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U.S. Technology Distributors Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies29
  • 7D10.6%
  • 3M41.9%
  • 1Y34.4%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has risen 11%, driven by gains in CDW and TD SYNNEX of 20% and 13%, respectively. In the same time, ePlus was down 8.7%. This means that the industry has gained 34% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026US$76.1bUS$219.3bUS$3.8b19.5x19.8x0.3x
Mon, 04 May 2026US$66.5bUS$216.0bUS$3.7b16.5x18.1x0.3x
Wed, 01 Apr 2026US$52.3bUS$212.4bUS$3.7b14.2x14.3x0.2x
Fri, 27 Feb 2026US$54.9bUS$208.3bUS$3.5b16.1x15.8x0.3x
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
Price to Earnings Ratio

11.7x


Total Market Cap: US$53.6bTotal Earnings: US$4.6bTotal Revenue: US$168.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Technology Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 19.8x which is higher than its 3-year average PE of 16.5x.
  • 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 5.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.1% 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-0.11%
Tech2.80%
Electronic Equipment and Components4.54%
Technology Distributors10.56%
Electronic Manufacturing Services5.53%
Electronic Components5.01%
Electronic Equipment and Instruments-0.25%
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
CDW CDWUS$133.046.1%
+US$969.6m		-25.4%PE15.8x
SNX TD SYNNEXUS$268.802.9%
+US$604.5m		117.6%PE22.1x
INGM Ingram Micro HoldingUS$29.514.5%
+US$290.4m		47.2%PE19x
ARW Arrow ElectronicsUS$219.092.1%
+US$228.1m		79.7%PE15.4x
NSIT Insight EnterprisesUS$111.074.4%
+US$141.7m		-17.0%PE18.7x

Latest News

SNX
US$268.80
TD SYNNEX
7D
2.9%
1Y
117.6%
RELL
US$16.20
Richardson Electronics
7D
-4.6%
1Y
74.0%
Narrative Update • Jun 04

RELL: Future Returns Will Depend On Achieving Much Higher Profit Margins

Analysts have raised their fair value estimate for Richardson Electronics to $14.00 from $12.00, citing updated assumptions related to discount rates, revenue growth, profit margins, and a higher future P/E framework that are consistent with recent price target increases in broader Street research. What's in the News Announced a new global partnership with NoMIS Power to expand Richardson Electronics’ silicon carbide power semiconductor offerings across 1.2 kV to 10 kV solutions, with a focus on medium and high voltage applications such as BESS, renewable energy conversion, AI data centers, HVDC interfaces, transportation, industrial, aerospace, defense, and marine power systems.
CLMB
US$23.82
Climb Global Solutions
7D
10.0%
1Y
-9.6%
Narrative Update • Jun 04

CLMB: SLED Division And Bullish Coverage Will Support Future Upside Potential

Analysts have nudged their price target for Climb Global Solutions to $32.33, reflecting a modest recalibration in the discount rate and future P/E assumptions following recent bullish Street research. What's in the News Climb Global Solutions launched Climb SLED, a dedicated State, Local, and Education division aimed at helping technology vendors and resellers work more effectively in public sector markets, according to a company announcement.
CDW
US$133.04
CDW
7D
6.1%
1Y
-25.4%
Narrative Update • Jun 03

CDW: AI Backlog And Cost Savings Will Not Offset Margin Risks

CDW's analyst price target has been updated to $123 from $142, as analysts factor in more conservative assumptions on growth and valuation, while still pointing to potential upside linked to AI, modernization demand, and a solid order backlog. Analyst Commentary Recent Street research on CDW reflects a mix of optimism about AI and modernization demand alongside a reset in expectations around growth and valuation.
ARW
US$219.09
Arrow Electronics
7D
2.1%
1Y
79.7%
NSIT
US$111.07
Insight Enterprises
7D
4.4%
1Y
-17.0%
Narrative Update • Jun 03

NSIT: AI Security Launch And Upgraded Ratings Will Shape Future Returns

Analysts have raised their price target for Insight Enterprises to $105 from $80, citing continued enterprise demand momentum, returning cloud growth, accelerating cloud gross profit and an elevated hardware backlog as key supports for the updated view. Analyst Commentary Recent research highlights a clear shift in sentiment toward Insight Enterprises, with JPMorgan moving the stock to Neutral from Underweight and lifting its price target to $105 from $80.
AVT
US$86.81
Avnet
7D
-0.1%
1Y
70.2%
Seeking Alpha • Jun 03

Avnet: Thesis Played Out, Now Fully Valued (Rating Downgrade)

Summary Avnet has surged more than 90% year-to-date, fueled by AI-driven semiconductor demand and robust recent earnings momentum. Avnet's multiple has expanded sharply, reducing the effectiveness of its share buyback program. Despite strong near-term revenue increases, AVT remains a cyclical distributor with thin margins and significant exposure beyond AI-related products. I am moving to a hold rating on AVT, as shares appear fully valued. Read the full article on Seeking Alpha
INGM
US$29.51
Ingram Micro Holding
7D
4.5%
1Y
47.2%
SCSC
US$46.71
ScanSource
7D
1.0%
1Y
12.6%
Narrative Update • Jun 02

SCSC: Converged Communications CX Buildout And Buybacks Will Drive Future Upside

Analysts kept their ScanSource price target steady at $71, indicating only small refinements in discount rate, revenue growth, profit margin and future P/E assumptions rather than any major change in their view of the stock. What's in the News ScanSource reaffirmed earnings guidance for the fiscal year ending June 30, 2026, with expected net sales in the range of US$3.0b to US$3.1b.
LHSW
US$0.14
Lianhe Sowell International Group
7D
-9.4%
1Y
-93.8%
CGTL
US$0.38
Creative Global Technology Holdings
7D
-23.9%
1Y
-59.5%
AMCI
US$4.76
AMC Robotics
7D
-0.8%
1Y
n/a
CNXN
US$72.15
PC Connection
7D
3.7%
1Y
10.7%