Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Technology Distributors Industry Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies31
  • 7D-0.8%
  • 3M2.7%
  • 1Y-7.8%
  • YTDn/a

The Technology Distributors industry has been flat over the last week, but Ingram Micro Holding has lost 5.5%. As for the longer term, the industry has declined 7.8% in the last year. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026US$55.5bUS$208.2bUS$3.5b15.9x16x0.3x
Sat, 24 Jan 2026US$53.1bUS$205.7bUS$3.4b17.1x15.8x0.3x
Mon, 22 Dec 2025US$54.4bUS$204.1bUS$3.3b17.4x16.5x0.3x
Wed, 19 Nov 2025US$52.3bUS$204.1bUS$3.3b17x15.9x0.3x
Fri, 17 Oct 2025US$57.0bUS$201.8bUS$3.3b18.1x17.4x0.3x
Sun, 14 Sep 2025US$59.9bUS$200.8bUS$3.2b18x18.5x0.3x
Tue, 12 Aug 2025US$57.9bUS$200.8bUS$3.2b17.5x17.9x0.3x
Thu, 10 Jul 2025US$62.0bUS$198.1bUS$3.3b17.6x18.8x0.3x
Sat, 07 Jun 2025US$58.1bUS$197.1bUS$3.3b16.9x17.9x0.3x
Mon, 05 May 2025US$55.7bUS$195.9bUS$3.2b15x17.3x0.3x
Wed, 02 Apr 2025US$53.5bUS$196.5bUS$3.3b16.1x16.3x0.3x
Fri, 28 Feb 2025US$61.6bUS$195.5bUS$3.3b17.8x18.5x0.3x
Sun, 26 Jan 2025US$66.4bUS$196.8bUS$3.6b19.1x18.6x0.3x
Tue, 24 Dec 2024US$59.6bUS$195.3bUS$3.6b16.2x16.8x0.3x
Thu, 21 Nov 2024US$59.8bUS$195.3bUS$3.5b16x16.8x0.3x
Sat, 19 Oct 2024US$66.2bUS$149.9bUS$3.5b21.8x19x0.4x
Mon, 16 Sep 2024US$63.2bUS$149.2bUS$3.4b21.9x18.4x0.4x
Wed, 14 Aug 2024US$61.4bUS$149.4bUS$3.4b20.2x17.8x0.4x
Fri, 12 Jul 2024US$61.7bUS$152.4bUS$3.6b20.5x17x0.4x
Sun, 09 Jun 2024US$65.0bUS$152.5bUS$3.6b17.5x18x0.4x
Tue, 07 May 2024US$63.4bUS$152.6bUS$3.6b16.3x17.4x0.4x
Thu, 04 Apr 2024US$67.7bUS$155.6bUS$3.9b16x17.2x0.4x
Sat, 02 Mar 2024US$64.9bUS$156.7bUS$3.9b15.1x16.5x0.4x
Mon, 29 Jan 2024US$62.3bUS$159.9bUS$4.2b14.8x15x0.4x
Wed, 27 Dec 2023US$62.9bUS$161.7bUS$4.2b12.6x15x0.4x
Fri, 24 Nov 2023US$58.6bUS$161.7bUS$4.2b11.6x13.9x0.4x
Sun, 22 Oct 2023US$55.5bUS$164.4bUS$4.3b11.6x12.9x0.3x
Tue, 19 Sep 2023US$58.9bUS$165.8bUS$4.3b11.4x13.6x0.4x
Thu, 17 Aug 2023US$57.3bUS$165.6bUS$4.4b12.3x13x0.3x
Sat, 15 Jul 2023US$56.2bUS$167.5bUS$4.6b12.4x12.3x0.3x
Mon, 12 Jun 2023US$52.8bUS$168.7bUS$4.6b12.4x11.5x0.3x
Wed, 10 May 2023US$49.3bUS$168.7bUS$4.6b9.3x10.7x0.3x
Fri, 07 Apr 2023US$53.6bUS$170.2bUS$4.7b8.8x11.5x0.3x
Sun, 05 Mar 2023US$56.5bUS$170.0bUS$4.7b10.9x12.1x0.3x
Price to Earnings Ratio

