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U.S. Technology Distributors Industry Analysis

UpdatedJan 25, 2026
DataAggregated Company Financials
Companies31
  • 7D-1.5%
  • 3M-9.6%
  • 1Y-19.2%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 1.5%, driven by CDW declining 4.4%. Overall the industry is down 19% in 12 months. 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
Sun, 25 Jan 2026US$52.4bUS$205.7bUS$3.4b17.1x15.6x0.3x
Tue, 23 Dec 2025US$54.4bUS$204.1bUS$3.3b17.3x16.5x0.3x
Thu, 20 Nov 2025US$52.5bUS$204.1bUS$3.3b17x16x0.3x
Sat, 18 Oct 2025US$57.0bUS$201.8bUS$3.3b18.1x17.4x0.3x
Mon, 15 Sep 2025US$59.9bUS$200.8bUS$3.2b18x18.5x0.3x
Wed, 13 Aug 2025US$58.0bUS$200.8bUS$3.2b18x17.9x0.3x
Fri, 11 Jul 2025US$62.3bUS$198.1bUS$3.3b17.7x18.9x0.3x
Sun, 08 Jun 2025US$58.9bUS$197.1bUS$3.3b16.9x18.1x0.3x
Tue, 06 May 2025US$55.7bUS$195.9bUS$3.2b15x17.3x0.3x
Thu, 03 Apr 2025US$53.6bUS$196.5bUS$3.3b16x16.3x0.3x
Sat, 01 Mar 2025US$60.7bUS$195.5bUS$3.3b18.1x18.2x0.3x
Mon, 27 Jan 2025US$66.4bUS$196.8bUS$3.6b19.1x18.6x0.3x
Wed, 25 Dec 2024US$60.3bUS$195.3bUS$3.6b16.1x17x0.3x
Fri, 22 Nov 2024US$60.1bUS$195.3bUS$3.5b15.8x16.9x0.3x
Sun, 20 Oct 2024US$65.5bUS$149.9bUS$3.5b21.8x18.8x0.4x
Tue, 17 Sep 2024US$63.2bUS$149.2bUS$3.4b22.3x18.4x0.4x
Thu, 15 Aug 2024US$62.5bUS$149.4bUS$3.4b20.3x18.2x0.4x
Sat, 13 Jul 2024US$63.1bUS$152.4bUS$3.6b20.6x17.4x0.4x
Mon, 10 Jun 2024US$65.0bUS$152.5bUS$3.6b17.5x18x0.4x
Wed, 08 May 2024US$63.4bUS$152.5bUS$3.6b16.4x17.5x0.4x
Fri, 05 Apr 2024US$67.7bUS$155.6bUS$3.9b16x17.2x0.4x
Sun, 03 Mar 2024US$65.4bUS$156.7bUS$3.9b15.1x16.7x0.4x
Tue, 30 Jan 2024US$62.3bUS$159.9bUS$4.2b14.5x15x0.4x
Thu, 28 Dec 2023US$63.3bUS$161.7bUS$4.2b12.6x15.1x0.4x
Sat, 25 Nov 2023US$58.5bUS$161.7bUS$4.2b11.6x13.9x0.4x
Mon, 23 Oct 2023US$55.5bUS$164.4bUS$4.3b11.6x12.9x0.3x
Wed, 20 Sep 2023US$59.0bUS$165.8bUS$4.3b11.4x13.7x0.4x
Fri, 18 Aug 2023US$57.3bUS$165.8bUS$4.3b12.2x13.3x0.3x
Sun, 16 Jul 2023US$56.2bUS$167.5bUS$4.6b12.4x12.3x0.3x
Tue, 13 Jun 2023US$53.6bUS$168.7bUS$4.6b12.6x11.7x0.3x
Thu, 11 May 2023US$49.7bUS$168.7bUS$4.6b9.4x10.8x0.3x
Sat, 08 Apr 2023US$53.5bUS$170.2bUS$4.7b8.8x11.4x0.3x
Mon, 06 Mar 2023US$56.5bUS$170.0bUS$4.7b10.9x12.1x0.3x
Wed, 01 Feb 2023US$55.8bUS$168.8bUS$4.5b11.2x12.4x0.3x
Price to Earnings Ratio

