Narrative Update • Jun 04

Over the last 7 days, the Technology Distributors industry has risen 2.3%, driven by gains from TD SYNNEX of 4.4%. In the last 12 months, the industry was up 34%. 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | US$75.1b | US$219.3b | US$3.8b | 18.7x | 19.6x | 0.3x |
| Tue, 12 May 2026 | US$64.4b | US$219.2b | US$3.9b | 15.7x | 16.7x | 0.3x |
| Thu, 09 Apr 2026 | US$58.4b | US$212.4b | US$3.7b | 15.8x | 16x | 0.3x |
| Sat, 07 Mar 2026 | US$55.8b | US$209.8b | US$3.5b | 15.6x | 15.9x | 0.3x |
| Mon, 02 Feb 2026 | US$54.9b | US$206.3b | US$3.3b | 17.2x | 16.5x | 0.3x |
| Wed, 31 Dec 2025 | US$53.9b | US$204.1b | US$3.3b | 17.6x | 16.4x | 0.3x |
| Fri, 28 Nov 2025 | US$54.2b | US$204.1b | US$3.3b | 17.6x | 16.5x | 0.3x |
| Sun, 26 Oct 2025 | US$58.1b | US$201.8b | US$3.3b | 18.5x | 17.7x | 0.3x |
| Tue, 23 Sep 2025 | US$58.8b | US$200.8b | US$3.2b | 18.2x | 18.1x | 0.3x |
| Thu, 21 Aug 2025 | US$59.4b | US$200.8b | US$3.2b | 17x | 18.3x | 0.3x |
| Sat, 19 Jul 2025 | US$61.7b | US$198.1b | US$3.3b | 17.3x | 18.7x | 0.3x |
| Mon, 16 Jun 2025 | US$57.3b | US$197.1b | US$3.3b | 16.5x | 17.6x | 0.3x |
| Wed, 14 May 2025 | US$60.5b | US$197.1b | US$3.2b | 15.8x | 18.6x | 0.3x |
| Fri, 11 Apr 2025 | US$50.9b | US$196.5b | US$3.3b | 14.8x | 15.5x | 0.3x |
| Sun, 09 Mar 2025 | US$58.3b | US$195.9b | US$3.3b | 16.4x | 17.8x | 0.3x |
| Tue, 04 Feb 2025 | US$66.4b | US$196.1b | US$3.5b | 18.7x | 18.9x | 0.3x |
| Thu, 02 Jan 2025 | US$59.2b | US$195.3b | US$3.6b | 15.9x | 16.7x | 0.3x |
| Sat, 30 Nov 2024 | US$61.6b | US$195.3b | US$3.6b | 17.6x | 17.4x | 0.3x |
| Mon, 28 Oct 2024 | US$70.0b | US$197.7b | US$3.8b | 17.4x | 18.4x | 0.4x |
| Wed, 25 Sep 2024 | US$65.2b | US$149.2b | US$3.4b | 22.3x | 19x | 0.4x |
| Fri, 23 Aug 2024 | US$65.3b | US$149.4b | US$3.4b | 21.4x | 19x | 0.4x |
| Sun, 21 Jul 2024 | US$64.5b | US$152.4b | US$3.6b | 20.8x | 17.8x | 0.4x |
| Tue, 18 Jun 2024 | US$64.5b | US$152.5b | US$3.6b | 17.9x | 17.8x | 0.4x |
| Thu, 16 May 2024 | US$64.4b | US$152.5b | US$3.6b | 16.9x | 17.8x | 0.4x |
| Sat, 13 Apr 2024 | US$66.4b | US$155.6b | US$3.9b | 16.2x | 16.9x | 0.4x |
| Mon, 11 Mar 2024 | US$65.0b | US$156.7b | US$3.9b | 14.9x | 16.6x | 0.4x |
| Wed, 07 Feb 2024 | US$61.2b | US$159.1b | US$4.1b | 13.4x | 15.1x | 0.4x |
| Fri, 05 Jan 2024 | US$60.4b | US$161.7b | US$4.2b | 12x | 14.4x | 0.4x |
| Sun, 03 Dec 2023 | US$58.4b | US$161.7b | US$4.2b | 11.4x | 13.9x | 0.4x |
| Tue, 31 Oct 2023 | US$54.7b | US$164.4b | US$4.3b | 11.3x | 12.7x | 0.3x |
| Thu, 28 Sep 2023 | US$57.1b | US$164.4b | US$4.3b | 11.6x | 13.2x | 0.3x |
| Sat, 26 Aug 2023 | US$58.7b | US$165.8b | US$4.3b | 11.4x | 13.6x | 0.4x |
| Mon, 24 Jul 2023 | US$56.1b | US$167.5b | US$4.6b | 12.4x | 12.3x | 0.3x |
| Wed, 21 Jun 2023 | US$54.4b | US$168.7b | US$4.6b | 12.7x | 11.8x | 0.3x |
11.8x
How does U.S. Technology Distributors compare with similar industries?
| US Market | 0.87% | |
| Tech | 0.77% | |
| Electronic Equipment and Components | 4.48% | |
| Technology Distributors | 2.31% | |
| Electronic Equipment and Instruments | 5.70% | |
| Electronic Components | 5.41% | |
| Electronic Manufacturing Services | 2.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNX TD SYNNEX | US$280.65 | 4.4% +US$952.6m | 127.5% | PE23x | |
| ARW Arrow Electronics | US$226.78 | 3.5% +US$393.2m | 85.8% | PE16x | |
| AVT Avnet | US$90.59 | 4.4% +US$310.1m | 79.4% | PE34.7x | |
| SCSC ScanSource | US$50.01 | 7.1% +US$67.1m | 23.7% | PE13.9x | |
| INGM Ingram Micro Holding | US$29.75 | 0.8% +US$55.3m | 57.6% | PE19.2x |