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U.S. Technology Distributors Industry Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies31
  • 7D6.0%
  • 3M6.5%
  • 1Y-11.7%
  • YTDn/a

In the last week, the Technology Distributors industry is up 6.0%, with CDW up 11%. In the past year, the industry is down 12%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Feb 2026US$55.2bUS$206.6bUS$3.3b17.6x16.5x0.3x
Sun, 04 Jan 2026US$53.0bUS$204.1bUS$3.3b17.2x16.1x0.3x
Tue, 02 Dec 2025US$54.2bUS$204.1bUS$3.3b17.6x16.5x0.3x
Thu, 30 Oct 2025US$57.7bUS$201.8bUS$3.3b18x17.6x0.3x
Sat, 27 Sep 2025US$58.0bUS$201.8bUS$3.3b17.7x17.6x0.3x
Mon, 25 Aug 2025US$60.4bUS$200.8bUS$3.2b17.6x18.6x0.3x
Wed, 23 Jul 2025US$61.6bUS$198.1bUS$3.3b17.4x18.7x0.3x
Fri, 20 Jun 2025US$57.8bUS$197.1bUS$3.3b16.9x17.8x0.3x
Sun, 18 May 2025US$60.7bUS$197.1bUS$3.2b16.9x18.7x0.3x
Tue, 15 Apr 2025US$50.1bUS$196.5bUS$3.3b14.6x15.3x0.3x
Thu, 13 Mar 2025US$57.0bUS$195.9bUS$3.3b16.4x17.4x0.3x
Sat, 08 Feb 2025US$65.6bUS$195.5bUS$3.3b18.5x19.7x0.3x
Mon, 06 Jan 2025US$59.3bUS$195.3bUS$3.6b15.6x16.7x0.3x
Wed, 04 Dec 2024US$63.0bUS$195.3bUS$3.6b17.1x17.7x0.3x
Fri, 01 Nov 2024US$63.4bUS$195.6bUS$3.6b17.4x17.8x0.3x
Sun, 29 Sep 2024US$65.8bUS$149.9bUS$3.5b22.5x18.9x0.4x
Tue, 27 Aug 2024US$66.4bUS$149.4bUS$3.4b22x19.3x0.4x
Thu, 25 Jul 2024US$65.6bUS$152.4bUS$3.6b21.4x18.1x0.4x
Sat, 22 Jun 2024US$65.9bUS$152.5bUS$3.6b20.8x18.2x0.4x
Mon, 20 May 2024US$65.2bUS$152.5bUS$3.6b17.2x18x0.4x
Wed, 17 Apr 2024US$64.8bUS$155.6bUS$3.9b16.1x16.5x0.4x
Fri, 15 Mar 2024US$65.4bUS$156.7bUS$3.9b14.8x16.7x0.4x
Sun, 11 Feb 2024US$63.7bUS$157.0bUS$3.9b14.1x16.3x0.4x
Tue, 09 Jan 2024US$59.9bUS$161.7bUS$4.2b11.9x14.3x0.4x
Thu, 07 Dec 2023US$58.1bUS$161.7bUS$4.2b11.6x13.8x0.4x
Sat, 04 Nov 2023US$57.2bUS$161.7bUS$4.2b11.1x13.6x0.4x
Mon, 02 Oct 2023US$57.5bUS$164.4bUS$4.3b11.5x13.3x0.3x
Wed, 30 Aug 2023US$59.8bUS$165.8bUS$4.3b11.6x13.8x0.4x
Fri, 28 Jul 2023US$56.9bUS$167.5bUS$4.6b12.6x12.4x0.3x
Sun, 25 Jun 2023US$53.9bUS$168.7bUS$4.6b12.1x11.7x0.3x
Tue, 23 May 2023US$51.7bUS$168.7bUS$4.6b11.2x11.3x0.3x
Thu, 20 Apr 2023US$49.6bUS$170.2bUS$4.7b9.6x10.5x0.3x
Sat, 18 Mar 2023US$53.4bUS$170.0bUS$4.7b9.9x11.4x0.3x
Mon, 13 Feb 2023US$57.6bUS$170.0bUS$4.7b10.4x12.3x0.3x
Price to Earnings Ratio