12.4x


Total Market Cap: US$55.8bTotal Earnings: US$4.5bTotal Revenue: US$168.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 15.9x202420252026
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 15.9x.
  • 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 9.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.8% 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 Market-0.36%
Tech-0.95%
Electronic Equipment and Components-1.97%
Technology Distributors-1.54%
Electronic Equipment and Instruments-0.49%
Electronic Components-1.34%
Electronic Manufacturing Services-4.56%
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$153.232.2%
+US$258.7m		7.5%PE14.8x
AVT AvnetUS$50.830.04%
+US$1.6m		-6.0%PE17.7x
LHSW Lianhe Sowell International GroupUS$0.762.1%
+US$821.6k		n/aPE12.6x
RELL Richardson ElectronicsUS$10.840.5%
+US$725.9k		-17.4%PE195.3x

Latest News

CDW
US$126.00
CDW
7D
-4.4%
1Y
-35.4%

CDW: Software And Services Mix Will Support Earnings Power After Reset

Narrative Update Analysts have trimmed their price targets on CDW, with our updated fair value estimate moving from about $234 to about $221. This reflects softer expected revenue growth, a higher discount rate, and revised P/E assumptions following recent target cuts and a downgrade.
SCSC
US$40.71
ScanSource
7D
-1.5%
1Y
-20.2%
NSIT
US$82.60
Insight Enterprises
7D
-1.1%
1Y
-52.5%
LHSW
US$0.76
Lianhe Sowell International Group
7D
2.1%
1Y
n/a

Lianhe Sowell International Group Ltd (NASDAQ:LHSW) Shares Fly 26% But Investors Aren't Buying For Growth

Jan 22
Lianhe Sowell International Group Ltd (NASDAQ:LHSW) Shares Fly 26% But Investors Aren't Buying For Growth
CNXN
US$56.86
PC Connection
7D
-2.8%
1Y
-21.9%
ARW
US$116.66
Arrow Electronics
7D
-1.3%
1Y
-2.1%

ARW: Richer P/E And Modest Margins Will Limit Future Upside

Analysts are keeping their price target for Arrow Electronics unchanged at US$94.00. They cite only small refinements to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their view of fair value.
SNX
US$153.23
TD SYNNEX
7D
2.2%
1Y
7.5%

SNX: Future Returns Will Be Driven By High Value Segments And Cash Generation

The analyst price target for TD SYNNEX has been adjusted slightly higher to about $180, reflecting mixed changes in underlying assumptions along with recent Street research that cites expected billings growth in FY26, the company's exposure to higher value segments, and strong free cash generation. Analyst Commentary Bullish Takeaways Bullish analysts highlight an initiation at a price target of about $180, which they see as supported by expected FY26 billings growth and the mix of higher value segments within the business.
INGM
US$21.01
Ingram Micro Holding
7D
-1.1%
1Y
-9.9%

These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively

Jan 15
These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively
AVT
US$50.83
Avnet
7D
0.04%
1Y
-6.0%
RELL
US$10.84
Richardson Electronics
7D
0.5%
1Y
-17.4%

RELL: Future Upside Will Rely On Improved Margins And Revenue Outlook

Analysts have maintained their price target for Richardson Electronics at US$12.00, citing refreshed assumptions around slightly higher projected revenue growth, a modestly better profit margin outlook, and an updated forward P/E input that together support keeping the target level unchanged. Valuation Changes Fair Value: Price target held at US$12.00, with updated assumptions still pointing to the same level.
CGTL
US$2.74
Creative Global Technology Holdings
7D
-43.4%
1Y
-49.3%
CLMB
US$118.70
Climb Global Solutions
7D
-6.9%
1Y
-10.5%