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U.S. Technology Distributors Industry Analysis

UpdatedAug 26, 2026
DataAggregated Company Financials
Companies31
  • 7D-0.6%
  • 3M8.0%
  • 1Y28.6%
  • YTDn/a

The Technology Distributors is pretty flat in the last 7 days, but CDW has stood out, gaining 5.3%. The past year has been better, since the industry has gained 29% in that time. 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
Wed, 26 Aug 2026US$72.6bUS$236.8bUS$4.4b17.9x16.7x0.3x
Fri, 24 Jul 2026US$72.8bUS$223.9bUS$4.0b17.6x18.2x0.3x
Sun, 21 Jun 2026US$74.8bUS$219.3bUS$3.8b18.2x19.5x0.3x
Tue, 19 May 2026US$63.6bUS$219.2bUS$3.9b15.2x16.5x0.3x
Thu, 16 Apr 2026US$62.6bUS$212.4bUS$3.7b16.2x17.1x0.3x
Sat, 14 Mar 2026US$52.2bUS$209.8bUS$3.5b15.2x14.9x0.2x
Mon, 09 Feb 2026US$60.2bUS$208.2bUS$3.5b17.5x17.4x0.3x
Wed, 07 Jan 2026US$53.2bUS$204.1bUS$3.3b17.4x16.2x0.3x
Fri, 05 Dec 2025US$54.8bUS$204.1bUS$3.3b17.6x16.7x0.3x
Sun, 02 Nov 2025US$57.5bUS$202.9bUS$3.3b18.4x17.6x0.3x
Tue, 30 Sep 2025US$59.7bUS$201.8bUS$3.3b17.7x18.1x0.3x
Thu, 28 Aug 2025US$59.5bUS$200.8bUS$3.2b17.4x18.3x0.3x
Sat, 26 Jul 2025US$61.9bUS$198.1bUS$3.3b17.4x18.7x0.3x
Mon, 23 Jun 2025US$57.7bUS$197.1bUS$3.3b17x17.7x0.3x
Wed, 21 May 2025US$60.3bUS$197.1bUS$3.2b16.8x18.6x0.3x
Fri, 18 Apr 2025US$50.6bUS$196.5bUS$3.3b14.5x15.4x0.3x
Sun, 16 Mar 2025US$57.0bUS$195.9bUS$3.3b16.6x17.4x0.3x
Tue, 11 Feb 2025US$64.1bUS$195.5bUS$3.3b18.7x19.2x0.3x
Thu, 09 Jan 2025US$61.1bUS$195.3bUS$3.6b17.6x17.2x0.3x
Sat, 07 Dec 2024US$62.1bUS$195.3bUS$3.6b17x17.5x0.3x
Mon, 04 Nov 2024US$63.3bUS$195.6bUS$3.6b17.4x17.8x0.3x
Wed, 02 Oct 2024US$65.8bUS$149.9bUS$3.5b22.1x18.9x0.4x
Fri, 30 Aug 2024US$65.8bUS$149.2bUS$3.4b22.1x19.1x0.4x
Sun, 28 Jul 2024US$65.8bUS$152.4bUS$3.6b22.1x18.2x0.4x
Tue, 25 Jun 2024US$66.3bUS$152.5bUS$3.6b20.5x18.4x0.4x
Thu, 23 May 2024US$66.5bUS$152.5bUS$3.6b17.6x18.3x0.4x
Sat, 20 Apr 2024US$63.5bUS$155.6bUS$3.9b15.8x16.2x0.4x
Mon, 18 Mar 2024US$64.6bUS$156.7bUS$3.9b14.8x16.4x0.4x
Wed, 14 Feb 2024US$62.1bUS$157.0bUS$3.9b13.2x15.9x0.4x
Fri, 12 Jan 2024US$60.9bUS$159.9bUS$4.2b14.6x14.6x0.4x
Sun, 10 Dec 2023US$59.4bUS$161.7bUS$4.2b11.5x14.1x0.4x
Tue, 07 Nov 2023US$57.2bUS$161.7bUS$4.2b11.3x13.6x0.4x
Thu, 05 Oct 2023US$57.5bUS$164.4bUS$4.3b11.6x13.3x0.3x
Sat, 02 Sep 2023US$60.9bUS$165.8bUS$4.3b11.5x14.1x0.4x
Price to Earnings Ratio

