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

U.S. Technology Distributors Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies30
  • 7D-0.3%
  • 3M-9.1%
  • 1Y-6.5%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has remained flat, although notably Insight Enterprises gained 3.9%. As for the longer term, the industry has declined 6.1% in the last year. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025US$53.9bUS$204.1bUS$3.3b17.6x16.4x0.3x
Fri, 28 Nov 2025US$54.2bUS$204.1bUS$3.3b17.6x16.5x0.3x
Sun, 26 Oct 2025US$58.1bUS$201.8bUS$3.3b18.5x17.7x0.3x
Tue, 23 Sep 2025US$58.8bUS$200.8bUS$3.2b18.2x18.1x0.3x
Thu, 21 Aug 2025US$59.4bUS$200.8bUS$3.2b17x18.3x0.3x
Sat, 19 Jul 2025US$61.7bUS$198.1bUS$3.3b17.3x18.7x0.3x
Mon, 16 Jun 2025US$57.3bUS$197.1bUS$3.3b16.5x17.6x0.3x
Wed, 14 May 2025US$60.5bUS$197.1bUS$3.2b15.8x18.6x0.3x
Fri, 11 Apr 2025US$50.9bUS$196.5bUS$3.3b14.8x15.5x0.3x
Sun, 09 Mar 2025US$58.3bUS$195.9bUS$3.3b16.4x17.8x0.3x
Tue, 04 Feb 2025US$66.4bUS$196.1bUS$3.5b18.7x18.9x0.3x
Thu, 02 Jan 2025US$59.2bUS$195.3bUS$3.6b15.9x16.7x0.3x
Sat, 30 Nov 2024US$61.6bUS$195.3bUS$3.6b17.6x17.4x0.3x
Mon, 28 Oct 2024US$70.0bUS$197.7bUS$3.8b17.4x18.4x0.4x
Wed, 25 Sep 2024US$65.2bUS$149.2bUS$3.4b22.3x19x0.4x
Fri, 23 Aug 2024US$65.3bUS$149.4bUS$3.4b21.4x19x0.4x
Sun, 21 Jul 2024US$64.5bUS$152.4bUS$3.6b20.8x17.8x0.4x
Tue, 18 Jun 2024US$64.5bUS$152.5bUS$3.6b17.9x17.8x0.4x
Thu, 16 May 2024US$64.4bUS$152.5bUS$3.6b16.9x17.8x0.4x
Sat, 13 Apr 2024US$66.4bUS$155.6bUS$3.9b16.2x16.9x0.4x
Mon, 11 Mar 2024US$65.0bUS$156.7bUS$3.9b14.9x16.6x0.4x
Wed, 07 Feb 2024US$61.2bUS$159.1bUS$4.1b13.4x15.1x0.4x
Fri, 05 Jan 2024US$60.4bUS$161.7bUS$4.2b12x14.4x0.4x
Sun, 03 Dec 2023US$58.4bUS$161.7bUS$4.2b11.4x13.9x0.4x
Tue, 31 Oct 2023US$54.7bUS$164.4bUS$4.3b11.3x12.7x0.3x
Thu, 28 Sep 2023US$57.1bUS$164.4bUS$4.3b11.6x13.2x0.3x
Sat, 26 Aug 2023US$58.7bUS$165.8bUS$4.3b11.4x13.6x0.4x
Mon, 24 Jul 2023US$56.1bUS$167.5bUS$4.6b12.4x12.3x0.3x
Wed, 21 Jun 2023US$54.4bUS$168.7bUS$4.6b12.7x11.8x0.3x
Fri, 19 May 2023US$51.5bUS$168.7bUS$4.6b10.7x11.2x0.3x
Sun, 16 Apr 2023US$54.0bUS$170.2bUS$4.7b9.2x11.4x0.3x
Tue, 14 Mar 2023US$53.1bUS$170.0bUS$4.7b9.9x11.3x0.3x
Thu, 09 Feb 2023US$57.3bUS$170.3bUS$4.6b11x12.5x0.3x
Sat, 07 Jan 2023US$52.6bUS$168.2bUS$4.4b10.2x11.9x0.3x
Price to Earnings Ratio

