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U.S. Technology Distributors Industry Analysis

UpdatedSep 01, 2026
DataAggregated Company Financials
Companies31
  • 7D5.6%
  • 3M-1.7%
  • 1Y30.5%
  • YTDn/a

In the last week, the Technology Distributors industry is up 5.6%, with CDW up 14%. Meanwhile, AMC Robotics actually underperformed within the industry, shrinking 17% in the last week. This takes the industry's 12 month performance to a gain of 31%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 02 Sep 2026US$76.3bUS$236.8bUS$4.4b18x17.5x0.3x
Fri, 31 Jul 2026US$74.1bUS$224.0bUS$4.0b17.9x18.5x0.3x
Sun, 28 Jun 2026US$72.4bUS$223.9bUS$4.0b17.7x18.2x0.3x
Tue, 26 May 2026US$66.7bUS$219.2bUS$3.9b16.4x17.3x0.3x
Thu, 23 Apr 2026US$66.2bUS$212.4bUS$3.6b17.1x18.2x0.3x
Sat, 21 Mar 2026US$52.8bUS$209.8bUS$3.5b14.8x15.1x0.3x
Mon, 16 Feb 2026US$56.7bUS$208.2bUS$3.5b16.3x16.4x0.3x
Wed, 14 Jan 2026US$53.0bUS$205.7bUS$3.4b16.9x15.8x0.3x
Fri, 12 Dec 2025US$56.6bUS$204.1bUS$3.3b18.3x17.2x0.3x
Sun, 09 Nov 2025US$54.3bUS$204.1bUS$3.3b17.5x16.5x0.3x
Tue, 07 Oct 2025US$58.9bUS$201.8bUS$3.3b17.6x18x0.3x
Thu, 04 Sep 2025US$58.4bUS$200.8bUS$3.2b17x18x0.3x
Sat, 02 Aug 2025US$59.1bUS$198.8bUS$3.3b16.4x17.7x0.3x
Mon, 30 Jun 2025US$60.1bUS$198.1bUS$3.3b17.4x18.2x0.3x
Wed, 28 May 2025US$58.5bUS$197.1bUS$3.3b16.8x18x0.3x
Fri, 25 Apr 2025US$52.6bUS$196.5bUS$3.3b15.3x16.1x0.3x
Sun, 23 Mar 2025US$56.9bUS$195.9bUS$3.3b16.1x17.3x0.3x
Tue, 18 Feb 2025US$64.1bUS$195.5bUS$3.3b18.9x19.2x0.3x
Thu, 16 Jan 2025US$63.0bUS$196.8bUS$3.6b18.4x17.6x0.3x
Sat, 14 Dec 2024US$62.2bUS$195.3bUS$3.6b16.6x17.5x0.3x
Mon, 11 Nov 2024US$66.5bUS$195.5bUS$3.6b17.3x18.7x0.3x
Wed, 09 Oct 2024US$65.0bUS$149.9bUS$3.5b22.8x18.7x0.4x
Fri, 06 Sep 2024US$62.8bUS$149.2bUS$3.4b21.3x18.3x0.4x
Sun, 04 Aug 2024US$60.9bUS$150.4bUS$3.5b19.4x17.3x0.4x
Tue, 02 Jul 2024US$62.9bUS$152.4bUS$3.6b20.4x17.4x0.4x
Thu, 30 May 2024US$65.6bUS$152.5bUS$3.6b17.6x18.2x0.4x
Sat, 27 Apr 2024US$65.6bUS$155.6bUS$3.9b16.4x16.7x0.4x
Mon, 25 Mar 2024US$66.3bUS$156.7bUS$3.9b15.1x16.9x0.4x
Wed, 21 Feb 2024US$63.3bUS$156.7bUS$3.9b12.9x16.1x0.4x
Fri, 19 Jan 2024US$61.5bUS$159.9bUS$4.2b14.7x14.8x0.4x
Sun, 17 Dec 2023US$62.3bUS$161.7bUS$4.2b12.4x14.8x0.4x
Tue, 14 Nov 2023US$56.9bUS$161.7bUS$4.2b11.2x13.5x0.4x
Thu, 12 Oct 2023US$58.9bUS$164.4bUS$4.3b11.8x13.7x0.4x
Sat, 09 Sep 2023US$59.6bUS$165.8bUS$4.3b11.1x13.8x0.4x
Price to Earnings Ratio

13.8x


Total Market Cap: US$59.6bTotal Earnings: US$4.3bTotal Revenue: US$165.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 17x202420252026
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 17.0x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 13% 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 and as a result, profits have held steady.

Industry Comparison

How does U.S. Technology Distributors compare with similar industries?

