Narrative Update • May 14

In the last week, the Technology Distributors industry is up 6.3%, with TD SYNNEX up 6.1%. During this same period, the Creative Global Technology Holdings underperformed, falling 22%. This means that the industry has gained 14% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.
Has the U.S. Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 May 2026 | US$66.7b | US$219.2b | US$3.9b | 16.8x | 17.3x | 0.3x |
| Fri, 24 Apr 2026 | US$67.1b | US$212.4b | US$3.6b | 16.8x | 18.5x | 0.3x |
| Sun, 22 Mar 2026 | US$52.3b | US$209.8b | US$3.5b | 14.8x | 14.9x | 0.2x |
| Tue, 17 Feb 2026 | US$56.7b | US$208.2b | US$3.5b | 16.3x | 16.4x | 0.3x |
| Thu, 15 Jan 2026 | US$53.6b | US$205.7b | US$3.4b | 16.8x | 16x | 0.3x |
| Sat, 13 Dec 2025 | US$56.6b | US$204.1b | US$3.3b | 17.9x | 17.2x | 0.3x |
| Mon, 10 Nov 2025 | US$54.3b | US$204.1b | US$3.3b | 17.5x | 16.5x | 0.3x |
| Wed, 08 Oct 2025 | US$58.5b | US$201.8b | US$3.3b | 17.6x | 17.9x | 0.3x |
| Fri, 05 Sep 2025 | US$58.7b | US$200.8b | US$3.2b | 17.2x | 18.1x | 0.3x |
| Sun, 03 Aug 2025 | US$57.7b | US$198.8b | US$3.3b | 16.4x | 17.3x | 0.3x |
| Tue, 01 Jul 2025 | US$60.1b | US$198.1b | US$3.3b | 17.4x | 18.2x | 0.3x |
| Thu, 29 May 2025 | US$59.9b | US$197.1b | US$3.3b | 16.7x | 18.4x | 0.3x |
| Sat, 26 Apr 2025 | US$54.3b | US$196.5b | US$3.3b | 14.7x | 16.6x | 0.3x |
| Mon, 24 Mar 2025 | US$56.9b | US$195.9b | US$3.3b | 16.1x | 17.3x | 0.3x |
| Wed, 19 Feb 2025 | US$64.1b | US$195.5b | US$3.3b | 18.9x | 19.2x | 0.3x |
| Fri, 17 Jan 2025 | US$63.4b | US$196.8b | US$3.6b | 18.5x | 17.8x | 0.3x |
| Sun, 15 Dec 2024 | US$61.4b | US$195.3b | US$3.6b | 16.6x | 17.3x | 0.3x |
| Tue, 12 Nov 2024 | US$66.5b | US$195.5b | US$3.6b | 17.5x | 18.7x | 0.3x |
| Thu, 10 Oct 2024 | US$65.8b | US$149.9b | US$3.5b | 23x | 18.9x | 0.4x |
| Sat, 07 Sep 2024 | US$61.6b | US$149.2b | US$3.4b | 20.9x | 17.9x | 0.4x |
| Mon, 05 Aug 2024 | US$60.9b | US$150.4b | US$3.5b | 19.4x | 17.3x | 0.4x |
| Wed, 03 Jul 2024 | US$62.0b | US$152.4b | US$3.6b | 20.5x | 17.1x | 0.4x |
| Fri, 31 May 2024 | US$64.9b | US$152.5b | US$3.6b | 17.7x | 18x | 0.4x |
| Sun, 28 Apr 2024 | US$65.6b | US$155.6b | US$3.9b | 16.4x | 16.7x | 0.4x |
| Tue, 26 Mar 2024 | US$66.3b | US$156.7b | US$3.9b | 15.1x | 16.9x | 0.4x |
| Thu, 22 Feb 2024 | US$63.3b | US$156.7b | US$3.9b | 12.7x | 16.1x | 0.4x |
| Sat, 20 Jan 2024 | US$61.6b | US$159.9b | US$4.2b | 14.4x | 14.8x | 0.4x |
| Mon, 18 Dec 2023 | US$62.3b | US$161.7b | US$4.2b | 12.4x | 14.8x | 0.4x |
| Wed, 15 Nov 2023 | US$56.9b | US$161.7b | US$4.2b | 11.4x | 13.5x | 0.4x |
| Fri, 13 Oct 2023 | US$58.9b | US$164.4b | US$4.3b | 11.8x | 13.7x | 0.4x |
| Sun, 10 Sep 2023 | US$59.4b | US$165.8b | US$4.3b | 11.1x | 13.7x | 0.4x |
| Tue, 08 Aug 2023 | US$57.4b | US$165.5b | US$4.4b | 12.6x | 13x | 0.3x |
| Thu, 06 Jul 2023 | US$55.3b | US$167.5b | US$4.6b | 12.5x | 12.1x | 0.3x |
| Sat, 03 Jun 2023 | US$52.4b | US$168.7b | US$4.6b | 11.5x | 11.4x | 0.3x |
11.4x
How does U.S. Technology Distributors compare with similar industries?
| US Market | 2.46% | |
| Tech | 4.59% | |
| Electronic Equipment and Components | 10.56% | |
| Technology Distributors | 6.32% | |
| Electronic Components | 13.10% | |
| Electronic Manufacturing Services | 10.53% | |
| Electronic Equipment and Instruments | 6.32% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNX TD SYNNEX | US$240.00 | 6.1% +US$1.1b | 92.2% | PE19.7x | |
| ARW Arrow Electronics | US$223.03 | 8.1% +US$857.0m | 86.0% | PE15.7x | |
| AVT Avnet | US$89.12 | 8.3% +US$558.2m | 74.9% | PE34.2x | |
| CDW CDW | US$108.59 | 4.1% +US$541.7m | -41.5% | PE12.9x | |
| NSIT Insight Enterprises | US$100.10 | 13.0% +US$348.9m | -26.9% | PE16.8x |