11.9x


Total Market Cap: US$52.6bTotal Earnings: US$4.4bTotal Revenue: US$168.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 15.8x20242025
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 15.8x.
  • 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 9.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.7% 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-0.48%
Tech-0.61%
Electronic Equipment and Components-1.10%
Technology Distributors-0.27%
Electronic Components-0.87%
Electronic Equipment and Instruments-0.89%
Electronic Manufacturing Services-1.97%
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
NSIT Insight EnterprisesUS$82.942.4%
+US$59.8m		-45.5%PE18x
ARW Arrow ElectronicsUS$113.010.5%
+US$29.9m		-0.1%PE12.2x
RELL Richardson ElectronicsUS$10.953.3%
+US$5.1m		-22.0%PE901.7x
CGTL Creative Global Technology HoldingsUS$1.1411.8%
+US$3.1m		-85.7%PS1.1x
IZM ICZOOM GroupUS$2.457.5%
+US$2.0m		45.0%PE24.7x

Latest News

RELL
US$10.95
Richardson Electronics
7D
3.3%
1Y
-22.0%
IZM
US$2.45
ICZOOM Group
7D
7.5%
1Y
45.0%
AVT
US$48.94
Avnet
7D
-0.6%
1Y
-6.5%

AVT: Cyclical Stabilization And Buybacks Will Offset Mixed Margins

Analysts have nudged their price target on Avnet slightly higher to $55 from $54, citing recent quarterly upside, early signs of cyclical stabilization, and the potential for improved end-market conditions despite ongoing margin pressures and limited AI exposure. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent quarterly upside, particularly in Q3 performance, as evidence that Avnet is executing well enough to justify a modestly higher valuation.
CDW
US$138.39
CDW
7D
-0.2%
1Y
-20.5%

CDW: Long-Term Software And Services Shift Will Support Stronger Future Margins

Analysts have nudged their price target on CDW slightly lower to about $181 from $182, citing near term revenue headwinds and an uncertain IT spending backdrop that temper, but do not erase, the long term benefit of the company’s gradual mix shift toward higher margin software and services. Analyst Commentary Research updates around the latest quarter point to a market that remains constructive on CDW’s long term positioning, yet increasingly cautious on the timing of growth and margin realization.
ARW
US$113.01
Arrow Electronics
7D
0.5%
1Y
-0.1%
NSIT
US$82.94
Insight Enterprises
7D
2.4%
1Y
-45.5%
SCSC
US$39.54
ScanSource
7D
-0.5%
1Y
-16.7%
SNX
US$152.48
TD SYNNEX
7D
-0.4%
1Y
30.0%

SNX: Future Returns Will Be Driven By Hyve And AI Offerings

Analysts have modestly increased their price target on TD SYNNEX to approximately $178 per share, citing stronger than expected Q3 billings and revenue, robust momentum at Hyve, and improving demand across PCs, software, cloud, and cybersecurity. Analyst Commentary Street research has turned more constructive on TD SYNNEX, with a series of upward price target revisions into the mid to high $170s and low $180s range, reflecting greater confidence in the company’s execution, earnings power, and growth durability.
PLUS
US$88.60
ePlus
7D
-1.1%
1Y
19.9%
CNXN
US$58.42
PC Connection
7D
-1.9%
1Y
-15.7%
INGM
US$21.86
Ingram Micro Holding
7D
-1.2%
1Y
12.7%
CLMB
US$103.43
Climb Global Solutions
7D
-1.8%
1Y
-18.4%
CGTL
US$1.14
Creative Global Technology Holdings
7D
11.8%
1Y
-85.7%