Narrative Update • Jul 20

In the last week, the Technology Distributors industry is up 1.8%, with Arrow Electronics up 5.4%. This means that the industry has gained 19% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 24 Jul 2026 | US$72.8b | US$223.9b | US$4.0b | 17.6x | 18.2x | 0.3x |
| Sun, 21 Jun 2026 | US$74.8b | US$219.3b | US$3.8b | 18.2x | 19.5x | 0.3x |
| Tue, 19 May 2026 | US$63.6b | US$219.2b | US$3.9b | 15.2x | 16.5x | 0.3x |
| Thu, 16 Apr 2026 | US$62.6b | US$212.4b | US$3.7b | 16.2x | 17.1x | 0.3x |
| Sat, 14 Mar 2026 | US$52.2b | US$209.8b | US$3.5b | 15.2x | 14.9x | 0.2x |
| Mon, 09 Feb 2026 | US$60.2b | US$208.2b | US$3.5b | 17.5x | 17.4x | 0.3x |
| Wed, 07 Jan 2026 | US$53.2b | US$204.1b | US$3.3b | 17.4x | 16.2x | 0.3x |
| Fri, 05 Dec 2025 | US$54.8b | US$204.1b | US$3.3b | 17.6x | 16.7x | 0.3x |
| Sun, 02 Nov 2025 | US$57.5b | US$202.9b | US$3.3b | 18.4x | 17.6x | 0.3x |
| Tue, 30 Sep 2025 | US$59.7b | US$201.8b | US$3.3b | 17.7x | 18.1x | 0.3x |
| Thu, 28 Aug 2025 | US$59.5b | US$200.8b | US$3.2b | 17.4x | 18.3x | 0.3x |
| Sat, 26 Jul 2025 | US$61.9b | US$198.1b | US$3.3b | 17.4x | 18.7x | 0.3x |
| Mon, 23 Jun 2025 | US$57.7b | US$197.1b | US$3.3b | 17x | 17.7x | 0.3x |
| Wed, 21 May 2025 | US$60.3b | US$197.1b | US$3.2b | 16.8x | 18.6x | 0.3x |
| Fri, 18 Apr 2025 | US$50.6b | US$196.5b | US$3.3b | 14.5x | 15.4x | 0.3x |
| Sun, 16 Mar 2025 | US$57.0b | US$195.9b | US$3.3b | 16.6x | 17.4x | 0.3x |
| Tue, 11 Feb 2025 | US$64.1b | US$195.5b | US$3.3b | 18.7x | 19.2x | 0.3x |
| Thu, 09 Jan 2025 | US$61.1b | US$195.3b | US$3.6b | 17.6x | 17.2x | 0.3x |
| Sat, 07 Dec 2024 | US$62.1b | US$195.3b | US$3.6b | 17x | 17.5x | 0.3x |
| Mon, 04 Nov 2024 | US$63.3b | US$195.6b | US$3.6b | 17.4x | 17.8x | 0.3x |
| Wed, 02 Oct 2024 | US$65.8b | US$149.9b | US$3.5b | 22.1x | 18.9x | 0.4x |
| Fri, 30 Aug 2024 | US$65.8b | US$149.2b | US$3.4b | 22.1x | 19.1x | 0.4x |
| Sun, 28 Jul 2024 | US$65.8b | US$152.4b | US$3.6b | 22.1x | 18.2x | 0.4x |
| Tue, 25 Jun 2024 | US$66.3b | US$152.5b | US$3.6b | 20.5x | 18.4x | 0.4x |
| Thu, 23 May 2024 | US$66.5b | US$152.5b | US$3.6b | 17.6x | 18.3x | 0.4x |
| Sat, 20 Apr 2024 | US$63.5b | US$155.6b | US$3.9b | 15.8x | 16.2x | 0.4x |
| Mon, 18 Mar 2024 | US$64.6b | US$156.7b | US$3.9b | 14.8x | 16.4x | 0.4x |
| Wed, 14 Feb 2024 | US$62.1b | US$157.0b | US$3.9b | 13.2x | 15.9x | 0.4x |
| Fri, 12 Jan 2024 | US$60.9b | US$159.9b | US$4.2b | 14.6x | 14.6x | 0.4x |
| Sun, 10 Dec 2023 | US$59.4b | US$161.7b | US$4.2b | 11.5x | 14.1x | 0.4x |
| Tue, 07 Nov 2023 | US$57.2b | US$161.7b | US$4.2b | 11.3x | 13.6x | 0.4x |
| Thu, 05 Oct 2023 | US$57.5b | US$164.4b | US$4.3b | 11.6x | 13.3x | 0.3x |
| Sat, 02 Sep 2023 | US$60.9b | US$165.8b | US$4.3b | 11.5x | 14.1x | 0.4x |
| Mon, 31 Jul 2023 | US$55.8b | US$167.5b | US$4.6b | 12.5x | 12.2x | 0.3x |
12.2x
How does U.S. Technology Distributors compare with similar industries?
| US Market | -1.98% | |
| Tech | 0.26% | |
| Electronic Equipment and Components | 2.95% | |
| Technology Distributors | 1.77% | |
| Electronic Manufacturing Services | 4.04% | |
| Electronic Components | 2.97% | |
| Electronic Equipment and Instruments | 2.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARW Arrow Electronics | US$215.11 | 5.4% +US$563.0m | 69.2% | PE15.1x | |
| AVT Avnet | US$89.92 | 6.1% +US$423.2m | 68.6% | PE34.5x | |
| SNX TD SYNNEX | US$247.96 | 1.8% +US$349.4m | 70.0% | PE17.6x | |
| INGM Ingram Micro Holding | US$29.57 | 4.2% +US$271.9m | 39.5% | PE19.1x | |
| RELL Richardson Electronics | US$21.82 | 30.7% +US$76.0m | 100.9% | PE50x |