Narrative Update • Apr 23

Over the last 7 days, the Technology Distributors industry has dropped 5.5%, driven by CDW declining 19%. In the past year, the industry has gained 9.6%. Looking forward, earnings are forecast to grow by 15% annually.
Has the U.S. Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 08 May 2026 | US$67.6b | US$216.5b | US$3.7b | 17.2x | 18.3x | 0.3x |
| Sun, 05 Apr 2026 | US$56.5b | US$212.4b | US$3.7b | 15x | 15.4x | 0.3x |
| Tue, 03 Mar 2026 | US$54.8b | US$208.3b | US$3.5b | 15.9x | 15.8x | 0.3x |
| Thu, 29 Jan 2026 | US$53.3b | US$206.3b | US$3.3b | 17.1x | 16x | 0.3x |
| Sat, 27 Dec 2025 | US$54.0b | US$204.1b | US$3.3b | 18x | 16.4x | 0.3x |
| Mon, 24 Nov 2025 | US$52.7b | US$204.1b | US$3.3b | 17.4x | 16x | 0.3x |
| Wed, 22 Oct 2025 | US$58.2b | US$201.8b | US$3.3b | 18.1x | 17.7x | 0.3x |
| Fri, 19 Sep 2025 | US$59.3b | US$200.8b | US$3.2b | 18.2x | 18.3x | 0.3x |
| Sun, 17 Aug 2025 | US$58.8b | US$200.8b | US$3.2b | 17.1x | 18.2x | 0.3x |
| Tue, 15 Jul 2025 | US$61.5b | US$198.1b | US$3.3b | 17.3x | 18.6x | 0.3x |
| Thu, 12 Jun 2025 | US$59.7b | US$197.1b | US$3.3b | 17x | 18.4x | 0.3x |
| Sat, 10 May 2025 | US$58.4b | US$197.1b | US$3.2b | 15.2x | 18x | 0.3x |
| Mon, 07 Apr 2025 | US$48.5b | US$196.5b | US$3.3b | 14.6x | 14.8x | 0.2x |
| Wed, 05 Mar 2025 | US$58.9b | US$195.5b | US$3.3b | 16.1x | 17.7x | 0.3x |
| Fri, 31 Jan 2025 | US$66.1b | US$196.1b | US$3.5b | 18.8x | 18.8x | 0.3x |
| Sun, 29 Dec 2024 | US$59.7b | US$195.3b | US$3.6b | 15.9x | 16.8x | 0.3x |
| Tue, 26 Nov 2024 | US$61.4b | US$195.3b | US$3.5b | 16.3x | 17.3x | 0.3x |
| Thu, 24 Oct 2024 | US$64.7b | US$149.9b | US$3.5b | 20.9x | 18.6x | 0.4x |
| Sat, 21 Sep 2024 | US$66.0b | US$149.2b | US$3.4b | 22.7x | 19.2x | 0.4x |
| Mon, 19 Aug 2024 | US$64.3b | US$149.4b | US$3.4b | 21.1x | 18.7x | 0.4x |
| Wed, 17 Jul 2024 | US$64.9b | US$152.4b | US$3.6b | 21.6x | 17.9x | 0.4x |
| Fri, 14 Jun 2024 | US$65.2b | US$152.5b | US$3.6b | 17.7x | 18x | 0.4x |
| Sun, 12 May 2024 | US$64.2b | US$152.5b | US$3.6b | 16.6x | 17.7x | 0.4x |
| Tue, 09 Apr 2024 | US$67.5b | US$155.6b | US$3.9b | 16.3x | 17.2x | 0.4x |
| Thu, 07 Mar 2024 | US$64.6b | US$156.7b | US$3.9b | 15.1x | 16.5x | 0.4x |
| Sat, 03 Feb 2024 | US$62.1b | US$159.3b | US$4.0b | 13.9x | 15.4x | 0.4x |
| Mon, 01 Jan 2024 | US$62.9b | US$161.7b | US$4.2b | 12.5x | 15x | 0.4x |
| Wed, 29 Nov 2023 | US$58.2b | US$161.7b | US$4.2b | 11.5x | 13.9x | 0.4x |
| Fri, 27 Oct 2023 | US$54.9b | US$164.4b | US$4.3b | 11.5x | 12.8x | 0.3x |
| Sun, 24 Sep 2023 | US$58.6b | US$165.8b | US$4.3b | 11.6x | 13.6x | 0.4x |
| Tue, 22 Aug 2023 | US$57.6b | US$165.8b | US$4.3b | 12.1x | 13.3x | 0.3x |
| Thu, 20 Jul 2023 | US$56.9b | US$167.5b | US$4.6b | 12.7x | 12.4x | 0.3x |
| Sat, 17 Jun 2023 | US$54.6b | US$168.7b | US$4.6b | 12.5x | 11.9x | 0.3x |
| Mon, 15 May 2023 | US$49.8b | US$168.7b | US$4.6b | 9.3x | 10.8x | 0.3x |
10.8x
How does U.S. Technology Distributors compare with similar industries?
| US Market | 3.19% | |
| Tech | 6.57% | |
| Electronic Equipment and Components | 6.51% | |
| Technology Distributors | -5.52% | |
| Electronic Manufacturing Services | 13.90% | |
| Electronic Equipment and Instruments | 6.04% | |
| Electronic Components | 5.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNX TD SYNNEX | US$232.45 | 1.9% +US$343.3m | 96.3% | PE19.1x | |
| ARW Arrow Electronics | US$189.83 | 1.1% +US$102.2m | 60.4% | PE13.3x | |
| CLMB Climb Global Solutions | US$20.26 | 21.5% +US$65.6m | -23.1% | PE17.9x | |
| PLUS ePlus | US$86.80 | 2.5% +US$55.2m | 32.6% | PE15.3x | |
| SCSC ScanSource | US$43.40 | 5.6% +US$49.0m | 13.1% | PE12.7x |