12.3x


Total Market Cap: US$57.6bTotal Earnings: US$4.7bTotal Revenue: US$170.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16x202420252026
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 16.0x.
  • 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 declined 11% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.7% 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 Market-1.46%
Tech-6.07%
Electronic Equipment and Components-3.15%
Technology Distributors5.97%
Electronic Equipment and Instruments0.13%
Electronic Manufacturing Services-4.64%
Electronic Components-5.15%
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$140.7712.4%
+US$2.0b		-29.6%PE17.2x
ARW Arrow ElectronicsUS$141.106.2%
+US$421.9m		28.6%PE15.3x
SNX TD SYNNEXUS$164.191.5%
+US$196.2m		14.5%PE16.2x
CNXN PC ConnectionUS$65.6513.0%
+US$191.1m		2.6%PE19.8x
AVT AvnetUS$64.292.5%
+US$160.4m		27.4%PE25.4x

Latest News

SCSC
US$44.33
ScanSource
7D
6.9%
1Y
11.5%
CNXN
US$60.15
PC Connection
7D
3.9%
1Y
-16.1%
CDW
US$138.08
CDW
7D
10.7%
1Y
-33.0%
ARW
US$137.99
Arrow Electronics
7D
7.5%
1Y
20.1%

ARW: Higher Discount Rate And Narrower Margins Will Shape Fair Value Outlook

Analysts have lowered their price target for Arrow Electronics from US$135.00 to US$124.00, citing updated assumptions that now reflect a higher discount rate, more moderate revenue growth and profit margins, and a higher future P/E input. Valuation Changes Fair value estimate was lowered from US$135.00 to US$124.00, reflecting the updated set of assumptions.
SNX
US$164.39
TD SYNNEX
7D
3.4%
1Y
15.1%

SNX: Future Returns Will Be Driven By Hyve And Higher Value Mix

Analysts have nudged their average price target for TD SYNNEX slightly higher to about US$180, reflecting a mix of upward revisions toward US$193 and more cautious cuts into the low US$160s as they weigh expected billings growth, exposure to higher value segments, and recent performance in PCs, software, and Hyve. Analyst Commentary Recent research on TD SYNNEX points to a split view, with some firms focusing on potential growth drivers in higher value offerings and Hyve, while others emphasize risks tied to hardware budgets and component pricing.
IZM
US$1.05
ICZOOM Group
7D
-22.8%
1Y
-17.3%
NSIT
US$81.65
Insight Enterprises
7D
-3.0%
1Y
-53.1%

NSIT: Transition Year Will Test Solutions Shift And Margin Upside Potential

Analysts have reduced their fair value estimate for Insight Enterprises by $10 to $90, reflecting a lower assumed future P/E multiple and slightly softer revenue growth expectations. This comes even as they factor in a modestly higher profit margin profile and highlight the stock in recent best ideas lists, while keeping a "show me" stance on execution.
CGTL
US$5.20
Creative Global Technology Holdings
7D
73.3%
1Y
0%
AMCI
US$6.02
AMC Robotics
7D
-1.3%
1Y
-47.1%
AVT
US$63.99
Avnet
7D
6.7%
1Y
26.5%

Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%

Jan 30
Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%
LHSW
US$0.67
Lianhe Sowell International Group
7D
-5.7%
1Y
n/a

Lianhe Sowell International Group Ltd (NASDAQ:LHSW) Shares Fly 26% But Investors Aren't Buying For Growth

Jan 22
Lianhe Sowell International Group Ltd (NASDAQ:LHSW) Shares Fly 26% But Investors Aren't Buying For Growth
INGM
US$21.81
Ingram Micro Holding
7D
3.4%
1Y
-11.6%

These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively

Jan 15
These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively
CLMB
US$119.87
Climb Global Solutions
7D
-0.4%
1Y
-5.4%