Analysis Article • 14h

In the last week, the Technology Distributors industry is up 1.8%, with Arrow Electronics up 13%. Meanwhile, CDW actually underperformed within the industry, shrinking 7.3% in the last week. This means that the industry has gained 9.8% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.
Has the U.S. Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 16 May 2026 | US$63.9b | US$219.2b | US$3.9b | 15.1x | 16.5x | 0.3x |
| Mon, 13 Apr 2026 | US$59.9b | US$212.4b | US$3.7b | 15.7x | 16.4x | 0.3x |
| Wed, 11 Mar 2026 | US$53.7b | US$209.8b | US$3.5b | 15.6x | 15.3x | 0.3x |
| Fri, 06 Feb 2026 | US$57.5b | US$206.7b | US$3.3b | 17.1x | 17.2x | 0.3x |
| Sun, 04 Jan 2026 | US$53.0b | US$204.1b | US$3.3b | 17.2x | 16.1x | 0.3x |
| Tue, 02 Dec 2025 | US$54.2b | US$204.1b | US$3.3b | 17.6x | 16.5x | 0.3x |
| Thu, 30 Oct 2025 | US$57.7b | US$201.8b | US$3.3b | 18x | 17.6x | 0.3x |
| Sat, 27 Sep 2025 | US$58.0b | US$201.8b | US$3.3b | 17.7x | 17.6x | 0.3x |
| Mon, 25 Aug 2025 | US$60.4b | US$200.8b | US$3.2b | 17.6x | 18.6x | 0.3x |
| Wed, 23 Jul 2025 | US$61.6b | US$198.1b | US$3.3b | 17.4x | 18.7x | 0.3x |
| Fri, 20 Jun 2025 | US$57.8b | US$197.1b | US$3.3b | 16.9x | 17.8x | 0.3x |
| Sun, 18 May 2025 | US$60.7b | US$197.1b | US$3.2b | 16.9x | 18.7x | 0.3x |
| Tue, 15 Apr 2025 | US$50.1b | US$196.5b | US$3.3b | 14.6x | 15.3x | 0.3x |
| Thu, 13 Mar 2025 | US$57.0b | US$195.9b | US$3.3b | 16.4x | 17.4x | 0.3x |
| Sat, 08 Feb 2025 | US$65.6b | US$195.5b | US$3.3b | 18.5x | 19.7x | 0.3x |
| Mon, 06 Jan 2025 | US$59.3b | US$195.3b | US$3.6b | 15.6x | 16.7x | 0.3x |
| Wed, 04 Dec 2024 | US$63.0b | US$195.3b | US$3.6b | 17.1x | 17.7x | 0.3x |
| Fri, 01 Nov 2024 | US$63.4b | US$195.6b | US$3.6b | 17.4x | 17.8x | 0.3x |
| Sun, 29 Sep 2024 | US$65.8b | US$149.9b | US$3.5b | 22.5x | 18.9x | 0.4x |
| Tue, 27 Aug 2024 | US$66.4b | US$149.4b | US$3.4b | 22x | 19.3x | 0.4x |
| Thu, 25 Jul 2024 | US$65.6b | US$152.4b | US$3.6b | 21.4x | 18.1x | 0.4x |
| Sat, 22 Jun 2024 | US$65.9b | US$152.5b | US$3.6b | 20.8x | 18.2x | 0.4x |
| Mon, 20 May 2024 | US$65.2b | US$152.5b | US$3.6b | 17.2x | 18x | 0.4x |
| Wed, 17 Apr 2024 | US$64.8b | US$155.6b | US$3.9b | 16.1x | 16.5x | 0.4x |
| Fri, 15 Mar 2024 | US$65.4b | US$156.7b | US$3.9b | 14.8x | 16.7x | 0.4x |
| Sun, 11 Feb 2024 | US$63.7b | US$157.0b | US$3.9b | 14.1x | 16.3x | 0.4x |
| Tue, 09 Jan 2024 | US$59.9b | US$161.7b | US$4.2b | 11.9x | 14.3x | 0.4x |
| Thu, 07 Dec 2023 | US$58.1b | US$161.7b | US$4.2b | 11.6x | 13.8x | 0.4x |
| Sat, 04 Nov 2023 | US$57.2b | US$161.7b | US$4.2b | 11.1x | 13.6x | 0.4x |
| Mon, 02 Oct 2023 | US$57.5b | US$164.4b | US$4.3b | 11.5x | 13.3x | 0.3x |
| Wed, 30 Aug 2023 | US$59.8b | US$165.8b | US$4.3b | 11.6x | 13.8x | 0.4x |
| Fri, 28 Jul 2023 | US$56.9b | US$167.5b | US$4.6b | 12.6x | 12.4x | 0.3x |
| Sun, 25 Jun 2023 | US$53.9b | US$168.7b | US$4.6b | 12.1x | 11.7x | 0.3x |
| Tue, 23 May 2023 | US$51.7b | US$168.7b | US$4.6b | 11.2x | 11.3x | 0.3x |
11.3x
How does U.S. Technology Distributors compare with similar industries?
| US Market | 1.15% | |
| Tech | 4.83% | |
| Electronic Equipment and Components | 5.48% | |
| Technology Distributors | 1.80% | |
| Electronic Components | 7.56% | |
| Electronic Manufacturing Services | 4.72% | |
| Electronic Equipment and Instruments | 2.82% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARW Arrow Electronics | US$208.37 | 6.9% +US$686.2m | 70.9% | PE14.7x | |
| AVT Avnet | US$84.06 | 2.4% +US$161.6m | 62.0% | PE32.2x | |
| NSIT Insight Enterprises | US$88.90 | 6.1% +US$154.3m | -35.1% | PE14.9x | |
| RELL Richardson Electronics | US$16.96 | 10.3% +US$23.0m | 79.1% | PE65.7x | |
| LHSW Lianhe Sowell International Group | US$0.23 | 7.2% +US$816.4k | -82.7% | PE10.7x |