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U.S. Technology Distributors Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies30
  • 7D-1.0%
  • 3M15.0%
  • 1Y30.6%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 1.0%, driven by a pullback from CDW of 8.1%. In contrast, Avnet has gained 8.7%. Over the past 12 months, the industry was up 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
Sun, 09 Aug 2026US$78.1bUS$236.7bUS$4.1b16.8x19.2x0.3x
Tue, 07 Jul 2026US$69.2bUS$223.9bUS$4.0b17.4x17.3x0.3x
Thu, 04 Jun 2026US$77.0bUS$219.3bUS$3.8b19.2x20x0.4x
Sat, 02 May 2026US$67.5bUS$216.0bUS$3.7b16.5x18.4x0.3x
Mon, 30 Mar 2026US$52.4bUS$209.8bUS$3.5b14.8x14.9x0.2x
Wed, 25 Feb 2026US$55.5bUS$208.2bUS$3.5b15.9x16x0.3x
Fri, 23 Jan 2026US$52.6bUS$205.7bUS$3.4b17.4x15.7x0.3x
Sun, 21 Dec 2025US$54.4bUS$204.1bUS$3.3b17.4x16.5x0.3x
Tue, 18 Nov 2025US$54.0bUS$204.1bUS$3.3b17.1x16.4x0.3x
Thu, 16 Oct 2025US$56.8bUS$201.8bUS$3.3b18.1x17.3x0.3x
Sat, 13 Sep 2025US$60.5bUS$200.8bUS$3.2b18x18.6x0.3x
Mon, 11 Aug 2025US$57.9bUS$200.8bUS$3.2b17.4x17.9x0.3x
Wed, 09 Jul 2025US$61.1bUS$198.1bUS$3.3b17.4x18.5x0.3x
Fri, 06 Jun 2025US$58.1bUS$197.1bUS$3.3b16.8x17.9x0.3x
Sun, 04 May 2025US$55.8bUS$195.9bUS$3.2b15x17.3x0.3x
Tue, 01 Apr 2025US$53.8bUS$196.5bUS$3.3b15.6x16.4x0.3x
Thu, 27 Feb 2025US$61.8bUS$195.5bUS$3.3b18.1x18.5x0.3x
Sat, 25 Jan 2025US$66.7bUS$196.8bUS$3.6b19.1x18.7x0.3x
Mon, 23 Dec 2024US$59.6bUS$195.3bUS$3.6b16.2x16.8x0.3x
Wed, 20 Nov 2024US$60.6bUS$195.3bUS$3.5b16.3x17.1x0.3x
Fri, 18 Oct 2024US$65.9bUS$149.9bUS$3.5b22.2x18.9x0.4x
Sun, 15 Sep 2024US$63.2bUS$149.2bUS$3.4b21.9x18.4x0.4x
Tue, 13 Aug 2024US$61.8bUS$149.4bUS$3.4b19.8x18x0.4x
Thu, 11 Jul 2024US$60.8bUS$152.4bUS$3.6b20.1x16.8x0.4x
Sat, 08 Jun 2024US$64.8bUS$152.5bUS$3.6b17.5x17.9x0.4x
Mon, 06 May 2024US$62.5bUS$152.6bUS$3.6b16x17.2x0.4x
Wed, 03 Apr 2024US$66.9bUS$155.6bUS$3.9b16x17x0.4x
Fri, 01 Mar 2024US$64.3bUS$156.7bUS$3.9b14.9x16.4x0.4x
Sun, 28 Jan 2024US$62.3bUS$159.9bUS$4.2b14.8x15x0.4x
Tue, 26 Dec 2023US$62.9bUS$161.7bUS$4.2b12.6x15x0.4x
Thu, 23 Nov 2023US$58.9bUS$161.7bUS$4.2b11.3x14x0.4x
Sat, 21 Oct 2023US$55.5bUS$164.4bUS$4.3b11.6x12.9x0.3x
Mon, 18 Sep 2023US$58.7bUS$165.8bUS$4.3b11.7x13.6x0.4x
Wed, 16 Aug 2023US$57.9bUS$165.6bUS$4.4b12.4x13.1x0.3x
Price to Earnings Ratio

13.1x


Total Market Cap: US$57.9bTotal Earnings: US$4.4bTotal Revenue: US$165.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.9x202420252026
Current Industry PE
  • Investors are optimistic on the American Technology Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 19.2x which is higher than its 3-year average PE of 16.9x.
  • 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 2.8% per year 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, which has decreased profits.

