Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Technology Distributors Industry Analysis

UpdatedJul 18, 2026
DataAggregated Company Financials
Companies29
  • 7D-3.1%
  • 3M10.4%
  • 1Y17.7%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 2.2%, driven by CDW declining 7.7%. In the past year, the industry has gained 18%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 18 Jul 2026US$70.9bUS$223.9bUS$4.0b17.2x17.8x0.3x
Mon, 15 Jun 2026US$75.1bUS$219.3bUS$3.8b18.7x19.6x0.3x
Wed, 13 May 2026US$64.4bUS$219.2bUS$3.9b14.9x16.7x0.3x
Fri, 10 Apr 2026US$59.9bUS$212.4bUS$3.7b15.8x16.3x0.3x
Sun, 08 Mar 2026US$53.9bUS$209.8bUS$3.5b15.6x15.4x0.3x
Tue, 03 Feb 2026US$54.9bUS$206.3bUS$3.3b17.5x16.5x0.3x
Thu, 01 Jan 2026US$53.8bUS$204.1bUS$3.3b17.3x16.4x0.3x
Sat, 29 Nov 2025US$54.2bUS$204.1bUS$3.3b17.5x16.5x0.3x
Mon, 27 Oct 2025US$58.1bUS$201.8bUS$3.3b18.5x17.7x0.3x
Wed, 24 Sep 2025US$59.5bUS$200.8bUS$3.2b17.9x18.3x0.3x
Fri, 22 Aug 2025US$59.0bUS$200.8bUS$3.2b16.8x18.2x0.3x
Sun, 20 Jul 2025US$61.6bUS$198.1bUS$3.3b17.3x18.7x0.3x
Tue, 17 Jun 2025US$57.3bUS$197.1bUS$3.3b16.8x17.6x0.3x
Thu, 15 May 2025US$61.2bUS$197.1bUS$3.2b15.7x18.8x0.3x
Sat, 12 Apr 2025US$49.7bUS$196.5bUS$3.3b14.6x15.1x0.3x
Mon, 10 Mar 2025US$58.3bUS$195.9bUS$3.3b16.4x17.8x0.3x
Wed, 05 Feb 2025US$65.5bUS$196.1bUS$3.5b18.9x18.6x0.3x
Fri, 03 Jan 2025US$59.2bUS$195.3bUS$3.6b15.6x16.7x0.3x
Sun, 01 Dec 2024US$61.6bUS$195.3bUS$3.6b17.6x17.4x0.3x
Tue, 29 Oct 2024US$70.0bUS$197.7bUS$3.8b17.3x18.4x0.4x
Thu, 26 Sep 2024US$65.3bUS$149.2bUS$3.4b22x19x0.4x
Sat, 24 Aug 2024US$65.0bUS$149.4bUS$3.4b22x18.9x0.4x
Mon, 22 Jul 2024US$64.5bUS$152.4bUS$3.6b20.8x17.8x0.4x
Wed, 19 Jun 2024US$65.4bUS$152.5bUS$3.6b18.1x18.1x0.4x
Fri, 17 May 2024US$65.1bUS$152.5bUS$3.6b16.9x18x0.4x
Sun, 14 Apr 2024US$66.4bUS$155.6bUS$3.9b16.2x16.9x0.4x
Tue, 12 Mar 2024US$65.1bUS$156.7bUS$3.9b15x16.6x0.4x
Thu, 08 Feb 2024US$61.2bUS$158.9bUS$4.1b13.4x15.1x0.4x
Sat, 06 Jan 2024US$60.4bUS$161.7bUS$4.2b11.9x14.4x0.4x
Mon, 04 Dec 2023US$58.4bUS$161.7bUS$4.2b11.4x13.9x0.4x
Wed, 01 Nov 2023US$55.4bUS$164.4bUS$4.3b11x12.9x0.3x
Fri, 29 Sep 2023US$58.2bUS$164.4bUS$4.3b11.6x13.5x0.4x
Sun, 27 Aug 2023US$58.7bUS$165.8bUS$4.3b11.4x13.6x0.4x
Tue, 25 Jul 2023US$56.4bUS$167.5bUS$4.6b12.8x12.3x0.3x
Price to Earnings Ratio