12.1x


Total Market Cap: US$56.5bTotal Earnings: US$4.7bTotal Revenue: US$170.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16x202420252026
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 16.0x.
  • 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 9.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.0% 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 Market0.50%
Tech0.54%
Electronic Equipment and Components6.49%
Technology Distributors-0.76%
Electronic Components8.02%
Electronic Equipment and Instruments7.50%
Electronic Manufacturing Services4.82%
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$67.343.1%
+US$163.7m		30.5%PE26.6x
ARW Arrow ElectronicsUS$154.300.8%
+US$64.9m		40.4%PE13.8x
CGTL Creative Global Technology HoldingsUS$2.9318.1%
+US$11.6m		-22.9%PS3.6x
RELL Richardson ElectronicsUS$13.122.3%
+US$4.2m		-0.4%PE236.3x
AMCI AMC RoboticsUS$6.802.4%
+US$3.6m		-41.0%PE94.5x

Latest News

CLMB
US$99.77
Climb Global Solutions
7D
-15.0%
1Y
-17.3%
ARW
US$156.90
Arrow Electronics
7D
2.7%
1Y
42.4%
AVT
US$66.94
Avnet
7D
2.9%
1Y
30.4%
RELL
US$13.10
Richardson Electronics
7D
3.1%
1Y
0.5%
SCSC
US$36.19
ScanSource
7D
-1.1%
1Y
-1.1%

SCSC: Future Acquisitions And Share Repurchases Will Drive Upside Potential

Analysts have modestly raised their price target on ScanSource to $62.00, reflecting updated assumptions for slightly higher revenue, profit margins, and a higher future P/E multiple. What’s in the News ScanSource lowered its earnings guidance for the fiscal year ending June 30, 2026, and now expects net sales in a range of $3.0b to $3.1b, compared with prior guidance of $3.1b to $3.3b (company guidance).
CDW
US$125.53
CDW
7D
0.3%
1Y
-31.2%

CDW: Future Earnings Quality Concerns Will Present A Contrarian Opportunity

Our updated narrative on CDW reflects a reduced illustrative fair value estimate, moving from about $160 to roughly $142 per share, as analysts trim price targets and factor in higher discount rates and a lower assumed future P/E multiple, despite slightly stronger modeled revenue growth. Analyst Commentary Recent Street research on CDW has tilted cautious, with multiple price target cuts and at least one downgrade contributing to a more muted sentiment around the shares.
NSIT
US$83.02
Insight Enterprises
7D
0.02%
1Y
-46.1%

Investors Can Find Comfort In Insight Enterprises' (NASDAQ:NSIT) Earnings Quality

Feb 19
Investors Can Find Comfort In Insight Enterprises' (NASDAQ:NSIT) Earnings Quality
SNX
US$157.24
TD SYNNEX
7D
-1.6%
1Y
12.8%

SNX: Future Returns Will Be Driven By Hyve And Higher Value Exposure

The TD SYNNEX analyst price target has edged higher to about $180, with analysts pointing to expected billings growth from distribution and Hyve, balanced against concerns around memory pricing and hardware demand elasticity. Analyst Commentary Recent research views on TD SYNNEX cluster around a similar price range but differ on how much weight to put on billings growth versus hardware related risks.
INGM
US$20.24
Ingram Micro Holding
7D
-5.5%
1Y
-10.2%
PLUS
US$77.74
ePlus
7D
-5.7%
1Y
16.6%

PLUS: Raised Guidance And Buybacks Will Support Higher Margins And Returns

Analysts have raised their price target for ePlus from $108 to $126, citing updated assumptions for revenue growth, profit margins, and a lower assumed future P/E multiple as the key drivers of the change. What's in the News From October 1, 2025 to December 31, 2025, ePlus repurchased 212,900 shares, representing 0.81% of outstanding shares, for a total of US$16.61 million under its existing buyback program (company disclosure).
CGTL
US$2.75
Creative Global Technology Holdings
7D
-5.5%
1Y
-34.2%

Creative Global Technology Holdings Limited's (NASDAQ:CGTL) Popularity With Investors Under Threat As Stock Sinks 39%

Feb 15
Creative Global Technology Holdings Limited's (NASDAQ:CGTL) Popularity With Investors Under Threat As Stock Sinks 39%
CNXN
US$60.12
PC Connection
7D
-3.6%
1Y
-5.9%
AMCI
US$6.64
AMC Robotics
7D
6.9%
1Y
-42.6%