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U.S. Technology Distributors Industry Analysis

UpdatedSep 19, 2026
DataAggregated Company Financials
Companies31
  • 7D-3.1%
  • 3M3.4%
  • 1Y33.1%
  • YTDn/a

In the last week, the Technology Distributors industry is up 1.9%, with PC Connection up 1.1%. This takes the industry's 12 month performance to a gain of 33%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Sep 2026US$78.2bUS$236.8bUS$4.4b18.9x17.9x0.3x
Mon, 17 Aug 2026US$76.6bUS$236.7bUS$4.3b18.4x17.6x0.3x
Wed, 15 Jul 2026US$73.1bUS$223.9bUS$4.0b18.3x18.3x0.3x
Fri, 12 Jun 2026US$72.4bUS$219.3bUS$3.8b18.6x18.8x0.3x
Sun, 10 May 2026US$63.6bUS$219.2bUS$3.9b15.9x16.5x0.3x
Tue, 07 Apr 2026US$56.5bUS$212.4bUS$3.7b15.3x15.4x0.3x
Thu, 05 Mar 2026US$55.5bUS$209.8bUS$3.5b16.5x15.8x0.3x
Sat, 31 Jan 2026US$55.0bUS$206.3bUS$3.3b17.2x16.6x0.3x
Mon, 29 Dec 2025US$54.4bUS$204.1bUS$3.3b18x16.5x0.3x
Wed, 26 Nov 2025US$53.4bUS$204.1bUS$3.3b17.6x16.2x0.3x
Fri, 24 Oct 2025US$57.4bUS$201.8bUS$3.3b18.1x17.5x0.3x
Sun, 21 Sep 2025US$58.8bUS$200.8bUS$3.2b18x18.1x0.3x
Tue, 19 Aug 2025US$59.2bUS$200.8bUS$3.2b17.1x18.3x0.3x
Thu, 17 Jul 2025US$60.7bUS$198.1bUS$3.3b17.1x18.4x0.3x
Sat, 14 Jun 2025US$58.4bUS$197.1bUS$3.3b16.5x18x0.3x
Mon, 12 May 2025US$58.0bUS$197.1bUS$3.2b15.2x17.8x0.3x
Wed, 09 Apr 2025US$48.9bUS$196.5bUS$3.3b15.2x14.9x0.2x
Fri, 07 Mar 2025US$58.8bUS$195.9bUS$3.3b16.5x17.9x0.3x
Sun, 02 Feb 2025US$66.4bUS$196.1bUS$3.5b18.9x18.9x0.3x
Tue, 31 Dec 2024US$59.7bUS$195.3bUS$3.6b15.7x16.8x0.3x
Thu, 28 Nov 2024US$61.7bUS$195.3bUS$3.6b16.7x17.4x0.3x
Sat, 26 Oct 2024US$70.5bUS$198.1bUS$3.8b18.9x18.5x0.4x
Mon, 23 Sep 2024US$65.5bUS$149.2bUS$3.4b22.7x19x0.4x
Wed, 21 Aug 2024US$64.2bUS$149.4bUS$3.4b21.2x18.6x0.4x
Fri, 19 Jul 2024US$66.6bUS$152.4bUS$3.6b21.1x18.4x0.4x
Sun, 16 Jun 2024US$64.5bUS$152.5bUS$3.6b17.7x17.8x0.4x
Tue, 14 May 2024US$64.2bUS$152.5bUS$3.6b16.6x17.7x0.4x
Thu, 11 Apr 2024US$67.5bUS$155.6bUS$3.9b15.7x17.2x0.4x
Sat, 09 Mar 2024US$65.0bUS$156.7bUS$3.9b14.9x16.6x0.4x
Mon, 05 Feb 2024US$62.1bUS$159.3bUS$4.0b13.9x15.4x0.4x
Wed, 03 Jan 2024US$61.6bUS$161.7bUS$4.2b12.6x14.7x0.4x
Fri, 01 Dec 2023US$57.6bUS$161.7bUS$4.2b11.4x13.7x0.4x
Sun, 29 Oct 2023US$54.8bUS$164.4bUS$4.3b11.5x12.7x0.3x
Tue, 26 Sep 2023US$58.5bUS$165.8bUS$4.3b11.5x13.5x0.4x
Price to Earnings Ratio

13.5x


Total Market Cap: US$58.5bTotal Earnings: US$4.3bTotal Revenue: US$165.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 17.1x202420252026
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 17.1x.
  • 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 remained mostly flat 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 and as a result, profits have held steady.

