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U.S. Technology Distributors Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies31
  • 7D-2.7%
  • 3M1.9%
  • 1Y-7.2%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 2.8%, driven by TD SYNNEX declining 3.0%. Meanwhile, AMC Robotics actually outperformed within the industry, gaining 26% in the last week. The industry has fallen 7.3% in the last year. 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
Sun, 01 Mar 2026US$54.8bUS$208.3bUS$3.5b15.9x15.8x0.3x
Tue, 27 Jan 2026US$52.4bUS$205.7bUS$3.4b17.3x15.6x0.3x
Thu, 25 Dec 2025US$54.0bUS$204.1bUS$3.3b17.6x16.4x0.3x
Sat, 22 Nov 2025US$51.3bUS$204.1bUS$3.3b17.4x15.6x0.3x
Mon, 20 Oct 2025US$56.9bUS$201.8bUS$3.3b18.1x17.4x0.3x
Wed, 17 Sep 2025US$59.7bUS$200.8bUS$3.2b18.2x18.4x0.3x
Fri, 15 Aug 2025US$60.6bUS$200.8bUS$3.2b17.5x18.7x0.3x
Sun, 13 Jul 2025US$61.5bUS$198.1bUS$3.3b17.4x18.6x0.3x
Tue, 10 Jun 2025US$58.9bUS$197.1bUS$3.3b17x18.1x0.3x
Thu, 08 May 2025US$55.1bUS$196.2bUS$3.2b14.9x17.1x0.3x
Sat, 05 Apr 2025US$50.7bUS$196.5bUS$3.3b14.6x15.5x0.3x
Mon, 03 Mar 2025US$60.6bUS$195.5bUS$3.3b16.6x18.2x0.3x
Wed, 29 Jan 2025US$65.8bUS$196.8bUS$3.6b18.7x18.4x0.3x
Fri, 27 Dec 2024US$60.3bUS$195.3bUS$3.6b16.2x17x0.3x
Sun, 24 Nov 2024US$61.4bUS$195.3bUS$3.5b16x17.3x0.3x
Tue, 22 Oct 2024US$65.5bUS$149.9bUS$3.5b21.5x18.8x0.4x
Thu, 19 Sep 2024US$64.6bUS$149.2bUS$3.4b22.1x18.8x0.4x
Sat, 17 Aug 2024US$64.2bUS$149.4bUS$3.4b21.1x18.7x0.4x
Mon, 15 Jul 2024US$63.9bUS$152.4bUS$3.6b20.6x17.7x0.4x
Wed, 12 Jun 2024US$65.0bUS$152.5bUS$3.6b17.6x18x0.4x
Fri, 10 May 2024US$63.7bUS$152.5bUS$3.6b16.6x17.6x0.4x
Sun, 07 Apr 2024US$67.5bUS$155.6bUS$3.9b16x17.2x0.4x
Tue, 05 Mar 2024US$65.2bUS$156.7bUS$3.9b15.1x16.6x0.4x
Thu, 01 Feb 2024US$62.2bUS$159.9bUS$4.2b14.2x15x0.4x
Sat, 30 Dec 2023US$63.4bUS$161.7bUS$4.2b12.5x15.1x0.4x
Mon, 27 Nov 2023US$58.5bUS$161.7bUS$4.2b11.6x13.9x0.4x
Wed, 25 Oct 2023US$55.0bUS$164.4bUS$4.3b11.5x12.8x0.3x
Fri, 22 Sep 2023US$58.4bUS$165.8bUS$4.3b11.5x13.5x0.4x
Sun, 20 Aug 2023US$57.6bUS$165.8bUS$4.3b12.3x13.3x0.3x
Tue, 18 Jul 2023US$56.2bUS$167.5bUS$4.6b12.4x12.3x0.3x
Thu, 15 Jun 2023US$54.2bUS$168.7bUS$4.6b12.6x11.8x0.3x
Sat, 13 May 2023US$49.8bUS$168.7bUS$4.6b9.3x10.8x0.3x
Mon, 10 Apr 2023US$53.5bUS$170.2bUS$4.7b8.8x11.4x0.3x
Wed, 08 Mar 2023US$55.6bUS$170.0bUS$4.7b10.5x11.9x0.3x
Price to Earnings Ratio

11.9x


Total Market Cap: US$55.6bTotal 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 16.1x202420252026
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 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 Market-0.57%
Tech-2.05%
Electronic Equipment and Components1.14%
Technology Distributors-2.73%
Electronic Equipment and Instruments5.62%
Electronic Components1.21%
Electronic Manufacturing Services-1.87%
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
AMCI AMC RoboticsUS$7.3927.2%
+US$35.7m		-35.9%PE102.7x

Latest News

ARW
US$152.16
Arrow Electronics
7D
-3.1%
1Y
40.8%
NSIT
US$83.56
Insight Enterprises
7D
-2.3%
1Y
-45.7%
CLMB
US$94.68
Climb Global Solutions
7D
-20.1%
1Y
-22.8%
AVT
US$65.84
Avnet
7D
-2.2%
1Y
30.3%

AVT: Fair View Sees Raised Price Hopes Resting On Future P/E Execution

Analysts have raised their price targets for Avnet, with an updated fair value of $69.00 based on slightly stronger assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Bullish analysts have recently lifted their price targets for Avnet, signaling a more constructive view on how the company could execute against its current assumptions for revenue growth, margins, and valuation multiples.
CDW
US$122.64
CDW
7D
-1.6%
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.
SNX
US$156.81
TD SYNNEX
7D
-3.0%
1Y
14.1%

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$20.69
Ingram Micro Holding
7D
-4.5%
1Y
-4.0%
PLUS
US$80.66
ePlus
7D
-1.6%
1Y
25.3%

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).
AMCI
US$7.39
AMC Robotics
7D
27.2%
1Y
-35.9%