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U.S. Technology Distributors Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies29
  • 7D-3.0%
  • 3M40.1%
  • 1Y24.8%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 1.2%, driven by a pullback from TD SYNNEX of 2.4%. On the other hand Insight Enterprises is actually up 5.0%. This takes the industry's 12 month performance to a gain of 24%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Jun 2026US$73.6bUS$223.9bUS$4.0b17.7x18.4x0.3x
Mon, 25 May 2026US$66.7bUS$219.2bUS$3.9b16.4x17.3x0.3x
Wed, 22 Apr 2026US$65.5bUS$212.4bUS$3.6b17x18x0.3x
Fri, 20 Mar 2026US$52.2bUS$209.8bUS$3.5b14.9x14.9x0.2x
Sun, 15 Feb 2026US$56.7bUS$208.2bUS$3.5b16.3x16.4x0.3x
Tue, 13 Jan 2026US$53.0bUS$205.7bUS$3.4b17x15.8x0.3x
Thu, 11 Dec 2025US$55.8bUS$204.1bUS$3.3b18.3x16.9x0.3x
Sat, 08 Nov 2025US$53.8bUS$204.1bUS$3.3b17.5x16.3x0.3x
Mon, 06 Oct 2025US$58.9bUS$201.8bUS$3.3b18x18x0.3x
Wed, 03 Sep 2025US$59.4bUS$200.8bUS$3.2b16.8x18.3x0.3x
Fri, 01 Aug 2025US$62.1bUS$198.2bUS$3.3b16.4x18.8x0.3x
Sun, 29 Jun 2025US$60.1bUS$198.1bUS$3.3b17.4x18.2x0.3x
Tue, 27 May 2025US$58.5bUS$197.1bUS$3.3b16.2x18x0.3x
Thu, 24 Apr 2025US$51.8bUS$196.5bUS$3.3b14.9x15.8x0.3x
Sat, 22 Mar 2025US$57.6bUS$195.9bUS$3.3b16.1x17.6x0.3x
Mon, 17 Feb 2025US$64.1bUS$195.5bUS$3.3b18.9x19.2x0.3x
Wed, 15 Jan 2025US$63.0bUS$196.8bUS$3.6b18.2x17.6x0.3x
Fri, 13 Dec 2024US$62.3bUS$195.3bUS$3.6b17.1x17.5x0.3x
Sun, 10 Nov 2024US$66.5bUS$195.5bUS$3.6b17.3x18.7x0.3x
Tue, 08 Oct 2024US$65.0bUS$149.9bUS$3.5b22.5x18.7x0.4x
Thu, 05 Sep 2024US$63.2bUS$149.2bUS$3.4b21.3x18.4x0.4x
Sat, 03 Aug 2024US$62.8bUS$150.4bUS$3.5b19.4x17.9x0.4x
Mon, 01 Jul 2024US$62.9bUS$152.4bUS$3.6b20.6x17.4x0.4x
Wed, 29 May 2024US$66.7bUS$152.5bUS$3.6b17.7x18.5x0.4x
Fri, 26 Apr 2024US$65.6bUS$155.6bUS$3.9b16.4x16.7x0.4x
Sun, 24 Mar 2024US$66.3bUS$156.7bUS$3.9b15.1x16.9x0.4x
Tue, 20 Feb 2024US$63.1bUS$156.7bUS$3.9b13.3x16.1x0.4x
Thu, 18 Jan 2024US$60.3bUS$159.9bUS$4.2b14.7x14.5x0.4x
Sat, 16 Dec 2023US$62.3bUS$161.7bUS$4.2b12.4x14.8x0.4x
Mon, 13 Nov 2023US$57.1bUS$161.7bUS$4.2b11.2x13.6x0.4x
Wed, 11 Oct 2023US$58.6bUS$164.4bUS$4.3b11.8x13.6x0.4x
Fri, 08 Sep 2023US$59.6bUS$165.8bUS$4.3b11.3x13.8x0.4x
Sun, 06 Aug 2023US$56.4bUS$165.5bUS$4.4b12.7x12.8x0.3x
Tue, 04 Jul 2023US$55.3bUS$167.5bUS$4.6b12.6x12.1x0.3x
Price to Earnings Ratio

12.1x


Total Market Cap: US$55.3bTotal Earnings: US$4.6bTotal Revenue: US$167.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.7x202420252026
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 18.6x which is higher than its 3-year average PE of 16.7x.
  • 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 4.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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-2.65%
Tech-5.92%
Electronic Equipment and Components-0.46%
Technology Distributors-2.99%
Electronic Components3.68%
Electronic Equipment and Instruments-3.81%
Electronic Manufacturing Services-5.47%
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$133.303.8%
+US$629.8m		-24.9%PE15.8x
NSIT Insight EnterprisesUS$119.4910.2%
+US$333.8m		-11.5%PE20.1x
SCSC ScanSourceUS$50.872.5%
+US$25.2m		21.3%PE14.1x
CNXN PC ConnectionUS$71.421.2%
+US$21.4m		8.1%PE20.6x

