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U.S. Technology Distributors Industry Analysis

UpdatedJul 11, 2026
DataAggregated Company Financials
Companies29
  • 7D6.1%
  • 3M23.0%
  • 1Y22.3%
  • YTDn/a

The Technology Distributors industry is up 6.1% in the last week, with CDW up 8.3%. During this same period, the Creative Global Technology Holdings underperformed, falling 15%. This takes the industry's 12 month performance to a gain of 22%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026US$72.5bUS$223.9bUS$4.0b18.7x18.2x0.3x
Tue, 09 Jun 2026US$73.4bUS$219.3bUS$3.8b18.5x19.1x0.3x
Thu, 07 May 2026US$67.6bUS$216.5bUS$3.7b17.2x18.3x0.3x
Sat, 04 Apr 2026US$56.4bUS$212.4bUS$3.7b14.9x15.4x0.3x
Mon, 02 Mar 2026US$54.8bUS$208.3bUS$3.5b15.9x15.8x0.3x
Wed, 28 Jan 2026US$53.0bUS$205.7bUS$3.4b17.1x15.8x0.3x
Fri, 26 Dec 2025US$54.0bUS$204.1bUS$3.3b17.6x16.4x0.3x
Sun, 23 Nov 2025US$52.7bUS$204.1bUS$3.3b17.4x16x0.3x
Tue, 21 Oct 2025US$58.2bUS$201.8bUS$3.3b18.2x17.7x0.3x
Thu, 18 Sep 2025US$59.8bUS$200.8bUS$3.2b18x18.4x0.3x
Sat, 16 Aug 2025US$59.8bUS$200.8bUS$3.2b17.1x18.4x0.3x
Mon, 14 Jul 2025US$61.5bUS$198.1bUS$3.3b17.4x18.6x0.3x
Wed, 11 Jun 2025US$59.1bUS$197.1bUS$3.3b17.2x18.2x0.3x
Fri, 09 May 2025US$56.9bUS$196.2bUS$3.2b15.2x17.7x0.3x
Sun, 06 Apr 2025US$48.5bUS$196.5bUS$3.3b14.6x14.8x0.2x
Tue, 04 Mar 2025US$60.6bUS$195.5bUS$3.3b16.3x18.2x0.3x
Thu, 30 Jan 2025US$66.0bUS$196.2bUS$3.5b18.7x18.7x0.3x
Sat, 28 Dec 2024US$60.5bUS$195.3bUS$3.6b15.9x17x0.3x
Mon, 25 Nov 2024US$61.4bUS$195.3bUS$3.5b16x17.3x0.3x
Wed, 23 Oct 2024US$65.4bUS$149.9bUS$3.5b21.3x18.8x0.4x
Fri, 20 Sep 2024US$64.2bUS$149.2bUS$3.4b22.7x18.7x0.4x
Sun, 18 Aug 2024US$64.3bUS$149.4bUS$3.4b21.1x18.7x0.4x
Tue, 16 Jul 2024US$63.9bUS$152.4bUS$3.6b20.7x17.7x0.4x
Thu, 13 Jun 2024US$65.0bUS$152.5bUS$3.6b17.7x18x0.4x
Sat, 11 May 2024US$64.1bUS$152.5bUS$3.6b16.6x17.7x0.4x
Mon, 08 Apr 2024US$67.5bUS$155.6bUS$3.9b16x17.2x0.4x
Wed, 06 Mar 2024US$65.2bUS$156.7bUS$3.9b14.9x16.6x0.4x
Fri, 02 Feb 2024US$61.8bUS$159.3bUS$4.0b14.3x15.3x0.4x
Sun, 31 Dec 2023US$62.9bUS$161.7bUS$4.2b12.5x15x0.4x
Tue, 28 Nov 2023US$58.5bUS$161.7bUS$4.2b11.4x13.9x0.4x
Thu, 26 Oct 2023US$54.8bUS$164.4bUS$4.3b11.5x12.7x0.3x
Sat, 23 Sep 2023US$58.6bUS$165.8bUS$4.3b11.6x13.6x0.4x
Mon, 21 Aug 2023US$57.6bUS$165.8bUS$4.3b12.3x13.3x0.3x
Wed, 19 Jul 2023US$56.9bUS$167.5bUS$4.6b12.6x12.4x0.3x
Price to Earnings Ratio

12.4x


Total Market Cap: US$56.9bTotal 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 16.7x.
  • 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 Market0.74%
Tech3.08%
Electronic Equipment and Components-1.54%
Technology Distributors6.14%
Electronic Equipment and Instruments-0.20%
Electronic Manufacturing Services-1.71%
Electronic Components-3.06%
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
CDW CDWUS$144.398.3%
+US$1.4b		-18.6%PE17.1x
INGM Ingram Micro HoldingUS$29.0613.3%
+US$785.8m		39.6%PE18.7x
SNX TD SYNNEXUS$251.522.8%
+US$550.1m		77.4%PE17.9x
ARW Arrow ElectronicsUS$206.414.5%
+US$456.6m		56.2%PE14.5x
AVT AvnetUS$87.136.0%
+US$406.0m		55.6%PE33.4x

Latest News

SNX
US$251.52
TD SYNNEX
7D
2.8%
1Y
77.4%
INGM
US$29.06
Ingram Micro Holding
7D
13.3%
1Y
39.6%
Narrative Update • Jul 10

INGM: Enterprise Server And AI Infrastructure Demand Will Test Fair Valuation

The analyst price target for Ingram Micro Holding has been raised from $25.42 to $31.85, as analysts incorporate stronger enterprise server and AI-related infrastructure demand, along with continued GPU distribution momentum, into their updated assumptions. Analyst Commentary Recent research on Ingram Micro Holding centers on how resilient enterprise server demand and growing AI-related infrastructure needs may affect the company’s ability to execute and support the higher price targets now in place.
ARW
US$206.41
Arrow Electronics
7D
4.5%
1Y
56.2%
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
PLUS
US$89.63
ePlus
7D
10.9%
1Y
27.6%
AVT
US$87.13
Avnet
7D
6.0%
1Y
55.6%
CDW
US$144.39
CDW
7D
8.3%
1Y
-18.6%
Narrative Update • Jul 02

CDW: AI Server Demand And Buybacks Will Drive Future Upside

Analysts have lifted their price target for CDW to $170 from $142, citing what they see as resilient enterprise server demand tied to compute shortages, refresh cycles, and AI infrastructure, alongside expectations for improving order trends and earnings growth. Analyst Commentary on CDW Recent research updates on CDW highlight a turn in sentiment, with several bullish analysts pointing to what they see as resilient demand for enterprise servers and AI infrastructure as key supports for the stock.
NSIT
US$119.81
Insight Enterprises
7D
5.7%
1Y
-14.4%
Narrative Update • Jul 01

NSIT: Cloud And Hardware Backlog Reliance Will Test Future Earnings Multiple

Analysts have adjusted the price target on Insight Enterprises to $75 from $90, reflecting updated views on revenue growth, profit margin potential, and a lower assumed future P/E multiple. This revision is supported by recent research citing continued enterprise demand, accelerating cloud gross profit, and an elevated hardware backlog.
CNXN
US$77.25
PC Connection
7D
6.7%
1Y
17.0%
IZM
US$0.30
ICZOOM Group
7D
-19.5%
1Y
-88.4%
CGTL
US$4.50
Creative Global Technology Holdings
7D
-14.5%
1Y
-73.7%