12.3x


Total Market Cap: US$56.4bTotal Earnings: US$4.6bTotal Revenue: US$167.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.8x202420252026
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 16.8x.
  • 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 4.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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-2.02%
Tech-4.20%
Electronic Equipment and Components-7.69%
Technology Distributors-3.11%
Electronic Equipment and Instruments-2.14%
Electronic Manufacturing Services-5.54%
Electronic Components-11.46%
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
INGM Ingram Micro HoldingUS$29.280.8%
+US$50.7m		41.5%PE18.9x
CNXN PC ConnectionUS$78.972.2%
+US$43.4m		20.4%PE22.8x
SCSC ScanSourceUS$54.793.2%
+US$34.8m		35.2%PE15.2x
ARW Arrow ElectronicsUS$206.610.1%
+US$10.2m		58.4%PE14.5x
CLMB Climb Global SolutionsUS$25.940.8%
+US$3.8m		2.9%PE23x

Latest News

CDW
US$133.24
CDW
7D
-7.7%
1Y
-25.8%
SNX
US$242.62
TD SYNNEX
7D
-3.5%
1Y
69.3%
INGM
US$29.28
Ingram Micro Holding
7D
0.8%
1Y
41.5%
NSIT
US$115.33
Insight Enterprises
7D
-3.7%
1Y
-17.3%
Narrative Update • Jul 16

NSIT: Cloud Demand And AI Security Mix Will Support Balanced Rerating

Insight Enterprises' analyst price target has been revised from $103 to $107.50, as analysts point to ongoing enterprise demand, returning cloud growth, and an elevated hardware backlog as key support for a higher fair value estimate. Analyst Commentary Recent research on Insight Enterprises highlights a shift toward a more balanced view, as analysts reassess the stock in light of enterprise IT demand, cloud activity, and hardware trends.
CLMB
US$25.94
Climb Global Solutions
7D
0.8%
1Y
2.9%
RELL
US$17.18
Richardson Electronics
7D
-0.2%
1Y
79.3%
Seeking Alpha • Jul 16

Richardson Is Set For Further Gains

Summary Richardson is entering a long-awaited upcycle, led by its high-margin wafer fab equipment business and secular AI datacenter demand. Management anticipates this boom will outlast typical 6–12 month CapEx cycles, with backlog and PMT segment growth signaling early momentum. GES (Green Energy Solutions) is maturing, with international expansion and a growing backlog in core Pitch Energy Modules and BESS opportunities. Q3 showed modest revenue growth and a swing to profitability; future catalysts include Siemens tube repairs and a new BESS design center by FY27. Read the full article on Seeking Alpha
CNXN
US$78.97
PC Connection
7D
2.2%
1Y
20.4%
PLUS
US$89.27
ePlus
7D
-0.4%
1Y
30.5%
LHSW
US$2.28
Lianhe Sowell International Group
7D
-33.9%
1Y
-93.9%
ARW
US$206.61
Arrow Electronics
7D
0.1%
1Y
58.4%
Seeking Alpha • Jul 08

Arrow Electronics: Ignored, Discounted, And Growing Fast

Summary Arrow Electronics is a leading distributor of electronic components, hardware systems, and software with a diverse product catalog. ARW's broad portfolio reduces risk and earnings volatility but can obscure its exposure to high-growth AI infrastructure demand. The company's offerings span critical AI data center needs, including memory, storage, networking, power components, and supply chain management. If AI infrastructure expansion matches big-tech expectations, ARW's AI-related segments could become significant growth drivers. Read the full article on Seeking Alpha
AVT
US$85.65
Avnet
7D
-1.7%
1Y
55.7%
SCSC
US$54.79
ScanSource
7D
3.2%
1Y
35.2%
AMCI
US$5.05
AMC Robotics
7D
-2.7%
1Y
-57.6%