Latest News

CLMB
US$22.34
Climb Global Solutions
7D
-1.6%
1Y
-13.5%
SNX
US$266.27
TD SYNNEX
7D
-6.4%
1Y
97.6%
Seeking Alpha • 21h

TD Synnex: Hyve And Distribution Are Both Pulling The Story Forward

Summary TD SYNNEX delivered a robust Q2 2026, with revenue up 31% y/y and adj. EPS is up 62% y/y, supporting a reiterated buy rating. Hyve’s rapid scaling—117% y/y adj. gross billings growth—now drives a larger share of SNX’s operating profit, with visibility into further hyperscaler ramps. Distribution remains healthy, with 22% y/y gross billings growth and strategic wins like HPE’s global partnership, broadening SNX’s AI-driven demand exposure. Valuation has rerated, with a new price target of $342 based on higher FY28 EPS estimates and a higher justified multiple, reflecting improved growth durability. Read the full article on Seeking Alpha
INGM
US$27.53
Ingram Micro Holding
7D
-2.7%
1Y
33.7%
Narrative Update • Jun 26

INGM: AI Infrastructure Demand And Fair Value View Will Shape Next Phase

Ingram Micro Holding's fair value estimate has been revised from $21.00 to $26.00 as analysts reflect higher long-term revenue growth assumptions, a modestly lower discount rate, and stronger demand signals in enterprise servers and AI-related infrastructure, highlighted in recent price target increases across the Street. Analyst Commentary Recent Street commentary on Ingram Micro Holding highlights a mix of optimism about enterprise server and AI infrastructure demand alongside pockets of caution around how much of that strength is already reflected in the stock.
SCSC
US$50.87
ScanSource
7D
2.5%
1Y
21.3%
Narrative Update • Jun 24

SCSC: Earnings Beat And Buybacks Will Support Future Upside Potential

Analysts have kept their ScanSource price target steady at $71.00, citing updated assumptions for revenue growth, profit margins and future P/E. Together, these factors suggest only minor refinements to their valuation framework rather than a major shift in outlook.
ARW
US$215.15
Arrow Electronics
7D
-7.5%
1Y
69.1%
Narrative Update • Jun 22

ARW: Earnings Momentum And Buybacks Will Support Further Upside Potential

Analysts have raised their price target on Arrow Electronics to $260 from $240, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their models. What’s in the News for Arrow Electronics Arrow Electronics stock recently reached a new 52 week high after multiple earnings surprises, with year to date performance of about 104% compared with 22.1% for the broader Computer and Technology sector.
RELL
US$17.63
Richardson Electronics
7D
-5.2%
1Y
83.5%
Narrative Update • Jun 22

RELL: Higher Storage Ambitions Will Still Face P/E And Execution Headwinds

Analysts have lifted their price target on Richardson Electronics by $3, citing updated assumptions around revenue growth, profit margins, and valuation multiples reflected in the latest model inputs. What’s in the News for Richardson Electronics Richardson Electronics announced a global partnership with NoMIS Power to add silicon carbide power semiconductor solutions spanning 1.2 kV to 10 kV to its Power & Microwave Technologies portfolio, targeting applications such as battery energy storage systems, renewable energy conversion, AI data center power infrastructure, HVDC interfaces, rail, industrial drives, and aerospace and defense power systems.
NSIT
US$119.49
Insight Enterprises
7D
10.2%
1Y
-11.5%
AVT
US$86.37
Avnet
7D
-5.6%
1Y
64.0%
Analysis Article • Jun 20

Avnet (AVT) Stock Near Fair Value After Strong Growth And Ownership Shifts

Why Avnet’s latest results and shifting ownership are drawing fresh attention Avnet (AVT) has attracted fresh scrutiny after reporting year over year revenue growth of 33.95% and net profit growth of 7.29%, alongside visible shifts in institutional investor positioning. The company also carries a financial score of 6.36. This figure sits against its recent growth profile, while large institutions have adjusted holdings in different directions, giving investors fresh data points to weigh. See...
PLUS
US$79.84
ePlus
7D
-2.5%
1Y
9.1%
CDW
US$133.30
CDW
7D
3.8%
1Y
-24.9%
Narrative Update • Jun 18

CDW: AI Demand And Buybacks Will Support Future Stock Upside

CDW's analyst price target has been revised from about $195 to around $189, as analysts factor in slightly lower assumed revenue growth and a higher discount rate. This is partly offset by expectations for steadier profit margins and a somewhat lower future P/E multiple.
CNXN
US$71.42
PC Connection
7D
1.2%
1Y
8.1%
AMCI
US$4.22
AMC Robotics
7D
-2.5%
1Y
-64.2%