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U.S. Technology Distributors Industry Analysis

UpdatedDec 28, 2025
DataAggregated Company Financials
Companies30
  • 7D-0.09%
  • 3M-8.4%
  • 1Y-6.3%
  • YTDn/a

Last week, the Technology Distributors industry hasn't moved much but Insight Enterprises is up 5.3% in that time. Unfortunately though, the industry is down 6.2% over the past 12 months. 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
Sun, 28 Dec 2025US$54.4bUS$204.1bUS$3.3b18x16.5x0.3x
Tue, 25 Nov 2025US$53.0bUS$204.1bUS$3.3b17.2x16.1x0.3x
Thu, 23 Oct 2025US$58.2bUS$201.8bUS$3.3b18.1x17.8x0.3x
Sat, 20 Sep 2025US$59.4bUS$200.8bUS$3.2b18x18.3x0.3x
Mon, 18 Aug 2025US$58.8bUS$200.8bUS$3.2b17.1x18.2x0.3x
Wed, 16 Jul 2025US$61.5bUS$198.1bUS$3.3b17.1x18.6x0.3x
Fri, 13 Jun 2025US$58.9bUS$197.1bUS$3.3b16.9x18.1x0.3x
Sun, 11 May 2025US$58.0bUS$197.1bUS$3.2b15.2x17.8x0.3x
Tue, 08 Apr 2025US$48.5bUS$196.5bUS$3.3b14.8x14.8x0.2x
Thu, 06 Mar 2025US$58.6bUS$195.9bUS$3.3b16.3x17.9x0.3x
Sat, 01 Feb 2025US$66.1bUS$196.1bUS$3.5b18.9x18.8x0.3x
Mon, 30 Dec 2024US$59.7bUS$195.3bUS$3.6b15.9x16.8x0.3x
Wed, 27 Nov 2024US$62.3bUS$195.3bUS$3.5b16.2x17.5x0.3x
Fri, 25 Oct 2024US$69.4bUS$149.9bUS$3.5b20.8x20x0.5x
Sun, 22 Sep 2024US$65.5bUS$149.2bUS$3.4b22.7x19x0.4x
Tue, 20 Aug 2024US$64.3bUS$149.4bUS$3.4b21.3x18.7x0.4x
Thu, 18 Jul 2024US$67.0bUS$152.4bUS$3.6b21.5x18.5x0.4x
Sat, 15 Jun 2024US$65.2bUS$152.5bUS$3.6b17.7x18x0.4x
Mon, 13 May 2024US$64.2bUS$152.5bUS$3.6b16.6x17.7x0.4x
Wed, 10 Apr 2024US$67.3bUS$155.6bUS$3.9b15.8x17.1x0.4x
Fri, 08 Mar 2024US$65.2bUS$156.7bUS$3.9b15x16.6x0.4x
Sun, 04 Feb 2024US$62.1bUS$159.3bUS$4.0b13.9x15.4x0.4x
Tue, 02 Jan 2024US$62.9bUS$161.7bUS$4.2b12.5x15x0.4x
Thu, 30 Nov 2023US$57.8bUS$161.7bUS$4.2b11.5x13.8x0.4x
Sat, 28 Oct 2023US$54.8bUS$164.4bUS$4.3b11.5x12.7x0.3x
Mon, 25 Sep 2023US$58.6bUS$165.8bUS$4.3b11.6x13.6x0.4x
Wed, 23 Aug 2023US$58.1bUS$165.8bUS$4.3b12x13.4x0.4x
Fri, 21 Jul 2023US$56.3bUS$167.5bUS$4.6b12.5x12.3x0.3x
Sun, 18 Jun 2023US$54.6bUS$168.7bUS$4.6b12.5x11.9x0.3x
Tue, 16 May 2023US$50.0bUS$168.7bUS$4.6b9.7x10.9x0.3x
Thu, 13 Apr 2023US$53.9bUS$170.2bUS$4.7b9.6x11.4x0.3x
Sat, 11 Mar 2023US$53.7bUS$170.0bUS$4.7b10x11.5x0.3x
Mon, 06 Feb 2023US$58.1bUS$170.0bUS$4.6b12.1x12.7x0.3x
Wed, 04 Jan 2023US$51.4bUS$168.2bUS$4.4b10.1x11.6x0.3x
Price to Earnings Ratio

11.6x


Total Market Cap: US$51.4bTotal 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 9.3% 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 Market1.25%
Tech1.60%
Electronic Equipment and Components1.14%
Technology Distributors-0.088%
Electronic Components1.84%
Electronic Manufacturing Services1.18%
Electronic Equipment and Instruments0.25%
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$83.485.3%
+US$130.1m		-45.1%PE18.2x
SNX TD SYNNEXUS$154.910.5%
+US$63.5m		30.9%PE16.4x
PLUS ePlusUS$90.030.6%
+US$13.1m		22.5%PE18.2x
ARW Arrow ElectronicsUS$113.390.2%
+US$9.8m		-0.5%PE12.3x
IZM ICZOOM GroupUS$1.9354.4%
+US$8.2m		5.7%PE19.4x

Latest News

AVT
US$49.28
Avnet
7D
-1.0%
1Y
-6.9%

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$139.71
CDW
7D
-0.7%
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.
IZM
US$1.93
ICZOOM Group
7D
54.4%
1Y
5.7%
ARW
US$113.39
Arrow Electronics
7D
0.2%
1Y
-0.5%
NSIT
US$83.48
Insight Enterprises
7D
5.3%
1Y
-45.1%
SCSC
US$39.71
ScanSource
7D
-3.3%
1Y
-16.9%
SNX
US$154.91
TD SYNNEX
7D
0.5%
1Y
30.9%

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.
RELL
US$10.64
Richardson Electronics
7D
-1.4%
1Y
-23.3%

RELL: Fair Outlook Will Balance Higher Price View And Earnings Quality Concerns

Analysts have raised their price target on Richardson Electronics from $10.00 to $12.00 per share. This reflects increased confidence in the company’s long term revenue growth and margin trajectory despite mixed quality in the latest earnings beat.
PLUS
US$90.03
ePlus
7D
0.6%
1Y
22.5%
LHSW
US$0.61
Lianhe Sowell International Group
7D
-0.6%
1Y
n/a
CNXN
US$59.66
PC Connection
7D
0.3%
1Y
-14.1%
INGM
US$22.13
Ingram Micro Holding
7D
-1.3%
1Y
13.0%
CLMB
US$104.11
Climb Global Solutions
7D
-3.4%
1Y
-17.6%
CGTL
US$1.05
Creative Global Technology Holdings
7D
-5.4%
1Y
-86.3%