Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Technology Distributors Industry Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies29
  • 7D0.1%
  • 3M21.4%
  • 1Y22.4%
  • YTDn/a

In the last week, the Technology Distributors industry is flat overall, with Ingram Micro Holding standing out by going down 8.0%. The past year has been better, since the industry has gained 22% in that time. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 11 May 2023US$49.7bUS$168.7bUS$4.6b9.4x10.8x0.3x
Price to Earnings Ratio

10.8x


Total Market Cap: US$49.7bTotal 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 16.3x202420252026
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 18.1x which is higher than its 3-year average PE of 16.3x.
  • 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 7.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.6% 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 Market0.91%
Tech0.52%
Electronic Equipment and Components-1.06%
Technology Distributors0.097%
Electronic Manufacturing Services2.06%
Electronic Equipment and Instruments1.07%
Electronic Components-3.62%
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$136.032.2%
+US$373.7m		-17.9%PE16.3x
SNX TD SYNNEXUS$228.201.1%
+US$199.4m		98.9%PE18.7x
AVT AvnetUS$80.532.5%
+US$158.0m		60.9%PE30.8x
PLUS ePlusUS$85.211.0%
+US$22.5m		32.9%PE15x
CNXN PC ConnectionUS$64.300.8%
+US$13.5m		-6.0%PE18.5x

Latest News

INGM
US$27.91
Ingram Micro Holding
7D
-7.5%
1Y
51.5%
AVT
US$80.53
Avnet
7D
2.5%
1Y
60.9%
CNXN
US$64.30
PC Connection
7D
0.8%
1Y
-6.0%
ARW
US$184.52
Arrow Electronics
7D
-1.1%
1Y
58.3%

ARW: Rising P/E And Thinner Margins Will Pressure Forward Returns

Analysts have lifted their price target for Arrow Electronics by $7 to $122, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Arrow completed a broad shift of its global components customer-facing digital platforms to a single, redesigned arrow.com, consolidating product selection, purchasing, services, and account management into one omnichannel experience while retiring the MyArrow portal (Client Announcement).
RELL
US$14.48
Richardson Electronics
7D
1.4%
1Y
61.6%
NSIT
US$72.77
Insight Enterprises
7D
-0.9%
1Y
-45.6%

NSIT: Reset Assumptions And Upcoming CEO Transition Will Support Long Term Upside

Analysts have reduced their price targets on Insight Enterprises by $10, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E multiples. These changes leave their fair value view broadly unchanged at $120.
SNX
US$228.20
TD SYNNEX
7D
1.1%
1Y
98.9%

AI Data Center Dependence Will Weaken Margins As Hyperscale Demand Normalizes

Catalysts About TD SYNNEX TD SYNNEX distributes technology products and services and provides design, manufacturing and supply chain solutions for large cloud and data center customers. What are the underlying business or industry changes driving this perspective?
SCSC
US$41.15
ScanSource
7D
1.2%
1Y
19.9%

SCSC: Buybacks And Converged Communications Expansion Will Drive Future Upside

Analysts now hold the ScanSource price target steady at $62, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that remain closely aligned with prior estimates. What's in the News ScanSource launched its Converged Communications CX Team, bringing together ScanSource Specialty and Intelisys technologies, services and expertise to support demand for specialty hardware devices, cloud connectivity, unified communications and customer experience technologies (Client Announcements).
CDW
US$136.03
CDW
7D
2.2%
1Y
-17.9%
CLMB
US$18.89
Climb Global Solutions
7D
-10.0%
1Y
-25.9%

CLMB: Q4 Beat And SLED Expansion Will Support Future Earnings Power

Narrative Update Analysts have trimmed their price target on Climb Global Solutions to $120 from $136, citing a reduced 2026 EPS outlook tied to a 30 basis-point cut in adjusted EBITDA margin forecasts, even as other firms maintain a constructive stance on the stock. Analyst Commentary Recent research has highlighted both optimism and caution around Climb Global Solutions, with price targets and earnings forecasts being recalibrated following the latest Q4 results.
PLUS
US$85.21
ePlus
7D
1.0%
1Y
32.9%

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).
AMCI
US$6.79
AMC Robotics
7D
-3.6%
1Y
-41.8%
LHSW
US$0.26
Lianhe Sowell International Group
7D
-9.9%
1Y
-91.6%
IZM
US$0.38
ICZOOM Group
7D
10.9%
1Y
-81.9%
CGTL
US$1.14
Creative Global Technology Holdings
7D
-1.7%
1Y
23.2%

Creative Global Technology Holdings Limited's (NASDAQ:CGTL) Popularity With Investors Under Threat As Stock Sinks 39%

Feb 15
Creative Global Technology Holdings Limited's (NASDAQ:CGTL) Popularity With Investors Under Threat As Stock Sinks 39%