Narrative Update • May 14

CDW is up 6.5%, leading the way for the Technology Distributors industry, which has gained 4.7%. In the same time, Creative Global Technology Holdings was down 27%. This takes the industry's 12 month performance to a gain of 17%. Earnings are forecast to grow by 19% annually.
Has the U.S. Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | US$66.7b | US$219.2b | US$3.9b | 16.4x | 17.3x | 0.3x |
| Thu, 23 Apr 2026 | US$66.2b | US$212.4b | US$3.6b | 17.1x | 18.2x | 0.3x |
| Sat, 21 Mar 2026 | US$52.8b | US$209.8b | US$3.5b | 14.8x | 15.1x | 0.3x |
| Mon, 16 Feb 2026 | US$56.7b | US$208.2b | US$3.5b | 16.3x | 16.4x | 0.3x |
| Wed, 14 Jan 2026 | US$53.0b | US$205.7b | US$3.4b | 16.9x | 15.8x | 0.3x |
| Fri, 12 Dec 2025 | US$56.6b | US$204.1b | US$3.3b | 18.3x | 17.2x | 0.3x |
| Sun, 09 Nov 2025 | US$54.3b | US$204.1b | US$3.3b | 17.5x | 16.5x | 0.3x |
| Tue, 07 Oct 2025 | US$58.9b | US$201.8b | US$3.3b | 17.6x | 18x | 0.3x |
| Thu, 04 Sep 2025 | US$58.4b | US$200.8b | US$3.2b | 17x | 18x | 0.3x |
| Sat, 02 Aug 2025 | US$59.1b | US$198.8b | US$3.3b | 16.4x | 17.7x | 0.3x |
| Mon, 30 Jun 2025 | US$60.1b | US$198.1b | US$3.3b | 17.4x | 18.2x | 0.3x |
| Wed, 28 May 2025 | US$58.5b | US$197.1b | US$3.3b | 16.8x | 18x | 0.3x |
| Fri, 25 Apr 2025 | US$52.6b | US$196.5b | US$3.3b | 15.3x | 16.1x | 0.3x |
| Sun, 23 Mar 2025 | US$56.9b | US$195.9b | US$3.3b | 16.1x | 17.3x | 0.3x |
| Tue, 18 Feb 2025 | US$64.1b | US$195.5b | US$3.3b | 18.9x | 19.2x | 0.3x |
| Thu, 16 Jan 2025 | US$63.0b | US$196.8b | US$3.6b | 18.4x | 17.6x | 0.3x |
| Sat, 14 Dec 2024 | US$62.2b | US$195.3b | US$3.6b | 16.6x | 17.5x | 0.3x |
| Mon, 11 Nov 2024 | US$66.5b | US$195.5b | US$3.6b | 17.3x | 18.7x | 0.3x |
| Wed, 09 Oct 2024 | US$65.0b | US$149.9b | US$3.5b | 22.8x | 18.7x | 0.4x |
| Fri, 06 Sep 2024 | US$62.8b | US$149.2b | US$3.4b | 21.3x | 18.3x | 0.4x |
| Sun, 04 Aug 2024 | US$60.9b | US$150.4b | US$3.5b | 19.4x | 17.3x | 0.4x |
| Tue, 02 Jul 2024 | US$62.9b | US$152.4b | US$3.6b | 20.4x | 17.4x | 0.4x |
| Thu, 30 May 2024 | US$65.6b | US$152.5b | US$3.6b | 17.6x | 18.2x | 0.4x |
| Sat, 27 Apr 2024 | US$65.6b | US$155.6b | US$3.9b | 16.4x | 16.7x | 0.4x |
| Mon, 25 Mar 2024 | US$66.3b | US$156.7b | US$3.9b | 15.1x | 16.9x | 0.4x |
| Wed, 21 Feb 2024 | US$63.3b | US$156.7b | US$3.9b | 12.9x | 16.1x | 0.4x |
| Fri, 19 Jan 2024 | US$61.5b | US$159.9b | US$4.2b | 14.7x | 14.8x | 0.4x |
| Sun, 17 Dec 2023 | US$62.3b | US$161.7b | US$4.2b | 12.4x | 14.8x | 0.4x |
| Tue, 14 Nov 2023 | US$56.9b | US$161.7b | US$4.2b | 11.2x | 13.5x | 0.4x |
| Thu, 12 Oct 2023 | US$58.9b | US$164.4b | US$4.3b | 11.8x | 13.7x | 0.4x |
| Sat, 09 Sep 2023 | US$59.6b | US$165.8b | US$4.3b | 11.1x | 13.8x | 0.4x |
| Mon, 07 Aug 2023 | US$56.7b | US$165.5b | US$4.4b | 12.7x | 12.9x | 0.3x |
| Wed, 05 Jul 2023 | US$55.3b | US$167.5b | US$4.6b | 12.6x | 12.1x | 0.3x |
| Fri, 02 Jun 2023 | US$51.5b | US$168.7b | US$4.6b | 11.1x | 11.2x | 0.3x |
11.2x
How does U.S. Technology Distributors compare with similar industries?
| US Market | 1.21% | |
| Tech | 2.70% | |
| Electronic Equipment and Components | 5.92% | |
| Technology Distributors | 4.60% | |
| Electronic Components | 7.83% | |
| Electronic Manufacturing Services | 4.70% | |
| Electronic Equipment and Instruments | 3.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CDW CDW | US$110.82 | 6.5% +US$866.2m | -39.2% | PE13.1x | |
| SNX TD SYNNEX | US$237.34 | 4.2% +US$760.5m | 95.5% | PE19.5x | |
| ARW Arrow Electronics | US$217.33 | 4.5% +US$480.7m | 85.5% | PE15.3x | |
| NSIT Insight Enterprises | US$97.73 | 7.9% +US$215.7m | -26.0% | PE16.4x | |
| INGM Ingram Micro Holding | US$26.64 | 3.6% +US$212.0m | 36.8% | PE17.2x |