Narrative Update • Jun 22

Over the last 7 days, the Technology Distributors industry has dropped 2.2%, driven by pullbacks in Ingram Micro Holding and Arrow Electronics of 2.5% and 1.5%, respectively. In the past year, the industry has gained 28%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | US$74.0b | US$219.3b | US$3.8b | 18.3x | 19.3x | 0.3x |
| Fri, 22 May 2026 | US$64.8b | US$219.2b | US$3.9b | 15.7x | 16.8x | 0.3x |
| Sun, 19 Apr 2026 | US$64.6b | US$212.4b | US$3.7b | 16.8x | 17.6x | 0.3x |
| Tue, 17 Mar 2026 | US$52.4b | US$209.8b | US$3.5b | 15.2x | 15x | 0.2x |
| Thu, 12 Feb 2026 | US$60.1b | US$208.2b | US$3.5b | 17.2x | 17.3x | 0.3x |
| Sat, 10 Jan 2026 | US$52.5b | US$205.7b | US$3.4b | 17.3x | 15.7x | 0.3x |
| Mon, 08 Dec 2025 | US$55.2b | US$204.1b | US$3.3b | 17.6x | 16.8x | 0.3x |
| Wed, 05 Nov 2025 | US$54.7b | US$204.0b | US$3.3b | 17.7x | 16.7x | 0.3x |
| Fri, 03 Oct 2025 | US$59.4b | US$201.8b | US$3.3b | 18.1x | 18.1x | 0.3x |
| Sun, 31 Aug 2025 | US$59.4b | US$200.8b | US$3.2b | 17.2x | 18.3x | 0.3x |
| Tue, 29 Jul 2025 | US$62.2b | US$198.1b | US$3.3b | 17.3x | 18.8x | 0.3x |
| Thu, 26 Jun 2025 | US$60.4b | US$198.1b | US$3.3b | 17.4x | 18.4x | 0.3x |
| Sat, 24 May 2025 | US$59.0b | US$197.1b | US$3.3b | 16.2x | 18.2x | 0.3x |
| Mon, 21 Apr 2025 | US$51.3b | US$196.5b | US$3.3b | 14.5x | 15.7x | 0.3x |
| Wed, 19 Mar 2025 | US$57.8b | US$195.9b | US$3.3b | 16.6x | 17.6x | 0.3x |
| Fri, 14 Feb 2025 | US$63.3b | US$195.5b | US$3.3b | 18.6x | 19x | 0.3x |
| Sun, 12 Jan 2025 | US$61.8b | US$196.6b | US$3.6b | 16.5x | 17.3x | 0.3x |
| Tue, 10 Dec 2024 | US$62.6b | US$195.3b | US$3.6b | 16.9x | 17.6x | 0.3x |
| Thu, 07 Nov 2024 | US$64.1b | US$195.6b | US$3.6b | 17.5x | 18x | 0.3x |
| Sat, 05 Oct 2024 | US$63.9b | US$149.9b | US$3.5b | 22.6x | 18.4x | 0.4x |
| Mon, 02 Sep 2024 | US$66.2b | US$149.2b | US$3.4b | 22.4x | 19.2x | 0.4x |
| Wed, 31 Jul 2024 | US$66.0b | US$152.4b | US$3.6b | 22.6x | 18.3x | 0.4x |
| Fri, 28 Jun 2024 | US$62.9b | US$152.4b | US$3.6b | 20.5x | 17.4x | 0.4x |
| Sun, 26 May 2024 | US$66.7b | US$152.5b | US$3.6b | 18x | 18.5x | 0.4x |
| Tue, 23 Apr 2024 | US$63.5b | US$155.6b | US$3.9b | 15.9x | 16.2x | 0.4x |
| Thu, 21 Mar 2024 | US$64.7b | US$156.7b | US$3.9b | 15x | 16.5x | 0.4x |
| Sat, 17 Feb 2024 | US$63.6b | US$156.7b | US$3.9b | 13.3x | 16.2x | 0.4x |
| Mon, 15 Jan 2024 | US$60.7b | US$159.9b | US$4.2b | 14.7x | 14.6x | 0.4x |
| Wed, 13 Dec 2023 | US$60.4b | US$161.7b | US$4.2b | 11.8x | 14.4x | 0.4x |
| Fri, 10 Nov 2023 | US$56.4b | US$161.8b | US$4.2b | 11.2x | 13.4x | 0.3x |
| Sun, 08 Oct 2023 | US$57.6b | US$164.4b | US$4.3b | 11.5x | 13.4x | 0.4x |
| Tue, 05 Sep 2023 | US$60.9b | US$165.8b | US$4.3b | 11.5x | 14.1x | 0.4x |
| Thu, 03 Aug 2023 | US$57.7b | US$166.9b | US$4.6b | 12.7x | 12.6x | 0.3x |
| Sat, 01 Jul 2023 | US$55.4b | US$167.5b | US$4.6b | 12.7x | 12.1x | 0.3x |
12.1x
How does U.S. Technology Distributors compare with similar industries?
| US Market | -2.31% | |
| Tech | -1.40% | |
| Electronic Equipment and Components | 1.26% | |
| Technology Distributors | 0.03% | |
| Electronic Components | 2.92% | |
| Electronic Equipment and Instruments | -0.12% | |
| Electronic Manufacturing Services | -0.71% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNX TD SYNNEX | US$290.14 | 2.8% +US$645.5m | 112.0% | PE23.8x | |
| NSIT Insight Enterprises | US$110.53 | 1.2% +US$39.6m | -18.6% | PE18.6x | |
| RELL Richardson Electronics | US$17.82 | 1.4% +US$3.5m | 89.0% | PE69.1x | |
| CGTL Creative Global Technology Holdings | US$0.42 | 1.8% +US$195.5k | -68.4% | PS0.5x |