Industry Comparison

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

US Market4.05%
Tech7.60%
Electronic Equipment and Components10.31%
Technology Distributors-1.02%
Electronic Components14.05%
Electronic Manufacturing Services9.40%
Electronic Equipment and Instruments8.08%
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
AVT AvnetUS$96.538.7%
+US$630.8m		85.7%PE23.7x
NSIT Insight EnterprisesUS$149.3215.8%
+US$615.9m		21.3%PE21.4x
ADIG ADI Global DistributionUS$27.0334.3%
+US$523.2m		n/aPS0.4x
INGM Ingram Micro HoldingUS$28.400.7%
+US$43.8m		51.4%PE15.2x
RELL Richardson ElectronicsUS$20.6613.0%
+US$36.1m		115.4%PE47.6x

Latest News

CDW
US$135.81
CDW
7D
-8.1%
1Y
-16.6%
RELL
US$20.66
Richardson Electronics
7D
13.0%
1Y
115.4%
Narrative Update • Aug 07

RELL: Green Energy And Power Backlog Will Drive Future Upside Potential

Analysts have lifted their fair value estimate for Richardson Electronics to $24 from $15, citing what they describe as a growth inflection point supported by the strongest backlog in 14 quarters, faster sales growth, and expanding opportunities in Green Energy Solutions, alongside a supportive upcycle for Power and Microwave Technologies. Analyst Commentary Bullish analysts frame the latest move to a US$24 fair value for Richardson Electronics as a meaningful reset of expectations.
ARW
US$203.51
Arrow Electronics
7D
-6.0%
1Y
68.3%
Narrative Update • Aug 07

ARW: AI-Driven Margin Expansion And Buybacks Will Support Future Upside

Analysts have lifted their price target for Arrow Electronics from $219.50 to $227.00, citing updated assumptions that include the company’s stated revenue growth outlook of 11.05%, a profit margin estimate of 3.25%, a discount rate of 9.44% and a future P/E of 9.11x. What’s in the News for Arrow Electronics Arrow Electronics issued consolidated earnings guidance for the third quarter ending October 3, 2026, with expected sales of US$9.60b to US$10.20b, including Global Components sales of US$7.50b to US$7.90b and Global ECS sales of US$2.10b to US$2.30b, and projected diluted EPS of US$4.72 to US$4.92.
NSIT
US$149.32
Insight Enterprises
7D
15.8%
1Y
21.3%
INGM
US$28.40
Ingram Micro Holding
7D
0.7%
1Y
51.4%
Narrative Update • Aug 07

INGM: Enterprise Server And AI Infrastructure Demand Will Drive Future Upside Potential

Analysts have nudged the fair value estimate for Ingram Micro Holding higher to $33.17 from $31.85, as recent price target increases to as much as $33 reflect views that stronger Q2 revenue, resilient enterprise server demand and continued GPU distribution interest support a modestly higher valuation multiple despite slightly softer modeled growth and margins. Analyst Commentary Recent research on Ingram Micro Holding points to a more balanced stance, with several firms adjusting price targets higher while still emphasizing execution risks and the need for proof that current demand trends can persist.
AVT
US$96.53
Avnet
7D
8.7%
1Y
85.7%
Narrative Update • Aug 06

AVT: Cycle Signals And AI Initiatives Will Shape Balanced Future Upside Potential

Analysts have lifted their Avnet fair value estimate by $10.50 to $99.50, citing higher Street price targets, constructive cycle indicators around backlog and book to bill, and updated expectations for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent commentary around Avnet highlights a mix of optimism on the current cycle setup and caution on how sustainable that strength might be.
SNX
US$252.42
TD SYNNEX
7D
-1.3%
1Y
72.2%
ADIG
US$27.03
ADI Global Distribution
7D
34.3%
1Y
n/a
SCSC
US$54.95
ScanSource
7D
-2.9%
1Y
33.0%
PLUS
US$89.58
ePlus
7D
-3.1%
1Y
29.3%
CNXN
US$84.14
PC Connection
7D
0.5%
1Y
37.2%
CLMB
US$27.81
Climb Global Solutions
7D
3.7%
1Y
-3.2%
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
IZM
US$0.25
ICZOOM Group
7D
-6.1%
1Y
-90.1%
AMCI
US$4.87
AMC Robotics
7D
14.1%
1Y
-59.1%