US Market0.071%
Tech2.90%
Electronic Equipment and Components1.78%
Technology Distributors5.60%
Electronic Components1.75%
Electronic Manufacturing Services1.55%
Electronic Equipment and Instruments0.48%
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$150.305.8%
+US$1.0b		-7.4%PE17.4x
ARW Arrow ElectronicsUS$205.981.7%
+US$174.1m		66.7%PE12.9x
AVT AvnetUS$89.392.1%
+US$149.4m		71.7%PE21.9x
NSIT Insight EnterprisesUS$154.072.3%
+US$101.0m		20.9%PE21.5x
CNXN PC ConnectionUS$80.070.9%
+US$17.4m		24.9%PE21.1x

Latest News

SCSC
US$56.24
ScanSource
7D
0.09%
1Y
28.9%
PLUS
US$86.58
ePlus
7D
0.3%
1Y
21.9%
Seeking Alpha • Aug 27

ePlus: Not Much Has Changed To Convince Me To Start A Position

Summary ePlus inc. has underperformed the S&P 500 over the past three years, with only 79% returns versus 89%. Recent quarters show flat top-line growth, deteriorating margins, and higher operating expenses, despite a strong cash position and no debt. AI, security, and data center order books offer potential, but revenue mix remains hardware-heavy, limiting margin expansion. I remain neutral on PLUS stock, awaiting evidence of sustained growth and improved profitability before considering a position. Read the full article on Seeking Alpha
NSIT
US$154.07
Insight Enterprises
7D
2.3%
1Y
20.9%
Narrative Update • Aug 25

NSIT: AI Services Momentum And Cloud Profitability Will Test Elevated P E Expectations

Insight Enterprises' analyst fair value estimate is updated from $75.00 to $140.00, as analysts point to higher assumed revenue growth, a slightly lower discount rate, and richer future P/E expectations supported by recent price target increases that cite strong Q2 execution, AI related demand, and improving cloud and services profitability. Analyst Commentary Recent Street research on Insight Enterprises highlights a mix of enthusiasm around AI related demand and services growth alongside some caution on how much of this is already reflected in the stock price.
INGM
US$27.61
Ingram Micro Holding
7D
-4.9%
1Y
45.0%
Seeking Alpha • Aug 25

Ingram Micro Q2: The Cash Flow Dip Creates A Buying Opportunity

Summary Ingram Micro Holding Corporation delivered a fifth consecutive earnings beat, with Q2 net sales up 13.6% YoY and non-GAAP EPS up 34.4%. Despite strong results, INGM shares dropped around 7% post-earnings early this month due to significant negative free cash flow driven by inventory build. Operating leverage is increasingly visible, with adjusted operating income up 40% and ROIC improving to 10.8%, supporting the reiterated Buy case. My DCF-based intrinsic value is $49 per INGM share, implying ~78% upside; I reiterate a Buy rating, emphasizing cash conversion as the key risk. Read the full article on Seeking Alpha
AVT
US$89.39
Avnet
7D
2.1%
1Y
71.7%
ARW
US$205.98
Arrow Electronics
7D
1.7%
1Y
66.7%
Seeking Alpha • Aug 24

Arrow Electronics: The Evolution Of A Highly Connected Tech Workbench

Summary Arrow Electronics (ARW) has enjoyed strong growth this year, with AI buying trend across the board giving it a lift in all segments. Free cash flow has been strong in recovery, but within the context of capital expenditures being at historical lows. Gross profit margin has reached its lowest point in company history, signaling operational headwinds and competitive pressures. The market has largely priced in its upside growth with a particularly strong Q4 expectation, with little room to disappoint. Read the full article on Seeking Alpha
RELL
US$16.69
Richardson Electronics
7D
-1.1%
1Y
75.5%
CNXN
US$80.07
PC Connection
7D
0.9%
1Y
24.9%
CDW
US$150.30
CDW
7D
5.8%
1Y
-7.4%
AMCI
US$3.94
AMC Robotics
7D
-19.6%
1Y
-67.1%
ADIG
US$20.34
ADI Global Distribution
7D
-8.7%
1Y
n/a
CLMB
US$27.99
Climb Global Solutions
7D
2.7%
1Y
-10.2%
Seeking Alpha • Aug 02

Climb Global Solutions: Focus Shifts From Earnings To AI (Rating Downgrade)

Summary Climb Global Solutions, Inc. reported mixed Q2 results. Topline growth has remained good, driven by CLMB's growth with existing and new software vendors. Profitability declined in Q2 due to increased SG&A. AI could threaten CLMB's software vendors, ultimately causing significant uncertainty in CLMB's long-term outlook. I estimate CLMB stock to have 28% upside to $34.4, but such upside is uncertain. Read the full article on Seeking Alpha
LHSW
US$2.88
Lianhe Sowell International Group
7D
-23.6%
1Y
-92.0%
IZM
US$0.23
ICZOOM Group
7D
-2.5%
1Y
-90.7%