Narrative Update • Jun 16

Over the last 7 days, the Technology Distributors industry has risen 2.1%, driven by gains from TD SYNNEX of 3.4%. This means that the industry has gained 32% over the past year. Looking forward, earnings are forecast to grow by 19% annually.
Has the U.S. Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | US$75.4b | US$219.3b | US$3.8b | 18.3x | 19.6x | 0.3x |
| Sat, 16 May 2026 | US$64.7b | US$219.2b | US$3.9b | 14.9x | 16.7x | 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 |
11.7x
How does U.S. Technology Distributors compare with similar industries?
| US Market | 2.32% | |
| Tech | 3.34% | |
| Electronic Equipment and Components | 3.89% | |
| Technology Distributors | 2.06% | |
| Electronic Equipment and Instruments | 4.80% | |
| Electronic Manufacturing Services | 4.41% | |
| Electronic Components | 3.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNX TD SYNNEX | US$283.81 | 6.0% +US$1.3b | 127.7% | PE23.3x | |
| ARW Arrow Electronics | US$225.99 | 4.9% +US$536.9m | 83.0% | PE15.9x | |
| AVT Avnet | US$89.81 | 5.2% +US$362.5m | 76.3% | PE34.4x | |
| RELL Richardson Electronics | US$17.45 | 6.8% +US$16.2m | 94.1% | PE67.6x | |
| INGM Ingram Micro Holding | US$28.49 | 0.1% +US$9.2m | 46.3% | PE18.4x |