14.1x


Total Market Cap: US$60.9bTotal 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 17x202420252026
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 17.0x.
  • 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 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-0.31%
Tech-1.88%
Electronic Equipment and Components-4.82%
Technology Distributors-0.56%
Electronic Components-4.25%
Electronic Equipment and Instruments-5.89%
Electronic Manufacturing Services-6.61%
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$142.095.3%
+US$890.1m		-13.2%PE16.4x
INGM Ingram Micro HoldingUS$29.024.5%
+US$288.3m		49.4%PE15.5x
ADIG ADI Global DistributionUS$22.278.6%
+US$134.4m		n/aPE40.3x
SCSC ScanSourceUS$56.197.5%
+US$69.1m		29.0%PE14.3x
NSIT Insight EnterprisesUS$150.630.9%
+US$40.8m		18.9%PE21x

Latest News

INGM
US$29.02
Ingram Micro Holding
7D
4.5%
1Y
49.4%
Seeking Alpha • Aug 25

Ingram Micro Q2: The Cash Flow Dip Creates A Buying Opportunity

Summary Ingram Micro Holding Corporation delivered a fifth consecutive earnings beat, with Q2 net sales up 13.6% YoY and non-GAAP EPS up 34.4%. Despite strong results, INGM shares dropped around 7% post-earnings early this month due to significant negative free cash flow driven by inventory build. Operating leverage is increasingly visible, with adjusted operating income up 40% and ROIC improving to 10.8%, supporting the reiterated Buy case. My DCF-based intrinsic value is $49 per INGM share, implying ~78% upside; I reiterate a Buy rating, emphasizing cash conversion as the key risk. Read the full article on Seeking Alpha
AVT
US$87.57
Avnet
7D
-6.2%
1Y
59.8%
ARW
US$202.56
Arrow Electronics
7D
-5.1%
1Y
59.5%
Seeking Alpha • Aug 24

Arrow Electronics: The Evolution Of A Highly Connected Tech Workbench

Summary Arrow Electronics (ARW) has enjoyed strong growth this year, with AI buying trend across the board giving it a lift in all segments. Free cash flow has been strong in recovery, but within the context of capital expenditures being at historical lows. Gross profit margin has reached its lowest point in company history, signaling operational headwinds and competitive pressures. The market has largely priced in its upside growth with a particularly strong Q4 expectation, with little room to disappoint. Read the full article on Seeking Alpha
RELL
US$16.87
Richardson Electronics
7D
-11.3%
1Y
70.4%
SCSC
US$56.19
ScanSource
7D
7.5%
1Y
29.0%
Seeking Alpha • Aug 24

ScanSource Is Worth Keeping An Eye On

Summary ScanSource (SCSC) delivered a blowout Q4, beating consensus with 17% revenue growth and strong FY27 guidance, yet shares saw only a muted reaction. SCSC trades at 7.2x EV/EBITDA and ≤13x P/FCF on FY27 guidance, a notable discount to peers, with potential upside if growth sustains and multiples re-rate. The MicroAge acquisition could expand addressable markets, add services, and enhance exposure to cloud and AI, but integration and execution risks remain. Despite optimism around new initiatives, SCSC’s historical cyclicality and persistent valuation discount warrant a 'wait and see' approach before increasing exposure. Read the full article on Seeking Alpha
CNXN
US$79.38
PC Connection
7D
0.7%
1Y
25.3%
PLUS
US$86.36
ePlus
7D
0.3%
1Y
20.7%
CDW
US$142.09
CDW
7D
5.3%
1Y
-13.2%
SNX
US$251.39
TD SYNNEX
7D
-3.2%
1Y
70.1%
AMCI
US$4.90
AMC Robotics
7D
-8.6%
1Y
-59.1%
CGTL
US$4.39
Creative Global Technology Holdings
7D
-10.0%
1Y
-52.9%
NSIT
US$150.63
Insight Enterprises
7D
0.9%
1Y
18.9%
ADIG
US$22.27
ADI Global Distribution
7D
8.6%
1Y
n/a
CLMB
US$27.25
Climb Global Solutions
7D
-3.9%
1Y
-11.5%
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
LHSW
US$3.77
Lianhe Sowell International Group
7D
30.4%
1Y
-90.0%