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U.S. Technology Distributors Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies31
  • 7D3.5%
  • 3M28.9%
  • 1Y33.1%
  • YTDn/a

In the last week, the Technology Distributors industry is up 3.5%, with TD SYNNEX up 5.5%. In the last 12 months, the industry was up 33%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026US$64.6bUS$212.4bUS$3.7b17.2x17.6x0.3x
Thu, 19 Mar 2026US$52.9bUS$209.8bUS$3.5b14.8x15.1x0.3x
Sat, 14 Feb 2026US$56.2bUS$208.2bUS$3.5b16.3x16.2x0.3x
Mon, 12 Jan 2026US$52.9bUS$205.7bUS$3.4b17.3x15.8x0.3x
Wed, 10 Dec 2025US$55.5bUS$204.1bUS$3.3b17.7x16.9x0.3x
Fri, 07 Nov 2025US$55.0bUS$204.0bUS$3.3b17.4x16.8x0.3x
Sun, 05 Oct 2025US$58.9bUS$201.8bUS$3.3b18x18x0.3x
Tue, 02 Sep 2025US$59.4bUS$200.8bUS$3.2b17.2x18.3x0.3x
Thu, 31 Jul 2025US$62.6bUS$198.1bUS$3.3b17.1x19x0.3x
Sat, 28 Jun 2025US$60.4bUS$198.1bUS$3.3b17.4x18.3x0.3x
Mon, 26 May 2025US$58.5bUS$197.1bUS$3.3b16.2x18x0.3x
Wed, 23 Apr 2025US$50.5bUS$196.5bUS$3.3b14.3x15.4x0.3x
Fri, 21 Mar 2025US$58.9bUS$195.9bUS$3.3b16.2x18x0.3x
Sun, 16 Feb 2025US$64.1bUS$195.5bUS$3.3b18.9x19.2x0.3x
Tue, 14 Jan 2025US$61.8bUS$196.8bUS$3.6b17.9x17.3x0.3x
Thu, 12 Dec 2024US$62.0bUS$195.3bUS$3.6b17.1x17.4x0.3x
Sat, 09 Nov 2024US$67.0bUS$195.5bUS$3.6b17.3x18.8x0.3x
Mon, 07 Oct 2024US$65.0bUS$149.9bUS$3.5b22.6x18.7x0.4x
Wed, 04 Sep 2024US$65.1bUS$149.2bUS$3.4b21.1x18.9x0.4x
Fri, 02 Aug 2024US$64.4bUS$152.2bUS$3.6b21.6x17.7x0.4x
Sun, 30 Jun 2024US$62.9bUS$152.4bUS$3.6b20.6x17.4x0.4x
Tue, 28 May 2024US$66.7bUS$152.5bUS$3.6b18x18.5x0.4x
Thu, 25 Apr 2024US$65.1bUS$155.6bUS$3.9b16.6x16.6x0.4x
Sat, 23 Mar 2024US$66.3bUS$156.7bUS$3.9b15.1x16.9x0.4x
Mon, 19 Feb 2024US$63.1bUS$156.7bUS$3.9b13.3x16.1x0.4x
Wed, 17 Jan 2024US$60.7bUS$159.9bUS$4.2b14.6x14.6x0.4x
Fri, 15 Dec 2023US$60.8bUS$161.7bUS$4.2b12.3x14.5x0.4x
Sun, 12 Nov 2023US$57.0bUS$161.7bUS$4.2b11.2x13.6x0.4x
Tue, 10 Oct 2023US$58.1bUS$164.4bUS$4.3b11.5x13.5x0.4x
Thu, 07 Sep 2023US$60.1bUS$165.8bUS$4.3b11.4x13.9x0.4x
Sat, 05 Aug 2023US$56.4bUS$165.5bUS$4.4b12.7x12.8x0.3x
Mon, 03 Jul 2023US$55.4bUS$167.5bUS$4.6b12.7x12.1x0.3x
Wed, 31 May 2023US$52.1bUS$168.7bUS$4.6b11.2x11.3x0.3x
Fri, 28 Apr 2023US$49.0bUS$170.2bUS$4.7b9.4x10.4x0.3x
Price to Earnings Ratio

10.4x


Total Market Cap: US$49.0bTotal 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 Market3.58%
Tech6.77%
Electronic Equipment and Components2.83%
Technology Distributors3.51%
Electronic Manufacturing Services5.52%
Electronic Components2.42%
Electronic Equipment and Instruments0.65%
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$217.885.5%
+US$906.8m		111.4%PE17.9x
CDW CDWUS$136.853.8%
+US$634.8m		-7.8%PE16.4x
INGM Ingram Micro HoldingUS$30.317.2%
+US$472.6m		90.9%PE21.4x
NSIT Insight EnterprisesUS$76.463.5%
+US$77.9m		-42.1%PE14.6x
AVT AvnetUS$74.321.1%
+US$68.8m		58.3%PE29.3x

Latest News

SNX
US$217.88
TD SYNNEX
7D
5.5%
1Y
111.4%

SNX: Future Returns Will Reflect AI Infrastructure Adoption And Execution Risks

Narrative Update Overview The analyst price target for TD SYNNEX has moved higher from about $195.09 to about $200.55, reflecting updated views from multiple firms that reference adjusted revenue growth assumptions, a slightly lower discount rate, modestly revised profit margin expectations and a higher future P/E. Analyst Commentary Recent Street research on TD SYNNEX is clustered around higher price targets, with several large firms, including JPMorgan and Goldman Sachs, revisiting their assumptions on growth, profitability and the appropriate P/E multiple.
PLUS
US$85.79
ePlus
7D
1.8%
1Y
46.4%

PLUS: Memory Optimization Initiatives And Buybacks Will Drive Future Upside Potential

Analysts have maintained their fair value estimate for ePlus at $115, making only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, which together support an unchanged overall price target. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment to help organizations evaluate workloads, reclaim idle or over-provisioned memory, and right size existing capacity amid reported supply constraints and price pressure in the broader memory market driven by AI infrastructure demand (Key Developments).
NSIT
US$76.46
Insight Enterprises
7D
3.5%
1Y
-42.1%
INGM
US$30.31
Ingram Micro Holding
7D
7.2%
1Y
90.9%
CLMB
US$22.26
Climb Global Solutions
7D
-2.5%
1Y
-15.6%
ARW
US$175.97
Arrow Electronics
7D
0.6%
1Y
72.2%

ARW: Higher P/E Expectations Will Outrun Margins Despite Digital Platform Progress

Analysts have raised their price target on Arrow Electronics from $137.50 to $146.25, citing an updated view that reflects adjusted assumptions around the discount rate, profit margin, and future P/E expectations. What's in the News Arrow Electronics has consolidated its customer facing digital platforms into a redesigned arrow.com, creating a single interface that combines product selection, purchasing, services, and end to end account management for its global components business (Key Developments).
CNXN
US$63.44
PC Connection
7D
-1.5%
1Y
7.7%
AVT
US$74.32
Avnet
7D
1.1%
1Y
58.3%
CDW
US$136.85
CDW
7D
3.8%
1Y
-7.8%

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.
AMCI
US$7.10
AMC Robotics
7D
5.2%
1Y
-39.1%
IZM
US$0.38
ICZOOM Group
7D
-10.2%
1Y
-78.6%