bUS$200.8bUS$3.2b17.9x18.3x0.3x
Fri, 22 Aug 2025US$59.0bUS$200.8bUS$3.2b16.8x18.2x0.3x
Sun, 20 Jul 2025US$61.6bUS$198.1bUS$3.3b17.3x18.7x0.3x
Tue, 17 Jun 2025US$57.3bUS$197.1bUS$3.3b16.8x17.6x0.3x
Thu, 15 May 2025US$61.2bUS$197.1bUS$3.2b15.7x18.8x0.3x
Sat, 12 Apr 2025US$49.7bUS$196.5bUS$3.3b14.6x15.1x0.3x
Mon, 10 Mar 2025US$58.3bUS$195.9bUS$3.3b16.4x17.8x0.3x
Wed, 05 Feb 2025US$65.5bUS$196.1bUS$3.5b18.9x18.6x0.3x
Fri, 03 Jan 2025US$59.2bUS$195.3bUS$3.6b15.6x16.7x0.3x
Sun, 01 Dec 2024US$61.6bUS$195.3bUS$3.6b17.6x17.4x0.3x
Tue, 29 Oct 2024US$70.0bUS$197.7bUS$3.8b17.3x18.4x0.4x
Thu, 26 Sep 2024US$65.3bUS$149.2bUS$3.4b22x19x0.4x
Sat, 24 Aug 2024US$65.0bUS$149.4bUS$3.4b22x18.9x0.4x
Mon, 22 Jul 2024US$64.5bUS$152.4bUS$3.6b20.8x17.8x0.4x
Wed, 19 Jun 2024US$65.4bUS$152.5bUS$3.6b18.1x18.1x0.4x
Fri, 17 May 2024US$65.1bUS$152.5bUS$3.6b16.9x18x0.4x
Sun, 14 Apr 2024US$66.4bUS$155.6bUS$3.9b16.2x16.9x0.4x
Tue, 12 Mar 2024US$65.1bUS$156.7bUS$3.9b15x16.6x0.4x
Thu, 08 Feb 2024US$61.2bUS$158.9bUS$4.1b13.4x15.1x0.4x
Sat, 06 Jan 2024US$60.4bUS$161.7bUS$4.2b11.9x14.4x0.4x
Mon, 04 Dec 2023US$58.4bUS$161.7bUS$4.2b11.4x13.9x0.4x
Wed, 01 Nov 2023US$55.4bUS$164.4bUS$4.3b11x12.9x0.3x
Fri, 29 Sep 2023US$58.2bUS$164.4bUS$4.3b11.6x13.5x0.4x
Sun, 27 Aug 2023US$58.7bUS$165.8bUS$4.3b11.4x13.6x0.4x
Tue, 25 Jul 2023US$56.4bUS$167.5bUS$4.6b12.8x12.3x0.3x
Thu, 22 Jun 2023US$54.2bUS$168.7bUS$4.6b12.6x11.8x0.3x
Sat, 20 May 2023US$51.1bUS$168.7bUS$4.6b10.9x11.1x0.3x
Mon, 17 Apr 2023US$54.0bUS$170.2bUS$4.7b9.2x11.4x0.3x
Price to Earnings Ratio

11.4x


Total Market Cap: US$54.0bTotal Earnings: US$4.7bTotal Revenue: US$170.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Technology Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 16.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
  • The earnings for companies in the Technology Distributors industry have declined 8.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Technology Distributors compare with similar industries?

US Market2.97%
Tech3.98%
Electronic Equipment and Components8.63%
Technology Distributors6.04%
Electronic Components10.54%
Electronic Equipment and Instruments7.25%
Electronic Manufacturing Services6.94%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SNX TD SYNNEXUS$199.466.7%
+US$1.0b		95.8%PE16.4x
CDW CDWUS$126.753.9%
+US$606.6m		-13.6%PE15.2x
ARW Arrow ElectronicsUS$157.437.9%
+US$591.6m		62.8%PE14.1x
INGM Ingram Micro HoldingUS$26.707.9%
+US$451.7m		74.4%PE18.9x
AVT AvnetUS$66.948.2%
+US$415.0m		49.6%PE26.4x

Latest News

AVT
US$66.94
Avnet
7D
8.2%
1Y
49.6%

AVT: Higher Revenue And Margin Assumptions Will Support Measured Future Repricing

Avnet's analyst price target has shifted to $69.00. The change is supported by analysts citing updated views on discount rate, revenue growth, profit margin and future P/E assumptions following recent target revisions from several firms.
CNXN
US$62.69
PC Connection
7D
5.2%
1Y
3.5%
SNX
US$199.46
TD SYNNEX
7D
6.7%
1Y
95.8%
CDW
US$126.75
CDW
7D
3.9%
1Y
-13.6%

CDW: Cloud Services Expansion And Buybacks Will Support Future Earnings Power

CDW's analyst fair value estimate has been reset from $218.02 to $195.00 as analysts factor in lower published price targets from several major firms, alongside revisions to the discount rate, growth, margin, and future P/E assumptions. Analyst Commentary Recent Street research around CDW has centered on revised price targets and rating changes, which have been incorporated into the updated fair value estimate.
PLUS
US$81.85
ePlus
7D
6.0%
1Y
41.5%

PLUS: Raised Guidance And Buybacks Will Drive Future Upside Potential

Analysts now set their price target for ePlus at $115, down from $126. This reflects updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple.
ARW
US$157.43
Arrow Electronics
7D
7.9%
1Y
62.8%

ARW: Quantum Platform Partnership And Unified Digital Channel Will Drive Future Upside

Analysts are keeping their Arrow Electronics price target effectively unchanged at $165.00, reflecting only minor tweaks to assumptions around the discount rate, revenue growth, profit margin, and forward P/E. What's in the News Arrow completed a broad shift of its customer facing digital platforms for the global components business to a single, redesigned arrow.com, consolidating product selection, purchasing, services, and account management into one omnichannel interface and retiring the former MyArrow portal (Client Announcements).
INGM
US$26.70
Ingram Micro Holding
7D
7.9%
1Y
74.4%
NSIT
US$69.90
Insight Enterprises
7D
4.3%
1Y
-48.1%

NSIT: 2026 Leadership Shift And Payments Partnership Will Shape Margin Upside

Analysts have reduced their price target on Insight Enterprises by $10 to reflect updated assumptions on growth, margins, discount rate, and a higher future P/E, while still keeping the stock on some best ideas lists for 2026. Analyst Commentary Recent research on Insight Enterprises highlights a mix of recognition and restraint.
IZM
US$0.42
ICZOOM Group
7D
-27.7%
1Y
-75.5%