Industry Comparison

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

US Market-0.18%
Tech1.10%
Electronic Equipment and Components-5.01%
Technology Distributors-3.07%
Electronic Equipment and Instruments-1.87%
Electronic Manufacturing Services-4.94%
Electronic Components-6.65%
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
CNXN PC ConnectionUS$86.681.1%
+US$23.2m		38.1%PE22.8x
ADIG ADI Global DistributionUS$20.700.8%
+US$12.9m		n/aPE37.4x
CLMB Climb Global SolutionsUS$27.901.5%
+US$7.4m		-15.6%PE25.3x
AMCI AMC RoboticsUS$3.352.1%
+US$1.6m		-84.9%PS15.4x
IZM ICZOOM GroupUS$1.2617.3%
+US$445.9k		-89.5%PE2.5x

Latest News

AMCI
US$3.35
AMC Robotics
7D
2.1%
1Y
-84.9%
IZM
US$1.26
ICZOOM Group
7D
17.3%
1Y
-89.5%
AVT
US$96.12
Avnet
7D
-3.5%
1Y
81.1%
Narrative Update • Sep 18

AVT: AI Hardware Commercialization And Mixed Signal Exposure Will Drive Future Upside

Avnet's updated analyst price target has moved to $106.25 from $99.50, as analysts point to revised expectations for mixed signal exposure, a modestly lower discount rate, adjustments to revenue growth and margin assumptions, and a slightly higher future P/E multiple. What’s in the News for Avnet Avnet and The University of Hong Kong opened the Emerging Microelectronics and Ubiquitous Systems Lab, or EMUS Lab.
CDW
US$146.19
CDW
7D
-4.9%
1Y
-9.3%
Narrative Update • Sep 17

CDW: AI Infrastructure Bets And Margin Pressures Will Shape Returns

Analysts have raised the CDW fair value estimate from $123.00 to $148.00, reflecting updated price targets from multiple firms that cite solid Q2 readthroughs, resilient enterprise server demand, and a higher assumed future P/E multiple. Analyst Commentary on CDW Recent Street research on CDW points to a mix of optimism and caution.
INGM
US$26.67
Ingram Micro Holding
7D
-3.2%
1Y
26.9%
SNX
US$266.16
TD SYNNEX
7D
-1.1%
1Y
77.5%
Narrative Update • Sep 15

SNX: Hyve And AI Data Center Demand Will Drive Future Upside

Analysts have raised their TD Synnex fair value estimate from $285.08 to $293.47, citing recent price target adjustments across Wall Street and ongoing commentary around Hyve growth, AI driven demand, and earnings execution. Analyst Commentary Recent research on TD Synnex reflects a mix of optimism on AI related demand and Hyve growth alongside some caution on valuation, sentiment and execution risks.
SCSC
US$56.88
ScanSource
7D
-2.3%
1Y
29.9%
CNXN
US$86.68
PC Connection
7D
1.1%
1Y
38.1%
NSIT
US$154.91
Insight Enterprises
7D
-6.3%
1Y
30.1%
Narrative Update • Sep 08

NSIT: AI Services Execution And Buybacks Will Support Balanced Rerating

Insight Enterprises' analyst price target has been reset higher from about $107.50 to roughly $163.75 as analysts point to stronger Q2 execution, AI driven demand for services, and improved operating leverage under new leadership. Analyst Commentary Recent research on Insight Enterprises highlights a clear split between enthusiasm around execution and AI related growth, and caution around how much of that story may already be priced into the stock.
RELL
US$16.06
Richardson Electronics
7D
-8.1%
1Y
60.4%
Narrative Update • Sep 05

RELL: Future Returns Will Depend On Backlog Conversion And Margin Expansion

Analysts have raised their fair value estimate for Richardson Electronics from $14.00 to $17.00. They cite recent research that points to a potential growth inflection supported by a stronger backlog, faster sales growth, and expanding opportunities in Green Energy Solutions, along with a favorable upcycle in Power and Microwave Technologies.
ARW
US$219.31
Arrow Electronics
7D
-3.9%
1Y
80.2%
Narrative Update • Sep 05

ARW: Expanding AI Partnerships And Buybacks Will Support Fair Future P/E

Analysts have raised their price target on Arrow Electronics from $175 to $200, citing updated assumptions around discount rates, revenue, profit margins and future P/E that they see as better reflecting the company’s current outlook. What’s in the News for Arrow Electronics Arrow Electronics was awarded distribution rights for the Hewlett Packard Enterprise Networking product portfolio across North America and select EMEA countries, expanding access for channel partners to campus, data center, cloud managed networking and AI native infrastructure solutions.
ADIG
US$20.70
ADI Global Distribution
7D
0.8%
1Y
n/a
CLMB
US$27.90
Climb Global Solutions
7D
1.5%
1Y
-15.6%
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